Send us a text Jim Falbe, Founder of Saguro Capital, joins today's show. He takes us behind the scenes and into the role of an investment analyst, particular as a value investor. He shares stories about holding onto bad stocks for too long and how investment teams stick to their process. He also shares his efforts that changed how investments can be screened and evaluated using AI, and the impact that that can/will have on how analysts work. Support the show
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Send us a text Jim Falbe, Founder of Saguro Capital, joins today's show. He takes us behind the scenes and into the role of an investment analyst, particular as a value investor. He shares stories about holding onto bad stocks for too long and how investment teams stick to their process. He also shares his efforts that changed how investments can be screened and evaluated using AI, and the impact that that can/will have on how analysts work. Support the show
State of Private Credit with Bill Kelly, CAIA Association CEO
Internal Use Only
39 minutes
1 year ago
State of Private Credit with Bill Kelly, CAIA Association CEO
Send us a text Billy Kelly, CEO of the CAIA Association, joins todays show to discuss the State of Private credit. We cover: AUM growth for the asset class, risk/return profile of private credit, and the pros and cons of more retail investors accessing traditionally alternative asset classes.
Internal Use Only
Send us a text Jim Falbe, Founder of Saguro Capital, joins today's show. He takes us behind the scenes and into the role of an investment analyst, particular as a value investor. He shares stories about holding onto bad stocks for too long and how investment teams stick to their process. He also shares his efforts that changed how investments can be screened and evaluated using AI, and the impact that that can/will have on how analysts work. Support the show
