The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.
Ep. 61 Raise Your Average with Alex Shahidi and Damien Bisserier, Co-CIOs, Evoke Advisors
Our guests are Alex Shahidi, and Damien Bisserier, both Managing Partners and Co-Chief Investment Officers at Evoke Advisors. Evoke is a $20 billion Registered Investment Advisor based in L.A. They are also well-known as the portfolio managers of the Risk Parity ETF (RPAR:NYSE).
This is ordinarily a fairly complicated topic to discuss, however, Alex and Damien have clearly found a very layperson-friendly way to explain how to construct robust and resilient 'all-weather' portfolios that can profit and preserve capital in all economic and market climates.
Ep 60 Emerge ARK's Lisa Langley and ARK Analyst Sam Korus on EAXP and ARKX Launch
ARK Invest's Sam Korus and Emerge ARK ETFs CEO, Lisa Langley join us to chat about the simultaneous launch of two new Space Exploration ETFs, EAXP and ARKX.
Ep 59 Raise Your Average with Wesley Gray, PhD, CEO, Alpha Architect
In this episode, your Raise Your Average crew, are joined by Wesley Gray, CEO of Alpha Architect. Alpha Architect is a firm, based in the US that specializes in quantitative research. Wesley completed his MBA and PhD at the University of Chicago, Harvard of the finance world. His expertise is in quantitative research and factor investing. We talk about his experience, perspective and his firm's systematic investing strategies.
It is unbelievable that Mr. Gray took a four-year break from his PhD in 1988, joined the Marines, and went to Iraq. He was also a bestselling author of several books. He made a remarkable transition from a value-investing stock picker to a quant who focused on the factors that drive the market.
Our chat with Wes illuminated the subtle nuance of concentrated factor investing, the difference between behavioural and risk-based factor premiums, and the pros and cons of active management over passive and index-based strategies.
Wes discusses his PhD research, the portfolio rules which structure his firm, and how it differs from larger advisor companies. He also shares his views on selecting quant models, hedge funds, value premiums, and market-cap indexing. Do you want to learn more about Wes and his views? Listen to or Watch this episode on Youtube or wherever you listen to your favourite podcasts.
Ep 58 Raise Your Average with Nancy Davis, Quadratic Capital Management LLC
Our deep dive conversation into hedging interest rate volatility and inflation, with Nancy Davis, Founder and Managing Director of Greenwich, Connecticut-based Quadratic Capital Management LLC. We discuss markets, interest rates and interest rate volatility, and the risk of inflation making a comeback, from the perspective of IVOL being a strategic portfolio diversifier as well as being opportunistically priced. Davis discusses the asymmetry of being long 'convexity,' a way of investing in interest rate volatility where the potential for return is disproportionately greater than the investment because the risk is mis-priced.
Ep 57 Raise Your Average with Dave Nadig and Tim Nash – ESG: (What's it to you?)
Dave Nadig, CIO, ETF Trends and ETF Database, and Tim Nash, Founder of Good Investing, join co-hosts Pierre Daillie and Mike Philbrick for a deep dive conversation into all things ESG investing. We discuss the landscape of the ESG investing, the hype, the reality, the drivers, the debates, and at the end of this discussion, you will have some answers to the question "What is the point of ESG?"
Ep 56 Raise Your Average with Meb Faber and Marc Dalpé – The 60/40 Portfolio Puzzle
The first episode of this new show. Meb Faber, founder of L.A.-based Cambria Asset Management and Marc Dalpé, Portfolio Manager at Richardson Wealth chat with Raise Your Average co-hosts Pierre Daillie, Managing Editor, AdvisorAnalyst.com, and Mike Philbrick, President, of ReSolve Asset Management SEZC (Cayman), about the 60/40 portfolio puzzle.
With bond yields at 5,000 year lows and the S&P 500 at all time highs, Meb Faber and Marc Dalpé weigh in on where investors can consider re-allocating assets to raise their forward investment returns and investment income, while reducing their risk of loss and behavioural exposure.