[i3] Podcast – MarketFox Interview with Mike AkedInvestment 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 HoffsteinCorey 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 James O’Shaughnessy 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
