Kevin Rose explores the forefronts of the AI, investment hacking, optimizing wellness, technology of the future, and the world's lastest cultural trends. Each episode is packed with valuable insights to fuel personal and professional growth, from technologists and scientists to zen masters and productivity hackers; this variety show will always provide you with an abundance of unconventional wisdom. Kevin has been recognized as one of Time Magazine's 'Top 25 Most Influential People on the We ...
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continue reading
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Alternative Investments with Joe Bakish
Manage episode 335032598 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode I host Joseph Bakish (CFA, CLU, TEP), wealth & investment advisor, portfolio manager from Bakish Wealth at Richardson Wealth. Joe has abundant experience in the industry, accolades include top under 40 advisor in 2020 and being recognized among Canada's top 50 advisors in 2021.
Discussion points:
- basic approach to alternatives, discussion of CPP (3:50)
- rationale for alternatives (14:08)
- are alternatives uncorrelated from stocks? (17:02)
- private lending (18:28)
- the importance of due diligence (20:55)
- illiquidity, rebalancing issues (26:05)
- Inflation hedges? (33:09)
- private equity (37:43)
- why alternatives if stocks will continue to go up in the long term? (40:52)
- summary of farmland (43:09)
- what is over/under hyped in the alternative space? (45:46)
- closing remarks: the benefit of buying, holding, and closing your eyes (48:51)
Joe's email: joseph.bakish@richardsonwealth.com
email me at: beyondmdpodcast@gmail.com
Join me on Linkedin: https://www.linkedin.com/in/yatin-chadha-29074b109/
Article referenced:
- https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3882899 (35:05)
- https://blogs.cfainstitute.org/investor/2018/12/03/private-equity-the-emperor-has-no-clothes/ (38:35)
Discussion points:
- basic approach to alternatives, discussion of CPP (3:50)
- rationale for alternatives (14:08)
- are alternatives uncorrelated from stocks? (17:02)
- private lending (18:28)
- the importance of due diligence (20:55)
- illiquidity, rebalancing issues (26:05)
- Inflation hedges? (33:09)
- private equity (37:43)
- why alternatives if stocks will continue to go up in the long term? (40:52)
- summary of farmland (43:09)
- what is over/under hyped in the alternative space? (45:46)
- closing remarks: the benefit of buying, holding, and closing your eyes (48:51)
Joe's email: joseph.bakish@richardsonwealth.com
email me at: beyondmdpodcast@gmail.com
Join me on Linkedin: https://www.linkedin.com/in/yatin-chadha-29074b109/
Article referenced:
- https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3882899 (35:05)
- https://blogs.cfainstitute.org/investor/2018/12/03/private-equity-the-emperor-has-no-clothes/ (38:35)
70 episodes
Share
Manage episode 335032598 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode I host Joseph Bakish (CFA, CLU, TEP), wealth & investment advisor, portfolio manager from Bakish Wealth at Richardson Wealth. Joe has abundant experience in the industry, accolades include top under 40 advisor in 2020 and being recognized among Canada's top 50 advisors in 2021.
Discussion points:
- basic approach to alternatives, discussion of CPP (3:50)
- rationale for alternatives (14:08)
- are alternatives uncorrelated from stocks? (17:02)
- private lending (18:28)
- the importance of due diligence (20:55)
- illiquidity, rebalancing issues (26:05)
- Inflation hedges? (33:09)
- private equity (37:43)
- why alternatives if stocks will continue to go up in the long term? (40:52)
- summary of farmland (43:09)
- what is over/under hyped in the alternative space? (45:46)
- closing remarks: the benefit of buying, holding, and closing your eyes (48:51)
Joe's email: joseph.bakish@richardsonwealth.com
email me at: beyondmdpodcast@gmail.com
Join me on Linkedin: https://www.linkedin.com/in/yatin-chadha-29074b109/
Article referenced:
- https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3882899 (35:05)
- https://blogs.cfainstitute.org/investor/2018/12/03/private-equity-the-emperor-has-no-clothes/ (38:35)
Discussion points:
- basic approach to alternatives, discussion of CPP (3:50)
- rationale for alternatives (14:08)
- are alternatives uncorrelated from stocks? (17:02)
- private lending (18:28)
- the importance of due diligence (20:55)
- illiquidity, rebalancing issues (26:05)
- Inflation hedges? (33:09)
- private equity (37:43)
- why alternatives if stocks will continue to go up in the long term? (40:52)
- summary of farmland (43:09)
- what is over/under hyped in the alternative space? (45:46)
- closing remarks: the benefit of buying, holding, and closing your eyes (48:51)
Joe's email: joseph.bakish@richardsonwealth.com
email me at: beyondmdpodcast@gmail.com
Join me on Linkedin: https://www.linkedin.com/in/yatin-chadha-29074b109/
Article referenced:
- https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3882899 (35:05)
- https://blogs.cfainstitute.org/investor/2018/12/03/private-equity-the-emperor-has-no-clothes/ (38:35)
70 episodes
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Similar to beyond MD with Dr. Yatin Chadha
Kevin Rose explores the forefronts of the AI, investment hacking, optimizing wellness, technology of the future, and the world's lastest cultural trends. Each episode is packed with valuable insights to fuel personal and professional growth, from technologists and scientists to zen masters and productivity hackers; this variety show will always provide you with an abundance of unconventional wisdom. Kevin has been recognized as one of Time Magazine's 'Top 25 Most Influential People on the We ...
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Radio Advisory is your weekly download on how to untangle healthcare's most pressing challenges, powered by 40 years of Advisory Board research. Whether it's workforce shortages, industry disruptors, or health equity strategy, we're here to help. Our hosts and seasoned researchers talk with industry experts to equip you with knowledge to confront today’s unanswered questions in healthcare. New episodes drop every Tuesday. | www.advisory.com
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
PT Inquest is an online journal club. Hosted by Jason Tuori, Megan Graham, and Chris Juneau, the show looks at an article every week and discusses how it applies to current physical therapy practice.
…
continue reading
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
How can business help solve society’s biggest problems? Take on Tomorrow brings together leading experts from around the globe to figure out what business could and should be doing to tackle the greatest challenges facing the world; from privacy to climate change to crypto. Join hosts Ayesha Hazarika, columnist and senior political advisor in London and Lizzie O’Leary, business journalist in New York, and hear some of the brightest minds and boldest thinkers on how they’re taking on these pr ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Montgomery & Co. is a weekly podcast where WNBA champion and part-owner of the Atlanta Dream Renee Montgomery is joined by her mother Bertela Montgomery, her sister Nicole Young and her wife Sirena Grace as they chart a unique path through the business world as four black and brown women keeping their family first at all times. Both insightful and compelling, this one-of-a-kind talk show combines interviews with some of the world’s top innovators & entrepreneurs with sports and culture conve ...
…
continue reading
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