Portfolio Management
February 2026
118 minutes

Cliff Asness – Surviving the Meme Stock Bubble (Ep. 298)

Cliff Asness explains how bubbles form, why modern investing increasingly resembles gambling, and what the dot-com era can teach us […]

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Portfolio Management
November 2025
64 minutes

AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607

The Meb Faber Show

AQR’s Antti Ilmanen examines US exceptionalism, comparing growth drivers and valuations while outlining diversification implications for global investors.

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Portfolio Management
November 2025
57 minutes

Cliff Asness on How Markets Got Dumber in the Last 10 Years

Odd Lots

Cliff Asness discusses market efficiency’s decline, factor investing challenges, and how passive flows and narratives can distort prices.

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Portfolio Management
November 2025
74 minutes

Covered Calls: A Devil’s Bargain

Rational Reminder

This episode covers covered call strategies—popular ETFs often marketed on their distribution yields. It explains while they may promise steady […]

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Portfolio Management
September 2025
40 minutes

How should I be positioned? with Cliff Asness (AQR) and Jason Draho (UBS CIO)

UBS Market moves

Cliff Asness discusses electronic trading’s market impact, how AI is shaping investment approaches, and the current macro outlook with portfolio […]

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Portfolio Management
September 2025
56 minutes

The Underperformance of Target Date Funds

Rational Reminder

David Brown discusses target date funds, benchmarking glide paths, and the challenges of active management in retirement portfolios.

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Portfolio Management
June 2025
36 minutes

How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)

UBS Market moves

Ivascyn and Draho walk through how to approach asset allocation in today’s market and macro environment. They also spend time […]

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Portfolio Management
June 2025
72 minutes

Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587

The Meb Faber Show

Rob Arnott and Cam Harvey discuss the growing risks of passive investing, factor crowding, and why active strategies may regain […]

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Portfolio Management
June 2025
49 minutes

Greg Sharenow: Inflation History, Outlook, and Hedging

Insightful Investor

Sharenow leads PIMCO’s commodity and real asset strategies. He discusses the forces driving inflation, how investors can navigate today’s evolving […]

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Portfolio Management
March 2025
74 minutes minutes

Bold Allocations at The Dietrich Foundation

Capital Allocators

Ed Grefenstette walks through The Dietrich Foundation’s approach to illiquid investments, with 90% of assets invested in venture capital and […]

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Portfolio Management
February 2025
66 minutes

Goldman Sachs’ Peter Oppenheimer on Concentration, Corrections & What To Do Next | #572

The Meb Faber Show

Peter Oppenheimer discusses the risks of market concentration, factors that could trigger a correction, and strategies for navigating late-cycle equity […]

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Markets
February 2025
65 minutes minutes

Michael Mauboussin: The One Job of an Equity Investor

Rational Reminder

Mauboussin covers capital allocation strategies, the shifting landscape of private equity, accounting challenges with intangibles and more.

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Portfolio Management
December 2024
55 minutes minutes

Eugene Fama — For Whom Is The Market Efficient?

The Joe Walker Podcast

Eugene Fama discusses the nuances of market efficiency, behavioral finance, bubbles, the housing market and more.

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Portfolio Management
November 2024
104 minutes minutes

The Old Man Yells at the Cloud

The Compound and Friends

Cliff Asness discusses the less-efficient market hypothesis, value investing, the quant world, private equity, and more

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Portfolio Management
November 2024
57 minutes minutes

John Glidden – Delta Airlines Pension Fund Turnaround

Capital Allocators

Gidden explains how he improved Delta’s funding status from 42% 13 years ago to 102% today, creating the largest corporate […]

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Portfolio Management
September 2024
65 minutes

David Salem – Investment Wisdom from the Owner’s Box

Capital Allocators

Salem, the founding president and CIO of TIFF, shares principles that guide successful investment strategies, lessons from investing greats, and […]

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Portfolio Management
September 2024
132 minutes

RWH049: Crushing The Market Over 50 Years w/ Jay Bowen

We Study Billionaires

Bowen explains how he & his late father generated an annualized return of 14.4% over 50 years & a cumulative […]

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Portfolio Management
August 2024
62 minutes

Challenging “Stocks for the Long Run” with Jason Buck

Excess Returns

Jason Buck explaining why the impressive historical returns of the US stock market may be an outlier, the importance of […]

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Portfolio Management
June 2024
94 minutes

#26 – Rob Arnott: Quant Investing, Asset Class Outlook

The Insightful Investor

Rob Arnott talks about quant investing, the outlook for various asset classes, rebalancing alpha & more.

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Portfolio Management
May 2024
68 minutes

Cliff Asness – Simple Investing is Hard

Capital Allocators

AQR’s Cliff Asness discusses regime changes in factors, handling difficult periods for performance, serving on investment committees and more.

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Quantitative Investing
May 2024
95 minutes

Jim O’Shaughnessy

Masters in Business

Jim O’Shaughnessy talks about his career, quantitative investing, and why AI will impact everything from art to stocks.

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Portfolio Management
March 2024
58 minutes

Value Investing, Inflation and Expected Returns with Rob Arnott

Excess Returns

Rob Arnott discusses investing in a high inflation world, factor timing, AI, value investing & more.

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Wealth Management
March 2024
70 minutes

Quick Drop: Wes Gray – Talking about BOXX, creating an ETF, and more

The Business Brew

Alpha Architect’s Wes Gray talks about the BOXX ETF, how he helps people start their own ETFs, why value & […]

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Portfolio Management
February 2024
51 minutes

Andrew Slimmon

Masters in Business

Morgan Stanley Investment Management’s Andrew Slimmon gives a masterclass on quantitative investing and why “the macro changes, but behaviors don’t.“

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Portfolio Management
January 2024
61 minutes

Rob Arnott: ’24 will be ‘a year of living dangerously’ but find the values

Money Life with Chuck Jaffe

From 16:00 – 34:30, Research Affiliates’ Rob Arnott shares his expectations for 2024 and why he believes it’s a great time […]

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Portfolio Management
December 2023
49 minutes

Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund

Capital Allocators

Nicolai Tangen oversees the $1.3 trillion Norwegian Sovereign Wealth Fund. In this episode, he discusses the history of the Norwegian […]

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Portfolio Management
December 2023
65 minutes

Financing Biotech: Portfolio Theory and Netflix-Inspired Models

The Bioverge Podcast

MIT Professor of Finance Andrew Lo discusses his application of portfolio theory to address the challenges of funding drug development. […]

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Portfolio Management
December 2023
58 minutes

Different Perspectives And Different Assets At Rice University

Capital Allocators

Allison Thacker serves as the CIO for Rice University’s $8 billion endowment. She discusses her experience as both a direct […]

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Portfolio Management
November 2023
58 minutes

The Age of Prediction | Igor Tulchinsky and Chris Mason

The James Altucher Show

WorldQuant CEO Igor Tulchinsky and geneticist Christopher Mason discuss topics from their new book, ‘The Age of Prediction.’ They discuss […]

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Portfolio Management
November 2023
39 minutes

Talking Investing Lessons with Cliff Asness (Ep. 55)

Facts vs Feelings

Cliff Asness discusses market bubbles, the combination of value and momentum factors, the parallels between between decision-making in sports and […]

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Portfolio Management
October 2023
67 minutes

S6E10: A Detailed Dive Into Low Volatility Investing

Flirting with Models

Robeco’s Head of Conservative Equities talks about conservative investing, the low volatility anomaly, and the intricacies of running a low […]

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Portfolio Management
October 2023
50 minutes

Big Market Delusions

The Compound and Friends

Rob Arnott shares lessons from the tech bubble, how AI may impact the economy and markets, smart beta, and more.

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Portfolio Management
September 2023
41 minutes

A conversation with Renaissance Technologies CEO Peter Brown

Exchanges

In a rare interview with Peter Brown, he discusses his career, how the firm navigated market crises, and how computer […]

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Portfolio Management
September 2023
55 minutes

Modern Endowment Model At Partners Capital

Capital Allocators

Miranda is the founder of a $50 billion OCIO. He discusses the evolution of the endowment model, the management selection […]

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Portfolio Management
September 2023
58 minutes

The Opportunity in Emerging Markets with AQR’s Dan Villalon

Excess Returns

Villalon discusses the potential benefits of international diversification and why international stocks look particularly attractive today.

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Portfolio Management
June 2023
48 minutes

Why UK Value Stocks Are Still the Trade of the Decade

Merryn Talks Money

Starting at 11:00, Rob Arnott discusses inflation dynamics and what history suggests may happen from here, the UK stock market […]

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Portfolio Management
March 2023
113 minutes

Cliff Asness on Quant Value Investing

Masters in Business

Cliff Asness shares why he likes the combining value and momentum, why sometimes it’s fine to sin a little, why […]

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Portfolio Management
March 2023
40 minutes

Money Talks: The king of quants

Money Talks from The Economist

Cliff Asness shares why he believes investors are still under diversified, how he’s able to handle times when strategies underperform, […]

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Portfolio Management
February 2023
78 minutes

Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance

Rational Reminder

Nobel Laureate Robert Merton shares his framework for analyzing a retirement account, his opinions on various financial models and theories, and […]

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Portfolio Management
January 2023
63 minutes

Cliff Asness — FTX, Hedge Funds and the Value Spread

Infinite Loops

AQR’s Cliff Asness shares his thoughts on the FTX fiasco, what it was like shorting AMC and having retail investors […]

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Portfolio Management
October 2022
53 minutes

Jason Draho

Behind The Markets Podcast

Draho is the Head of Asset Allocation Americas for UBS.  He discusses the overall macro environment, the effects of stagflation, and […]

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Portfolio Management
October 2022
58 minutes

Low Volatility Investing and the Conservative Formula with Pim van Vliet

Excess Returns

Pim van Vliet is the Head of Conservative Equities and Quantitative Equities at Robeco. He discusses his research into low volatility stocks, […]

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Portfolio Management
September 2022
81 minutes

Antti Ilmanen – Unexpected Returns (S5E8)

Flirting with Models

AQR’s Antti Ilmanen discusses the tough decade for trend-following (until this year), comparing trend-following & put hedging strategies, and his research […]

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Portfolio Management
August 2022
61 minutes

#1069 Adam Kurkiewicz On How To Invest Like The Best Performing Endowment

The Pomp Podcast

Kurkiewicz provides a great glimpse into the Washington U. endowment’s pursuit of high returns and willingness to look different from their […]

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Portfolio Management
July 2022
57 minutes

Ashvin Chhabra – The Aspirational Investor

Value Investing with Legends

Chhabra is the CIO of Jim Simons family office. He discusses chaos theory & markets, how he developed the Wealth Allocation […]

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Portfolio Management
July 2022
61 minutes

Aneet Chachra – Surfing Flow for Fun and Profit (S5E4)

Flirting with Models

Janus Henderson fund manager Aneet Chachra walks through his role running flow-based strategies, what opportunities exist today given the current […]

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Portfolio Management
June 2022
100 minutes

Jason Josephiac on Portable Alpha, Risk Mitigation and the Future of Investing

Resolve Riffs Investment Podcast

Meketa’s Jason Josephiac shares his framework for asset allocation, why he believes hedge funds aren’t an asset class, and how […]

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Portfolio Management
June 2022
57 minutes

Cliff Asness: Value Stocks Still Look Like a Bargain

The Long View

AQR’s Cliff Asness touches on different approaches to invest in a world of low expected returns, why he’s still ‘the value […]

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Portfolio Management
May 2022
103 minutes

Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO

Rational Reminder

Gerard O’Reilly is the Co-CEO and CIO of Dimensional Fund Advisors (DFA). He discusses: • The firm’s research-based culture and […]

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Portfolio Management
April 2022
44 minutes

Why Quant is the Future – With Leda Braga, CEO & Founder of Systematica

Money Maze

Braga is the CEO of Systematica, a systematic trend-following hedge fund, and nicknamed “the queen of quants” and. She discusses: • The gender […]

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Portfolio Management
March 2022
50 minutes

Andrew Miller: ‘No Index Is Truly Passive’

Andrew Miller discusses building resilient financial plans, the difference between risk tolerance and risk capacity, and why index investing still […]

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Portfolio Management
February 2022
50 minutes

Andrew Lo: Finding the Perfect Portfolio–a ‘Never-Ending Journey’

Andrew Lo discusses the evolution of portfolio theory, how adaptive markets shape portfolio design, and what automation means for the […]

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Portfolio Management
January 2022
72 minutes

Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades

Mark Yusko discusses portfolio allocation using the endowment model, innovation as an asset class, and a practical framework for evaluating […]

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Portfolio Management
December 2021
55 minutes

Rethinking Risk & Return with Cliff Asness

Cliff Asness discusses forward return expectations, stock-bond diversification risks, and the evolving roles of private equity modeling and AI in […]

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Portfolio Management
October 2021
109 minutes

Meb Faber — Quant Savant

Meb Faber discusses global diversification, trend following strategies, and lessons from decades of studying diverse investment approaches.

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Portfolio Management
October 2021
52 minutes

Balancing Return and Risk in Factor Investing with Harin de Silva

Wells Fargo’s Harin de Silva discusses dynamic multi-factor investing, integrating risk and return, and challenges facing value and traditional factors.

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Portfolio Management
September 2021
54 minutes

Gregg Fisher on the Future of Value, Investing in Innovation and Lessons From 20+ Years as a Quant

Gregg Fisher discusses the future of value investing, why dividend strategies may disappoint, and how investor behavior creates opportunities for […]

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Portfolio Management
September 2021
90 minutes

Researching the Risks of Return Stacking with Corey Hoffstein & Rodrigo Gordillo

Corey Hoffstein and Rodrigo Gordillo discuss return stacking, how layered exposures can boost capital efficiency, and the trade offs around […]

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Portfolio Management
September 2021
65 minutes

Scott Malpass – Building a Great Endowment

Scott Malpass discusses identifying exceptional investors, building institutions capable of sustained excellence, and how major asset classes have evolved over […]

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Portfolio Management
July 2021
62 minutes

Roxton McNeal – Liability-Driven Investing (S4E11)

Roxton McNeal discusses liability driven investing, how glide paths and tactically shifting risk can work, and the role of tail […]

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Portfolio Management
July 2021
56 minutes

Jeremy Grantham – GMO (Manager Meetings, EP.01)

Jeremy Grantham discusses climate change solutions, the state of American capitalism, and why today’s market bubble and inflation risks look […]

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Portfolio Management
July 2021
55 minutes

Rob Arnott on Inflation, Bubbles and the Future of Value Investing

Rob Arnott discusses inflation risks, how to identify asset bubbles, and why value investing’s struggles may not be explained by […]

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Portfolio Management
June 2021
105 minutes

Jason Buck – Survive Like A Cockroach

Mutiny Funds’ Jason Buck discusses hedging entrepreneurial risk, lessons from the financial crisis, and building the all-weather Cockroach Portfolio.

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Portfolio Management
April 2021
84 minutes

Robert Arnott on Global Asset Management

Robert Arnott discusses factor investing, rethinking traditional market-cap indexing, and how valuation-driven strategies can reshape portfolio construction.

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Portfolio Management
March 2021
60 minutes

Bridgeway Founder John Montgomery On Their Unique Culture and Lessons From a 25+ Year Career in Quant Investing

John Montgomery discusses Bridgeway’s philanthropic culture, building quantitative factor models, and lessons from managing systematic strategies.

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Portfolio Management
February 2021
67 minutes

Jeremy Grantham — A Historic Market Bubble

GMO’s Jeremy Grantham discusses signs of market bubbles, retail-driven speculation, and long-term implications of demographics and productivity.

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Portfolio Management
February 2021
75 minutes

Ben Inker on Value and Asset Allocation

GMO’s Ben Inker discusses asset allocation strategy, valuation-driven portfolio construction, and navigating long-term market cycles.

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Portfolio Management
January 2021
52 minutes

The Important Lesson a Quant Manager Learned in 2020

Corey Hoffstein discusses trend following and momentum in 2020’s crash and recovery, and what the turbulence revealed about market structure.

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Portfolio Management
January 2021
85 minutes

Jeremy Grantham’s Big Calls: Emerging Markets, Venture Capital, and the Green Revolution

Jeremy Grantham discusses today’s distinct market bubble, limited public equity opportunities, and the case for emerging markets and climate-focused venture […]

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