Random Ramblings NOV 2024: Post-Election, how...

A bittersweet episode as it's the conclusion of Yet Another Value Podcast. Thank you to everyone who read, watched, listened and engaged all these years. Meeting so many great people has been the highlight of the whole thing, so please stay in touch. And yes, my dog Penny, the MV ...  عرض المزيد

Brizo Capital's Ben Isaac and I dig into the stuff we've bonded over for years: why the cavalry isn't coming to save value investors, the opportunity set in the UK, how investors can work with boards to improve governance and alignment, and whether relisting to the US actually cr ...  عرض المزيد

We're turning the page on 2023 and setting our sights on the future of investing. Join us as we deep dive into the financial world, evaluating the lessons learned from the past year and how they shape our perspectives for 2024.CHECK OUT SPECIAL PROMOTIONS FOR OUR LISTENERS: Exclu ...  عرض المزيد

The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy monetary policy to higher costs o ...  عرض المزيد

Series Teaser. From market shifts to the future of work, Fresh Invest breaks down the current financial climate, what it means to you as an investor, and actionable steps you can take when it comes to managing your money. Join Morning Brew's CEO Alex Lieberman on his weekly deep ...  عرض المزيد