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...

Episode #312: Carter Malloy, AcreTrader, “In A Couple Of Minutes, You Can Invest As Little As $15,000 Or $20,000 In A Particular Farm”

Episode #312: Carter Malloy, AcreTrader, “In A Couple Of Minutes, You Can Invest As Little As $15,000 Or $20,000 In A Particular Farm”             Guest: Carter Malloy is the Founder and CEO of AcreTrader. Carter grew up in an Arkansas farming family and has had a lifelong passion for investing, agriculture, and conservation. Prior to founding AcreTrader, he was part of...

Episode #311: Radio Show: Valuation Update…Bond Returns….Meb’s Startup Investing

Episode #311: Radio Show: Valuation Update…Bond Returns….Meb’s Startup Investing Guest: Episode 311 has no guest but is co-hosted by Justin Bosch. Date Recorded: 5/3/2021 Run-Time: 50:40 To listen to Episode #311 on iTunes, click here To listen to Episode #311 on Stitcher, click here To listen to Episode #311 on Pocket Casts, click here To listen to Episode #311 on Google, click here To stream Episode #311,...

Episode #310: Kathryn Kaminski, AlphaSimplex, “When You’re A Systematic Investor, Your Process Makes The Decision”

Episode #310: Kathryn Kaminski, AlphaSimplex, “When You’re A Systematic Investor, Your Process Makes The Decision”         Guest: As Chief Research Strategist at AlphaSimplex, Dr. Kathryn Kaminski conducts applied research, leads strategic research initiatives, focuses on portfolio construction and risk management, and engages in product development. Dr. Kaminski is a member of the Investment Committee. She also serves as a co-portfolio manager...

Episode #309: Andrew Horowitz, Horowitz & Company, “I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out”

Episode #309: Andrew Horowitz, Horowitz & Company, “I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out”           Guest: Andrew Horowitz is the President and Founder of Horowitz & Company, a Registered Investment Advisor. He has been managing money for individual and corporate clients since the late 1980‘s and has taken his disciplines derived...

Episode #308: Best Idea Show – Maciej Wojtal, Amtelon Capital, “I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia”

Episode #308: Best Idea Show – Maciej Wojtal, Amtelon Capital, “I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia”             Guest: Maciej Wojtal is the Chief Investment Officer for Amtelon Capital. He has 12 years of experience in the financial industry. He started his career as an equity analyst at Citigroup Investment Research. In 2006 he moved to J.P....