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FAQs about Meditations on Investing:How many episodes does Meditations on Investing have?The podcast currently has 14 episodes available.
March 31, 2020Restaurants are being destroyed. Money managers should be scared.In this time of the coronavirus, beware of the parallels between smaller managers and independently owned asset managers....more12minPlay
December 18, 2019The Hedge Fund That Wasn’tBruce Shi of Thrones Capital claims in Forbes to be one of the most successful managers in the w. An investigation by Angelo Calvello suggests he’s something else....more22minPlay
December 01, 2019The overplayed, turbohyped, and underwhelming world of artificial intelligence in investing.Every manager claims they’re “doing” AI, but here’s what investors can ask to find the truth....more16minPlay
August 06, 2019Capitalism: A RejoinderIn late May 2019, my fellow columnist and friend, Christopher Schelling, penned an essay on free-market failures — namely, that America has too little capitalism. This is my response....more16minPlay
June 27, 2019The insane story of how an early quant investor went rogue.Intentional HIV infection. Acid attacks. Attempted murder. Nothing was apparently beyond the pale for one of the fathers of computer-based investing....more12minPlay
May 20, 2019Embrace the Black BoxIt’s a universal truth that investment processes should be understandable. However, artificial intelligence managers can provide no authentic explanation of their investment process. How can an investor pick an asset manager when no one knows what it does?...more8minPlay
April 08, 2019The closest thing to white supremacy I’ll ever get to write aboutIt’s not Charlottesville, but the hypocrisy of TPG’s William McGlashan — the prominent impact investor caught up in the college acceptance cheating scheme — is as awful as I’ve ever seen....more9minPlay
March 28, 2019Death in the Time of BitcoinA crypto currency exchange founder dies, leaving 115,000 customers without access to their digital coins. But is their bad luck someone else’s fortune?...more10minPlay
March 13, 2019BlackRock crosses the AI RubiconWith BlackRock's artificial intelligence pivot, there is no turning back...more7minPlay
February 25, 2019Does alpha exist?Examining the investment debate of luck versus skill within a theological framework....more7minPlay
FAQs about Meditations on Investing:How many episodes does Meditations on Investing have?The podcast currently has 14 episodes available.