Harindra de Silva, Analytic Investors of Wells Fargo Asset Management - Just Because A Factor Hasn’t Been Working For 3 Years…Don’t Ignore It…Continue To Evaluate It | #234

Harindra de Silva, Analytic Investors of Well...

Up next

The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622

Today’s guests are Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, which is the only publication focused on taxable portfolio strategy. In today’s episode, Brent Sullivan and Wes Gray discuss how to handle concentrated stock positions. They e ...  Show more

Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621

My guest today is Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs. Last year she was named one of the 100 Most Influential Women in US Finance by Barron’s. In today’s episode, Kristin discusses the explosive growth of the alternatives market over the past d ...  Show more

Recommended Episodes

Lee Ainslie - Hedge Fund Maverick - [Invest Like the Best, EP. 341]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Lee Ainslie, the founder of Maverick Capital. Lee started his investing career at Tiger Management where he worked for Julian Robertson. In 1993, he left to start Maverick and has built the firm into one of the top-performing hedge funds of the last 30 years. Le ...  Show more

Will England - A Primer on Multi-Strategy Hedge Funds - [Invest Like the Best, EP.342]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Will England, the CEO and Co-CIO of Walleye Capital. Walleye is a multi-strategy hedge fund headquartered in Minnesota that manages around $5 billion. Our conversation is a primer on multi-strategy hedge funds, which have become a force in markets through the su ...  Show more

Time for an investment makeover
Money Clinic with Claer Barrett

With so many investing options out there, getting the right balance for your portfolio can be difficult. So this week presenter Claer Barrett has invited two listeners in for a portfolio makeover. Thirty-seven-year-old James holds UK-focused equities in his stocks and shares Isa. ...  Show more

Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ...  Show more