While the theme was the Chinese investment landscape, this episode can also be described as the Bobby Schwarz show. From his early days as a floor trader in Chicago, through his experience making movies in Hollywood, then finally founding RCM Alternatives.
Listen NowGestalt University Podcasts
Welcome to Gestalt University, hosted by the team at ReSolve Global*, where evidence inspires confidence.
These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.
Monetary Trifecta – Money Supply, Inflation and Asset Prices
For the last 12 years, the Fed and other major central banks have exerted overwhelming influence and power over investors’ behavior and capital markets. Since the pandemic began, governments have been forced to step up and unleash a fiscal tsunami to help ailing economies during the deepest recession in living memory.
Listen NowLars Kestner: The Intrepid Quant
Today we interview Lars Kestner, a Managing Director at a European investment bank. Over his 20+ year career on Wall Street, he has led teams that have managed derivative risk across a vast range of market environments. He is the author of Quantitative Trading Strategies, a cutting edge text on systematic trading.
Listen NowReSolve’s Riffs on Nepotism and Return Chasing in Institutional Manager Selection with Brian Portnoy
Despite the common understanding – and ubiquitous disclaimers – that past performance is not indicative of future returns, it is well documented that performance chasing can be almost considered a fundamental law of capital allocation among institutional and retail investors alike.
Listen NowDan Egan: Market Shrink
Dan Egan is the Director of Behavior Science and Investing at the online advisor, Betterment. To kick off the discussion I wanted to know: What do investors really want? Not what they say they want, or what economists say they should want, but what their day-to-day behaviour says about what they actually want in practice…
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