Podcasts Archive - Investment Innovation Institute

Podcasts

[i3] Podcast – MarketFox Interview with Alva Devoy

[i3] Podcast – MarketFox interview with Abnormal Returns

Tadas Viskanta is among the first wave of successful investment bloggers, starting the Abnormal Returns blog in 2005. Rather than providing its readers with forecasts and other crystal ball-gazing exercises, Tadas focuses on education, writing about best practice in both investing and personal finance. MarketFox columnist Daniel Grioli speaks with Tadas about the early days […]

[i3] Podcast – Interview with Rob Arnott

In this podcast, MarketFox columnist Daniel Grioli speaks with Research Affiliates founder and chairman Rob Arnott about his research into factors and addresses the criticism that AQR founder Cliff Asness had on his factor timing paper. He makes the case you certainly can time factors and that to sell out of value now, while it […]

[i3] Podcast – A view on India with Mugunthan Siva

Emerging Markets

In this [i3] podcast, we take a look at India. [i3] Insights editor Wouter Klijn spoke with Mugunthan Siva, founder and managing director of India Avenue Investment Management, about the Indian economy, what Modi’s reforms mean for institutional investors and changing attitudes towards ESG issues. Siva spent a large part of his career as an […]

[i3] Podcast – MarketFox Interview with Stephen Gilmore

Investment Strategy

Former Future Fund Chief Investment Strategist Stephen Gilmore has had a career that is both impressive and dramatic, dealing with warlords in Tajikistan, working at AIG during its bail out and finally at Australia’s sovereign wealth fund, the Future Fund. MarketFox columnist Daniel Grioli asks for his insights. Overview of Stephen Gilmore Podcast: 2:20 You […]

[i3] Podcast – Deep Dive Into Cryptocurrency

Innovation

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. He realised that the crypto space had many similarities to the early days of ecommerce and now runs a crypto exchange called HiveEx and is planning […]

[i3] Podcast – MarketFox Interview with Alex Waislitz

MarketFox, Private Markets

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 […]

[i3] Podcast – Interview with Rob Prugue

Governance

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 […]

[i3] Podcast – MarketFox interview with Sue Brake

Governance, MarketFox

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 […]

[i3] Podcast – MarketFox Interview with Mike Aked

Factor Investing, MarketFox

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 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 over […]