Rank #1: 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 #2: 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 #3: Best Practices in Fund Management
In episode #083, Daniel Broby, FSIP, discusses some of the best practices in the fund management industry today, the importance of fiduciary responsibility, and the role of codes of conduct.
Jan 19 2011
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: 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 #6: 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 #7: 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 #8: 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 #9: The Difference Between Model Ambiguity and Uncertainty
In episode #216, Nobel Prize Winner Thomas J. Sargent discusses his views on model ambiguity and how uncertainty over the correct choice of distribution plays a big part in the pricing of risk.
Aug 14 2013
Rank #10: 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 #11: 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 #12: 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 #13: 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 #14: Venture Capital: Excess Capital Meets Revolution in Software
In episode #166, Chris Douvos of Venture Investment Associates speaks about the evolution of the venture capital industry.
Aug 17 2012
Rank #15: AI and the Future of Equity Research
In Episode #361, we talk with Ken Sena and Bryan Healey, co-founders of Aiera, an adaptive, deep-learning platform designed to enhance active fundamental investment strategies. Aiera is also short for "artificially intelligent equity research analyst."
Mar 13 2019
Rank #16: Dodd Frank Act: A New Paradigm for Family Offices
In episode #193, David Guin, a partner at Withers Bergman LLP, discusses the implications of the SEC’s new definition of family offices and explains what a good compliance policy should look like.
Mar 07 2013
Rank #17: Good Governance Goes a Long Way for This Pension Fund
In episode #210, Jim Leech, president and chief executive officer at Ontario Teachers' Pension Plan, discusses the state of the pension fund industry.
Jul 03 2013
Rank #18: 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 #19: Exchange-Traded Funds: What Investors Need to Know
In episode #049, Mark Armbruster, CFA, discusses what makes ETFs different from mutual funds and the advantages and disadvantages of ETFs.
Jun 02 2010
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