Episode #322: Radio Show: Inflation or Deflation?…Foreign Stocks….Value and Momentum

Episode #322: Radio Show: Inflation or Deflation?…Foreign Stocks….Value and Momentum Guest: Episode 322 has no guest but is co-hosted by Justin Bosch. Date Recorded: 6/14/2021 Sponsor: Bitwise– The Bitwise 10 Crypto IndexFund is the world’s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and  DeFi assets. Shares of the fund trade under the ticker “BITW” and...

Episode #321: Rajiv Jain, GQG Partners, “The Only Way To Survive Long-Term Is To Be Adaptive”

Episode #321: Rajiv Jain, GQG Partners, “The Only Way To Survive Long-Term Is To Be Adaptive”             Guest: Rajiv Jain is the Chairman and Chief Investment Officer of GQG Partners and also serves as the lead portfolio manager for all GQG Partners strategies. He commenced investment operations at GQG Partners in June 2016 and has over 25 years of investment experience. Date...

Episode #320: Shonda Warner, Chess Ag Full Harvest Partners, “The Interesting Thing About Ag Is That It’s There To Play Another Day”

Episode #320: Shonda Warner, Chess Ag Full Harvest Partners, “The Interesting Thing About Ag Is That It’s There To Play Another Day”           Guest: Shonda Warner founded Chess Ag Full Harvest Partners in 2006. Shonda has thirty years of experience in managing a multitude of financial assets besides just agriculture. From 2002 until 2006, when she returned to the US to...

Episode #319: Brandon Zick, Ceres Partners, “The Market Is $3 Trillion And Institutional Investors Own About 3% Of That”

Episode #319: Brandon Zick, Ceres Partners, “The Market Is $3 Trillion And Institutional Investors Own About 3% Of That”           Guest: Brandon Zick joined Ceres Partners in 2010.  He is responsible for managing all investments at Ceres, including farmland and private equity strategies. In this role he supervises valuation analysis, acquisition due diligence, tenant management and acquisition negotiations. Prior to joining...

Episode #318: Perth Tolle, Life + Liberty Indexes, “If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This”

Episode #318: Perth Tolle, Life + Liberty Indexes, “If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This”             Guest: Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Perth...

Episode #317: Chris Cole, Artemis Capital Management, “You Want To Diversify Based On How Assets Perform In Different Market Regimes”

Episode #317: Chris Cole, Artemis Capital Management, “You Want To Diversify Based On How Assets Perform In Different Market Regimes”             Guest: Christopher R. Cole, CFA, is the Founder & CIO of Artemis Capital Management LP. Mr. Cole’s core focus is systematic, quantitative, and behavioral based trading of volatility and derivatives. His decision to form a fund came after achieving significant...

Episode #316: Dianne McKeever, Ides Capital, “My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist”

Episode #316: Dianne McKeever, Ides Capital, “My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist”           Guest: Dianne K. McKeever is Co-founder and Chief Investment Officer of Ides Capital, a deep value investment advisor that constructively engages with companies to improve corporate governance and implement operational, strategic and capital changes that drive long-term shareholder value. Launched in 2015, Ides...

Episode #315: Warren Pies & Fernando Vidal, 3Fourteen Research, “I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years”

Episode #315: Warren Pies & Fernando Vidal, 3Fourteen Research, “I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years”           Guests: Warren Pies is the founder of 3Fourteen Research. Prior to founding 3Fourteen Research, Warren led Ned Davis Research’s Energy and Commodity strategy. In that role, he built the firm’s commodity-related studies, models, and unique...

Episode #314: Dan Morehead, Pantera Capital Management, “Satoshi Created Bitcoin As A Result Of The 2008 Global Financial Crisis And It’s Really Coming Into It’s Own Now”

Episode #314: Dan Morehead, Pantera Capital Management, “Satoshi Created Bitcoin As A Result Of The 2008 Global Financial Crisis And It’s Really Coming Into It’s Own Now”           Guest: Dan Morehead is the CEO & Co-Chief Investment Officer for Pantera Capital Management. Dan founded Pantera Capital Management LP in 2003. He also co-founded and was CEO of Atriax, an electronic foreign...

Episode #313: Rob Arnott, Research Affiliates, “Modern Monetary Theory Does Not Work”

Episode #313: Rob Arnott, Research Affiliates, "Modern Monetary Theory Does Not Work"           Guest: Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. The firm creates investment strategies and tools based upon award-winning research, and delivers these solutions in partnership...