Fraud, Fees and Fake Degrees! Where is the Al...

“Airlines are a terrible business. They’re capital‑intensive, unionized, and heavily regulated… there’s very little moat.” So Warren Buffett once observed. But is that still true? In this episode, we examine the thesis for investability and try to understand the direction and sha ...  Afficher plus

It is already changing how firms conduct research, construct portfolios, manage risk, and make investment decisions. In this special compilation episode, we bring together three perspectives from across public markets, hedge funds and private markets, to explore how AI is transfo ...  Afficher plus

On today’s show we have Janet Lorin, Bloomberg Endowments Reporter, on the latest on the college scandal bribes.  Also joining is Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors and a Bloomberg Opinion columnist, on the bond market, European assets, ...  Afficher plus

Have you ever wondered what it would be like to manage an investment portfolio worth hundreds of billions of pounds? Global equities specialist Malcolm MacColl is one of two managing partners at the helm of Baillie Gifford, the Scottish asset management company, which manages mor ...  Afficher plus

In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 20 ...  Afficher plus

This week, Sandy Boss, Senior Managing Director at global investment firm BlackRock and Chair of BlackRock UK, joins us on the podcast. In a conversation with Michael Birshan, a senior partner and the global col ...