Episode #503: Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer
Episode #503: Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer
Guest: Jon Hirtle is the founder and Executive Chairman of Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded over 35 years ago. Jon is well known for creating the OCIO model that is commonplace today.
Date Recorded: 9/27/2023 | Run-Time: 49:03
Summary: In today’s episode, Jon shares what...
Episode #502: Mikhail Samonov – Lessons from Two Centuries of Financial History
Episode #502: Mikhail Samonov – Lessons from Two Centuries of Financial History
Guest: Mikhail Samonov is the CEO of Two Centuries Investments, which was established to create long term wealth for investors through its blend of innovative and behaviorally focused investment strategies.
Date Recorded: 9/20/2023 | Run-Time: 1:11:28
Summary: In today’s episode, Mikhail walks through what led him to focus so much...
Episode #501: John Davi, Astoria Advisors – Macro+Quant, Inflation & Global Diversification
Episode #501: John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification
Guest: John Davi is the CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services.
Date Recorded: 9/14/2023 | Run-Time: 55:34
Summary: In today’s episode, John walks through his macro plus quant approach to the markets. We touch on his entrance into the ETF space...
Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing
Episode #500: Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing
Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors. Prior to Deccan, Soo Chuen worked at the Baupost Group, Halcyon Asset Management, and McKinsey & Company.
Recorded: 8/21/2023 | Run-Time: 1:02:39
Summary: Today’s...
Episode #499: Kevin Carter, EMQQ Global – India is Happening NOW
Episode #499: Kevin Carter, EMQQ Global - India is Happening NOW
Guest: Kevin Carter is the Founder & Chief Investment Officer of EMQQ Global. While he principally considers himself an active “value” investor, he has collaborated with Princeton economist and indexing legend, Dr. Burton G. Malkiel, for more than 20 years.
Date Recorded: 8/30/2023 | Run-Time: 55:41
Summary: In today’s episode, Kevin...
This Could Be Buffett’s Best Investment Ever
Warren Buffett has made some pretty amazing investments over the years.
He's famously held Coca-Cola stock for over three decades, turning an initial $1.3 billion stake into $25 billion today. American Express is another multi-decade investment, with similar returns.
His most recent investment in Apple, while not the best in percentage terms, is likely the best in absolute dollar amounts. His...
Episode #498: Liz Ann Sonders on The State of the Markets
Episode #498: Liz Ann Sonders on The State of the Markets
Guest: Liz Ann Sonders is the Chief Investment Strategist of Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor.
Recorded: 8/16/2023 | Run-Time: 57:07
Summary: In today’s episode, Liz Ann starts off by sharing some timeless lessons...
Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation
Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation
Guest: Ulrike Hoffmann-Burchardi is a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship fund focusing on Digital, Data & Disruptive Innovation.
Recorded: 8/17/2023 | Run-Time: 44:23
Summary: In today’s episode, she starts by lessons learned over the past 25 years working...
Episode #496: Phil Bak, Armada ETFs – Masterclass in (Liquid) Real Estate Investing
Episode #496: Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing
Guest: Phil Bak is the CEO of Armada ETFs, which provides investors broad access to the real estate asset class. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020.
Date Recorded: 8/9/2023 | Run-Time: 59:24 ...
Episode #495: Mohnish Pabrai on Cloning & Compounding
Episode #495: Mohnish Pabrai on Cloning & Compounding
Guest: Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, which he started in 1999.
Date Recorded: 7/28/2023 | Run-Time: 1:15:01
Summary: In today’s episode, Mohnish talks about his love for bridge, what his friend Warren Buffett’s online bridge name is, his philanthropic endeavors, opportunities he sees in Turkey...