Deconstructing Alpha
Timely and impactful interviews with prominent investment managers. Frontier Asset Management has a long history of investing in active mutual funds . In this podcast, we seek to shine a light on the investment managers who run these mutual funds. We believe, these professionals need to stay on top of economic events, the political environment, and business trends worldwide. They also need to have in-depth knowledge of the businesses that drive our economy. In short, many of the investment managers I have come across in my career are some of the most brilliant people I have ever met. Frontier has in-depth access to these managers and their insights. Through this podcast, I share this access with you. This podcast is a sign of respect for the skill and intellect exercised by these managers.
Deconstructing Alpha
EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management
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Geremy van Arkel, CFA® and Shannen Carroll
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Season 1
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Episode 12
This year, we reported on the current themes of why interest rates are so low, what is going on in China, and whether inflation is transitory or persistent. However, we have saved one of the biggest issues for last to help prepare you for 2022 – Do Valuations Matter? With U.S. equity markets so overvalued currently – if you believe traditional valuation metrics – we thought it would be prudent to check in with Frontier’s very own Founder Gary Miller, CFA.
Put in your earbuds. This might be our most important podcast episode of the year.