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Sisällön tarjoaa Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, Andrew Horowitz, Guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, and TDI. Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, Andrew Horowitz, Guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, and TDI tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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TDI Podcast: Robbie’s Matrix (#864)

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Manage episode 412522426 series 1325972
Sisällön tarjoaa Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, Andrew Horowitz, Guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, and TDI. Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, Andrew Horowitz, Guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, and TDI tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

What commodities look attractive here and why?

Inflation CPI reports – just not looking good

Major banks kick off earnings season..

Guest: Robbie Miles, CFA – Allianz Global

TDI Podcast on Apple Podcasts


Robbie Miles, CFA, ACA – Portfolio Manager (Director) in the Global Thematic Equity team, London

Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.

Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder.


Check this out and find out more at: http://www.interactivebrokers.com/Interactive Brokers - Why IB?


Follow @andrewhorowitz


Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE


Stocks mentioned in this episode: (OIL), (DBC), (AAPL), (C), (JPM)

  continue reading

61 jaksoa

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Manage episode 412522426 series 1325972
Sisällön tarjoaa Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, Andrew Horowitz, Guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, and TDI. Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, Andrew Horowitz, Guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, and TDI tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

What commodities look attractive here and why?

Inflation CPI reports – just not looking good

Major banks kick off earnings season..

Guest: Robbie Miles, CFA – Allianz Global

TDI Podcast on Apple Podcasts


Robbie Miles, CFA, ACA – Portfolio Manager (Director) in the Global Thematic Equity team, London

Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.

Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder.


Check this out and find out more at: http://www.interactivebrokers.com/Interactive Brokers - Why IB?


Follow @andrewhorowitz


Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE


Stocks mentioned in this episode: (OIL), (DBC), (AAPL), (C), (JPM)

  continue reading

61 jaksoa

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