Episode #445: Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles
Episode #445: Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles
Guest: Jeff Currie is Goldman Sachs’ global...
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...
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...
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...
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...
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...
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...
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...
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 founder and CIO of Mutiny Fund and specializes...
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...
