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Deconstructing Alpha
Geremy van Arkel, CFA®
29 episodes
1 month ago
I have waited a long time for the right guest, at the right time, to dive into emerging markets. Sam Polyak is an international stock and emerging markets portfolio manager with Fidelity Investments. This interview is specifically about emerging markets stock investing and the Fidelity Advisor Focused Emerging Markets fund. Sam comes to the interview with decades of international and emerging markets stock experience, and the knowledge that comes from managing portfolios at ...
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Investing
Business,
News,
Business News
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All content for Deconstructing Alpha is the property of Geremy van Arkel, CFA® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
I have waited a long time for the right guest, at the right time, to dive into emerging markets. Sam Polyak is an international stock and emerging markets portfolio manager with Fidelity Investments. This interview is specifically about emerging markets stock investing and the Fidelity Advisor Focused Emerging Markets fund. Sam comes to the interview with decades of international and emerging markets stock experience, and the knowledge that comes from managing portfolios at ...
Show more...
Investing
Business,
News,
Business News
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/09/d6/9f/09d69f66-312c-c6e1-b3fa-8ca923798607/mza_10420109836080695395.jpg/600x600bb.jpg
EP 16: Have you ever wondered how much gold can fit into a swimming pool?
Deconstructing Alpha
1 hour
3 years ago
EP 16: Have you ever wondered how much gold can fit into a swimming pool?
In this podcast, we interview Max Belmont, Associate Portfolio Manager for the First Eagle Gold fund. What does First Eagle know about gold? Well, they just might own more gold than any other private entity in the country. How much gold can fit in a swimming pool, what is the difference between gold out of the ground and gold mining stocks, what is the role of gold in a portfolio, and how do crypto currencies factor into this environment? These are all questions that w...
Deconstructing Alpha
I have waited a long time for the right guest, at the right time, to dive into emerging markets. Sam Polyak is an international stock and emerging markets portfolio manager with Fidelity Investments. This interview is specifically about emerging markets stock investing and the Fidelity Advisor Focused Emerging Markets fund. Sam comes to the interview with decades of international and emerging markets stock experience, and the knowledge that comes from managing portfolios at ...