Episode 74: Janus Henderson’s David Elms In Episode 74 of the [i3] Podcast, we speak with David Elms, Head of Diversified Alternatives and Portfolio Manager, Janus Henderson Investors. David, an Australian based in London, discusses the changing nature of bonds and their correlation to equities, how trend-following made a comeback this year and tackles the idea that illiquidity stabilises portfolios. “You […] Read More
Episode 58: QMA Wadhwani’s Sushil Wadhwani Dr. Sushil Wadhwani is the Chief Investment Officer of PGIM-owned systematic macro manager QMA Wadhwani. Dr. Wadhwani has an impressive resume, including as member of the Monetary Policy Committee of the Bank of England and economist at the London School of Economics. In this episode, we talked about the sense and nonsense of monetary policy, […] Read More
Episode 54: Professor Deep Kapur Professor Deep Kapur is Director at the Monash Centre for Financial Studies in Melbourne, Australia. He is also a member of the investment committee of pension fund REST. Professor Kapur has had a varied career, spanning asset consulting, investment banking and academia. In this podcast, we speak about the lessons learned from the various crises […] Read More
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
