Lead-Lag Live

Phil Wool on Emerging Market Anomalies, Quantamental Strategies, and Active vs Passive Investment Dynamics


Listen Later

Uncover the secrets behind the world's most dynamic markets with Phil Wool, the head of portfolio management and chief research officer at Rayliant Global Advisors. Navigate the intriguing differences between developed and emerging markets, and learn how Rayliant Global Advisors leverages behavioral finance and market anomalies to craft innovative strategies. Phil Wool shares his deep expertise, focusing on how these anomalies present unique opportunities, particularly in markets where retail investors have a profound impact, such as China, Korea, and Taiwan.

Gain insights into how emerging markets like Korea's family-owned conglomerates, known as Chaebols, shape the investment landscape with their distinctive governance structures. Explore the debate surrounding active versus passive investment strategies, and understand how systematic approaches can exploit opportunities in both efficient and less mature markets. Phil Wool offers a peek into the strategic decisions behind Rayliant's active ETFs and their potential to capitalize on market inefficiencies often overlooked by traditional indices.

Discover the intricacies of quantamental strategies and the role of strategic partnerships, such as the collaboration with Sumitomo Mitsui DS Asset Management for a Japan fund. Examine the broader implications of geopolitical shifts and economic growth in emerging markets beyond China, particularly in India and Taiwan. This episode promises a comprehensive understanding of emerging markets, offering a unique perspective on how to navigate these complex and vibrant economies for potential alpha.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Rayliant and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

SnoreMedic is the simple, comfortable mouthguard that stops snoring instantly—so you (and your partner) can finally sleep through the night. Try it risk-free for 60 nights. Wake up refreshed.
👉 TrySnoreMedic.com/leadlagpodcast

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


Foodies unite…with HowUdish!

It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!

Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!

HowUdish makes it simple to connect through food anywhere in the world.

So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

...more
View all episodesView all episodes
Download on the App Store

Lead-Lag LiveBy Michael A. Gayed, CFA

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

88 ratings


More shows like Lead-Lag Live

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

581 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,052 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

912 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

201 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

239 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

462 Listeners

Supply Shock by Blockworks

Supply Shock

120 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

377 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

49 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

341 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

30 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

89 Listeners