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EP6: Is this the new normal, or will we return to the old normal one day? - Robert Almeida
Manage episode 295510850 series 2893376
Content provided by Geremy van Arkel, CFA® and Geremy van Arkel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Geremy van Arkel, CFA® and Geremy van Arkel 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.
While you may have never heard of Frontier Asset Management, you likely have heard about MFS Funds. They manage about $500 billion in assets, and Rob Almeida is their Global Strategist! Given that the big story for strategists now is clearly “what the heck is going on with markets”, we quickly devolve from “deconstructing alpha” to all the weirdness that is occurring at the macro level. And, as you know, everyone wants to talk macro, we just don’t want to admit it. There is also some great insight at the end of this episode where we have an “aha!” moment about socially responsible investing.
27 episodes
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Manage episode 295510850 series 2893376
Content provided by Geremy van Arkel, CFA® and Geremy van Arkel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Geremy van Arkel, CFA® and Geremy van Arkel 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.
While you may have never heard of Frontier Asset Management, you likely have heard about MFS Funds. They manage about $500 billion in assets, and Rob Almeida is their Global Strategist! Given that the big story for strategists now is clearly “what the heck is going on with markets”, we quickly devolve from “deconstructing alpha” to all the weirdness that is occurring at the macro level. And, as you know, everyone wants to talk macro, we just don’t want to admit it. There is also some great insight at the end of this episode where we have an “aha!” moment about socially responsible investing.
27 episodes
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Similar to Deconstructing Alpha
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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…
continue reading
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
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continue reading
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…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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continue reading
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