Valuewalk's ValueTalks

Hello Listners,

This is a very special episode recorded live in New York. Will and I talk about the attention economy and how creativity generates alpha.

Thank you for the listen and enjoy!

Hello Valuewalk Listners,

This is a very special episode with Trip Miller of Gullane Capital. In this discussion, Trip talks about his investing philosophy and shorts. Also, he recommends some great books to read for any investor.

Thank you for the listen and enjoy!

Hello Valuewalk Listners,

This is a special episode recorded live with Rupal. It is a great short discussion about the current environment with passive investing and potential opportunities.

Thank you for the listen and enjoy!

Hello Valuewalk Listeners,

I have a very special guest, Maria Belenky. In this episode, she discusses what the Trump BackTracker is and what we can draw from it. Check this interactive tool at https://www.climateadvisers.com/trumpbacktracker/.

Thank you very much and enjoy!

Good morning listeners,

Please check out the September 13 newsletter at Chain Reaction Research. In this episode, Gabriel discusses the Bunge acquisition of IOI's specialty fats business.

Thank you very much and enjoy!

Good morning listeners,

I had the opportunity to speak with JT about his story. His father was a pimp and drug dealer with 23 children and his mother was an orphan with no family but him. This conversation is about how he did not make excuses for his situation and rose up to become a business leader and now currently the CEO of Book In a Box.

Enjoy and thank you very much!

Hello Valuewalk listeners,

This episode features Steve Nadel of Seward and Kissel. He is a prominent attorney with vast experience dealing with the investment management industry. We talk about crytocurrency problems and regulations that investors may face.

Thanks and enjoy!

Hello Valuewalk listeners,

This is a very special episode with George Kell who was the founder and former Executive Director of the United Nations Global Compact. This is a very brief interview on his thoughts about ESG investing and the current state that we are in. Please download and enjoy.

Thank you very much!

Hello Listeners,

Another episode with Gabriel discussing Felda's potential deforestation liability.

Check out the newsletter: https://chainreactionresearch.com/2017/09/01/the-chain-felda-global-ventures-stops-peat-clearance-faces-potential-deforestation-liability-equal-q2-2017-net-income/

Thanks and enjoy!

Hello listeners,

This is a very special podcast with Gabriel. This report dives into the financial risks of the 10 largest Indonesian listed palm oil companies.

Please download the report: https://chainreactionresearch.files.wordpress.com/2017/09/2017-indonesian-palm-oil-sector-benchmark-revenue-at-risk-vs-palm-oil-ndpe-sourcing-170823-final.pdf

Thanks and enjoy!