Shows
Deconstructing AlphaEP 29: Opportunities in the Emerging Markets – Sam Polyak, Fidelity Advisor Focused Emerging MarketsI have waited a long time for the right guest, at the right time, to dive into emerging markets. Sam Polyak is an international stock and emerging markets portfolio manager with Fidelity Investments. This interview is specifically about emerging markets stock investing and the Fidelity Advisor Focused Emerging Markets fund. Sam comes to the interview with decades of international and emerging markets stock experience, and the knowledge that comes from managing portfolios at one of the most respected investment firms that we know of. This interview is not to be missed. We cover why active management in the e...2024-12-0646 minDeconstructing AlphaEP 28: AI with Brad Neuman, CFA - AlgerI think this Podcast is going to blow you away. I was left speechless. The implications of AI are truly outstanding. And we don’t know of any investment firm that is more of the forefront of this revolution than Alger. You are in for a treat, so tune in for a fascinating ride.2024-08-0547 minDeconstructing AlphaEp 27 Rich Pzena - Opportunities in value investingI have been waiting a long time to host a quality podcast about value investing. As most of you know, the investment world has been dominated by growth and technology themes over the last 2 years. But how does that leave the rest of the investable universe? Value stocks, small stocks, international stocks, and especially emerging markets stocks have been left behind by a very narrow thematic flow of capital to just seven stocks. Are value stocks and value themes now a bargain here? Is international investing still relevant? And where can investors look for future outsized returns? These are just a...2024-05-0251 minDeconstructing AlphaEP 26: Roadmap for 2024 with Rob Almeida - MFS InvestmentsWelcome to 2024! Feeling optimistic? The economy seems to be dieseling along, asset prices are high, and the Fed is likely to cut rates. What’s not to like?We kick off the year with a roadmap tour the opportunities and risks ahead for 2024 with Rob Almeida, Global Strategist for MFS Investments.Tune in and buckle up, let’s go for a ride.2024-02-0152 minDeconstructing AlphaEP 25: Bryan Krug, CFA – Artisan Partners. Where is the credit risk?Did you know that there are three types of non-investment grade (credit) bonds in the marketplace today? When investors think about credit bonds, they are usually referring to just high-yield bonds. Post the Great Financial Crisis (GFC) though, the non-investment grade bond market has changed and is no longer dominated by just high-yield bonds. Investors today also have the opportunity to invest in floating rate notes/leveraged loans, as well as private credit. With credit bonds currently yielding upwards of 8% or more yield, many investors are wondering where is the risk? Is the risk in high yield bonds...2023-10-3037 minDeconstructing AlphaEP 24: Winners and Losers with Henrik Strabo of Rainier International DiscoveryMany of you may have never heard of the Rainier International Discovery Fund. However, Henrik Strabo, the founder and lead portfolio manager of this fund has been managing portfolios for over 30 years. Henrik is steeped in experience and joins us to discuss how changes around the world can lead to winning investments, and to losers. Surprises often scare investors. However, when changes occur, this can often mean opportunities for some businesses, and losses for others. Today, we have our fair share of change to deal with. Think, onshoring, energy transition, AI, political changes, Fed policy, inflat...2023-08-2842 minDeconstructing AlphaEP 23: Carl Kaufman of Osterweis Funds – Why Income, Why NowFor the twelve years following The Great Financial Crisis, money market yields had remained close to 0%, and bond yields were consequently repressed. However, today the entire bond spectrum appears to exhibit different characteristics than when the Fed Funds Rate was 0%. Instead of low inflation, we have inflation higher for longer. We currently have an inverted yield curve, where short-term bonds offer higher yields than longer dated bonds. Further, we have whole segments of the bond market that are offering yields in the 7%+ range. To help uncover all that needs to be known on this subject right now, I inte...2023-07-2754 minDeconstructing AlphaEP 22: Resilient Investing with Adam Sues of Yacktman FundsIn this episode we discuss managing resilient equity portfolios that can endure multiple market environments with Adam Sues of Yacktman Funds. For those of you who don’t know Yacktman, they have been a pillar of quality focused equity management for the past 30 years. Morningstar might classify Yacktman as a large cap value manager, but they are so much more than this arbitrary moniker. Want to know more about achieving more consistent equity returns? Tune in and let’s go inside Yacktman Funds with Adam Sues.2023-06-2059 minDeconstructing AlphaEP 21: Inside First Eagle with Julien AlbertiniFor institutional investors, First Eagle has long been one of the most revered investment firms in the nation. Their mutual funds have been a pillar of strength in Frontier portfolios, providing consistent performance year after year, for decades, even during some of the most difficult of times. If you ask them how they have been able to achieve this track record, their response will likely be “scarcity” and “persistence”. What does that mean? Tune in for unprecedented access to the secrets of First Eagle’s success.2023-02-1543 minDeconstructing AlphaEP 20: Tony Crescenzi, PIMCO Funds – What is the path for inflation and the Fed in 2023?Welcome to 2023! Two big questions for the year; where will inflation likely end up, and what is the Fed’s plan? Let’s find out with Tony Crescenzi of PIMCO, after all PIMCO might know a thing or two about inflation and the Fed. 2023-01-1845 minDeconstructing AlphaEP 19: What is the next phase of this market cycle?So here we are, 9 months into a market decline. What now? In this interview we discuss what is likely to happen to the economy and earnings, what is next for capital markets, and where is the opportunity. Who doesn’t want to know that? I don’t know anyone that can deconstruct it better than Brad Neuman. 2022-12-0850 minDeconstructing AlphaEP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth StrategyTriumph! What an honor it was to host the famed international investor Rezo Kanovich from the Artisan International Small Mid Growth Strategy. Frontier has been a long-term investor with Rezo and Artisan, and I was shocked to have been able to interview such an icon of international investing.We deconstruct the importance of security selection, the opportunities before us, the inefficiencies, and risk aspects of small stock investing. After listening to this, you might be left pondering, who would index this space?Buckle up, ear bud up, or grab the dog and go for a wa...2022-11-0448 minDeconstructing AlphaEP 17: What are managed futures anyway? Yung-Shin Kung – Credit SuisseStocks down, bonds down, managed futures up! What are managed futures, how do they work, and why are they performing so well in this “everything down” environment? To answer these questions, we go right to the source - Yung-Shin Kung, Head of Quantitative Strategies, & Portfolio Manager of the Credit Suisse Managed Futures fund. Tune in and listen up, this is something totally different! 2022-06-2227 minDeconstructing AlphaEP 16: Have you ever wondered how much gold can fit into a swimming pool?In this podcast, we interview Max Belmont, Associate Portfolio Manager for the First Eagle Gold fund. What does First Eagle know about gold? Well, they just might own more gold than any other private entity in the country. How much gold can fit in a swimming pool, what is the difference between gold out of the ground and gold mining stocks, what is the role of gold in a portfolio, and how do crypto currencies factor into this environment? These are all questions that we will cover. This is a fascinating interview, chock full of facts and tidbits about gold...2022-04-2700 minDeconstructing AlphaEP. 15: This is not your grandfather’s growth vs. value debate.While this podcast does hover around the growth vs. value debate, we will hone in on the misunderstanding of innovation and how a simple financial reporting measure can cause trillions of investor dollars to be misallocated.This podcast is the most important podcast that I have produced!2022-03-141h 28
Orion's The Weighing MachineGeremy van Arkel of Frontier Asset Management - Managing Downside Risk, and Protecting Your InvestmentsRisk is inherent in any investment. It is therefore crucial to plan your investment portfolio in a way that protects you against losses. Without a solid downside risk management strategy in place, you are exposing yourself to unnecessary losses and financial instability. Taking steps to protect yourself from losses can help ensure that your portfolio remains healthy and profitable, even in difficult market conditions.In today’s episode, Rusty talks with Geremy van Arkel, Principal and Director of Strategies at Frontier Asset Management, an independent national asset manager that supports and manages strategies for the clients of in...2022-02-151h 03Deconstructing AlphaEP 14: 2022 Kick Off – What the Heck is Going On Now, with Rob Almeida - Global Strategist, MFS InvestmentsTo kick things off for 2022, we welcome back to the show Rob Almeida – Global Investment Strategist and Portfolio Manager for MFS Investment Management. This time around, we recap the highlights and oddities of last year, and address some of the major issues for the New Year. High asset prices, inflation, the Fed…we address it all in this sprawling synopsis of what the heck is going on in capital markets.So, go sit in traffic – if you can find any, go walk your dog, or relax in your office and plug into this one. Kick off the new year...2022-02-081h 07