logo
episode-header-image
Sep 2024
10m 34s

Talking Heads - Our 2024 Thematics Barom...

BNP PARIBAS ASSET MANAGEMENT
About this episode
tail spinning
Up next
Mar 19
Talking Heads - Renewable energy in focus amid the energy shock
What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel shocks be reduced? Ulrik Fugmann, Environmental Strategies Group Co-Head, talks to Investment Insights Centre Co-Head Andy Craig about recent ‘tectonic’ shifts such as ... Show More
8m 59s
Mar 12
Talking Heads - High-yield credit – A source of diversification and returns
Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook for high-yield corporate bonds as well as the diversification opportunities across sectors and industries and the improved quality the asset ... Show More
7m 53s
Mar 5
Talking Heads - Tackling volatility with public debt money market funds
Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy with no exposure to financials and other corporates, a stable net asset value, and strong liquidity should consider public debt constant ne ... Show More
7m 46s
Recommended Episodes
Sep 2025
Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust
What drives Temasek's long-term investment philosophy? In this episode of In Good Company, Nicolai Tangen sits down in Singapore with Dilhan Pillay, CEO of Temasek, to explore the philosophy and strategy behind one of the world's most influential investment companies. Dilhan shar ... Show More
43m 11s
Dec 2023
#190 Top Investment Stories of 2023: A Stock Club Recap
tail spinning
32m 56s
Jan 2025
Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568
Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today’s episode, Mike shares h ... Show More
1h 10m
Feb 2025
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ... Show More
1h 2m
Aug 2025
The Biggest Risk Investors Face Today
tail spinning
39m 16s
Jul 2025
The mindset of a contrarian investor – Anthony Bolton
How can investors profit by going against the crowd? Nicolai Tangen sits down with legendary contrarian investor Anthony Bolton to discuss the art of thinking differently in financial markets. Drawing from his remarkable tenure at Fidelity, Bolton explains why popularity is risk ... Show More
38 m
Nov 2024
TIP674: Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton
On today’s episode, Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past 25 years. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an aver ... Show More
1h 3m
Apr 2025
Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578
Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that ... Show More
1h 4m
Oct 2024
222. Investor perspective: A conversation with BlackRock’s Sandy Boss
<p>This week, Sandy Boss, Senior Managing Director at global investment firm BlackRock and Chair of BlackRock UK, joins us on the podcast. In a conversation with <a href="https://www.mckinsey.com/our-people/michael-birshan">Michael Birshan</a>, a senior partner and the global col ... Show More
15m 38s
Oct 2025
ReThinking: The art of the interview with Andrew Ross Sorkin
As a business journalist, Andrew Ross Sorkin writes for the New York Times DealBook, which he founded, and co-anchors Squawk Box on CNBC. In this episode, Adam and Andrew riff on what makes a great conversation and compare notes on their best and worst interviews—including when E ... Show More
36m 41s
Listen to millions of songs and podcasts on Anghami