Dec 13, 2017
In Episode #318, Russell Napier, ASIP, discusses global financial risks. He explores central banking, emerging markets, and global asset allocation. In particular, Napier hones in on the fragility of today’s global debt situation and suggests that the present monetary system may not make it.
Nov 29, 2017
In Episode #317, Teresa C. Barger discusses her firm’s approach to successful emerging market investing. Her approach might be best characterized as influential activism, in contrast with adversarial activism. She tries to work with her target companies to persuade them to adopt practices that she believes will unlock...
Nov 16, 2017
In Episode #316, Randall S. Kroszner, Professor of Economics at the University of Chicago’s Booth School of Business, discusses his views on fragilities faced by emerging market economies and recommendations to counter them.
Nov 8, 2017
In Episode #315, Ming Shu, CFA, partner at Lingfeng Capital and former chief strategist of Ant Financial, shares his thoughts on the subject with us. Ming Shu’s unique experience of having worked with many aspects of the FinTech ecosystem makes his views particularly interesting. He will discuss how...
Nov 1, 2017
In Episode #314, Jean Brunel, CFA, gives advice and insights for setting up a goals-based wealth management practice.