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...

The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns

The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns   Author: Greg Obenshain is the Director of Credit for Verdad Advisers. Before joining Verdad, Greg worked as the high-yield portfolio manager at Apollo Global Management and Stone Tower Capital. He began his corporate credit...

Episode #363: Rick Bookstaber, Fabric, “Risk Is The Other Side Of The Coin From Opportunity”

Episode #363: Rick Bookstaber, Fabric, “Risk Is The Other Side Of The Coin From Opportunity”   Guest: Rick Bookstaber is the co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors. Rick has held Chief Risk Officer roles at Morgan Stanley, Salomon, Bridgewater, and the University of California pension. He also...

Episode #362: Seth Stephens-Davidowitz, Data Scientist & Author, “You Do Have To Be Willing To Go Where The Data Takes You”

Episode #362: Seth Stephens-Davidowitz, Data Scientist & Author, “You Do Have To Be Willing To Go Where The Data Takes You”   Guest: Seth Stephens-Davidowitz is a data scientist, author, and keynote speaker. His book, Everybody Lies: Big Data, New Data, and What the Internet Can Tell Us About Who We Really Are, was a New York...

The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification

The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification   Author:  Sean Duffin is the Director of Capital Markets Research for Cambridge Associates. Run-Time: 19:30 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 we’re running it back again...

Episode #361: Jeff Hooke, Johns Hopkins, “The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years”

Episode #361: Jeff Hooke, Johns Hopkins, “The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years”   Guest: Jeff Hooke is a broad-based finance and investment executive with global experience throughout the U.S., Europe and the emerging markets of Latin America and Asia. He was a Managing Director of Focus Securities,...

Episode #360: Erin Browne, PIMCO, “I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View”

Episode #360: Erin Browne, PIMCO, “I Combine A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View”   Guest: Erin Browne is a managing director and portfolio manager for PIMCO, focusing on asset allocation strategies. Prior to joining PIMCO in 2018, Ms. Browne was a managing director and head of asset allocation at...

The Best Investment Writing Volume 5: Amie Ko, Research Affiliates – A Quick Survey of “Broken” Asset Classes

The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes   Author:  Amie Ko, a senior vice president and Head of Marketing, is responsible for Research Affiliates’ brand-building efforts. In this role, she leads the development and execution of the firm’s global marketing outreach. Prior to joining Research Affiliates,...