Podcasts
Rethinking Risk & Return with Cliff Asness
Co-founder, managing principal, and chief investment officer at AQR Capital Management, Cliff Asness has decades of experience in quantitative investing, dating back to 1994. He is also an active researcher, a prolific author, and an award-winning financial manager. This week, Cliff joins the FEG Insight Bridge to talk about the current market, share his views on market efficiency and stagflation, and weigh in on whether AI will become sentient (and evil) in the next 100 years. You won’t want to miss this insightful episode!
Roads to Nowhere: Politics, Policy & Markets Today With Dan Clifton
From running local campaigns to becoming one of the most-sought out policy analysts in Washington, Dan Clifton has enjoyed a storied and impressive career. Partner and head of policy research at Strategas Securities, Dan visits the FEG Insight Bridge to discuss how the tumultuous political environment is likely to affect markets in both the near and long term. Listen in as Dan shares his insights on the infrastructure bills, tax rate hikes, Fed policy, China, and even his extended predictions on who might run in the 2024 presidential election.
The REIT Stuff with Jon Cheigh of Cohen and Steers
CIO and head of global real estate for Cohen & Steers, Jon Cheigh, joins us on the FEG Insight Bridge to shed light on REITs, giving listeners a sense of the breadth and depth of the REIT universe, as well as some of the metrics to consider when valuing real estate, how current policy and political decisions might influence the market, and some of the best plays to see returns in the space both within and outside the U.S.
Chuck's Mrs. Market Maven: Liz Ann Sonders
Tune in to this episode to hear the insights of market maven Liz Ann Sonders, whose no-nonsense, easy-to-understand approach to sharing market insights earned her regular guest segments on countless financial and news programs. Liz Ann shares her advice for young women who want to break into finance, as well as her views on the economy, taxes, infrastructure, and valuations, and gives listeners some insight into key things to look out for this fall.
The Power of Possibility: Stories of Struggle and Success with Mellody Hobson
From company intern to President and Co-CEO of Ariel Investments, Mellody Hobson’s career is an inspiring and impressive tale of the power of grit, motivation, and determination. In this episode of The Insight Bridge, Mellody shares the lessons she’s learned about the value of financial literacy, staying motivated after 30 years, finding stability after the Great Financial Crisis, the power of diversity, and secrets for choosing the right board members.
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The Death of Diversification (and Value Too) with Rob Arnott
In this episode, FEG's Greg Dowling chats with Rob Arnott, founder and chairman of Research Affiliates and prolific writer, having published three books and written more than 130 articles for journals such as the Harvard Business Review, The Journal of Portfolio Management, and Financial Analysts Journal. Rob shares many important lessons in this episode and answers, once and for all, the question of whether or not diversification and value are “dead.” You won’t want to miss this exciting and enlightening episode.
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