Displaying 41 - 60 of 135 in total
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...