Episode #527: Cliff Asness – Timely & Timeless Investment Wisdom
Guest: Cliff Asness is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management.
Recorded: 3/20/2024 | Run-Time: 01:05:24
Summary: In today’s episode,...
Episode #526: Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy
Guest: Steve Edmundson is the Chief Investment Officer at the Public Employees' Retirement System of Nevada (NVPERS), overseeing over $60 billion in assets.
Recorded: 3/18/2024 | ...
Episode #525: Grant Williams & Peter Atwater: The Market is ‘Long Abstraction, Short Reality’
Guest: Grant Williams is the author of the newsletter Things That Make you Go Hmmm… and host of The Grant Williams Podcast. He was...
Episode #524: Tim Ranzetta, NGPF – Teaching America Personal Finance
Guest: Tim Ranzetta is the Founder of Next Gen Personal Finance, a non-profit organization to connect educators with free resources and equip students with...
Episode #523: Whitney Baker on The Death of (Upside) American Exceptionalism
Guest: Whitney Baker is the founder of Totem Macro, leveraging extensive prior buyside experience to create unique research insights for an exclusive client-base of...
Episode #522: Wes Gray & Robert Elwood on How to Convert a Separately Managed Account (SMA) to an ETF
Guests: Wes Gray is the founder, CEO and Co-CIO of Alpha Architect. Robert Elwood is the co-founder of Practus, LLP, a business law firm...
Episode #521: GMO’s Tina Vandersteel on a “Once-in-a-Generation” Opportunity
Guest: Tina Vandersteel is the head of GMO’s Emerging Country Debt team. Prior to joining GMO in 2004, she worked at J.P. Morgan in...
Episode #520: Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla
Guest: Drew Dickson is the founder of Albert Bridge Capital and CIO of Alpha Europe funds.
Recorded: 1/24/2024 | Run-Time: 1:03:53
Summary: We talk a lot...
Episode #519: Ben Mackovak on The Secret Sauce of Investing in Banks
Guest: Ben Mackovak is the Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. Ben also sits on the board for...
Episode #518: Jared Dillian on the Keys to Live a Stress-Free Financial Life
Guest: Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals.
Recorded: 1/17/2024 | Run-Time: 49:41
Summary: Jared’s back on...
