Episode #444: Steve Romick, FPA Funds – Live at Future Proof!

Episode #444: Steve Romick, FPA Funds – Live at Future Proof!   Guest: Steve Romick joined FPA in 1996 and serves as a Portfolio Manager for the FPA Crescent Fund. Date Recorded: 9/12/2022     |     Run-Time: 45:47 Summary: In today’s episode, Steve shares his view of the world and where he sees value today. He explains why he owns Google, Comcast, CarMax, and even...

Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)

Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)   Author: Ben Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money managers and investment researchers from all over...

Episode #443: Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade

Episode #443: Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade   Guest: Kyle Bass is the Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. He is also the Co-Founder and Chief Executive Officer of Conservation Equity Management, an environmental sustainability private...

Episode #442: David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing

Episode #442: David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing   Guest: David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Established in 1987, Carlyle now manages $325 billion from 26 offices around the world. Date Recorded: 8/24/2022     |     Run-Time: 49:11 Summary: In today’s episode, David...

Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)

Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)   Author: Whitney Baker is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros Fund Management, co-managing an...

Episode #441: Marlena Lee, DFA – Value, Fama & Weathering Bear Markets

Episode #441: Marlena Lee, DFA – Value, Fama & Weathering Bear Markets   Guest: Marlena Lee is the Global Head of Investment Solutions for Dimensional Fund Advisors. Lee worked as a teaching assistant for Nobel laureate Eugene Fama and earned a PhD in finance and an MBA from the Chicago Booth School of Business. Date Recorded: 8/24/2022     |     Run-Time: 57:42 Summary: In today’s...

Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)

Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)   Authors: Lawrence Kissko is a Client Portfolio Manager for Man AHL. Graham Robertson is a partner and Head of Client Portfolio Management at Man AHL and is a member of the investment and management committees. He has overall responsibility for client communication across...

Episode #440: Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach

Episode #440: Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach   Guest: Jason Buck is the found and CIO of Mutiny Fund and specializes in volatility, options hedging, and portfolio construction. Date Recorded: 8/17/2022     |     Run-Time: 1:28:44 Summary: In today’s episode, Jason shares the winding path that led him to launch Mutiny Funds and focus on the risk management side of...

Episode #439: Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal

Episode #439: Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal   Guest: Tim Pickering is the Founder, President and CIO of Auspice. Tim leads strategic decision making and the vision for Auspice’s diverse suite of award winning rules-based quantitative investment strategies. Date Recorded: 8/17/2022     |     Run-Time: 1:19:18 Summary: In today’s episode, we talk all about trend-following and commodities. Tim shares why...

Joachim Klement – Stocks in the long run… are still risky (The Best Investment Writing Volume 6)

Joachim Klement – Stocks in the long run… are still risky (The Best Investment Writing Volume 6)   Guest: Joachim Klement, CFA, is a trustee of the CFA Institute Research Foundation and offers regular commentary at Klement on Investing. Previously, he was CIO at Wellershoff & Partners Ltd., and before that, head of the UBS Wealth Management Strategic Research team and...