At the Money: Benefits of Quantitative Invest...

Barry speaks with Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, an alternative asset management firm launched in 2024. He is responsible for the firm’s investment strategy, portfolio construction, research and risk management. Previously, he spent 16-yea ...  Show more

If you want market performance (beta), you buy broad index funds. But what if you want to use a portion of your portfolio to try to beat the market (alpha)? One option is to pursue alpha via quantitative ETFs. Wes Gray is a quant and former military intelligence analyst who is CI ...  Show more

In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth versus value, and managing regret. We explore a number of asset classes and strategies including dividend investing, ...

Stig has studied stock valuation at Harvard University, worked as a power trader (it was as stressful as it sounds!), and now works as a college professor in finance (more fun than it sounds!). Preston graduated from West Point with a degree in aerospace engineering. Together the ...  Show more

Hedge Fund Manager and author Jeff Gramm talks with Patrick O'Shaughnessy about the history and current state of shareholder activism and discusses how Jeff invests himself, taking large positions and often board seats in undervalued companies. For comprehensive show notes on thi ...  Show more

My guest today is Will Thorndike. I first spoke to Will in 2017 about his excellent book The Outsiders and his career in private equity. I titled that conversation: How Skilled Capital Allocators Compound Capital. In many ways this conversation continues where that one left off. ...  Show more