Deconstructing Alpha

By Geremy van Arkel, CFA®

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.


Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 0
Reviews: 0
Episodes: 29

Description

Timely and impactful interviews with prominent investment managers. Frontier Asset Management has a long history of investing in active mutual funds . In this podcast, we seek to shine a light on the investment managers who run these mutual funds. We believe, these professionals need to stay on top of economic events, the political environment, and business trends worldwide. They also need to have in-depth knowledge of the businesses that drive our economy. In short, many of the investment managers I have come across in my career are some of the most brilliant people I have ever met. Frontier has in-depth access to these managers and their insights. Through this podcast, I share this access with you. This podcast is a sign of respect for the skill and intellect exercised by these managers.

Episode Date
EP 29: Opportunities in the Emerging Markets – Sam Polyak, Fidelity Advisor Focused Emerging Markets
Dec 06, 2024
EP 28: AI with Brad Neuman, CFA - Alger
Aug 05, 2024
Ep 27 Rich Pzena - Opportunities in value investing
May 02, 2024
EP 26: Roadmap for 2024 with Rob Almeida - MFS Investments
Feb 01, 2024
EP 25: Bryan Krug, CFA – Artisan Partners. Where is the credit risk?
Oct 30, 2023
EP 24: Winners and Losers with Henrik Strabo of Rainier International Discovery
Aug 28, 2023
EP 23: Carl Kaufman of Osterweis Funds – Why Income, Why Now
Jul 27, 2023
EP 22: Resilient Investing with Adam Sues of Yacktman Funds
Jun 20, 2023
EP 21: Inside First Eagle with Julien Albertini
Feb 15, 2023
EP 20: Tony Crescenzi, PIMCO Funds – What is the path for inflation and the Fed in 2023?
Jan 18, 2023
EP 19: What is the next phase of this market cycle?
Dec 08, 2022
EP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy
Nov 04, 2022
EP 17: What are managed futures anyway? Yung-Shin Kung – Credit Suisse
Jun 22, 2022
EP 16: Have you ever wondered how much gold can fit into a swimming pool?
Apr 26, 2022
EP. 15: This is not your grandfather’s growth vs. value debate.
Mar 14, 2022
EP 14: 2022 Kick Off – What the Heck is Going On Now, with Rob Almeida - Global Strategist, MFS Investments
Feb 08, 2022
Ep 13: What is Advisors Alpha? - Brandon Jansma of Prudential Securities
Jan 25, 2022
EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management
Dec 30, 2021
EP11: Will Taxes Rise in the U.S.? - Libby Cantrill of PIMCO Investments
Dec 15, 2021
EP10: What is Going on in China with Andy Rothman of Matthews Asia
Nov 05, 2021
EP9: Risk Managed Small-Cap Investing with Gregory Spiegel of Neuberger Berman
Oct 14, 2021
EP8: Why Are Interest Rates So Low? - Tony Crescenzi of PIMCO Investments
Sep 17, 2021
EP7: Inflation with Christopher Burton, CFA, FRM of Credit Suisse
Aug 12, 2021
EP6: Is this the new normal, or will we return to the old normal one day? - Robert Almeida
Jul 08, 2021
EP5: Why Would Anyone Index Corporate Bonds with Carl Kaufman
Jun 03, 2021
EP:1 Commodities in the time of COVID with Credit Suisse
Mar 05, 2021
EP2: Is value investing dead with John Walthausen of Walthausen funds
Mar 05, 2021
EP3: U.S. stock selection with George Shipp of Sterling Funds
Mar 05, 2021
EP4: An update on China with Andy Rothman of Matthews Asia
Mar 05, 2021