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.
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Content provided by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau 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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Interview: A Multi-Disciplinary Approach to Investing and Learning with Nir Kaissar
Manage episode 274515476 series 2581243
Content provided by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau 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.
Investing in today's world requires an ability to understand multiple disciplines. In addition to understanding markets and having the ability to put current events in a long-term context, it also requires an understanding of economics. And with governments playing an increasing role in markets, it requires an ability to understand public policy and interpret its impact. Nir Kaissar is unique in his ability to offer insights into each of these areas. He is the founder of Unison Advisors and a regular columnist for Bloomberg.
In this interview, we discuss each of these areas, and the unprecedented times all of us are currently living through.
We discuss:
- The COVID-19 crisis and the government response to it and what they mean for investors
- Why the struggles of value investing in the past decade aren't enough to tell you it is dead
- Whether bonds still make sense for investors with yields near all time lows
- The role of market valuation in analyzing future returns
- Whether passive investing is distorting the market
We hope you enjoy the discussion
NIR'S BLOOMBERG ARTICLES
https://www.bloomberg.com/authors/ASlX9_7a5l8/nir-kaissar
FOLLOW NIR ON TWITTER
https://twitter.com/nirkaissar
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
FOLLOW OUR BLOG
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
269 episodes
Share
Manage episode 274515476 series 2581243
Content provided by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau 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.
Investing in today's world requires an ability to understand multiple disciplines. In addition to understanding markets and having the ability to put current events in a long-term context, it also requires an understanding of economics. And with governments playing an increasing role in markets, it requires an ability to understand public policy and interpret its impact. Nir Kaissar is unique in his ability to offer insights into each of these areas. He is the founder of Unison Advisors and a regular columnist for Bloomberg.
In this interview, we discuss each of these areas, and the unprecedented times all of us are currently living through.
We discuss:
- The COVID-19 crisis and the government response to it and what they mean for investors
- Why the struggles of value investing in the past decade aren't enough to tell you it is dead
- Whether bonds still make sense for investors with yields near all time lows
- The role of market valuation in analyzing future returns
- Whether passive investing is distorting the market
We hope you enjoy the discussion
NIR'S BLOOMBERG ARTICLES
https://www.bloomberg.com/authors/ASlX9_7a5l8/nir-kaissar
FOLLOW NIR ON TWITTER
https://twitter.com/nirkaissar
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
FOLLOW OUR BLOG
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
269 episodes
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Similar to Excess Returns
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
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
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.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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continue reading
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continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
…
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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.
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continue reading
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…
continue reading
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