87 episodes

Debunk investing myths, decode pitches, break down marketing strategies from investment firms, and conduct due diligence on alternative assets in conversation with leading independent experts, authors and academics.

No sales pitch. No marketing. No BS.

George Aliferis, CAIA and his guests are on a mission to support the true democratisation of investing.
Past episodes include: Private Equity, Venture Capital, Hedge Funds, Quants, ETFs and index funds, investment technology

A podcast by http://orama.tv
Also on YouTube

Past Performers - by InvestOrama Orama

    • Business
    • 5.0 • 3 Ratings

Debunk investing myths, decode pitches, break down marketing strategies from investment firms, and conduct due diligence on alternative assets in conversation with leading independent experts, authors and academics.

No sales pitch. No marketing. No BS.

George Aliferis, CAIA and his guests are on a mission to support the true democratisation of investing.
Past episodes include: Private Equity, Venture Capital, Hedge Funds, Quants, ETFs and index funds, investment technology

A podcast by http://orama.tv
Also on YouTube

    Private Equity: Everything you thought you knew about it is probably wrong | Ludovic Phalippou - Oxford University

    Private Equity: Everything you thought you knew about it is probably wrong | Ludovic Phalippou - Oxford University

    Discover the untold truths of the private equity world in this eye-opening episode, featuring Ludovic Phalippou, a renowned professor of financial economics at Oxford University Saïd Business School. Unpack the complex realities of private equity, from misconceptions about past performance to the intricacies of fee structures. Ludovic, known as the "bete noire" of private equity, alongside host George Aliferis, delves deep into the industry's practices, educational challenges, and the urgent need for clearer regulation.



    On YouTube: https://youtu.be/WKSWrjssSAM

    REFERENCES
    ▶️The Book: Private Equity Laid Bare https://www.amazon.co.uk/gp/product/B08T7D4ZQ2?ie=UTF8&psc=1&linkCode=sl1&tag=pelaidbare21-21&linkId=5a158a6c37f97026d9c4da65bfd68a8d&language=en_GB&ref_=as_li_ss_tl
    ▶️The Website: https://pelaidbare.com/
    ▶️ Follow Ludovic on Linkedin: https://www.linkedin.com/in/ludovic-phalippou-5488b147/

    ABOUT THE AUTHOR
    Ludovic specialises in private equity and asset management.
    Ludovic is the author of the bestseller 'Private Equity Laid Bare', and professor of Financial Economics at Saïd Business School, University of Oxford. He specialises in private market investments with a focus on fee tracking, interest alignment, and return benchmarking.
    Named as one of 'The 40 Most Outstanding Business School Profs Under 40 in the World' in 2014, and as one of the 20 most influential individuals in private equity in Europe in 2016, Ludovic has strong links with senior practitioners in the industry, routinely speaks at practitioner conferences, and appears in the media internationally. Ludovic’s research papers have been widely cited in academia, in the press, and in regulatory circles.
    Ludovic's paper 'How alternative are private markets?' is one of three 2018 recipients of the Jack Treynor Prize, sponsored by the Q-Group. The Treynor Prize recognises superior academic working papers with potential applications in the fields of investment management and financial markets.
    Ludovic achieved a degree in Economics from Toulouse School of Economics; a Master in Economics and a Master in Mathematical Finance both from the University of Southern California; and a PhD in Finance from INSEAD.

    TO GO FURTHER
    🧑🏽‍🎓 Alternative Investments Course: https://bit.ly/Alts_Invest
    📩 Join the newsletter: https://bit.ly/3AxnyTY

    AFFILIATE LINK
    What I use for editing: https://get.descript.com/1ldhm44pyr0p

    TIMESTAMP

    00:00 Teaser
    00:26 Introducing Ludovic Phalippou: The Private Equity "Bete Noire"?
    01:38 Is it Barbarians at the Gate
    03:45 The Complex World of Private Equity Returns
    04:54 Education in Private Equity: Bridging the Gap
    07:02 The Misleading Metrics of Private Equity Performance
    12:49 The Challenge of Teaching Private Equity Authentically
    16:11 The Importance of Critical Thinking in Private Equity Education
    20:13 Advocating for a Balanced Perspective in Private Equity
    22:03 Unpacking the Realities of Private Equity
    22:51 The Misconceptions and Myths of Private Equity Performance
    23:49 The Academic Challenge in Private Equity Education
    24:38 The Impact of Practitioners in Academia on Private Equity Understanding
    25:16 The Need for a Shift in Private Equity Education
    26:58 Personal Anecdotes Highlighting the Importance of Education in Private Equity
    30:24 Misleading Financial Representations and the Need for Regulation
    34:38 The Complex World of Private Equity Fees Explained
    39:54 Concluding Thoughts on the Future of Private Equity Education

    • 41 min
    The Bogle Effect: ETFs, Passive Investing & New Era of Investing - Eric Balchunas

    The Bogle Effect: ETFs, Passive Investing & New Era of Investing - Eric Balchunas

    We uncover the massive impact Jack Bogle, the titan of the investing industry, had in reshaping the investing landscapes for the better, with Eric Balchunas author of the book 'The Bogle Effect.' From revolutionizing low-cost index investing, the birth of the RIA movement, to setting the stage for the future of asset management – learn how Bogle has truly changed the game and continues to influence trends today.

    Watch it on YouTube: https://pod.link/1511595070

    REFERENCES
    ▶️The book: The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillionshttps://www.amazon.com/Bogle-Effect-Vanguard-Investors-Trillions/dp/1637740719
    ▶️ Follow Eric on Twitter: https://twitter.com/EricBalchunas

    ABOUT THE AUTHOR
    ERIC BALCHUNAS is a senior ETF analyst at Bloomberg, where he has over a decade of experience working with ETF data, designing new functions and writing ETF research for the Bloomberg terminal. He also writes articles, feature stories and blog posts on ETFs for Bloomberg.com and appears each week on Bloomberg TV and Radio to discuss ETFs.
    You can find his articles here: http://www.bloomberg.com/authors/ADUgYkp2OlE/eric-balchunas

    TO GO FURTHER
    🧑🏽‍🎓 Alternative Investments Course: https://bit.ly/Alts_Invest
    📩 Join the newsletter: https://bit.ly/3AxnyTY

    AFFILIATE LINK
    What I use for editing: https://get.descript.com/1ldhm44pyr0p

    TIMESTAMPS
    0:00 Eric Balchunas
    00:38 Who is Jack Bogle?
    01:12 The Bogle Effect and its Impact on the Industry
    01:28 The Spread of Passive Investment in Europe
    02:50 The Story Behind the Book 'The Bogle Effect'
    04:27 The Trillions Saved by Bogle's Approach
    06:30 The Impact of Vanguard and Bogle on Other Funds
    07:25 Bogle's Vision and Legacy
    11:04 The Contrast Between Bogle and Wall Street
    14:47 The Rise of Index Funds and the Role of Vanguard
    15:44 The Long Road to Low-Cost Index Funds
    20:10 The Long Road of Investment
    20:54 The Impact of Bogle's Persistence
    21:20 The Evolution of Investment Culture
    21:43 The Challenges of Changing the System
    22:48 The Birth of the RIA Movement
    24:12 The Shift in Advisor Payment Models
    26:03 The Influence of Behavior and Philosophy
    26:25 The Power of Staying the Course
    26:55 The Concept of 'Enough' and its Impact
    32:08 The Vanguard Brand and its Impact
    37:53 The Future of Asset Management
    40:35 The Legacy of Bogle

    • 46 min
    The Quant Revolution: Jim Simons & Renaissance Technologies with the Author of "The Man Who Solved Wall Street" - Greg Zuckerman, WSJ

    The Quant Revolution: Jim Simons & Renaissance Technologies with the Author of "The Man Who Solved Wall Street" - Greg Zuckerman, WSJ

    A conversation with Gregory Zuckerman, an award-winning writer for The Wall Street Journal and author of "The Man Who Solved Wall Street". We dive deep into the world of quant investing, exploring the journey of renowned mathematician, investor, and Founder of Renaissance Technologies, Jim Simons, together with his extraordinary team. 



    Watch it on YouTube https://youtu.be/_5JkBUeLOLQ
    REFERENCES
    ▶️The book: https://www.waterstones.com/book/the-man-who-solved-the-market/gregory-zuckerman/9780241309735
    ▶️Greg's website: https://www.gregoryzuckerman.com/
    ▶️ Follow Greg on Twitter: https://twitter.com/gzuckerman?

    TO GO FURTHER
    🧑🏽‍🎓 Alternative Investments Course: https://bit.ly/Alts_Invest
    📩 Join the newsletter: https://bit.ly/3AxnyTY

    TIMESTAMPS
    00:00 Introducing Greg Zuckerman
    02:19 Jim Simons: The Man Behind the Quant Revolution
    04:00 Jim Simons' Management Skills
    05:19 The Uniqueness of Jim Simons' Investment Approach
    06:35 The Importance of Limiting Fund Size
    09:37 The Human Element in Quantitative Investing
    14:56 The Role of Data in Quantitative Investing
    19:09 The Current State of Quantitative Investing
    19:23 A Definition of Quants from Billions
    22:26 Is AI the Future of Quantitative Investing or just a Variation
    29:41 Beyond Investing The Importance of Systematizing Decision-Making
    37:11 Conclusion: An Amazing Book for Everyone Interested in Quant, But Also Extraordinary Human Achievements

    • 38 min
    Private Equity: Debunking the Myths | Trym Riksen - Gabler

    Private Equity: Debunking the Myths | Trym Riksen - Gabler

    George Aliferis sits down with Trym Riksen, Head of Portfolio Management at Gabler, to debunk the myths surrounding private equity. They dive into the narrative that private equity offers high returns with low volatility and discuss the reality behind these claims. Trym provides insights into the limitations of private equity data, and the challenges of comparing it to listed assets They also explore the influence of marketing and the democratization of private equity. An eye-opening discussion that separates fact from fiction in the world of private equity.

    Watch it on YouTube: https://youtu.be/a0Ag6D0erP0

    LINKS
    ▶️Trym on Linkedin: https://www.linkedin.com/in/trym-riksen-6580952/
    ▶️The CEM Benchmarks: https://www.cembenchmarking.com/
    ▶️Ludovic Phalippou's book: https://www.amazon.co.uk/Private-Equity-Laid-Ludovic-Phalippou/dp/B08T7D4ZQ2
    ▶️Meb Faber study on CalPers: https://mebfaber.com/2023/11/08/should-calpers-fire-everyone-and-just-buy-some-etfs/
    ▶️Gabler: https://gabler.no/
    ▶️Spreadsheet with an example of IRR:https://docs.google.com/spreadsheets/d/1qS-CeTR4V5LdC4ti51IOFIBU1sc-adeG2Zf-i_X4RRU/edit?usp=sharing

    TIMESTAMPS
    00:00 Private Equity Marketing with Trym Riksen
    00:55 Discussion on Blackstone's Holiday Video
    01:49 The Founding Myth: The Yale Endowment returns
    03:15 The misleading nature of Private Equity return figures
    06:23 The reality of Private Equity volatility
    14:00 The truth about Private Equity diversification
    17:11 Private Equity's power of influence
    24:48 The role of advisors in Private Equity
    29:21 Thoughts on the democratization of Private Equity
    31:36 Conclusion and final thoughts

    IMPORTANT NOTE: There are risks associated with investing in securities.
    Investing in stocks, bonds, exchange-traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high-risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including greater volatility and political, economic and currency risks and differences in accounting methods.
    A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

    • 32 min
    Due Diligence - Masterworks the Unicorn "Democratizing" Art Investing: Is The Picture Too Perfect?

    Due Diligence - Masterworks the Unicorn "Democratizing" Art Investing: Is The Picture Too Perfect?

    Ever wondered what it would be like to own a fraction of a masterpiece artwork? I've delved into the world of art investment and explored the intriguing proposition offered by Masterworks. They claim to outperform the market and have an impressive track record. Find out if it's too good to be true.

    📽 Watch it on YouTube: http://bit.ly/2FQSunJ
    📩 Explore Alternative Investing. Join the newsletter: https://bit.ly/3AxnyTY
    🧑🏽‍🎓 Check free and paid courses on Hedge Funds, Alternative Assets & Defi
    https://bit.ly/investorama_courses

    CHAPTERS
    00:00 Introduction to Art Ownership and Masterworks
    01:59 Masterworks' Strategy and Approach
    04:38 Comparing Masterworks to Other Asset Classes
    06:05 Understanding Masterworks' Performance
    07:25 Dispersion and Portfolio Considerations
    08:43 Long-term Considerations and Risks
    10:38 Masterworks' Marketing and Influence
    11:00 Thoughts on the Democratization of Alternative Assets

    • 13 min
    Due Diligence on Limitless (2011) : Why Limitless is really about Fund Management

    Due Diligence on Limitless (2011) : Why Limitless is really about Fund Management

    Limitless: Beyond the mind-blowing investment results from Eddie Morra (Bradley Cooper) when he's on NZT, could he manage a fund that we’d invest in?

    CONNECT
    📽 Subscribe on YouTube: http://bit.ly/2FQSunJ (and turn the notifications on)
    📩 Explore the future of investing. Join the newsletter: https://bit.ly/3AxnyTY
    🧑🏽‍🎓 Check the courses on Hedge Funds, Alternative Assets & Defi
    https://bit.ly/investorama_courses

    KEY FINANCIAL CONCEPTS
    1. Quantitative Trading: This refers to using algorithms and quantitative analysis to make trading decisions based on market signals.
    2. High-Frequency Trading: It is a form of quantitative trading that involves executing trades at very high speeds, taking advantage of small price discrepancies in the market.
    3. Fundamental Research: This involves conducting an in-depth analysis of a company's financials, industry trends, and other factors to determine its value and potential for investment.
    4. Behavioral Finance: This field studies how investor psychology and emotions impact financial decisions and market behaviour.

    PUBLIC FIGURES
    1. Jim Simons: A mathematician who founded Renaissance Technologies, a hedge fund known for its use of quantitative trading strategies.
    2. Robert Shiller: A Nobel Prize-winning economist known for his work on behavioural finance and the impact of narratives on market behaviour.
    3. ARK Fund Management: Tech-focused fund management company headed by Cathie Wood

    ABOUT THE MOVIE
    Limitless is a 2011 American science-fiction thriller film directed by Neil Burger, written by Leslie Dixon and featuring Bradley Cooper. Eddie, an aspiring writer, tries a new drug that allows him to make the most of his cognitive abilities.

    TIMESTAMPS
    00:00 Introduction to Limitless and Eddie Morra
    00:20 Eddie's Transformation and Newfound Abilities
    00:42 Eddie's Investment Strategy
    03:24 The Power of Eddie's Brain and Its Implications
    04:03 Questioning Eddie's Strategy and Motives
    04:59 Investing in Eddie Morra: A Risky Proposition?
    05:34 Real-Life Equivalent of Eddie's Strategy: ARK Fund Management
    06:12 Investing in the Fund Management Company, Not the Fund
    06:17 Conclusion and Invitation for Discussion

    • 10 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

oliviabaker13 ,

Highly recommend!

If you’re looking to stay informed on the latest in an ever-evolving fintech landscape - you’ve come to the right place! The interviews George leads are incredibly insightful and engaging. Tune in for actionable tips to level up your business and overcome challenges. Highly recommend listening and subscribing!

Top Podcasts In Business

Prof G Markets
Vox Media Podcast Network
Money Rehab with Nicole Lapin
Money News Network
PBD Podcast
PBD Podcast
REAL AF with Andy Frisella
Andy Frisella #100to0
The Diary Of A CEO with Steven Bartlett
DOAC
The Ramsey Show
Ramsey Network

You Might Also Like