Displaying 21 - 40 of 135 in total
Grow Inc, legacy systems and untangling the wires of super | Matthew Keeley
In episode 116, Alex Proimos speaks with Matthew Keeley, chief executive of Grow Inc. This episode opens with Matt's background and the transition from Grow super...
The strategic role of gold, drivers of value and the impact of the Basel III changes | Andrew Naylor
In episode 114, Alex Proimos speaks with Andrew Naylor, regional chief executive, APAC ex-China, World Gold Council. This episode goes into the impact of the Basel ...
Maslow's hammer, beta activism and the modern portfolio theory paradox | Jon Lukomnik
In episode 113, Alex Proimos speaks with Jon Lukomnik, author of Moving Beyond Modern Portfolio Theory: Investing That Matters. This episode discusses the backgroun...
Liquidity cascades, the transformation of risk and deprogramming the cult | Corey Hoffstein
In episode 112, Alex Proimos speaks with Corey Hoffstein, co-founder and chief investment officer at Newfound Research. This episode goes into Corey's background an...
The great rupture, the essence of money and the future of humanity | Viktor Shvets
In episode 111, Alex Proimos speaks with Viktor Shvets, author of The Great Rupture: Three Empires, Four Turning Points, and the Future of Humanity and managing direct...
The myth of private equity, market fallacies and the Stockholm syndrome | Jeff Hooke
In episode 110, Alex Proimos speaks with Jeff Hooke, a senior finance lecturer at Johns Hopkins Carey Business School. This episode delves into Jeff's background a...
Flash boys, wisdom as an algorithm and outsmarting the globe | Noel Smith
In episode 109, Alex Proimos speaks with Noel Smith, chief investment officer at Convex Asset Management. This episode discusses Noel's transition from neuroscienc...
Passive flows, a self-perpetuating market and unpleasant simulations | Mike Green
In episode 108, Alex Proimos speaks with Mike Green, chief strategist and portfolio manager at Simplify Asset Management. This episode discusses how to utilise the ...
Learning art through experience, active allocations and adaptive decision making | Thad McCrindle
In episode 107, Alex Proimos speaks with Thad McCrindle, chief investment officer at Sandhurst Trustees. This episode delves into Thad's views on investment strateg...
The road to REST, transformation and building teams for a new market regime | Andrew Lill
In episode 106, Alex Proimos speaks with Andrew Lill, chief investment officer at Rest Super. This episode delves into the transformation that REST Super had undert...
Market forces, activism and capitalism as an adaptive system | Andrew Parry
In episode 105, Alex Proimos speaks with Andrew Parry, head of sustainable investment at Newton Investment Management. This episode begins by delving into the role ...
Strategy for manager selection, remote due diligence, expanding the co-investment program | Del Hart
In episode 104, Alex Proimos speaks with Del Hart, head of external investments and partnerships at NZ Super Fund. In this episode, we discuss Del's background and...
Whither the Fed, boondoggles and the 2-year old with a hammer | John Cochrane
In episode 103, Alex Proimos speaks with John Cochrane, Rose-Marie and Jack Anderson, a senior fellow at the Hoover Institution, Stanford University and author of the ...
Machinations of macro, asset sleeves and allocation by outcomes not benchmarks | Mark Beardow and Andrew Baume
In episode 102, Alex Proimos speaks with Mark Beardow, co-chief investment officer, and Andrew Baume, adviser, at Darling Macro. This episode delves into a unique ...
Managing investor risks beyond the enterprise level, portfolio barriers and regenerative investment structures | Delilah Rothenberg and Taylor Sekhon
In episode 101, Alex Proimos speaks with Delilah Rothenberg, co-founder and executive director of the Predistribution Initiative and Taylor Sekhon, director at Social ...
Member proximity, thematic exposures and getting on the bandwagon | Sean Henaghan
In episode 100, Alex Proimos speaks with Sean Henaghan, chief investment officer at Aurora Capital. This episode is a celebratory one as Market Narratives ticks ov...
Euroscepticism, pushing on a string and how to short the financial system | Alfonso Peccatiello
In episode 99, Alex Proimos speaks with Alfonso Peccatiello, portfolio manager and author of the Macro Compass. This episode delves into the economic and political ...
The jargon of alternatives, financial engineering and stress testing diversification | Scott Pappas
In episode 98, Alex Proimos speaks with Scott Pappas, principal consultant and head of alternatives and derivative solutions, at Frontier. This episode covers Scott...
The evolution of manager research, alignment of interests and identifying the secret sauce | Nick Kelly
In episode 97, Alex Proimos speaks with Nick Kelly, head of manager research, at Willis Towers Watson. This episode covers the evolution of manager research of the ...
Ides of stagflation, the three monkey problem and avoiding the inflation thief in the night | Nancy Davis
In episode 96, Alex Proimos speaks with Nancy Davis, managing partner and chief investment officer at Quadratic Capital Management. This episode discusses the macr...