17 episodes

Frontier has a long and rich history of investing in mutual funds and having managed billions of dollars in strategies made up of actively managed and index mutual funds. We bring deep knowledge and access to what we believe to be some of the best investment managers anywhere. These experts need to stay on top of economic trends, the political environment, and the direction of developments worldwide. They also need to have in-depth knowledge of the businesses that drive our economy and security selection and portfolio construction techniques. In short, many of the investment managers I have come across in my career are some of the most brilliant people I have ever met. We feel that our consistent process, extensive industry experience, and unique perspective have lent us unprecedented access to these managers and their insights. Through this podcast, I share that access with you. Along with my team at Frontier, I have the utmost regard for how added value funds are managed and the people and teams that manage these portfolios. This podcast is a sign of respect to the skill and intellect of providing relative alpha in an ever-evolving investment environment.

Deconstructing Alpha - Unscripted Interviews with Time-Tested Investment Managers Geremy van Arkel, CFA® and Shannen Carroll

    • Business
    • 4.8 • 20 Ratings

Frontier has a long and rich history of investing in mutual funds and having managed billions of dollars in strategies made up of actively managed and index mutual funds. We bring deep knowledge and access to what we believe to be some of the best investment managers anywhere. These experts need to stay on top of economic trends, the political environment, and the direction of developments worldwide. They also need to have in-depth knowledge of the businesses that drive our economy and security selection and portfolio construction techniques. In short, many of the investment managers I have come across in my career are some of the most brilliant people I have ever met. We feel that our consistent process, extensive industry experience, and unique perspective have lent us unprecedented access to these managers and their insights. Through this podcast, I share that access with you. Along with my team at Frontier, I have the utmost regard for how added value funds are managed and the people and teams that manage these portfolios. This podcast is a sign of respect to the skill and intellect of providing relative alpha in an ever-evolving investment environment.

    EP 17: What are managed futures anyway? Yung-Shin Kung – Credit Suisse

    EP 17: What are managed futures anyway? Yung-Shin Kung – Credit Suisse

    Stocks down, bonds down, managed futures up!  What are managed futures, how do they work, and why are they performing so well in this “everything down” environment?  To answer these questions, we go right to the source - Yung-Shin Kung, Head of Quantitative Strategies, & Portfolio Manager of the Credit Suisse Managed Futures fund.  Tune in and listen up, this is something totally different! 

    • 27 min
    EP 16: Have you ever wondered how much gold can fit into a swimming pool?

    EP 16: Have you ever wondered how much gold can fit into a swimming pool?

    In this podcast, we interview Max Belmont, Associate Portfolio Manager for the First Eagle Gold fund.  What does First Eagle know about gold?  Well, they just might own more gold than any other private entity in the country.  How much gold can fit in a swimming pool, what is the difference between gold out of the ground and gold mining stocks, what is the role of gold in a portfolio, and how do crypto currencies factor into this environment?  These are all questions that we will cover.  This is a fascinating interview, chock full of facts and tidbits about gold.  Grab your ear buds, get on your exercise device and buckle up.  Here we go.

    • 1 hr
    EP. 15: This is not your grandfather’s growth vs. value debate.

    EP. 15: This is not your grandfather’s growth vs. value debate.

    While this podcast does hover around the growth vs. value debate, we will hone in on the misunderstanding of innovation and how a simple financial reporting measure can cause trillions of investor dollars to be misallocated.
    This podcast is the most important podcast that I have produced!

    • 1 hr 28 min
    EP 14: 2022 Kick Off – What the Heck is Going On Now, with Rob Almeida - Global Strategist, MFS Investments

    EP 14: 2022 Kick Off – What the Heck is Going On Now, with Rob Almeida - Global Strategist, MFS Investments

    To kick things off for 2022, we welcome back to the show Rob Almeida – Global Investment Strategist and Portfolio Manager for MFS Investment Management.  This time around, we recap the highlights and oddities of last year, and address some of the major issues for the New Year.   High asset prices, inflation, the Fed…we address it all in this sprawling synopsis of what the heck is going on in capital markets.
    So, go sit in traffic – if you can find any, go walk your dog, or relax in your office and plug into this one.  Kick off the new year in style.  Well, this might not be stylish, but you just might be more informed. 

    • 1 hr 7 min
    Ep 13: What is Advisors Alpha? - Brandon Jansma of Prudential Securities

    Ep 13: What is Advisors Alpha? - Brandon Jansma of Prudential Securities

    Can we deconstruct Advisors Alpha?  This is a first. We interview an investment advisor – Brandon Jansma. 
    We figured that since most of our listeners are investment advisors, maybe we should interview one.
    In this episode, we define Advisors Alpha with Brandon Jansma, whom we believe to be an all-around thought leader and contemplator of finer subjects. We ponder what it is to be an advisor today and venture into what the future of being an advisor looks like. We contemplate the value of time along the way. 
    Grab your vacuum or your paintbrush and pop in your earbuds.  Let’s go to Laguna Beach, CA with Brandon Jansma.

    • 58 min
    EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management

    EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management

    This year, we reported on the current themes of why interest rates are so low, what is going on in China, and whether inflation is transitory or persistent.  However, we have saved one of the biggest issues for last to help prepare you for 2022 – Do Valuations Matter?  With U.S. equity markets so overvalued currently  – if you believe  traditional valuation metrics – we thought it would be prudent to check in with Frontier’s very own Founder Gary Miller, CFA.  

     

    Put in your earbuds. This might be our most important podcast episode of the year.

    • 43 min

Customer Reviews

4.8 out of 5
20 Ratings

20 Ratings

Top Podcasts In Business

Ramsey Network
NPR
iHeartPodcasts
Pushkin Industries
Jocko DEFCOR Network
Andy Frisella #100to0

You Might Also Like

Bloomberg
Michael Batnick and Ben Carlson
The Compound
The New York Times
Andy Frisella #100to0