3 episodes
Liwa Capital Advisors Fireside Chats Liwa Capital Advisors
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- Business
Liwa Capital Advisors was founded in 2017 and follows the same diversification and manager selection principles that preserved and grew sovereign wealth funds' capital over the last 30 years. As early investors to the world's premier funds, we bring unique understanding and access to a wide variety of investment strategies.
Nothing contained in the Podcasts should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment, product, or to engage in any other transaction. Nor do these Podcasts constitute an offering or recommendation by Liwa Capital Advisors of any management service or advisory service. The information or opinions contained in the Podcasts should not be construed as an offer to sell or the solicitation of an offer to buy any security nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. To the extent that Podcasts contain statements about the future, such statements are forward looking and subject to a number of risks and uncertainties. Investment entails risks including a possible loss of principal.
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The Benefits of Transcendental Meditation
A Conversation with Bob Roth, CEO of David Lynch Foundation2:00 Why people are increasingly interested in meditation 3:12 he science of meditation's effect on the brain 6:31 The practice and benefits of transcendental meditation 8:45 Meditation's impact on stress and creativity 10:23 Meditation's effect on emotions 12:12 Accessing a deeper sense of calm and clearing a path to creativity and physical healing 15:37 Meditation as a tool to maintenance the brain 18:41 Different types of meditation 19:26 Why each meditation can have different effects 21:05 Meditation's changing role in medicine 23:05 The origin and purpose of a meditative mantra 25:15 The universality of accessing a deeper calm
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Understanding Inflation-Linked Bonds and Why They are Important for Savers
A Conversation with Dan Bernstein, Alumnus and Advisor to Bridgewater Associates. Chapter 1: ILBs in a historical context - 2:22 Chapter 2: What are ILBs, how they work, why they are issued - 4:17 Chapter 3: ILBs and their performance drivers - 18:00 Chapter 4: ILBs and their role in portfolios - 21:43 Chapter 5: Why invest in ILBs in today’s environment of negative real rates - 41:40
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A Conversation with Bob Prince, Co-CIO Bridgewater Associates
Liwa Capital Advisors' co-founder, Hashim Kudsi, discusses managing savings in a world of zero interest rates with Bridgewater Associates' co-CIO, Bob Prince. Below is a breakdown of topics & a glossary of key terms covered in this podcast:0:00 Chapter 1 – The New Paradigm and How We Got Here26:38 Chapter 2 – Strategic Asset Allocation in the New Paradigm44:56 Chapter 3 – Alpha in the New Paradigm50:07 Chapter 4 – Combining Beta and AlphaGlossary of Key Terms:T-Bill or Treasury Bill is a short-term loan to the U.S. government with a maturity of one year or less, so similar to a cash deposit. Real Returns are the returns earned on an investment after accounting for inflation.Purchasing Power is the amount of goods or services that can be purchased with your cash or investments.Risk Premium can be thought of as additional return an investor receives for holding risky assets instead of the safety of cash.Risk Neutral Position is the asset or set of assets an investor could hold to counteract the risks of achieving their goal e.g., if an investor’s goal was to protect against inflation, this would be holding inflation-linked bonds (which pay out inflation).Beta is the return from holding assets e.g., buying and holding an index. Alpha is the return from taking tactical views on assets e.g., picking individual stock