Episodes

#50 – Alex Shahidi: Top 10 Insights of 2024
MARKET INSIGHTS | INVESTING INSIGHTS | 12.10.2024

#50 – Alex Shahidi: Top 10 Insights of 2024

As we conclude 2024, I’m excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. We’ll present these insights in two parts: this episode will count down insights 10 through 6, while the final episode of 2024 will reveal the top 5 insights.

#49 – Mike Odrich: PE, Operational Value Add, A&M
INVESTING INSIGHTS | MARKET INSIGHTS | 12.03.2024

#49 – Mike Odrich: PE, Operational Value Add, A&M

Mike is a Managing Partner and Founder of A&M Capital Partners, which is a private equity firm that manages $5.9B of total commitments (as of 9/30/24). In this episode, Mike shares valuable insights on how to add value to companies through operational improvements, leveraging the unique partnership with A&M Consulting.

#48 – Ben Inker: Value Investing, Market Outlook
MARKET INSIGHTS | INVESTING INSIGHTS | 11.26.2024

#48 – Ben Inker: Value Investing, Market Outlook

Ben is Co-Head of GMO's Asset Allocation team and serves as a partner and portfolio manager at the firm. Founded in 1977, GMO manages over $65B (as of 9/30/24) and is renowned for its expertise in multi-asset class portfolios. In this episode, Ben shares his insights on his investment framework, the principles of value investing, and his perspectives on current market conditions.

#47 – Alex Shahidi: 4 Biggest Mistakes Investors Make
INDUSTRY INSIGHTS | 11.19.2024

#47 – Alex Shahidi: 4 Biggest Mistakes Investors Make

In this unique episode, Alex draws from 25 years of experience as a financial advisor and wisdom gleaned from conversations with some of the world's smartest investors. Instead of featuring a guest, Alex shares personal insight on the four biggest mistakes that he has seen investors make in his experience, offering valuable guidance, aimed at helping listeners achieve better long-term outcomes by avoiding common pitfalls.

#46 – David Hou: Industry Insights
INDUSTRY INSIGHTS | 11.12.2024

#46 – David Hou: Industry Insights

David is co-founder and Managing Partner of Evoke Advisors and widely recognized as an industry trailblazer with over 32 years in wealth management. Having witnessed and contributed to the evolution of the industry, David shares valuable insights from his extensive experience as a dedicated client advocate.

#45 – David Dredge: Risk Management (Part 2)
MARKET INSIGHTS | INVESTING INSIGHTS | 11.05.2024

#45 – David Dredge: Risk Management (Part 2)

This is part 2 of my conversation with Dave (part 1 was episode #43). Dave has over 30 years of experience managing risk across global markets and is the founder and CIO of Convex Strategies, based in Singapore. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.

#44 – Jeff deGraaf: Technical Analysis
INVESTING INSIGHTS | MARKET INSIGHTS | 10.29.2024

#44 – Jeff deGraaf: Technical Analysis

Jeff is the founder, Chairman, CEO, and Head of Technical Research at Renaissance Macro Research, which he launched in 2011. A member of Institutional Investor's Analyst Hall of Fame, Jeff has been ranked the #1 technical analyst on Wall Street for over a decade. He shares insights about the benefits of technical analysis compared to fundamental analysis.

#43 – David Dredge: Risk Management
INVESTING INSIGHTS | MARKET INSIGHTS | 10.22.2024

#43 – David Dredge: Risk Management

Dave has over 30 years of experience managing risk across global markets. He is the founder and CIO of Convex Strategies, based in Singapore. Previously, he built and ran emerging markets trading at Fortress, RBS, Bankers Trust, and Bank of America. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.