Episode #370: Ashley Flucas, Flucas Ventures, “This Is A Really Opportunistic Time For Someone Who’s Not Afraid And New In The Game To Get Started”

Episode #370: Ashley Flucas, Flucas Ventures, "This Is A Really Opportunistic Time For Someone Who's Not Afraid And New In The Game To Get Started"   Guest: Ashley Flucas is the founder and general partner of Flucas Ventures. Based in West Palm Beach, Florida, the syndicate of around 2,000 angel investors has invested in more than 200 startups....

The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha – Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities

The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha - Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities   Author: Vineer Bhansali is the Founder and CIO at LongTail Alpha, LLC. Run-Time: 10:30 What is this Episode? Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so...

Episode #369: Africa Startup Series – Maya Horgan Famodu, Ingressive Capital, “Africa Holds The Fastest Growing Consumer Class, Fastest Growing Population & Fastest Growing Middle Class in The World”

Episode #369: Africa Startup Series – Maya Horgan Famodu, Ingressive Capital, “Africa Holds The Fastest Growing Consumer Class, Fastest Growing Population & Fastest Growing Middle Class in The World”   Guest: Maya Horgan Famodu is MD at Ingressive Capital, a VC fund targeting early-stage startups across Sub-Saharan Africa’s key tech markets. Date Recorded: 11/1/2021     |     Run-Time: 35:56 Summary: In...

Episode #368: Rodrigo Gordillo & Corey Hoffstein, “You Now Get To Have Your Beta Cake While Eating Your Alpha Too”

Episode #368: Rodrigo Gordillo & Corey Hoffstein, “You Now Get To Have Your Beta Cake While Eating Your Alpha Too"   Guest: Corey Hoffstein is a co-founder of and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfound Research is a quantitative asset management firm based out of Boston, MA. Rodrigo Gordillo is President of and a Portfolio Manager...

The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts

The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts   Authors: Guido Baltussen is Head of Robeco’s Factor Investing strategies and Co-head of the Quant Fixed Income team. He also holds a position as Professor of Behavioral Finance and Financial Markets at...

Episode #367: Robert Lawson, SMU, “Initially This Whole Thing Was A Tax Dodge So I Could Go Drink In Cuba”

Episode #367: Robert Lawson, SMU, “Initially This Whole Thing Was A Tax Dodge So I Could Go Drink In Cuba”   Guest: Robert Lawson is a Clinical Professor and holds the Jerome M. Fullinwider Centennial Chair in Economic Freedom; he also is director of the Bridwell Institute for Economic Freedom at the Southern Methodist University (SMU) Cox...

Episode #366: Darius Dale, 42 Macro, “Reflation Is Now The Dominant Market Regime”

Episode #366: Darius Dale, 42 Macro, “Reflation Is Now The Dominant Market Regime”   Guest: Darius Dale is the Founder & CEO of 42 Macro, a startup investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management processes. Prior to founding 42 Macro, Darius was a Managing Director and Partner...

The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When?

The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When?   Author:  John Pease is a member of GMO’s Asset Allocation team. Prior to joining GMO full-time in 2016, he was an intern with the Asset Allocation team. Mr. Pease earned his Bachelor of Science in Economics and his Master of...

Episode #365: Bryan Taylor, Global Financial Data, “There Are 100 Ways To Beat The Market; You Just Got To Figure Out What Works For You And Stick To That...

Episode #365: Bryan Taylor, Global Financial Data, “There Are 100 Ways To Beat The Market; You Just Got To Figure Out What Works For You And Stick To That Plan”   Guest: Dr. Bryan Taylor is the President and Chief Economist for Global Financial Data. He received his Ph.D. from Claremont Graduate University in Economics writing about...

Episode #364: Nancy Davis, Quadratic Capital Management, “Some Women Like To Buy Shoes And I Love To Buy Options”

Episode #364: Nancy Davis, Quadratic Capital Management, “Some Women Like To Buy Shoes And I Love To Buy Options”   Guest: Nancy Davis is the founder and managing partner of Quadratic Capital Management and portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (NYSE Ticker: IVOL). She began her career at Goldman Sachs where...