Valuewalk's ValueTalks

Good morning listeners,

Today is a very special episode with the founder of ValueWorks, Charles Lemonides. He founded Valueworks back in 2001. He began his career with Gruntal and Co in their research department. He then joined Sterling Advisors, an investment advisory unit of Gruntal and Co. He has his Bachelors in History from Vassar College and pursued graduate studies in Economics from New York University. He received his CFA designation in 1989. In today's episode we discuss the opportunities he is seeing in the market today.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Joseph M. Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners. He has been their Chief Market Strategist since 2009. Joe developed the Terranova US Quality Momentum Index (VTUSQM) which launched and began publicly pricing in August 2020. Before this he spent 18 years at MBF Clearing Corp. Joe has been a CNBC ensemble member, appearing regularly on the Halftime Report and Squawk Box since 2008. He is the author of “Buy High, Sell Higher” (Business Plus, 2012), based on his years as a professional trader. Joe earned a bachelor’s degree in finance from the Peter J. Tobin College of Business at St. John’s University in New York. In today’s episode we discuss his approach to investing, inflation, and his US quality Momentum Index.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Kristof Gleich, President and CIO of Harbor Capital. Prior to this, he was Managing Director and Global Head of Manager Selection at JP Morgan. He also worked as a Fund Manager at Architas and worked as an Executive Director at Goldman Sachs. Kristof earned his Bachelor of Science in Physics from the University of Bristol. In today’s episode we discuss a wide range of topics from his approach to investing, state of the financial service industry and his macro outlook.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Maurits Pot, Founder and CEO of Dawn Global. Before this he was Partner at Kingsway Capital, a frontier market specialist with over 2 billion AUM. He began his career at Goldman Sachs in Mergers and Acquisitions. Maurits earned his Bachelor’s in Economics from Middlebury College. In today’s episode we discuss his approach to investing and why investors should look into frontier and emerging markets.

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with Joseph Cioffi, Author of Credit Chronometer and Partner at Davis + Gilbert where he is Chair of the Insolvency, Creditor’s Rights & Financial Products Practice Group. He recently released the 3rd edition 360 degree report that gauges expectations that encompasses all subprime auto participants. He has experience representing financial institutions in Financings, Insolvency Strategies, Restructurings, Creditor’s Rights/ Bankruptcy, Acquisitions. Joseph holds a BBA from Pace University, an MBA from New York University and JD from Rutgers School of Law. In today’s episode we discuss the findings of the 3rd Annual report.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Gabriel Thoumi, Head of Plastics Program and Director of Financial Markets at Planet Tracker, President 2 degree investing initiative US, adjunct professor at John Hopkins ESG Integration and Spatial Finance. Gabriel brings over 15 years of experience with extensive technical knowledge on integrating scientific and ESG data into financial models to determine pricing signals and asset allocation strategies. In today’s episode we discuss his commentary on a recent plastics report from the Maduro Foundation.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Colin Lancaster, a 25-year Wall Street Professional. He was Head of Macro Strategies at Citadel and before that he was Head of Macro at Balyasny Asset Management. Colin is a graduate of Princeton University and is a lawyer by original training. In today’s episode we discuss his recent book, “Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader”.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Zachary Karabell is an author and columnist, the founder of the Progress Network at New America, and president of River Twice Research and River Twice Capital. Before this, he was Head of Global Strategies at Envestnet, a publicly traded financial services firm. Prior to that, he was President of Fred Alger & Company. Zachary earned his Bachelors from Columbia, Masters in Middle East Studies from Oxford and his Ph.D. in History and International relations from Harvard. In today’s episode we discuss his recent book, “Inside Money: Brown Brothers Harriman and the American Way of Power.”

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with John Hagel, Trusted Advisor, Global Speaker, Futurist and Author. John founded Beyond Our Edge, LLC where their goal is to motivate institutions and individuals to come together and move beyond our edge, overcome obstacles, and address significant emerging opportunities to create real impact. John authored several books and the topic of conversation is his recent one, “The Journey Beyond Fear”.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Dr. Josef Schuster, founder of IPOX Schuster and Chief Architect of the IPOX Indexes. Before this, Dr. Schuster pursued his academic work on European IPOs in the Financial Markets Group at the London School of Economics where he earned his Master in Science and PhD. In today’s episode we discuss his approach to investing and how he approaches IPOs.

Enjoy and thanks for the listen!