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: Hans Humes Discusses Investing in Emerging Market Debt
In episode #393, Hans Humes, founding partner, CEO, and chief investment officer of Greylock Capital, has deep experience investing in distressed debt in emerging markets. In this episode (recorded in mid-October 2019), he discusses the outlook for Argentina, factors that are different about investing in emerging markets that investors should be aware of, and his top pick for a long-term investment.
Jan 02 2020
Rank #5: 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 #6: 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 #7: Geopolitics: Why It Is Important and Current Hot Spots
In Episode #310, Willis Sparks, director of global macro at Eurasia Group, argues that geopolitics is an important subject deserving of the attention of all investment professionals. Sparks believes an understanding of geopolitics is both a source of both alpha and an important consideration in risk management. Additionally, Sparks takes viewers around the globe to discuss the geopolitical hot spots deserving of investors’ attention right now.
Jun 28 2017
Rank #8: 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 #9: 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 #10: 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 #11: 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 #12: 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 #13: Morningstar's Kunal Kapoor, Storyteller in Chief
In episode #388, Kunal Kapoor, CFA, chief executive officer of Morningstar, a leading provider of independent investment research, took the helm of the industry giant in January 2017 after joining the firm as a a data analyst in 1997. In this brief conversation, he shares what has changed and what has stayed the same, why Morningstar launched a family of mutual funds, why ESG and sustainability are important to him, and what he would ask prospective employees if he could only ask one question in the interview. **This conversation was recorded near a construction site, so we apologize for any background noise.**
Nov 27 2019
Rank #14: Applying Behavioral Finance to the Investment Process
In episode #381, Clare Flynn Levy, founder of Essentia Analytics, discusses why solely focusing on performance misses an important point; how top managers are competing for survival of the fittest and why others are missing a trick; and how to mitigate behavioral bias in your own investment process.
Oct 09 2019
Rank #15: 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
Rank #16: 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 #17: Nouriel Roubini on What Could Trigger the Next Global Recession
Episode #396. Nouriel Roubini, sometimes known as “Dr. Doom" for his gloomy predictions, lays out four "games of chicken" that could crash the global economy and markets: US-China trade war, the US-Iran conflict, Brexit implications, and Argentina. He also shares his views on the US presidential elections in 2020 and why crypto is a "scam" and bitcoin "the most over-hyped technology ever."
Jan 22 2020
Rank #18: It's long past time for investors to pay attention to Africa
In episode #268, Will Ortel and Melissa Cook, CFA, discuss why it’s critical for companies and investors to pay attention to the continent, where they can fruitfully devote their attention, and how it is emerging as a battleground for a new category of company.
Sep 02 2015
Rank #19: 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 #20: The Future of Fixed Income
In Episode #356, Priscilla Hancock, a managing director, senior fixed-income specialist, and head of the fixed-income insights team at J.P. Morgan Asset Management, explains why investors should stay in fixed income, what attributes fixed-income portfolios should have to be well positioned for the future, and where there are risks and opportunities in the municipal bond markets.
Jan 24 2019