Alternative Investments With Joe Bakish Beyond MD With Dr. Yatin Chadha podcast

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Fitness Business Medicine Yatin Chadha

Innhold levert av Yatin Chadha. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Yatin Chadha eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Alternative Investments with Joe Bakish

2+ y ago 52:13

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Innhold levert av Yatin Chadha. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Yatin Chadha eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode I host Joseph Bakish (CFA, CLU, TEP), wealth & investment advisor, portfolio manager from Bakish Wealth at Richardson Wealth. Joe has abundant experience in the industry, accolades include top under 40 advisor in 2020 and being recognized among Canada's top 50 advisors in 2021.
Discussion points:
- basic approach to alternatives, discussion of CPP (3:50)
- rationale for alternatives (14:08)
- are alternatives uncorrelated from stocks? (17:02)
- private lending (18:28)
- the importance of due diligence (20:55)
- illiquidity, rebalancing issues (26:05)
- Inflation hedges? (33:09)
- private equity (37:43)
- why alternatives if stocks will continue to go up in the long term? (40:52)
- summary of farmland (43:09)
- what is over/under hyped in the alternative space? (45:46)
- closing remarks: the benefit of buying, holding, and closing your eyes (48:51)
Joe's email: joseph.bakish@richardsonwealth.com
email me at: beyondmdpodcast@gmail.com
Join me on Linkedin: https://www.linkedin.com/in/yatin-chadha-29074b109/
Article referenced:
- https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3882899 (35:05)
- https://blogs.cfainstitute.org/investor/2018/12/03/private-equity-the-emperor-has-no-clothes/ (38:35)

… continue reading

80 episoder

#Fitness #Business #Medicine #Yatin Chadha

Artwork

Alternative Investments with Joe Bakish

beyond MD with Dr. Yatin Chadha

14 subscribers

published 2+ y ago

Del

MP3•Episoder hjem

Innhold levert av Yatin Chadha. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Yatin Chadha eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode I host Joseph Bakish (CFA, CLU, TEP), wealth & investment advisor, portfolio manager from Bakish Wealth at Richardson Wealth. Joe has abundant experience in the industry, accolades include top under 40 advisor in 2020 and being recognized among Canada's top 50 advisors in 2021.
Discussion points:
- basic approach to alternatives, discussion of CPP (3:50)
- rationale for alternatives (14:08)
- are alternatives uncorrelated from stocks? (17:02)
- private lending (18:28)
- the importance of due diligence (20:55)
- illiquidity, rebalancing issues (26:05)
- Inflation hedges? (33:09)
- private equity (37:43)
- why alternatives if stocks will continue to go up in the long term? (40:52)
- summary of farmland (43:09)
- what is over/under hyped in the alternative space? (45:46)
- closing remarks: the benefit of buying, holding, and closing your eyes (48:51)
Joe's email: joseph.bakish@richardsonwealth.com
email me at: beyondmdpodcast@gmail.com
Join me on Linkedin: https://www.linkedin.com/in/yatin-chadha-29074b109/
Article referenced:
- https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3882899 (35:05)
- https://blogs.cfainstitute.org/investor/2018/12/03/private-equity-the-emperor-has-no-clothes/ (38:35)

… continue reading

80 episoder

#Fitness #Business #Medicine #Yatin Chadha

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