In episode 234 we welcome our guest, Harin de Silva, president and portfolio manager for the Wells Fargo Asset Management Analytic Investors team. In today’s episode, we’re talking factors and long/short investing.
We discuss factors as anything that can help explain return, and the all-important task of assigning weights to factors in portfolio construction ... Show More
Oct 30
Cambria Fund Profile – Asset Allocation Suite
In the latest podcast episode, I discuss three Cambria funds that each wrap a globally diversified portfolio into a single ETF: the Cambria Global Asset Allocation ETF (GAA), the Cambria Global Momentum ETF (GMOM), and the Cambria Trinity ETF (TRTY). I share my perspective on why ... Show More
23m 52s
Oct 23
StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655
My guest today is Vincent Deluard, Director of Global Macro Strategy at StoneX. In today’s episode, Vincent explains why he’s turning bearish on stocks after years of being a bull. He shares why tax collections are his favorite gauge of the economy, why the world is really paying ... Show More
1 h
Oct 19
Citi's Dirk Willer on Why You Buy the Bubble | #654
My guest today is Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Market Strategy at Citi. In today’s episode, Dirk says we’re in an AI bubble and why that’s a reason to buy, not sell. He shares why the bond selloff relates to growth rather than deficits, how the ... Show More
48m 55s
Dec 2024
E248 – A Deep Dive on Long-Short Strategies
<p>In this episode, special guest, Lu Lin, and your host, Zayla Saunders, take a deep dive into long-short strategies—revealing why they believe this new era of liquid alternatives is game changer for investors. </p>
<p>Zayla Saunders is a Senior Associate for Online Distribution ... Show More
16m 47s
May 2024
S2E36: How to Invest in 2024
In this episode of the Rich Dad Stockcast, guest host Andy Tanner interviews Corey Halliday, the chief risk manager at the Cashflow Academy, about the intriguing dynamics of stock and options trading, especially in a volatile economic landscape. Tanner and Halliday dive into the ... Show More
32m 45s
Feb 2022
Piloting Through: Why Investors Should Stay the Course
In the latest episode of Exchanges at Goldman Sachs, Sharmin Mossavar-Rahmani, Head of the Investment Strategy Group and Chief Investment Officer for the Consumer and Wealth Management Division, discusses the investment themes outlined in ISG’s 14th annual investment outlook and ... Show More
22m 16s