Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)   Author: Ehren Stanhope is a Principal and Client Portfolio Manager at O’Shaughnessy Asset Management, where he…

Joachim Klement – Stocks in the long run… are still risky (The Best Investment Writing Volume 6)   Guest: Joachim Klement, CFA, is a trustee of the CFA Institute Research Foundation and offers regular commentary…

Episode #436: Kevin Van Trump – Here’s What’s Going on With Ag Commodities   Guest: Kevin Van Trump is the President and founder of Farm Direction and the Van Trump Report. Date Recorded: 8/3/2022     |    …

Episode #437: Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money   Guest: Edward Chancellor is a financial historian, journalist, and investment strategist. His newest book is titled The Price of Time: The…

Tim Alcorn, Baillie Gifford – Lessons from Bessembinder (The Best Investment Writing Volume 6)   Guest: Tim Alcorn is the Head of Investment Risk for Baillie Gifford. Summary: Each year, our team carefully sorts through…

Episode #438: Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked   Guest: Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly…

Episode #439: Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal   Guest: Tim Pickering is the Founder, President and CIO of Auspice. Tim leads strategic decision making and the vision for Auspice’s diverse…

Episode #440: Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach   Guest: Jason Buck is the found and CIO of Mutiny Fund and specializes in volatility, options hedging, and portfolio construction. Date Recorded:…