EP6: Is This The New Normal, Or Will We Return To The Old Normal One Day? - Robert Almeida Deconstructing Alpha podcast

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Trading Business News Business News Geremy van Arkel, CFA® Geremy van Arkel

Innhold levert av Geremy van Arkel, CFA® and Geremy van Arkel. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Geremy van Arkel, CFA® and Geremy van Arkel 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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EP6: Is this the new normal, or will we return to the old normal one day? - Robert Almeida

3+ y ago 1:05:38

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MP3•Episoder hjem

Innhold levert av Geremy van Arkel, CFA® and Geremy van Arkel. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Geremy van Arkel, CFA® and Geremy van Arkel 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.

While you may have never heard of Frontier Asset Management, you likely have heard about MFS Funds. They manage about $500 billion in assets, and Rob Almeida is their Global Strategist! Given that the big story for strategists now is clearly “what the heck is going on with markets”, we quickly devolve from “deconstructing alpha” to all the weirdness that is occurring at the macro level. And, as you know, everyone wants to talk macro, we just don’t want to admit it. There is also some great insight at the end of this episode where we have an “aha!” moment about socially responsible investing.

… continue reading

28 episoder

#Trading #Business News #Business #News #Geremy van Arkel, CFA® #Geremy van Arkel

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EP6: Is this the new normal, or will we return to the old normal one day? - Robert Almeida

Deconstructing Alpha

published 3+ y ago

Del

MP3•Episoder hjem

Innhold levert av Geremy van Arkel, CFA® and Geremy van Arkel. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Geremy van Arkel, CFA® and Geremy van Arkel 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.

While you may have never heard of Frontier Asset Management, you likely have heard about MFS Funds. They manage about $500 billion in assets, and Rob Almeida is their Global Strategist! Given that the big story for strategists now is clearly “what the heck is going on with markets”, we quickly devolve from “deconstructing alpha” to all the weirdness that is occurring at the macro level. And, as you know, everyone wants to talk macro, we just don’t want to admit it. There is also some great insight at the end of this episode where we have an “aha!” moment about socially responsible investing.

… continue reading

28 episoder

#Trading #Business News #Business #News #Geremy van Arkel, CFA® #Geremy van Arkel

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