Deconstructing Alpha
Deconstructing Alpha
Latest Episodes
EP 29: Opportunities in the Emerging Markets – Sam Polyak, Fidelity Advisor Focused Emerging Markets
I 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 a...
EP 28: AI with Brad Neuman, CFA - Alger
I 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.&n...
Ep 27 Rich Pzena - Opportunities in value investing
I 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...
EP 26: Roadmap for 2024 with Rob Almeida - MFS Investments
Welcome 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 ...
EP 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 (...