Displaying episodes 91 - 120 of 135 in total
Super reforms, improving the economy and responding to COVID | John Daley
In Episode 45, Alex Proimos speaks with John Daley, former chief executive, and now a senior fellow of the Grattan Institute. All views expressed on this podcast a...
Mental anchors, monetary misbehaviour and the gold enigma | Ben McCaw
In Episode 44, Alex Proimos speaks with Dr Ben McCaw, senior portfolio manager, capital markets research at MLC Asset Management All views expressed on this podcast...
Warm data, interconnectivity and the power of the human intuition | Audrey Lobo-Pulo
In Episode 43, Alex Proimos speaks with Audrey Lobo-Pulo, founder of Phoensight. All views expressed on this podcast are subject to change and do not necessarily re...
Distortions, cyclical investing and understanding the channels of money | Allen Sukholitsky
In Episode 42, Alex Proimos speaks with Allen Sukholitsky, chief macro strategist at Xallarap Advisory. All views expressed on this podcast are subject to change an...
Old adages, concentrated risk and aligning with the family philosophy | Kathryn Young
In Episode 41, Alex Proimos speaks with Kathryn Young, head of investments at Cambooya. All views expressed on this podcast are subject to change and do not necess...
A-Shares, H-Shares, ADRs, governance and implementation strategies for China | Rob Doyle
In Episode 40, Alex Proimos speaks with Robert Doyle, director of public markets - equities at bfinance All views expressed on this podcast are subject to change an...
Deconstructing Wirecard, due diligence in a virtual world and finding fraudulent actors | Alex Wise
In Episode 39, Alex Proimos speaks with Alex Wise, Head of Australia at Castle Hall. All views expressed on this podcast are subject to change and do not necessaril...
Complacency, systemic risks and building a stronger Australia | Travers McLeod
In Episode 38, Alex Proimos speaks with Travers McLeod, chief executive of the Centre for Policy Development. All views expressed on this podcast are subject to cha...
Market uncertainty, the art of a super fund and the courage to fail | Jack Gray
In Episode 37, Alex Proimos speaks with Jack Gray now semi-retired but was the former co-head of asset allocation at GMO Boston, chief investment officer at SunSuper, ...
Liquid alternatives, idiosyncratic returns and restructuring a hedge fund portfolio | Anastassia Juventin
In Episode 36, Alex Proimos speaks with Anastassia Juventin, portfolio manager, hedge funds and alternative strategies at AMP Capital. All views expressed on this p...
Integrating super funds, managing cross-subsidisation and the governance principles | Deanne Stewart
In Episode 35, Alex Proimos speaks with Deanne Stewart, chief executive officer at First State Super. All views expressed on this podcast are subject to change and ...
Monetising the sun, grid parity and understanding the energy curve | Sam Reynolds
In Episode 34, Alex Proimos speaks with Sam Reynolds, managing director of Octopus Investments Australia. All views expressed on this podcast are subject to change ...
Fed delusions, an unholy balance sheet recession and the coronavirus act of war | Danielle DiMartino Booth
In Episode 33, Alex Proimos speaks with Danielle DiMartino Booth, CEO and chief strategist for Quill Intelligence LLC, a research and analytics firm. All views expr...
Impact of COVID-19, real assets and identifying resilience | Dania Zinurova
In Episode 32, Alex Proimos speaks with Dania Zinurova, director of manager research, Australia at Willis Towers Watson. All views expressed on this podcast are su...
Investment beliefs, avoiding market timing seduction and what really matters | Sam Sicilia
In Episode 31, Alex Proimos speaks with Sam Sicilia, chief investment officer at Hostplus. All views expressed on this podcast are subject to change and do not ne...
Preserving capital, fundamental value, and client expectation matching | Kyle Lidbury
In Episode 30, Alex Proimos speaks with Kyle Lidbury, head of investment research at Perpetual Private. All views expressed on this podcast are subject to change a...
Investment governance, risk management, and stress testing the future | Craig Roodt
In Episode 29, Alex Proimos speaks with Craig Roodt, director, investment & wealth advisory at Deloitte Consulting. All views expressed on this podcast are subject ...
Super tax concessions, asset taper rates and a hidden pension loan scheme | Andrew Boal
In Episode 28, Alex Proimos speaks with Andrew Boal, chief executive at Rice Warner. All views expressed on this podcast are subject to change and do not necessari...
Unchartered waters, intergenerational equity and a holistic super system | David Knox
In Episode 27, Alex Proimos speaks with David Knox, senior partner at Mercer. All views expressed on this podcast are subject to change and do not necessarily refl...
Irrational exuberance, caveat emptor and impediments in the retirement system | Rob Prugue
In Episode 26, Alex Proimos speaks with Rob Prugue, principal consultant at Callidum Investment Research. All views expressed on this podcast are subject to change...
Systematic modelling, judgement overlays and the asset allocation process | Alex Cathcart
In Episode 25, Alex Proimos speaks with Alex Cathcart, portfolio manager at Drummond Capital Partners. All views expressed on this podcast are subject to change an...
Finding purpose in retirement, a 100-year life and fighting the long-term | Nicolette Rubinsztein
In Episode 24, Alex Proimos speaks with Nicolette Rubinsztein, director at SuperEd, UniSuper and Zurich Australia. All views expressed on this podcast are subject ...
Fiduciary responsibility, moral obligations and the ideological debate | Graeme Russell
In Episode 23, Alex Proimos speaks with Graeme Russell, former chief executive and chief investment officer at Media Super. All views expressed on this podcast ar...
Alternative data, AI and narratives in a post pandemic world | Michael Kollo
In Episode 22, Alex Proimos speaks with Michael Kollo, general manager at Faethm AI and the host of the Curious Quant podcast series. All views expressed on this p...
Robinhood day-traders, FOMO and the confidence game | Jim Bianco
In Episode 21, Alex Proimos speaks with Jim Bianco, president and macro strategist at Bianco Research, L.L.C. All views expressed on this podcast are subject to ch...
Alpha versus IRR, real estate performance and the fiduciary industrial complex | Mitch Bollinger
In Episode 20, Alex Proimos speaks with Mitchell A. Bollinger, CFA, CAIA, who is an independent quantitative researcher and consultant focused on real estate. All v...
Energy intensity, rare-earth minerals and the hydrogen fallacy | Lurion De Mello
In Episode 19, Alex Proimos speaks with Lurion De Mello, senior lecturer in applied finance and energy markets research at Macquarie University. All views expresse...
Anchoring values, fostering your ethical DNA, and the pub test | Vanessa Pigrum
In Episode 18, Alex Proimos speaks with Vanessa Pigrum, chief executive, at the Cranlana Centre for Ethical Leadership. All views expressed on this podcast are sub...
Guardians of super, CIO evolution and overcoming disunity | Michael Swinsburg
In Episode 17, Alex Proimos speaks with Michael Swinsburg, managing partner, Asia Pac at Alexander Hughes. All views expressed on this podcast are subject to change...
Sun Tzu, white pointers, and gambling on country GDP | Andrew Quin
In Episode 16, Alex Proimos speaks with Andrew Quin an independent securities and investment consultant for high net worth individuals and families. All views expre...