Episode #361: Jeff Hooke, Johns Hopkins, “The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years” Guest: Jeff Hooke is a broad-ba...
Episode #360: Erin Browne, PIMCO, “I Combine A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View” Guest: Erin Browne is a managin...
The Best Investment Writing Volume 5: Amie Ko, Research Affiliates – A Quick Survey of “Broken” Asset Classes Author: Amie Ko, a senior vice president and Head of Mar...
We’ve been publishing papers, books and blog posts for over 15 years covering everything from asset allocation strategies and global value investing, to farmland investing, to startups, and eve...
Episode #359: Africa Startup Series – Aaron Fu, Sherpa Ventures, “We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa” Guest: Aa...
Episode #358: Africa Startup Series – Zachariah George, Launch Africa Ventures, “The Evolution of Tech In Africa Had To Always Start With Fintech” Guest: Zachariah Geor...
The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited Author: Peter Chiappinelli is a member of GMO’s Asset Allocation team...
Episode #357: Marko Papic, Clocktower Group, “If You Don’t Make Calls, Why Are You In This Industry?” Guest: Marko Papic is a Partner and Chief Strategist at Clocktower Group...
Episode #356: Jim Paulsen, The Leuthold Group, “The Wildcard Is Inflation and Whether It’s Truly Transitory” Guest: Jim Paulsen is Chief Investment Strategist of The Le...
The Best Investment Writing Volume 5: Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming Author: Andrew Patterson, CFA is an investmen...