Value Investing

FromEnterprising Investor

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Value Investing

FromEnterprising Investor

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Length:

11 minutes

Released:

Dec 31, 2013

Format:

Podcast episode

Description

Scott M. Black explains his style of value investing, skills needed for success, what the future may hold for active management and tips on finding value in the art market.

Released:

Dec 31, 2013

Format:

Podcast episode

Titles in the series (100)

Illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks. Download now, listen later and reflect at length.

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Big Data and Disruption: Implications for Investing: Episode #398. Paula Campbell Roberts leads KKR's efforts to incorporate big data and machine learning into many of its investing and value creation efforts. In this episode, she discusses how data analytics can be used to identify investment themes... by Enterprising Investor
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Trust and Leadership in the Investment Industry during COVID-19: In episode #409, Margaret Franklin, CFA, CEO and President of CFA Institute, discusses how CFA Institute is helping the investment management industry during COVID-19, long-term ramifications, and how to lead and build trust during a crisis. by Enterprising Investor
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Trust in the Era of Artificial Intelligence, Innovation, and Technology: Episode #408. We use the word "trust" a lot, but what does it mean, and why is it important in the investment industry and beyond? How can financial firms and professionals build trust? Can innovation and technology enhance trust? In this episode,... by Enterprising Investor
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Is There an Alternative to Equities?: Episode #397. Have Central Banks exhausted their ability to engender growth? Is there an alternative to equities? Will there be a US-China trade deal? In this episode, Jason DeSena Trennert, chairman and chief executive officer of Strategas Research... by Enterprising Investor
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Feelings and Forecasts: Overconfidence in Human Decision Making: Episode #399. Overconfidence is a behavioral bias that plagues many investors. What does overconfidence mean, and where does one draw the line between confidence and overly optimistic behavior? What are the most common forms of overconfidence? In this... by Enterprising Investor
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The End of a Decade: In this 400th episode of the Take 15 Podcast, Mebane Faber, a cofounder and chief investment officer of Cambria Investment Management, and our guest host, Rodney Sullivan, CFA, discuss industry trends and global asset allocation strategy as we... by Enterprising Investor
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Nouriel Roubini on What Could Trigger the Next Global Recession: Episode #396. Nouriel Roubini, sometimes known as “Dr. Doom" for his gloomy predictions, lays out four "games of chicken" that could crash the global economy and markets: US-China trade war, the US-Iran conflict, Brexit implications, and Argentina.... by Enterprising Investor
21 min listen
Addiction: Helping Clients, Families, and Loved Ones in Distress: In episode #417, Arden O’Connor discusses how financial advisers can recognize potential addiction issues with clients and shares effective communication strategies and resources for helping clients and families in sensitive situations. by Enterprising Investor
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Olof Granstrom on Facts and Truth: Episode #404. Olof Granstrom discusses the concept of factfulness and his work on helping people understand the world through data. In this short interview, Granstrom talks about dealing with conflicting facts and incorporating them into decision... by Enterprising Investor
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Integrating ESG in Fixed-Income Investing: In episode #401, Kathleen M. Bochman, CFA, discusses the state of the art of ESG (environmental, social, and governance) integration in fixed-income management. by Enterprising Investor
10 min listen
Building Relevance and Resilience in Times of Crisis: In episode #411, Rebecca Fender, CFA, and Bob Stammers, CFA, co-authors of the award-winning report “Investment Professional of the Future,” discuss the findings in light of the COVID-19 pandemic and the disruption that has roiled businesses and... by Enterprising Investor
17 min listen
COVID-19: How Big Governments and Big Tech Will Emerge Stronger: In episode #410, Andrew Sheng discusses the current and potential impacts COVID-19 will have on globalization, governments, and the economy. What will happen to investors' trust in the finance industry, and who or what will emerge stronger? by Enterprising Investor
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Stephanie Kelton on Modern Monetary Theory: Episode #402. Stephanie Kelton explains modern monetary theory, a new approach to economics. She explains how to break free of the myths and misunderstandings about money and the role of taxes, debt, and deficits that have hamstrung policymakers... by Enterprising Investor
19 min listen
From Activist to Altruist: Bill Browder's Journey: In episode #403, human rights activist Bill Browder discusses the role personal history and timing played in his career trajectory. From the founding of Hermitage Capital Management just after the fall of the Soviet Union, to his current role fighting... by Enterprising Investor
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Yanis Varoufakis on the State of Europe: Episode #405. Yanis Varoufakis discusses the lessons he learned during his tenure as Minister of Finance of Greece and how they led to his co-founding DiEM 25, the pan-European movement for the democratization of Europe. In this short interview, he... by Enterprising Investor
18 min listen
Grasping alternative sources of alpha in today’s investment landscape: Internet and related technologies have been creating data like never before. Jumps in computing power and competition have made it increasingly difficult for active managers to get an edge through traditional data sources. Episode #430 provides an... by Enterprising Investor
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Investing in the Era of COVID-19: Geopolitics, Risk, and Forecasts: In episode #413, Joachim Klement, CFA discusses how investors can assess which geopolitical risks are important for their portfolios, shares advice on forecasting, and explains why investors must pay attention to climate change. by Enterprising Investor
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Whither Dividends?: In episode #423, John Tobin, CFA, explains why he believes the death of dividends is greatly exaggerated and shares advice on how investment analysts can deal with the daily information overload. by Enterprising Investor
32 min listen
Saving the Human Race One Project at a Time: In episode #412, Ashby Monk, executive and research director of the Stanford Global Projects Center and a member of the Future of Finance council, talks about innovation and tech disruption in finance, the future of ESG investing, and more. by Enterprising Investor
42 min listen
How to Read Financial News and Set Aside our Biases: In episode #414, Robert Martorana, CFA, author of the How to Read Financial News series, explains why we need to read the news with a clear eye about our emotions and biases, especially our tendency towards confirmation and political bias. by Enterprising Investor
26 min listen
Meditation Tips for Staying Calm During a Crisis: Episode #407. The outbreak of coronavirus disease 2019 (COVID-19) is causing widespread concern, fear, and stress. In this episode, Jason Voss, CFA, a lifelong meditator who has spent the last 20 years researching meditation and its benefits, explains... by Enterprising Investor
24 min listen
Panics and Pandemics: What We Can Learn from the Past: Episode #406. Pandemic panic has engulfed financial markets. In this timely and wide-ranging episode, financial economist Robert F. Bruner, co-author of The Panic of 1907: Lessons Learned from the Market's Perfect Storm, discusses the 1907 panic, what... by Enterprising Investor
42 min listen
Data Analytics and Improving Investor Behavior: In episode #428, Clare Flynn Levy, founder & CEO of Essentia Analytics, discusses common behavioral errors and how to mitigate them, where alpha is lost and found, and what investors can do to build decision-making resilience. by Enterprising Investor
36 min listen
Decision-Making: Morgan Housel in Conversation with Annie Duke: In this bonus episode, Morgan Housel, author of the forthcoming book, “The Psychology of Money,” interviews author, business consultant, and former professional poker player Annie Duke, about the science and strategy of decision-making and... by Enterprising Investor
30 min listen
Will COVID-19 accelerate or slow down the inevitable changes to the investment management industry: In episode #416, Sam Stubbs, founder and managing director of Simplicity, talks to Neil Govier, CFA, about the impact, positive or negative, that COVID-19 will have on the changes taking place within the finance industry and its impact on investor trust. by Enterprising Investor
18 min listen
Financial Advisers and Female Clients: Risks and Opportunities: In episode #415, Barbara Stewart, CFA, shares insights from a decade spent researching women and finance. She dispels some common myths about women investors and explains why the investment industry must change to better serve female clients. by Enterprising Investor
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Government pension schemes: how they rank and what makes a good one.: In episode #432, Maria Wilton, CFA, discusses the 2020 CFA Institute/Mercer co-branded Global Pension Index. Who is responsible for providing retirement income: the government or individual? What are the features of a good government pension scheme? by Enterprising Investor
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The Art of Talking Trust: In episode #425, we invited Scott West, the Head of Invesco Consulting and Lisa Kueng, their Director of Creative Campaigns, to get a better understanding of the actions that investment professionals can take right away to build trust with clients and... by Enterprising Investor
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Conviction: A Critical Element of a Successful Investment Process: In episode #422, Sean Stannard-Stockton, CFA, president and CIO of Ensemble Capital, shares why conviction in an idea is one of the most under-appreciated elements of a successful investment process and also one of the most critical. by Enterprising Investor
31 min listen
Peter Zeihan on COVID-19 and the Coming Global Disorder: In this bonus episode, Geopolitical strategist and author Peter Zeihan discusses why the global order, as we know it, is about to collapse, touches on the US presidential elections, and takes listeners on a whistle-stop of where we stand in the... by Enterprising Investor
30 min listen

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Value Investing

Value Investing

Description

Titles in the series (100)

More Episodes from Enterprising Investor

Related podcast episodes