Episode 20: Finder’s Fred Schebesta After successfully founding several businesses of which comparison website Finder.com is probably the most well-known, Fred Schebesta immersed himself in cryptocurrencies to see what all the fuss was about. Schebesta realised that the crypto space had many similarities to the early days of e-commerce and now runs a crypto exchange called HiveEx and is planning […] Read More
Episode 19: Thorney’s Alex Waislitz Alex Waislitz is the founder and Chairman of Thorney Investment Group, one of Australia’s most successful private investment groups. After being lent $1.15 million, he went on to invest in micro and small caps and ultimately gathered a fortune of $1.39 billion. In this interview, Daniel Grioli takes Waislitz back to the start and dissects […] Read More
Episode 17: WTW’s Sue Brake In this podcast, MarketFox columnist Daniel Grioli speaks with Sue Brake, Senior Investment Consultant for Willis Towers Watson, about the importance of governance in asset management and the real cost associated with bad governance. Daniel also manages to get Sue to play a game in which he asks her to respond to quotes by David […] Read More
Episode 18: Rob Prugue Rob Prugue is probably known best for his 15 years at the helm of the Asia-Pacific business of fund manager Lazard Asset Management. A role he left at the beginning of this year to ‘hang up his boots’, as he called it. Before Rob joined Lazard, he spent time at pension fund SAS Trustees amongst […] Read More
Episode 16: Research Affiliates’ Mike Aked Investment consultant and MarketFox columnist Daniel Grioli speaks with Mike Aked, who has just established the first Australian office for Research Affiliates in Melbourne. Mike Aked speaks about the reasons behind coming down under, asset allocation issues and responds to criticism from quant investors on the CAPE ratio. He also discusses the importance of simplicity […] Read More
Stock Markets Are Increasingly Irrelevant Economics, Equities Stock markets are less about investing and more about collecting rents these days, Tim Hodgson of TAG says. He questions whether the distinction between public and private will survive with the rise of blockchain technology. Read More
Episode 14: Parametric’s Raewyn Williams Australia is unique in the sense that pension funds pay tax on their investment earnings. Yet few funds look at how they can maximise after-tax outcomes. MarketFox columnist Daniel Grioli speaks with Raewyn Williams, Managing Director of Research at Parametric, why it is important to give this area the attention it deserves and also addresses […] Read More
Episode 15: Newfound’s Corey Hoffstein Corey Hoffstein is the co-founder and Chief Investment Officer at Newfound Research, as well as an ETF Strategist. Hoffstein and his colleagues have produced some of the more innovative research papers in recent years, venturing into debates such as using style factors at a sector level, combining leverage and trend-following to reduce the scope of […] Read More
Episode 13: William Blair’s Brian Singer Asset Allocation & Strategy In this podcast, MarketFox columnist Daniel Grioli speaks with Global Macro investor Brian Singer about his time working for Gary Brinson, his views on mean reversion, the essence of dynamic asset allocation and the attributes of a good investor. Read More
Episode 12: Pzena’s Allison Fisch Asset Allocation & Strategy MarketFox columnist Daniel Grioli speaks with Allison Fisch, a Portfolio Manager and Senior Analyst at Pzena Investment Management, about how you can apply a value strategy in emerging markets. Is it possible in the first place? Fisch believes so, but some adjustments are necessary to make it successful. Overview: 4:00 – Value investing is really […] Read More