Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’
Lawrence is the founder of a firm that specializes in founder-led companies globally and recently published a book on the […]
The Long View
Charlie Dreifus: ‘You Have to Dig Deeper to Find Inefficiencies. But They’re There’
Royce Special Equity Funds portfolio manager Charlie Dreifus covers timely and timeless lessons from his career.
Ben Inker: What Looks Cheap and Dear in Today’s Market
GMO’s Ben Inker talks about the quality factor, how extreme the performance of the Magnificent 7 stocks has been, growth
Bill Nygren: The State of Value Investing Today
In addition to talking about the value landscape today, Nygren discusses capital allocation, the state of banks, and individual stocks
Jeremy Schwartz: Why Stocks Are Good Inflation Hedges
Jeremy Schwartz talks about stocks for the long run, managing currency risk, expected returns today, and why stocks can serve
Joel Tillinghast: The Art of Investing
The legendary Fidelity manager discusses lessons learned from some of his biggest investing mistakes, best practices for analyzing a management
Michael Santoli: Navigating Through a Foggy Market Outlook
CNBC commentator Michael Santoli touches on corporate profitability, rising interest rates and inflation, and the set up for the market
Cliff Asness: Value Stocks Still Look Like a Bargain
AQR’s Cliff Asness touches on different approaches to invest in a world of low expected returns, why he’s still ‘the value
Jim Grant: ‘Rising Interest Rates Are the Kryptonite of Financial Assets’
Jim Grant is the founder and editor of Grant’s Interest Rate Observer. He discusses: • Inflation, interest rates, and bonds•
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