Business Archives - Page 117 of 150 - The Investor's Podcast Network

71 Why You Don’t Want Symmetry in Investing with Mike Shell of Shell Capital Management – 1of2

Most trend following firms have clients that invest somewhere between 2 and 20% of their portfolio with that firm, but Mike Shell’s firm is different. His strategy is tailored to a specific customer, and almost all of his clients have their entire investment portfolios with his firm. We dive into the specifics of Shell Capital Management in this episode, and how Mike grew up in the southern United States with a military background to become the owner of his […]

71 Why You Don’t Want Symmetry in Investing with Mike Shell of Shell Capital Management – 1of2Cyril Fermin2021-09-02T03:40:47-04:00

70 Intervention in The Markets: The Effect on Trend Following with Marc Malek of Conquest Capital Group

In this year-end review, Marc Malek explains why intervention in the markets affects trend following, but also why trend following strategies are not long volatility strategies. He discusses 2014 from the point of view of his firm, how his program did, and why he is excited about 2015.

Thanks for listening and please welcome back Marc Malek.

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70 Intervention in The Markets: The Effect on Trend Following with Marc Malek of Conquest Capital GroupCyril Fermin2020-10-08T12:19:15-04:00

69 Staying Agnostic in Your Allocation with Martin Lueck of Aspect Capital

This year in review covers how Aspect Capital came out of 2014 with their best year ever as a company, and what they learned from the year. Martin Lueck discusses the events that made 2014 a roller coaster ride, as well as the importance of always staying agnostic in your allocation to different sectors.

Thanks for listening and please welcome Martin Lueck.

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69 Staying Agnostic in Your Allocation with Martin Lueck of Aspect CapitalCyril Fermin2020-10-08T12:15:26-04:00

68 Keep The Long Term View in Mind When Investing with Mike Dever of Brandywine Asset Management

On our next year-in-review, Mike Dever talks about how 2014 evolved for his firm and what they learned from the year. He discusses the changes they made to their program as well as the recent Swiss Franc move and what they learned from that. He also talks about why investors need to keep the long term view in mind when investing, and not re-evaluate the program every time the profits take a dip.

Thanks for listening and please […]

68 Keep The Long Term View in Mind When Investing with Mike Dever of Brandywine Asset ManagementCyril Fermin2020-10-08T12:14:23-04:00

67 Institutional Investors and CTAs: A Look Forward with Aref Karim of Quality Capital Management

Aref Karim has been on the institutional investing side and the fund manager side for many years, so he has some great insights into how each group thinks and ways they can understand each other better. In this episode, Aref reviews 2014 from the perspective of QCM and discusses the research upgrades that the firm started to their program, and how they dealt with the events of the year, including the recent Swiss Franc move.

Thanks for listening and please […]

67 Institutional Investors and CTAs: A Look Forward with Aref Karim of Quality Capital ManagementCyril Fermin2020-10-08T12:08:42-04:00

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