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(18)
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Valuewalk's ValueTalks

Updated 2 months ago

Business
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Everything hedge funds and value investing

Read more

Everything hedge funds and value investing

iTunes Ratings

18 Ratings
Average Ratings
10
0
3
2
3

Audio!

By WB2ERI - Feb 12 2019
Read more
This could be a top 3 investing podcast if it weren't from the audio quality, which takes what could be an otherwise pleasurable and useful program and turns it into (at best) a complete chore to listen to. Such a shame.

Excellent

By D. Shepley - Sep 05 2018
Read more
Great access to current top notch investors!

iTunes Ratings

18 Ratings
Average Ratings
10
0
3
2
3

Audio!

By WB2ERI - Feb 12 2019
Read more
This could be a top 3 investing podcast if it weren't from the audio quality, which takes what could be an otherwise pleasurable and useful program and turns it into (at best) a complete chore to listen to. Such a shame.

Excellent

By D. Shepley - Sep 05 2018
Read more
Great access to current top notch investors!
Cover image of Valuewalk's ValueTalks

Valuewalk's ValueTalks

Latest release on Aug 14, 2020

Read more

Everything hedge funds and value investing

Rank #1: Acquirer's Multiple - Tobias Carlisle

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Hello Listeners,

Today is very special episode. I have Tobias Carlisle talk about all aspects of investing and his recent book the Acquirer's Multiple.

1:17 Tell what led you down the investment path and what interested you the most?
3:35 What do you enjoy most about what you do?
5:37 What is your investment philosophy and investment strategy?
9:13 What would you say is the underlying principles of your strategy?
11:09 How did you develop it and come about it?
17:11 What are value traps?
18:45 How does the acquirer’s multiple differ from the PE and other multiples?
21:31 What is the margin of safety and how should it be applied?
22:39 What is mean reversion?
27:18 Can you go over the 9 rules of deep value?
30:53 What are your views on portfolio diversification and concentration?
36:27 How do you define and manage risk?
37:34 What are your favorite books?
39:16 What are your favorite finance articles?
40:00 What are your favorite hobbies?
40:37 Where can people find more information on you?
42:10 Thoughts on bitcoin and crypto?

There is also a giveaway: https://giveaway.amazon.com/p/4a9bba47573fecd4

Thank you for the listen and enjoy!

Jan 23 2018

46mins

Play

Rank #2: The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution with Greg Zuckerman

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Hello listeners,

Today is a very special episode with Greg Zuckerman, the author of "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution". Greg has spent the last 23 years writing for the Wall Street Journal. He authored several books including "The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters" and "The Greatest Trade Ever: The Behind-the-scenes Story of How John Paulson Defied Wall Street and Made Financial History". In today's episode we discussed what he learned from writing the story of the greatest hedge fund manager of all time.

You can find the book at: https://www.amazon.com/Man-Who-Solved-Market-Revolution/dp/073521798X

Enjoy and thanks for the listen!

Nov 05 2019

50mins

Play

Rank #3: Pitch the Perfect Investment with Paul Sonkin and Paul Johnson

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Pitch the Perfect Investment with Paul Sonkin and Paul Johnson

Enjoy!

Sep 05 2017

54mins

Play

Rank #4: Quantitative Investing with Verdad founder, Dan Rasmussen, Nick Schmitz, Brian Chingono

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Good Morning Listeners,

Today is a very special episode. I am joined with Dan Rasmussen, the founder and Portfolio Manager of Verdad, Nick Schmitz, Japan Portfolio Manager, and Brian Chingono, Director of Quantitative Research. In today’s episode we discuss what they find works in investing.

Transcript here https://valuewalkpremium.com/2019/02/quantitative-investing-rasmussen-schmitz-chingono/

HiddenValueStocks interview with Verdad from the summer of 2017 on their favorite small caps is right here https://hiddenvaluestocks.com/previous-issues/

Check out the Verdad at http://verdadcap.com. I encourage everyone to join their emailing list with their weekly commentaries.

In addition, check out their research papers:
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2639647 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2776355

Enjoy and thanks for the listen

Feb 19 2019

1hr 9mins

Play

Rank #5: Thinking About the Crisis with William Bernstein

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Hello Listeners,

Today is a very special episode with William Bernstein, PhD in Chemistry, MD, Co-principal of Efficient Frontier Advisors, and author. William practiced neurology. He authored several books including “The Intelligent Asset Allocator”, “A Splendid Exchange”, and his upcoming new book on the Madness of Crowds and human behavioral finance. In today’s episode we discuss CoVid and the potential effects.

Enjoy and thanks for the listen!

Apr 13 2020

1hr 2mins

Play

Rank #6: A Million Dollar Class with Whitney Tilson

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Whitney Tilson talks life https://www.valuewalk.com/

Aug 07 2018

50mins

Play

Rank #7: Tobias Carlisle

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Hello Listeners,

Tobias is back for another episode with my co-host, Adam. Tobias is the author of the "Acquirer's Multiple" and founder and managing partner at Carbon Beach Asset Management.

1:25 – Just curious to start out with a 30,000 foot view where the Acquirer’s Multiple fits into this and what you are adding?

6:32 – Do you think that American Express investment represented the shift in the evolution into Buffet’s style like the first non-Ben Graham style investment?

12:26 – What is the apples to apples outperformance of the Acquirer’s Multiple methodology compared to Greenblatt’s magic formula?

12:56 – Have you had the opportunity to speak with Greenblatt and present your findings to him?

14:19 – The Acquirer’s Multiple methodology?

16:42 – How do you spend most of your day?

22:51 – What are your views on the passive versus active debate?

22:50 – So you start out with the screen and look at each company and then defer back to the screen, how do you does the process work?

26:45 – Did you construct this system yourself?

29:37 – If you had to pick one stock and hold it for the next 30 years?

30:47 – How many factors due you screen on?

32:41 – What advice would you give a young millennial entering the money management business?

34:28 – What is the most important thing people do not know about you?

39:05 – What do you know now that you wish you knew then?

42:37—What do you do for fun?

Enjoy and thanks for the listen!

Aug 22 2018

43mins

Play

Rank #8: Trade of the Century with Kevin Smith and Tavi Costa, Crescat Capital

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Hello Podcast Listeners,

Today is a very special episode with Kevin Smith, CFA, Founder, CEO, and CIO and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. Kevin brings 28 years of investment management experience spanning multiple business cycles. Before founding Crescat, he worked as a wealth advisor at Kidder Peabody. He earned his MBA from the University of Chicago and his Bachelor’s in Economics and German Studies from Stanford. Tavi has been with Crescat for 6 years where he built their macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Before this he worked with the underwriting of financial products and in international business at Braservice, a logistics company in Brazil. He earned his BA in Business Administration with an emphasis in Finance and Spanish from Lindenwood University in St. Louis. In today’s episode we cover the current state and where they find opportunities in the present environment. We discuss their approach and their trade of a century idea.

Enjoy and thanks for the listen!

Mar 20 2020

1hr 37mins

Play

Rank #9: Looking at Price-to-Value with Chris Scibelli, Managing Director at Alpine Capital Research

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Hello Listeners,

Today is a very special episode with Chris Scibelli, Managing Director and Institutional Client Relations, at Alpine Capital Research. Chris brings over 25 year’s of investment management experience. Before ACR, he was a Managing Director for Ares Management L.P. and Managing Director and Institutional Distribution & Consultant Relations at Trust Company of the West. He earned his MBA from UCLA and BA in Economics from Harvard University. In today’s episode we discuss ACR’s approach to investing and the importance of Price-to-Value.

Enjoy and thanks for the listen!

May 08 2020

32mins

Play

Rank #10: William J Bernstein ValueTalks

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Hello Listeners,

Welcome to another very special episode with William J Bernstein. He is an incredible guest and financial thought leader. We cover a wide range of topics in this episode.
1:45 Can you describe your 1972 doctoral thesis?
3:55 Can you describe that process of working on your phd and the lessons you learned pursing that?
6:29 What lessons did you learn in information gathering?
11:04 Just want to ask you about your advisor, professor Melvin calvin, how important was he to you?
17:24 What led you to finance and investing?
22:00 What are your views on the value premium?
26:26 What are your views on the small cap premium?
28:43 What are your views on bitcoin?
34:14 What is your advice for new investors?
37:42 What is the best way to vet the right informational sources?
45:25 How do you go about finding the relevant information when you write a book?
53:43 What are your favorite books and books you are currently reading now?
56:25 What are your recommended finance journal articles?
Thank you for the listen and please enjoy!

Jan 09 2018

1hr 3mins

Play

Rank #11: Amit Wadwaney - Moerus Capital ValueTalks #7

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Hello Listeners,

This week's episode was recorded live by Raul Panganiban at the office of Amit. In this episode, we discuss investment philosophy, risk, and how to utilize travel for investment ideas.

Thank you for the listen and enjoy!

Oct 03 2017

1hr 5mins

Play

Rank #12: Gate City Interview On Small Cap Value

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Gate City Capital Management, LLC is a hedge fund based in Chicago, IL - see our interview and read our in-depth profile https://valuewalkpremium.com/?p=2070957

Jan 07 2019

21mins

Play

Rank #13: What Do You Do If You Get Right Too Quickly? Professor Damodaran

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Hello Listeners,

Today is a very special episode with one of my all time favorites, Professor Damodaran. He teaches Corporate Finance and Valuation at the Stern School of Business at New York University. In this episode we discuss many topics with an emphasis on what makes a good investor and the need to be honest with yourself.

1:23 – Can you tell me about your background and what led you to finance and teaching?

1:44 – You recently came out with the 3rd edition of the “Dark Side of Valuation”, can you tell me the new updates?

3:46 – Should investors be afraid of uncertainty or embrace it?

4:45 – What are the core principles in determining intrinsic value?

6:51 – There is a chapter that I liked that talked about the difference between valuing and pricing, between an investor and a trader, can you talk about that?

8:47 – How should beginning investors or people in the profession stay honest and stay consistent with what they doing and within their process?

12:03 – How would you define skill in investing?

14:23 – What would your advice be for the millennials surrounded by all these financial products?

17:42 – Can you tell me more about your decision process (value relative to price)?

21:25 – What about when investors say let them ride?

25:05 – What are your views on factor based investing?

28:18 – Can valuation be automated?

32:10 – What are your views on short selling?

39:40 – How should beginning investors should view investing and preserving their worth?

44:19 – What are your favorite books?

48:06 – What are your hobbies?

Enjoy and thanks for the listen!

Jun 06 2018

53mins

Play

Rank #14: Kyle Bass, Founder and CIO of Hayman Capital

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An interview with Kyle Bass of Hayman Capital on investing, American policy regarding China and much more!

Apr 24 2019

32mins

Play

Rank #15: GSE Reform with Tim Pagliara and Grant Stark, CapWealth Group

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Good morning listeners,

Today is a very special episode with Tim Pagliara, Founder, Chairman and CIO of CapWealth group. Tim was named as No. 1 in Tennessee on Forbes’ Best-In-State Wealth Advisors for 2020. Tim brings over 30-plus years of experience. He earned his undergraduate degree at St. Louis University and his law degree from St. Louis University School of Law. Grant Stark, CFA, is director of research at CapWealth Group. Before joining CapWealth, Grant served as COO of VMAC Holdings and served as a Senior Investment Research Analyst at Fairholme Capital Management. Grant earned his Bachelor of Science in Finance from the University of Miami. In today’s episode we discuss the potential solution for GSE reform.

Enjoy and thanks for the listen!

Mar 27 2020

41mins

Play

Rank #16: Wayne Himelsein - President and CIO Logica Capital Advisers

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Hello Listeners,

Today is a very special episode with Wayne Himelsein, President and CIO of Logica Capital Advisers. Wayne began his career as a proprietary trader at Carlin Financial Group. He then launched his first hedge fund in 1999 where he managed money for private clients as well as major institutions such as Hyundai Securities. He is a graduate of University of California Berkeley. In today's episode we discuss his approach too investing.

Enjoy and thanks for the listen!

Sep 03 2019

49mins

Play

Rank #17: Howard Marks on Mastering The Market Cycle

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ValueWalk interview with Howard Marks on Oaktree Capital Management on his new book Mastering the Market Cycle: Getting the Odds on Your Side, value investing, reading, his life and much more

Oct 07 2018

59mins

Play

Rank #18: David Marcus CEO/CIO of Evermore & Michael Price Protege On Event Driven Investing - Part I

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Good morning listeners,

Today is a very special episode with David Marcus, co-founder, CEO, and CIO of Evermore Global Advisors. He began his career with Michael Price at Mutual Series Fund. Afterwards, he founded Marcstone Capital Management, LP, a long short Europe fund which was largely funded by Jan Stenbeck, a Swedish Financier. David cofounded Evermore Global Advisors back in 2009. He is a graduate of Northeastern University with a B.S. in Business Administration and a concentration in finance. In this episode we discuss his philosophy and approach and the lessons he learned from Michael Price.

Enjoy and thanks for the listen!

Apr 05 2019

1hr 5mins

Play

Rank #19: History Of Human Irrationality With William Bernstein

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Hello Listeners,

Today is a very very special episode with William Bernstein. He is back for another episode in which we discuss his upcoming book, "The Madness of Crowds". We discuss the history of human irrationality. Dr. Bernstein is a retired neurologist and PhD. He authored many financial books such as "4 Pillars of Investing", "A Splendid Exchange", and many more.

Enjoy and thanks for the listen!

Mar 27 2019

1hr 16mins

Play

Rank #20: Why You Should Analyze Proxy filings with Ben Claremon, Principal and PM, Cove Street Capital

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Hello Podcast listeners,

Today is a very special episode with Ben Claremon, Principal and Portfolio Manager at Cove Street Capital. Before this he worked on the long and short side as an equity analyst at Blue Ram Capital and Right Wall Capital in New York. He also worked with family commercial real estate finance and management business. He earned his MBA from UCLA and received his BS in Economics from the University of Pennsylvania. In today’s episode we discuss his approach to investing and the culture of Cove Street Capital.
Enjoy and thanks for the listen!

Mar 27 2020

1hr 27mins

Play

360° Market Study of Subprime Auto Participants with Joseph Cioffi

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Good morning listeners,

Today is a very special episode with Joseph Cioffi, author of Credit Chronometer and partner at Davis & Gilbert where he is Chair of the Insolvency, Creditor’s Rights & Financial Products Practice Group. He recently released the 2nd edition 360 degree report that gauges expectations that encompasses all subprime auto participants. He has experience representing financial institutions in Financings, Insolvency Strategies, Restructurings, Creditor’s Rights/ Bankruptcy, Acquisitions. Joseph holds a BBA from Pace University, an MBA from New York University and JD from Rutgers School of Law. In today’s episode we discuss the findings of the 2nd report which includes a pre and post covid survey.

Enjoy and thanks for the listen!

Aug 14 2020

28mins

Play

Net-Nets with Evan Bleker, CEO of Net Net Hunter

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Hello Podcast listeners,

Today is a very special episode with Evan Bleker, founder of Net-Net Hunter, and author of “Benjamin Graham’s Net-Net Stock Strategy”. Before this he was a consultant for Scottish Enterprise. He earned his Bachelor’s in Philosophy from Simon Fraser University. In today’s episode we discuss his approach to investing and his recent book Benjamin Graham’s Net-Net Strategy.

Enjoy and thanks for the listen!

Aug 12 2020

56mins

Play

Target Outcome Investing with Karan Sood, CEO of CBOE Vest

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Hello listeners,

Today is a very special episode with Karan Sood, CEO of CBOE Vest and Head of Product Development. He has over a decade of experience in derivative based investment design and trading. Before this he worked at Proshares and worked as a Vice President at Barclays Capital. Karan earned his Master’s in Decision Science and Operations Research at London School of Economics and Political Science and he earned his Bachelor’s in Engineering from Indian Institute of Technology, Delhi. In today’s episode we discuss his approach to investing and target outcome investing.

Enjoy and thanks for the listen!

Aug 06 2020

49mins

Play

Structured Outcome Investments with Michael Loukas, CEO of TrueMark Investments

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Hello Listeners,

Today is a very special episode with Michael Loukas, Principal and CEO at TrueMark Investments. Michael brings over 20 years of investment industry experience. Before this he was president and CEO of USA Mutual and was founding Principal and CEO of WaveFront Capital Management. He earned his Bachelor’s in Government and International Politics with a minor in Economics from Bowdoin College. In today’s episode we discuss how structured outcome investments work.

Enjoy and thanks for the listen!

Aug 04 2020

55mins

Play

Divorce, Effects of Covid with Erika Safran, Safran Wealth Advisors and Valentina Shaknes, KSTM LLP

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Hello Podcast listeners,

Today is a very special episode with Erika Safran, CFP and Principal at Safran Wealth Advisors and Valentina Shaknes, Founding Partner at Krauss, Shaknes, Tallentire & Messeri LLP. Erika has more than 30 years of experience providing high net worth individuals and families with comprehensive financial planning services. Erika is a financial literacy advocate and she has been a volunteer lecturer at The 92nd Street Y, AARP & The New York Public Business Library. Valentina received her law degree from Brooklyn Law School and has practiced exclusively matrimonial and family law. Valentina has been named to the New York Law Journal’s 2020 Distinguished Leaders list along with Caroline Krauss, founding Partner at Krauss Shaknes Tallentire & Messeri LLP. In today’s episode we discuss divorce, separation agreements and the effects of COVID.

Enjoy and thanks for the listen!

Jul 31 2020

1hr 13mins

Play

Biotech Investing with Paul Yook, CIO of LifeSci Venture Partners and Mark Charest, PM

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Hello Podcast Listners,

Today is a very special episode with Paul Yook, CIO of LifeSci Venture Partners and Mark Charest, Portfolio Manager and Founding Partner of LifeSci Fund Management. Paul has over 20 years of healthcare investment and finance experience. He founded LifeSci Venture Partners in 2017 and launched BioShares biotechnology ETFs in 2014.. Paul earned his Bachelor in Science in Economics and Bachelor of Arts in Biochemistry from the University of Pennsylvania. Dr. Charest has a distinguished scientific background and brings over a decade of institutional healthcare investing experience. He is the inventor of 8 drug patents. He earned his Bachelors in Chemistry with highest honors from Rutgers and his PhD in Chemistry and Chemical Biology from Harvard. In today’s episode we discuss the recent launch of the Biothreat ETF and how they approach the healthcare industry.

Enjoy and thanks for the listen!

Jul 30 2020

35mins

Play

COVID and Where to Find Value with Dr. Lewis Altfest, CEO, Altfest Personal Wealth Management

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Hello Podcast listeners,

Today is a very special episode with Dr. Lewis Altfest, CFA, CFP, CPA, PFS, and CEO of Altfest Personal Wealth Management. Before founding his firm in 1983, Lew was a General Partner and Director of Research for Lord Abbett & Co. He began his career as a research analyst at Wertheim & Co.. He is also an Associate Professor of Finance at the Lubin School of Business at Pace University where he teaches financial planning and investments. He earned his Ph.D. from the Graduate Center of the City Univeristy of New York and his MBA from New York University. In today’s episode we discuss his approach to investing and financial planning and where he finds opportunities today.

Enjoy and thanks for the listen!

Jul 17 2020

43mins

Play

The Joys of Compounding with Gautam Baid, CFA, PM, SEC-registered investment advisor

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Hello Podcast Listeners,

Today is a very special episode with Gautam Baid, CFA, is portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior analyst in their healthcare investment banking teams. Baid is a CFA charterholder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar's Learn From The Masters series. Learn more at www.TheJoysOfCompounding.com and connect on Twitter @Gautam__Baid.

You can find the Joys of Compounding at:
https://www.amazon.com/gp/aw/d/0231197322/ref=tmm_hrd_title_0?ie=UTF8&qid=1585104074&sr=8-1

Enjoy and thanks for the listen!

Jul 16 2020

45mins

Play

Mining Opportunities with Kevin Smith, CFA, CEO, CIO and Tavi Costa, PM, Partner Crescat Capital

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Hello Podcast Listeners,

Today is a very special episode with Kevin Smith, CFA, Founder, CEO, and CIO and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. Kevin brings 28 years of investment management experience spanning multiple business cycles. Before founding Crescat, he worked as a wealth advisor at Kidder Peabody. He earned his MBA from the University of Chicago and his Bachelor’s in Economics and German Studies from Stanford. Tavi has been with Crescat for 6 years where he built their macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Before this he worked with the underwriting of financial products and in international business at Braservice, a logistics company in Brazil. He earned his BA in Business Administration with an emphasis in Finance and Spanish from Lindenwood University in St. Louis. In today’s episode we cover the current state and where they find opportunities in the present environment. We discuss the present environment and where the find opportunities especially in the mining sector. They discuss their activist case in the mining sector.

Check out their Youtube at:
https://www.youtube.com/channel/UCH1gkvmtAWe85N4qHmXlDug

Enjoy and thanks for the listen!

Jul 15 2020

1hr 16mins

Play

Navigating the Current Climate with Bryan Bibbo AIF, advisor at JL Smith Group

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Hello Listeners,

Today is a very special episode with Bryan Bibbo, AIF, advisor at JL Smith Group. Before this, he worked as a financial advisor coach at Clarity 2 Prosperity Advisory Group. Bryan earned his Bachelor's in Accounting and Finance from Kent State University. In today's episode we discuss how to navigate the current climate.

Enjoy and thanks for the listen!

Jul 13 2020

24mins

Play

Representations, Warranties, and Insurance with Allyson, Matthew, and Jon

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Hello Podcast listeners,

Today is a very special episode on Reps, Warranties and Insurance. I have 3 special guests to cover this topic. Allyson Coyne, is the Managing Director & Chief Broking Officer at Aon M&A and Transactions Solutions. She earned her JD and MBA from Villanova University and her BA in English from Notre Dame. Matthew Wiener is Managing Director at Aon. He earned his BBA from The University of Texas and JD from Georgetown University. Jon Stanley is from Bass Berry and Sims where his practice involves corporate and securities matters, M&A, and other transactions. He earned his BA from the University of Virginia and JD from Vanderbilt Law School.

Enjoy and thanks for the listen!

Jul 10 2020

52mins

Play

"The Accidental Business Nomad" with Kyle Hegarty

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Hello Podcast listeners,

Today is a very special episode with Kyle Hegarty, managing director at TSL Marketing. He also served as VP Global Sales and Marketing at TSL and Project Manager at Braingem. He graduated Bowdoin College with an AB in International Relations and Economics. He is the author of “The Accidental Business Nomad” and in today’s episode we will discuss his book and his tips for being an international business person.

Enjoy and thanks for the listen!

Jul 08 2020

32mins

Play

Racial and Gender Gap Pay with Andrew Rodriguez, CEO, CIO of Change Finance

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Hello Podcast listeners,

Today is a very special episode with Andrew Rodriguez, CEO and CIO of Change Finance. Before this he was a Portfolio Manager at Principium and Assistant Portfolio Manager and Senior Research Analyst at Keel Asset Management. He earned his MBA, Sustainable Systems, at Pinchot University and his BA in Philosophy from University of California Santa Cruz. In today’s episode we discuss his approach to investing and the petition for the need for more transparency in regards to the Gender Pay Gap.

Enjoy and thanks for the listen!

Jul 02 2020

32mins

Play

Financial Faultlines with Frank Van Gansbeke Founder of Goose Creek Venture Partners

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Hello Podcast listeners,

Today is a very special episode with Frank Van Gansbeke, Professor of Practice at Middlebury College and Founder and Managing Member of Goose Creek Venture Partners. Before this, Frank was MD Corporate and Investment Banking at BNP Paribas and VP M&A and Treasury at Assurant. Today is a very special episode hosted and produced by Natalie Wu, who recently finished her BS in Environmental Science and BA in International Studies from John Hopkins University. In this discussion, Frank and Natalie tackle the fault lines we are facing in terms of climate, financial, and social.

Enjoy and thanks for the listen!

Jun 30 2020

55mins

Play

How Big is Your Research Graveyard with Jim O’Shaughnessy, Co-CIO at O’shaughnessy Asset Management

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Hello Podcast listeners,

Today is a very special episode with Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’shaughnessy Asset Management. He is ultimately responsible for OSAM’s investment strategies. Jim authored several books including, “Invest Like the Best” and “What Works on Wall Street”. In today’s episode we discuss his approach to investing and why you need a big research graveyard. I want to welcome one of the best investors on the podcast and I want to welcome all our listeners to a very special episode.

Enjoy and thanks for the listen!

Jun 26 2020

57mins

Play

Valuation with Tim Koller, Partner at McKinsey & Company

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Hello Podcast listeners,

Today is a very special episode with Tim Koller, Partner at McKinsey & Company, Strategy & Corporate Finance. Tim has been consulting for over 28 years where he has served clients globally on value creation, corporate strategy, capital-market issues and M&A transactions. He co-authored Valuation which is in its 7th edition. Tim earned his MBA from the University of Chicago and his BS in Economics and Accounting from Loyola Marymount University. In today’s episode we discuss some new additions to the Valuation book and why there is a disconnect between the stock market and economy.

Enjoy and thanks for the listen!

Jun 24 2020

45mins

Play

Banking Trends with Dave Donavan, Executive Vice President of Financial Services

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Hello Podcast listeners,

Today is a very special episode with Dave Donavan, EVP of Financial Services Publicis Sapient. Before this he was a Senior Trader at Fidelity Investments where he worked for 13 years. He earned his Bachelor of Science from Boston College. In today’s episode we discuss the top technology trends banks are investing in

Enjoy and thanks for the listen!

Jun 19 2020

41mins

Play

Offering Unique Strategies with Will Rhind, CEO and Founder of GraniteShares

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Hello Podcast listeners,

Today is a very special episode with Will Rhind, CEO and Founder at Graniteshares. Before this he was CEO of World Gold Trust Services and Managing Director, USA at ETF Securities. He was also Principal at iShares. In today’s episode we discuss how Graniteshares delivers unique strategies such as gold and his new ETF XOUT. We also discuss some business lessons he had as an entrepreneur. Today’s questions were prepared by Natalie Wu who recently graduated John Hopkins University with a BS in Environmental Science and BA in International Studies.

Enjoy and thanks for the listen!

Jun 18 2020

42mins

Play

What Negative Rates Mean with Rob Wyrick

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Hello Podcast listeners,

Today is a very special episode with Rob Wyrick, CIO of Post Oak Private Wealth Management. Rob brings over 25 years of investment experience. He began his career as an intern with Oppenheimer & Co. and then proceeded to Underwood, Neuhaus and Company. Rob earned his Bachelor of Business Administration, Finance from the University of Houston. In today’s episode we talk about his approach to investing and the implications of negative rates.

Enjoy and thanks for the listen!

Jun 10 2020

37mins

Play

Passive Pure Play Merger Arbitrage ETF with Eric Becker, PM at Water Island Capital

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Hello podcast listeners,

Today is a very special episode with Eric Becker, Portfolio Manager at Water Island Capital. Eric has been with Water Island Capital since 2010. He earned his MBA from Cornell Univeristy and his Bachelor’s in Business Administration and Management from Bucknell University. In today’s episode we discuss his approach to merger arbitrage and how implement it in an ETF form.

Enjoy and thanks for the listen!

Jun 05 2020

29mins

Play

iTunes Ratings

18 Ratings
Average Ratings
10
0
3
2
3

Audio!

By WB2ERI - Feb 12 2019
Read more
This could be a top 3 investing podcast if it weren't from the audio quality, which takes what could be an otherwise pleasurable and useful program and turns it into (at best) a complete chore to listen to. Such a shame.

Excellent

By D. Shepley - Sep 05 2018
Read more
Great access to current top notch investors!