Rank #1: Investing in Farmland
In episode #059, Shonda Warner discusses the prospects for the agriculture industry, how to invest in farmland, and risks in the farmland sector.
Sep 02 2010
Rank #2: Investment Lessons from John Maynard Keynes
In episode #251, Elroy Dimson discusses his research on John Maynard Keynes, collectables, and indices, and draws out some investment lessons from the past.
Dec 17 2014
Rank #3: Analyzing Hedge Funds
In episode #058, Ted Seides, CFA, discusses hedge funds, due diligence, and quantitative/qualitative issues with hedge fund selection.
Jul 26 2010
Rank #4: Marc Faber: Money Printing Bad, Hard Assets Good
In episode #167, Marc Faber, editor of "The Gloom, Boom and Doom Report", speaks about his views on money printing, inflation, central banking, China, the Eurozone, and the Fed’s monetary policy.
Aug 29 2012
Rank #5: Behavioral Finance Compared to Efficient Markets
In episode #085, Christopher Malloy contrasts the efficient market hypothesis and behavioral finance and discusses how investors can think about an inefficient market.
Jan 26 2011
Rank #6: The State of European Banks and Credit Markets after the Financial Crisis
In episode #081, Matt King discusses how recent regulation affects credit investors and markets, noting that these are palliatives that are overshadowed by huge debt accumulation.
Dec 29 2010
Rank #7: The Second Wave of Developing Economies
In episode #213, Economist Dambisa Moyo discusses her views on the transformative role emerging markets are playing in the global economy.
Jul 17 2013
Rank #8: Considerations in Emerging Market Debt Investing
In episode #076, Kristin J. Ceva, CFA, discusses how emerging market debt fits into a global portfolio from the perspectives of risk, return, and correlation.
Nov 12 2010
Rank #9: A New Take on Behavioral Finance
In episode #147, Greg B. Davies explains the concept of behavioralizing finance and the implications for the wealth management industry.
Apr 04 2012
Rank #10: Fixed Income for the Next Thirty Years?
In Episode #278, David Schawel, CFA, discusses the appropriate role for fixed income as investors contemplate the end of a thirty year bull market in rates. Schawel also discusses how professional investors use Twitter and his outlook for Marketplace lending.
Feb 11 2016
Rank #11: Daniel Kahneman Discusses the Past and Future of Behavioral Finance Research
In episode #158, Nobel Laureate Daniel Kahneman discusses behavioral finance with Ashvin Chhabra, including what insight the discipline can lend to the global financial crisis and the direction of future research.
Jul 19 2012
Rank #12: An Introduction to Impact Investing
In episode #209, Professor Harry Hummels explains impact investing and shares his insights on how and why impact investing is similar to and different from traditional investing.
Jun 12 2013
Rank #13: Finding Investments in a Low Yield Environment
In episode #177, Leo J. de Bever discusses ways of finding global investment opportunities in the current low yield environment.
Oct 31 2012
Rank #14: Innovations in Factor Investing
In Episode #319, Wesley Gray delivers a thorough discussion and analysis of factor investing. Gray explores the limits to arbitrage, making a compelling case for investing using opportunities that others hypothesize should not exist.
Jan 02 2018
Rank #15: Luck, Skill, and Behavioral Biases
In Episode #330, Michael J. Mauboussin, author of The Success Equation, considers the continuum between luck and skill as it pertains to investing. He also shares his thoughts on the price/earnings multiple as a valuation tool, the hallmarks of an effective investment process, and how professional investors might mitigate some of the most common behavioral biases.
May 01 2018
Rank #16: U.S. Residential Real Estate Markets and Financing
In episode #070, Michael Lustig discusses the state of the U.S. residential real estate market and the future of residential mortgage securitization finance including the role of Fannie Mae and Freddie Mac.
Sep 27 2010
Rank #17: Neuroscience and Performance: Unlocking Your Potential
In Episode #328, we visit with Dr. Notebaert,founder and CEO of One Step Ahead—Notebaert Consulting, which specializes in helping companies and people put neuroscience into practice.
Apr 09 2018
Rank #18: The Power behind Investing in Alternative Energy
In episode #099, Russell Read, CFA, discusses the changing dynamics and where the opportunities lie for alternative energy.
Apr 27 2011
Rank #19: Crush of Debt Threatens First World
In episode #176, Lacy H. Hunt examines research that demonstrates how current levels of first world debt threaten to cause an economic catastrophe unless action is taken soon.
Oct 31 2012
Rank #20: The Future of Energy
In Episode #288, Energy expert Amy Myers Jaffe walks through the breadth of innovation in the energy markets both in traditional energy sources (e.g., oil) and so-called alternative energy technologies (e.g., solar). Energy breakthroughs have lowered the costs of alternatives dramatically and provide a viable channel for both capital investment and government policy to flow. In particular, Jaffe expects a wave of climate change related policies to push economies more forcefully into alternatives going forward.
Aug 03 2016