logo
episode-header-image
Jul 2020
50m 1s

Harindra de Silva, Analytic Investors of...

The Idea Farm
About this episode
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
Up next
Sep 11
FT’s Robin Wigglesworth: Why Bonds, Not Stocks, Rule Everything Around Us | #650
Today’s guest is Robin Wigglesworth, editor of FT Alphaville at the Financial Times and the author of A Fabulous Debt: The Epic Story of How Bonds Built the Modern World. In today’s episode, Robin makes the case that bonds, not stocks, are the bedrock of finance and quietly built ... Show More
49m 52s
Sep 8
Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) | #649
Today’s guest is Inigo Fraser Jenkins, Chief Investment Strategist at AllianceBernstein. In today’s episode, Inigo argues that the golden era of easy diversification and high real returns is ending. He defends US equity exceptionalism while declining to defend the dollar. To clos ... Show More
50m 43s
Aug 31
Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once | #648
Today’s guest is Paul Kedrosky, a fellow at the MIT Institute for the Digital Economy, partner at SK Ventures and former sell-side analyst. In today’s episode, Paul Kedrosky explains why AI sits at the intersection of every force behind the biggest bubbles. He walks through why t ... Show More
45m 31s
Recommended Episodes
Jun 2021
Harin de Silva on Portfolio Management (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Harindra (Harin) de Silva, a portfolio manager and team lead for the Analytic Investors team at Wells Fargo Asset Management, which has $603 billion in assets under management. He was previously a principal at Analysis Group ... Show More
58 m
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
Aug 2022
IFB236: Differences Between ETFs and Mutual Funds, and Investing in Companies Beyond Their Fair Value
Welcome to the Investing for Beginners podcast. In today’s show, we answer three great listener questions: *The differences between investing in mutual funds and ETFs *Why we advocate for investing in individual stocks *How to deal with dollar cost averaging into a company that h ... Show More
34m 18s
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
Dec 2021
Leveling up
We give listeners a brief overview of some of the trickier investing techniques, including swaps, fractional shares, and investing on margin. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podc ... Show More
18m 49s
Apr 2023
Advice to a Young(er) Investor
What do you wish you knew when you were just starting out investing? (00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahe ... Show More
27m 3s
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
Sep 2022
IFB237: The Impact of Proxy Voting and Investing in Money Losing Companies
Welcome to the Investing for Beginners podcast. In today’s show, we answer some great listener questions: *How do we feel about investing in companies with ESG concerns? *What are our thoughts of investing in precious metals or metals? *How does the Proxy statement work, and voti ... Show More
32m 7s