Displaying episodes 31 - 60 of 135 in total

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...

The curse of financial innovation, investment structures and systemic risk | Delilah Rothenberg and Raphaële Chappe

In episode 95, Alex Proimos speaks with Delilah Rothenberg, co-founder and executive director of the Predistribution Initiative and Raphaële Chappe, economic advisor f...

The ghost of alpha, margin of safety and risk as a proxy for failure | Chris Schelling

In episode 94, Alex Proimos speaks with Chris Schelling, director of alternative investments, at Venturi Private Wealth. In this episode, we cover the eventual dec...

Avoiding the crypto winter, real economy use cases and the broad thesis on DeFi | James Kosmatos

In episode 93, Alex Proimos speaks with James Kosmatos, an independent investment analyst working full time within the cryptocurrency industry. This podcast covers...

The institutionalisation of capital, consolidation of flows and oligopolies in asset management | Delilah Rothenberg and Denise Hearn

In episode 92, Alex Proimos speaks with Delilah Rothenberg, co-founder and executive director of the Predistribution Initiative and Denise Hearn, co-author of The Myth...

Regime shifts, rule-based frameworks and the humbling of the markets | Lorne Johnson

In episode 91, Alex Proimos speaks with Lorne Johnson, managing director and director of institutional solutions at QMA (a PGIM company). This episode covers the ma...

Material risks, dark capital and the notion of fiduciary duty | Désirée Lucchese

In episode 90, Alex Proimos speaks with Désirée Lucchese, ethics and impact manager at U Ethical. This episode looks at the sustainability philosophy and praxis. T...

Finding factors in narratives, wealth creation and a total family approach | Graeme Bibby

In episode 89, Alex Proimos speaks with Graeme Bibby, the former chief investment officer of multi-family office Mutual Trust. This episode explores portfolio model...

Market cascades, dumb beta and populism in financial markets | Nader Naeimi‏

In episode 88, Alex Proimos speaks with Nader Naeimi, head of dynamic markets and senior portfolio manager of the AMP Capital. This episode explores the art and sci...

Fiscal tantrums, investment discipline and liquidity in the eye of the beholder | Pilar Gomez-Bravo

In episode 87, Alex Proimos speaks with Pilar Gomez-Bravo, director of fixed income at MFS. This episode discusses the macroeconomic environment with interest rates...

Allocating capital, market forces and the balancing act of risk | Rich Nuzum

In episode 86, Alex Proimos speaks with Rich Nuzum, president of Mercer’s Investments & Retirement business. This episode discusses the concerns influencing global ...

The efficacy of private credit, partner mentality and the myth of too much capital | Rob Petrini

In episode 85, Alex Proimos speaks with Rob Petrini, Co-Head of Performing Credit at Blackstone Credit. This episode discusses the growing trend of private credit ...

Drone superhighways, AI powered data and the unspoken link between man and machine | Chris Clark

In episode 84, Alex Proimos speaks with Chris Clark, chief executive of Delta Drone International. This episode discusses the tectonic change that is happening in d...

Cryptocurrencies, the fiat game and a lottery ticket out of dystopia | Andrew Noble

In episode 83, Alex Proimos speaks with Andrew Noble, director of Noble & Associates & LodgeiT. This episode was based on a Linkedin post by Andrew: Banksters and t...

Defining risk, bold decisions and capturing the right tail | Chris West

In episode 82, Alex Proimos speaks with Chris West, co-founder of Context Capital Consulting and former chief investment officer at WA Super before its merger with Awa...

Multipolarity, clashes of geopolitics and avoiding the blind spots | Alexandre Kateb

In episode 81, Alex Proimos speaks with Alexandre Kateb, founder and chairman of The Multipolarity Report. This episode discusses the general framework and multipo...

Superpowers, emerging digital wars and the hunt for unicorns | Winston Ma

In episode 80, Alex Proimos speaks with Winston Ma, investor, attorney, adjunct professor in the global digital economy, and author of The Hunt for Unicorns: How Sover...

Grit, creating a global unfair advantage and seeking moonshots in venture capital | Magnus Grimeland

In episode 79, Alex Proimos speaks with Magnus Grimeland, chief executive officer and founder at Antler. In this episode, we start the conversation on the structure...

Shades of a macroeconomic recovery, kabuki theatre and may we live in interesting times | Nathan Sheets

In episode 78, Alex Proimos speaks with Nathan Sheets, PhD, chief economist and head of global macroeconomic research at PGIM Fixed Income. In this episode, we disc...

The Return of SPACs, war chests and the IPO alternative | Lincoln Smith

In episode 77, Alex Proimos speaks with Lincoln Smith, senior portfolio analyst and partner at Albourne. In this episode, we discuss Special Purpose Acquisition Com...

Opportunistic credit, a glass half empty and the other side of the virus | Steven Gendal

In episode 76, Alex Proimos speaks with Steven Gendal, senior portfolio manager and head of distressed credit at CIFC. In this episode, we cover that the state of t...

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