Harindra de Silva's guest appearances

Harindra de Silva

The Meb Faber Show

Behind the Markets Podcast

Raoul Pal

Eric Balchunas

David Rosenberg

Brandon Zick

Michael Philbrick

Doug Pugliese

Adam Butler

Kathryn Kaminski

Jesper Koll

Phil Huber

Jeff Weniger

Corey Hoffstein

Jack Vogel

Perth Tolle

Laurence Siegel

OwlTail

Show from 1/14/22How do you manage your portfolios? Interested in factor investing? Host Jeremy Schwartz talks to Harindra (Harin) de Silva of Analytic Investors about rotating factor investing, shorting, and the influence of the pandemic on investing. Harin says we should think of the world through factors, “you have to consider where we are in the cycle, which factors should be important, and what we are seeing in returns.” He also mentions machine learning and says investors can use this to identify which stocks are factor driven by evaluating the historic and high frequency data to see which factors expand their returns. Wharton Finance Professor Jeremy Siegel also joins to give his market update discussing continued inflation, volatility, growth vs value stocks, and more.Guest:Harindra de Silva - Portfolio Manager at Analytic InvestorsFor more information on Analytic Investors visit their website: https://www.allspringglobal.com/investments/teams/detail.html?id=analytic-investors# Follow Harin on LinkedIn: https://www.linkedin.com/in/harindra-de-silva-4a72212/ Follow Allspring Global Investments on Twitter: @AllspringFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz Hosted on Acast. See acast.com/privacy for more information.

Show from 1/14/22How do you manage your portfolios? Interested in factor investing? Host Jeremy Schwartz talks to Harindra (Harin) de Silva of Analytic Investors about rotating factor investing, shorting, and the influence of the pandemic on investing. Harin says we should think of the world through factors, “you have to consider where we are in the cycle, which factors should be important, and what we are seeing in returns.” He also mentions machine learning and says investors can use this to identify which stocks are factor driven by evaluating the historic and high frequency data to see which factors expand their returns. Wharton Finance Professor Jeremy Siegel also joins to give his market update discussing continued inflation, volatility, growth vs value stocks, and more.Guest:Harindra de Silva - Portfolio Manager at Analytic InvestorsFor more information on Analytic Investors visit their website: <a href="https://www.allspringglobal.com/investments/teams/detail.html?id=analytic-investors#" rel="noopener noreferrer nofollow" target="_blank">https://www.allspringglobal.com/investments/teams/detail.html?id=analytic-investors#</a> Follow Harin on LinkedIn: <a href="https://www.linkedin.com/in/harindra-de-silva-4a72212/" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/harindra-de-silva-4a72212/</a> Follow Allspring Global Investments on Twitter: @AllspringFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Behind The Markets Podcast: Harindra De Silva

In episode 234 we welcome our guest, Harin de Silva, president and portfolio manager for the Wells Fargo Asset Management Analytic Investors team. In today’s episode, we’re talking factors and long/short investing. We discuss factors as anything that can help explain return, and the all-important task of assigning weights to factors in portfolio construction. We get into short selling, and some of the challenges that need to be carefully navigated, from risk management to asymmetric return distributions, to the cost of borrow. As we wind down, we cover the appetite institutions have for factor investing and how they seem to be a lot more interested in general, however, they’re less willing to pay for strategies they can get cheaply. All this and more in episode 234 with Harin de Silva.

In episode 234 we welcome our guest, Harin de Silva, president and portfolio manager for the Wells Fargo Asset Management Analytic Investors team. In today’s episode, we’re talking factors and long/short investing. We discuss factors as anything that can help explain return, and the all-important task of assigning weights to factors in portfolio construction. We get into short selling, and some of the challenges that need to be carefully navigated, from risk management to asymmetric return distributions, to the cost of borrow. As we wind down, we cover the appetite institutions have for factor investing and how they seem to be a lot more interested in general, however, they’re less willing to pay for strategies they can get cheaply. All this and more in episode 234 with Harin de Silva.

#234 - Harindra de Silva, Analytic Investors of Wells Fargo Asset Management - Just Because A Factor Hasn’t Been Working For 3 Years…Don’t Ignore It…Continue To Evaluate It