Good listeners welcome to 2025 and at the risk of offending Larry David and violating his strict 3 day statute of limitations, I gotta wish you a Happy New Year.
The subject at hand is diversification. What composition of assets yields a favorable return with bearable drawdowns? After two straight years of 25+ percent returns on the SPX with just 13 vol, po ... Show More
Sep 8
Kimberly Gallant, Global Head of QIS Structuring, CIBC
Kimberly Gallant, the Global Head of QIS Structuring at CIBC, has spent nearly two decades working across quantitative investment strategies, derivatives and structuring. Our conversation is a deep dive into the evolution of QIS and the economic rationale behind these increasingl ... Show More
54m 55s
Sep 4
The Case for Tail Hedging
In this discussion, I make the case for tail hedging. I communicate two main ideas. First, I lay out the concept of the “fourth type of risk off”, an episode that features instability in the back end of the US bond market. As I’ve said, nothing can really work in markets if the T ... Show More
42m 51s
Sep 1
Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Head of Global Equities, Wealth Management, UBS
I really enjoyed hosting this Alpha Exchange discussion with Ulrike Hoffmann-Burchardi, CIO for the Americas and Global Head of Equities at UBS Global Wealth Management. Ulrike has had a long career in markets, having spent nearly 25 years at Tudor Investment Corporation working ... Show More
54m 14s
Jun 2025
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
25m 49s
Dec 2023
Ep. 581 New Years Special 2023: The Bullish Outlook for 2024
Happy Holidays and HAPPY NEW YEAR to our Crypto 101 Family. We have our annual New Years Special with Bryce, Brendan, our analyst Matt, and Producer Tevo. We look back at the wild year 2023 has been with the top stories and break down the positive price action with some charting ... Show More
56m 47s
Jan 2025
2025 Asset Allocation Draft
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Institutional Portfolio Strategy, as they return to the Center for Investment Excellence for their annual Asset Allocation Draft. In this insightful episode, they provide a ... Show More
36m 46s
May 2025
Equity risks and alts opportunities
US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ... Show More
19m 11s
Jan 2025
Navigating 2025: Why investors need to diversify and hedge their portfolios
2024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, Co-Chief Investment Officer of the Multi- ... Show More
23m 34s
Jan 2024
A Fool’s Guide to Investing in 2024
New year, new you! Or maybe just a new portfolio.
Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long talks with Asit Sharma, Meilin Quinn, and Matt Argersinger about:
(01:02) Fool ... Show More
36m 28s