BlackRock’s Jeff Shen on Systematic Edge and AI

BlackRock’s Jeff Shen on Systematic Edge and ...

Up next

T. Rowe’s Rizzo on Finding Technology Winners

Over the past decade, technology investing has been dominated by a handful of mega-cap companies, but AI is opening the door to a broader and potentially very different set of future winners. In this episode of Inside Active, host David Cohne, mutual fund and active-management an ...  Show more

Tweedy, Browne’s Spears and Hill on Insider Value

As value investing has lagged behind in a market led by a narrow group of large-cap growth stocks, insider buying has remained a closely watched signal, particularly during periods of volatility. In this episode of the Inside Active podcast, host David Cohne, mutual fund and acti ...  Show more

Recommended Episodes

RTW: Investing across Healthcare - [Business Breakdowns, EP.184]
Business Breakdowns

Today we are breaking down healthcare, one of the most impactful sectors in the world, yet one of the most unique for investors. My guests are Rod Wong, founder and CIO of RTW Investments, and Stephanie Sirota, chief business officer of RTW Investments. RTW was founded in 2009 an ...  Show more

How to Get 15% Fixed Returns – Bond Investing Tips with Suresh Darak of Bondbazaar
Paisa Vaisa with Anupam Gupta

On this episode of PaisaVaisa, Anupam sits down with Suresh Darak, Founder of BondBazaar, for an engaging conversation about the world of bonds. They dive into the basics of bonds, how they differ from fixed deposits, and the unique role of Online Bond Platform Providers (OBPP ...

  Show more

Nelnet Stock: An Update On Our Baby Berkshire Investment (Ticker: NNI)
Chit Chat Stocks

On this episode of Chit Chat Stocks, Brett and Ryan give a comprehensive update on Nelnet after reading its 2024 annual report and shareholder letter. We discuss:



(03:31) Overview of Nelnet's Business Model

(08:43) Financial Services Segm ...

  Show more

David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
Capital Allocators – Inside the Institutional Investment Industry

Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm's $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since.

 

...  Show more