[i3] Podcast Transcription: Brian Singer Asset AllocationMarketFox 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. This is the transcription of the interview. To listen to the podcast, please click here. Daniel: Welcome to another edition […] Read More
[i3] Podcast – MarketFox interview with Allison Fisch Emerging Markets, MarketFoxMarketFox 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
[i3] Podcast – MarketFox interview with Jack Gray MarketFox, Value InvestingIn this podcast, MarketFox columnist Daniel Grioli speaks with Dr Jack Gray about the difficulty of explaining probabilities and the limitations of mathematics, Jack’s days at GMO and working with Jeremy Grantham; and finally artificial intelligence and robo-advice. Read More
[i3] Podcast – MarketFox interview with Jason Zweig MarketFox, Value InvestingAcclaimed business journalist and writer of the Wall Street Journal’s ‘Intelligent Investor’ column Jason Zweig speaks with MarketFox columnist Daniel Grioli about value investing in today’s world and tries his hand at answering the question: How would Benjamin Graham invest today? Short overview of content of podcast: 2:00 How did you get started in industry? […] Read More
[i3] Podcast – MarketFox Interview with James O’Shaughnessy Factor Investing, MarketFoxIn this [i3] Podcast, MarketFox Editor Daniel Grioli speaks with quantitative investor James P. O’Shaughnessy, Chief Investment Officer of O’Shaughnessy Asset Management, about the moment he realised a rules-based approach was the only route for him and the subsequent journey into factors that resulted in the best-selling book: ‘What Works on Wall Street’ Read More
[i3] Podcast – MarketFox Interview with Bob Maynard Asset AllocationMarketFox columnist Daniel Grioli speaks with Bob Maynard, Chief Investment Officer of the Public Employee Retirement System of Idaho, about different approaches to asset allocation, factor strategies and the magic of New Zealand Super. Read More
[i3] Podcast – MarketFox Interview with Denise Selden MarketFoxCopper Rock Senior Portfolio Manager Denise Selden has been in the investment game for nearly 60 years, starting as a teenager for her uncle on Wall Street. Having just announced her retirement, she speaks to MarketFox columnist Daniel Grioli about her career and her passion: growth equities. But she also reflects on what it was […] Read More
[i3] Podcast Transcription – Denise SeldenCopper Rock Senior Portfolio Manager Denise Selden has been in the investment game for nearly 60 years, starting as a teenager for her uncle on Wall Street. Having just announced her retirement, she speaks to MarketFox columnist Daniel Grioli about her career and her passion: growth equities. But she also reflects on what it was […] Read More
[i3] Podcast – Blockchain, Cryptocurrencies and Online AdvertisingFred Schebesta, internet entrepreneur and co-founder of Finder.com.au, talks about the future of online advertising, the impact of blockchain on businesses and the sense and nonsense of cryptocurrencies. Fred spoke at the Investment Innovation Institute’s Equities & Equity Alternatives Forum 2018 in Sydney, Australia. Read More
