Sep 30, 2020
Sep 23, 2020
Internet and related technologies have been creating data like never before. Jumps in computing power and competition have made it increasingly difficult for active managers to get an edge through traditional data sources. Episode #430 provides an overview of the fast-changing canvas of data and alternative sources of...
Sep 16, 2020
Episode #429. Neil Govier, CFA, talks to Ken Siazon and Manish Sharma, CFA, both from Southeastern Asset Management, about the outlook for APAC equity markets, value investing, investment opportunities, and the likely speed of recovery from COVID-19.
Sep 9, 2020
In episode #428, Clare Flynn Levy, founder & CEO of Essentia Analytics, discusses common behavioral errors and how to mitigate them, where alpha is lost and found, and what investors can do to build decision-making resilience.
Sep 2, 2020
In episode #427, Melissa Cook, CFA, founder and managing director of African Sunrise Partners LLC, dispels some of the biggest misconceptions investors have when considering Africa and makes the case for investing in the continent.