[i3] Podcast – MarketFox Interview with Stephen Gilmore Investment StrategyFormer 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 […] Read More
[i3] Podcast – Deep Dive Into CryptocurrencyAfter 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 […] Read More
[i3] Podcast – MarketFox Interview with Alex Waislitz MarketFox, Private MarketsAlex 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
[i3] Podcast – Interview with Rob Prugue GovernanceRob 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
[i3] Podcast – MarketFox interview with Sue Brake Governance, MarketFoxIn 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
[i3] Podcast – MarketFox Interview with Mike Aked Factor Investing, MarketFoxInvestment 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 […] Read More
[i3] Podcast – MarketFox Interview with Corey Hoffstein Factor Investing, Investment Strategy, MarketFoxCorey 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
[i3] Podcast – MarketFox Interview with Raewyn Williams Implementation, MarketFoxAustralia 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
[i3] Podcast – MarketFox interview with Brian Singer Asset Allocation, MarketFoxIn 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
