Episode 12: Pzena’s Allison Fisch Emerging Markets, MarketFox 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
Episode 11: Jack Gray MarketFox, Value Investing In 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
Episode 10: Jason Zweig MarketFox, Value Investing Acclaimed 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
Episode 9: James O’Shaughnessy Factor Investing, MarketFox In 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’ About the […] Read More
Episode 8: PERSI’s Bob Maynard Asset Allocation, MarketFox MarketFox 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. About the [i3] Podcast The [i3] Podcast is a conversation with some of the leading institutional investors around the world, discussing […] Read More
Episode 7: Copper Rock’s Denise Selden MarketFox Copper 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 Selden Copper 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
Episode 6: Finder’s Fred Schebesta Fred 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. About the [i3] Podcast The [i3] Podcast is a conversation with […] Read More
Episode 5: GMO’s Jeremy Grantham MarketFox, Value Investing In this frank interview, MarketFox columnist Daniel Grioli speaks with veteran investor Jeremy Grantham, founder of asset management firm GMO, about how he got into the investment industry, the possibilities of a melt-up and the impact of Trumponomics on Emerging Markets. Daniel Grioli: Today we have a very special guest on the i3 podcast. To […] Read More
