Aug 30, 2016

In Episode #290, Kazuhisa Okamoto, CFA, from I-O Wealth Advisors in Tokyo, formerly President of CFA Society Japan and CEO of Barclays Global Investors Japan, offered an explanation from the angle of Japan’s deep cultural heritage and, in particular, the “merchants’ way” (as opposed to the “samurai’s way”...

Aug 30, 2016

In Episode #291, Ashby Monk discusses how leading investors are making use of these emergent technologies. Technology has been a force in investment management since the telegraph machine, but recent developments are intensifying the pace of change. As executive and research director of the global projects center at...

Aug 3, 2016

In Episode #288, Energy expert Amy Myers Jaffe walks through the breadth of innovation in the energy markets both in traditional energy sources (e.g., oil) and so-called alternative energy technologies (e.g., solar). Energy breakthroughs have lowered the costs of alternatives dramatically and provide a viable channel...

Aug 3, 2016

In Episode #289, Rupal J. Bhansali, a value investor whose patience and emphasis on risk management has helped set her apart from her peers, draws the important distinction between risk and volatility, addresses the perils of “value traps,” and shares other valuable lessons that she has learned over the course of...