Asset Allocation julkinen
[search 0]
Lisää

Download the App!

show episodes
 
The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor. Support this podcast: https://anchor.fm/investinalts/support
 
Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...
 
Loading …
show series
 
Fidelity International's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about what the US midterm results could mean for markets, and where the collapse of the FTX crypto exchange leaves digital assets. You can read more from Andrew McCaffery on the US midterms here. Opening clip: Former US President Donald Trump, Reuters.…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Steven Goldfeder of Offchain Labs, the company behind Arbitrum. This one is very Ethereum / Sclaing focused but pretty darn key for understanding how the future of ethereum might look. --- Support this podcast: https://anch…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Greg is a co-founder at Scenius which runs a hedge fund of funds and is launching a venture fund of funds in the crypto space. He shares his bird's eye view on how the industry's best fund managers are allocating their capital and thinking about the…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com Today's interview is with Jeff Karsh, the co-founder & CEO of Streitwise, a private REIT. Commercial Real Estate is a tricky one, spanning types like Office, Retail, Industrial, Multi-Family Apartments, Hotels, etc. In this episode we talk about Comm…
 
Uncertainty and volatility in markets: is it temporary or the mark of a new paradigm? Portfolio Managers Charlotte Harington and Ian Fishwick join Richard Edgar to discuss what investors can do in these times of turmoil, and, fresh from the IMF and World Bank meetings in Washington DC, Global Macro Economist Anna Stupnytska shares her thoughts on w…
 
Fidelity International’s Chief Investment Officer Andrew McCaffery talks to Richard Edgar about the British government's economic overhaul and to what extent lasting damage has been done. You can read more on the topics discussed in the podcast here. See omnystudio.com/listener for privacy information.…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com Today's interview is with Rob Price. Bitcoin. Sound Money or just another Risk asset? Globally there is likely a Monetary Regime change coming… What we change into is anyone’s guess, but Bitcoin could (who knows… keep that in mind) be a contender. Ro…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Blockchain Gaming with Michael Sanders of Horizon Games (creators of Trading Card Game Skyweaver). In this episode with Michael we go over the state of the blockchain gaming industry where it is and where it could be going, we talk about blockchain …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Peter is one of those rare individuals that keeps pretty close tabs on a number of financial assets and markets. He’s my go-to guy for insight into …
 
Richard Edgar is joined by Fidelity International’s Chief Investment Officer Andrew McCaffery to discuss what the policy extremes mean for investor confidence in the UK, the risk of market contagion elsewhere, and where investors can still find safety. You can read more on the topics discussed in the podcast here. Opening clip: Kwasi Kwarteng, BBC …
 
In a week which saw sterling slide, an intervention from the IMF, and the Bank of England step in to calm markets, Portfolio Managers Tim Foster and Leigh Himsworth and Senior Sovereign Analyst Andressa Tezine join Richard Edgar to discuss where next for the UK, where to look for green shoots in the rest of the world, and where investors can alloca…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Kris Kay - a DeFi Educator and YouTuber. Decentralized Finance, or DeFi, is something I’ve talked a lot about on this channel. Kris is doing a lot of onboarding in DeFi - which is very hard. I run CryptoMondays here in LA a…
 
Fidelity's Chief Investment Officer for Fixed Income Steve Ellis talks to Richard Edgar about the unexpected consequences of the Fed's rate hike cycle and where investors should be looking for protection. Read more from Steve at fidelityinternational.com or your local Fidelity website. See omnystudio.com/listener for privacy information.…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lakshman Achuthan of Economic Cycle Research Institute (ECRI) returns to the show to share his current macro outlook. We cover Lakshman's best insights on this business cycle and what that could mean for your asset allocation. --- Support this podca…
 
Fidelity International's Chief Investment Officer Andrew McCaffery talks to Richard Edgar about recent market turmoil, how current dynamics compare to historic periods of financial stress, and what we might expect from the coming winter in Europe. Listen to find out what it all means for Fidelity's core asset allocation. Read more at fidelityintern…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Sasha Fleyshman is the GP of a $50M NFT Fund from Arca. In this episode we talk about the NFT Market. Prices are down, volumes are down, but Sasha is still bullish on this nascent space. --- Support this podcast: https://anchor.fm/investinalts/suppo…
 
Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon vouchers or the equivalent donation to a charity of your choice. Entries close this Saturday, September 10th. Go on, click on the link - we really want to hear what you have to say. fidelityinternationa…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Dr. Faber is a legend in the space. He rejoins the show at a time where the current monetary regime have backed us into a pretty curious situation. Dr. Faber argues we may be transitioning into a time period where returns are no longer easily genera…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jaime has seen a lot: he has been investing in Web3 / Crypto / Blockchain since 2014 - about 8 years. Jamie sees a lot of early stage startups and knows where investor money is headed. In this episode he lays out what projects are getting the most t…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Art Berman is my go to person for all things energy related. He rejoins the show in a moment where it seems like every headline is focused on inflation and energy costs to break down what is happening on a global level. Listen to catch up on the cur…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Carter Malloy of AcreTrader. In this episode we cover why you might be interested in investing in farmland, and more details specifically on what AcreTrader is doing to allow more investors access to Farmland. --- Support t…
 
Fresh from meeting industry leaders in Silicon Valley, Portfolio Manager Hyun Ho Sohn and analyst Jonathan Tseng join Richard Edgar to share their thoughts on how the tech sector will fare in a high-inflation environment. Global macro economist Anna Stupnytska puts it all in perspective and we join Portfolio Manager Aneta Wynimko on a West End shop…
 
Richard Edgar talks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about economic headwinds and how investors can weather the storm. Read more at fidelityinternational.com -------- Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 o…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ There’s a lot going on in crypto at all times and it’s very difficult - if not impossible these days - to stay on top of it all. Tijo prides himself in living on the fringes and identifying investment opportunities before they’re mainstream. Right n…
 
Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon vouchers or the equivalent donation to a charity of your choice. Entries close September 10th. Go on, click on the link - we really want to hear what you have to say. fidelityinternational.com/survey Se…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com Today's interview is with Brom Rector of Empath Ventures. The stats around the potential of Psychedelic Medicine are staggering. We’re moving towards legalization of Psychedelics for medicinal purposes and there are many ways to invest in this trend …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Samee is a builds blockchain games. Is blockchain gaming the “next big thing”? We discuss in this chat about where blockchain gaming could go, what currently is being done well in the space and what it’s like building a game. Enjoy! Time Codes: 0:00…
 
What do companies really think of sustainability? What are they doing to improve their ESG credentials? These are some of the many questions 161 of Fidelity International's investment analysts around the globe have been asked as part the annual ESG Analyst Survey. And with 15,000 meetings with management teams a year under their belts their insight…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Rising Interest Rates, Supply / Demand Imbalance, Globalization, Demographic changes, technology changes… there’s been A LOT that has happened that really impacts the rental unit investment strategy and there’s a lot to think about if you’re still o…
 
Watch out, there are bears about... but some impressive resilience in credit markets and from consumers are just two reasons not to get too fearful, says Fidelity's Chief Investment Officer Andrew McCaffery. However, he tells Richard Edgar that investors should be wary of a 'catalogue of headwinds' that are on their way and explains the latest thin…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This episode is all about Ticket NFTs and Music NFTs. In Mar’21 Kings of Leon released their album as a NFT and made >$2M. This opened up the floodgates to artists thinking a bit more seriously about NFTs when it comes to their music as well as thei…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com With Kyle’s background in crypto, art and entertainment - he is my go to guy for insight on where the art NFT market is going. We’ve talked quite a bit about different NFT categories - you should be starting to see the breadth of what is possible her…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Ryan Wyatt is the ex Head of Gaming at YouTube and made the jump full time into Web3 with Polygon Studios earlier this year. Web3 gaming will be huge. The future is certainly bright. I really enjoyed this conversation and we covered a ton including …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Wyatt Cavalier on all things Alternative Assets. If you’ve listened to this podcast much, you’ve realized that “Alternative” Investments likely deserve a spot in many if not all investors’ portfolios. Wyatt runs http://alts…
 
How should investors recalibrate for this new phase in markets and what sort of landing of the global economy can we expect central banks to achieve? Richard Edgar is joined by portfolio managers Charlotte Harington and Jeremy Podger and global macro economist Anna Stupnytska to discuss. With additional contributions from Paul Greer and Tim Foster.…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Bored Elon Musk. What started as a parody account 8 years ago, Bored is a massive presence in the crypto space now with over 1.8 million followers on Twitter. Bored Elon is in the process of transitioning to full entreprene…
 
Just how likely is a recession? Richard Edgar talks to two Fidelity portfolio managers, Paul Greer and Tim Foster, who take on different sides of the argument and explain how to position for each view. Opening clips: Joel Hills, Economics Editor, ITV News Kate Rogers, CNBC Business News CNBC's Closing Bell: David Rosenberg, Rosenberg Research Found…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Hadrien from Sismo. Web3 Identities, NFTs and Privacy. These would be the key topics today. Web3 Identity has beenn all the rage lately. In this conversation we talk about it in a lot more detail, and dig into some of the w…
 
Editor in Chief Richard Edgar returns for this month's CIO update. He's joined by Fidelity's Global Chief Investment Officer Andrew McCaffery to discuss the risks for growth, how central banks are navigating inflation, and what this all means for asset allocation including a look at alternatives. Read more at fidelityinternationl.com See omnystudio…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Jesse Grushack Music NFTs. Still not understood by many but in some corners of the internet they’re all the rage. In this episode we talk about Music NFTs, especially given Jesse’s background in the Music Industry. Enjoy th…
 
From the energy transition to withdrawing from Russian assets, the conflict in Ukraine has put environmental, social and governance issues in the spotlight for businesses and investors. Carsten Roemheld is joined by Portfolio Manager Caroline Shaw, and Portfolio Manager and Director of Equities for the Emerging Markets team Punam Sharma to discuss …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Jordan Lyall. Jordan is an OG in the space and has been involved with NFTs from the very beginning. In this episode we have a wide-ranging conversation from his company Niftys working with gigantic brands like Warner Brothe…
 
Carsten Roemheld speaks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about the challenges posed by the volatility moving through markets and what it means for investors. Read more at fidelityinternational.com/latest-thinking See omnystudio.com/listener for privacy information.…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Les Borsai Les is a GP at NFT Fund from Wave Financial. I’ve known Les for some time now and know that he’s quite an early adopter in the crypto world, he’s deep in the NFT space and we chat all about the state of the NFT m…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Jacob Martin or The NFT Attorney. In 2019, 2020... Buying NFTs was easy. Buying a BAYC for about $190 gave you a return of around $450K. That’s insane. But investing in the NFT space these days, or “flipping NFTs” is no lon…
 
Carsten Roemheld speaks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about his recent trip to Asia, the latest market developments and how they have informed his investment views. Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.…
 
One month on from the start of the war in Ukraine, the knock-on effects for the global economy and the old world order are becoming clearer. With disrupted supply chains, persistent inflation, and a realignment of geopolitics, we take a closer look at how investors can navigate these seismic changes. Carsten Roemheld is joined by Global Head of Mac…
 
Carsten Roemheld speaks to Fidelity International's Chief Investment Officer Andrew McCaffery about the questions facing investors on China and the war in Ukraine, and how markets have reacted to the Fed's rate hike. Read Andrew's piece on China's stance in the Ukraine crisis: A time for cool heads as the global order shifts Read the latest thinkin…
 
Carsten Roemheld speaks to Fidelity International's Chief Investment Officer Andrew McCaffery about the widening economic repercussions of the war in Ukraine. Read more at fidelityinternational.com Credits 5.20: ECB President Christine Lagarde speaking on March 10, 2022. See omnystudio.com/listener for privacy information.…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Drew Austin. Drew covers a very broad spectrum on all things NFTs, exciting Web3 projects, and the Metaverse. Drew is the Managing Partner of Red Beard Ventures and Co-Founder of Knights of Degen among all of the other cryp…
 
Loading …

Pikakäyttöopas

Tekijänoikeudet 2022 | Sivukartta | Tietosuojakäytäntö | Käyttöehdot
Google login Twitter login Classic login