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Aug 2022
28m 23s

Michael Mauboussin, Counterpoint Global ...

The Idea Farm
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May 1
Why Bonds Are Back: PIMCO’s Marc Seidner on the Best Fixed Income Setup in Years | #629
Today’s guest is Marc Seidner, PIMCO’s CIO of Non-traditional Strategies. He is also a generalist portfolio manager and a member of the Investment Committee. In today’s episode, Marc explores why the investing landscape has changed from one led by economics to one increasingly sh ... Show More
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Apr 24
Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628
Today’s guest is Samuel Hartzmark, a finance professor at Boston College. In today’s episode, Sam explores why dividends are so often misunderstood by investors. He explains the “free dividends fallacy” and how it can lead to inflated valuations and price dislocations. He also ex ... Show More
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Apr 20
Will Guidara on The ROI of Unreasonable Hospitality | #627
Today’s guest is Will Guidara, author of the New York Times Bestseller Unreasonable Hospitality and former co-owner of Eleven Madison Park, which was named the Best Restaurant in the World. He is a Co-Producer on the Emmy Award-winning series The Bear. His new book, Unreasonable ... Show More
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