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Not Another Investment Podcast
Edward Finley
32 episodes
5 months ago
Send us a text Data drives nearly every aspect of modern life, from the algorithms suggesting what you should watch tonight to the autonomous vehicles navigating city streets. Yet in the world of finance—where you might expect data to reign supreme—the relationship between information and decision-making is surprisingly complicated (and relatively new). Professor Mike Gallmeyer pulls back the curtain on this fascinating paradox, revealing why financial markets present unique challenges for d...
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All content for Not Another Investment Podcast is the property of Edward Finley 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.
Send us a text Data drives nearly every aspect of modern life, from the algorithms suggesting what you should watch tonight to the autonomous vehicles navigating city streets. Yet in the world of finance—where you might expect data to reign supreme—the relationship between information and decision-making is surprisingly complicated (and relatively new). Professor Mike Gallmeyer pulls back the curtain on this fascinating paradox, revealing why financial markets present unique challenges for d...
Show more...
Investing
Education,
Business,
News,
Business News,
Courses
Episodes (20/32)
Not Another Investment Podcast
Big Data's Limits in Financial Markets (S2, E8)
Send us a text Data drives nearly every aspect of modern life, from the algorithms suggesting what you should watch tonight to the autonomous vehicles navigating city streets. Yet in the world of finance—where you might expect data to reign supreme—the relationship between information and decision-making is surprisingly complicated (and relatively new). Professor Mike Gallmeyer pulls back the curtain on this fascinating paradox, revealing why financial markets present unique challenges for d...
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5 months ago
1 hour

Not Another Investment Podcast
Supply, Demand & Securities: What Your Economics Professor Never Told You with Aditya Chaudhry (S2, E7)
Send us a text Take everything you thought you knew about how markets work and prepare for a fundamental rethinking. When NVIDIA's stock price skyrockets after negative news, or the Federal Reserve successfully manipulates interest rates through bond purchases, classical economic theories struggle to explain what we're witnessing in real time. Professor Aditya Chaudhry from Ohio State University joins us to explore the revolutionary concept of "demand-based asset pricing" - a framework that'...
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6 months ago
56 minutes

Not Another Investment Podcast
Mastering Disciplined Investing: Insights with Stephen Parker (S2 E6)
Send us a text Discover the secrets of disciplined investing and strategic asset allocation with Stephen Parker, head of specialized strategies at JP Morgan Private Bank. In our conversation, we explore the nuances of aligning investments with personal goals, focusing on the importance of understanding individual needs, investment horizons, and risk tolerance. Stephen shares JP Morgan's insights on long-term forecasts for over 200 asset classes, emphasizing the critical role of maintaining di...
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7 months ago
53 minutes

Not Another Investment Podcast
Decoding Commercial Real Estate: Investment Strategies and Market Dynamics with John Sweeney (S2 E5)
Send us a text What if you could transform your understanding of the commercial real estate market in one insightful conversation? Join me, Edward Finley, as I engage with John Sweeney from Park Madison Partners, who guides us through the complexities and potential of this dynamic sector. Together, we uncover how commercial real estate is anything but a singular asset class, highlighting its diverse components and the significant role location plays in its valuation. From the ripple effects o...
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8 months ago
1 hour 4 minutes

Not Another Investment Podcast
Demystifying Hedge Funds and Private Credit with Craig Bergstrom (S2 E4)
Send us a textThis episode delves into the complexities of hedge funds and private credit, exploring their distinct roles within investment portfolios. We address the performance challenges of hedge funds over the past two decades and the rising prominence of private credit, considering how both options can coexist as alternative assets in investor strategies. Discussion on misconceptions about hedge funds Overview of various hedge fund strategies and their risksAnalysis of hedge fu...
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9 months ago
51 minutes

Not Another Investment Podcast
Decoding Corporate Credit: Unraveling Loan Covenants and Lender Behavior with David C. Smith (S2 E3)
Send us a textThe headlines today are full of scary references to how corporate lending has become too agressive with phrases like "cov-lite" and "wall of maturities". What does it all mean?Discover the fascinating dynamics of corporate credit and loan covenants with Edward Finley as he sits down with the esteemed professor of finance David C. Smith from the University of Virginia. David and his co-authors have studied the evolution of loan covenants and particularly whether there is an...
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11 months ago
55 minutes

Not Another Investment Podcast
Beyond 60-40: Rethinking Asset Allocation - Interview with Larry Kochard (S2 E2)
Send us a textWhat happens when the traditional safeguards of portfolio diversification unravel? Join me, Edward Finley, with my distinguished guest, Larry Kochard, as we navigate the complexities of a changing financial world where stocks and bonds, once reliable opposites, have lately moved in tandem. We promise you'll walk away with a fresh perspective on the classic 60-40 portfolio and insights into the impact of today's macroeconomic forces. Inflation, interest rates, and the Federal Res...
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11 months ago
1 hour 1 minute

Not Another Investment Podcast
Behavioral Investing - Interview with Jeff Henriksen (S2 E1)
Send us a textJoin me as we kick off the exciting second season of Not Another Investment Podcast, featuring an in-depth conversation with Jeff Henriksen, the visionary founder of Thorpe Abbotts Capital. This episode offers a wealth of insights into the realm of behavioral investing and market dynamics, particularly within the US small-cap equity landscape. Jeff sheds light on market inefficiencies caused by behavioral mispricings and unravels how he uses those as a tool for seizing opportuni...
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1 year ago
52 minutes

Not Another Investment Podcast
Evaluating Your Investment Strategy (S1 E22)
Send us a textUnlock the secrets of sophisticated investment strategies with seasoned Wall Street investor Edward Finley. Discover how to leverage probabilistic methods like Monte Carlo simulations to evaluate the potential success of your asset allocations. You'll gain a practical understanding of how to visualize potential portfolio outcomes, allowing for smarter, goal-oriented investment decisions.Dive into the complexities of stress testing and learn how it can complement Monte Carlo simu...
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1 year ago
43 minutes

Not Another Investment Podcast
Navigating Dynamic Asset Allocation and Portfolio Rebalancing Strategies (S1 E21)
Send us a textHave you ever wondered how a seemingly straightforward investment strategy can spiral into unexpected risk over time? Join Edward Finley, a veteran Wall Street investor and occasional professor at the University of Virginia, as he unpacks the complexities of dynamic asset allocation. We challenge the status quo by illustrating how a typical strategic asset allocation, like one with a 75% equity and 25% credit risk, can morph into a much riskier portfolio if left unadjusted, pote...
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1 year ago
33 minutes

Not Another Investment Podcast
Charting the Course: Strategic Asset Allocation and Portfolio Optimization (S1 E20)
Send us a textEver wondered why some investors seem to ride the waves of market volatility with grace, while others get swept away by the current? Our latest episode of Not Another Investment Podcast offers a lifeline to those floundering in the choppy waters of strategic asset allocation. I'm your host, Edward Finley, guiding you through the complexities of matching your risk appetite with your financial aspirations. We tackle the psychology of loss aversion, the tug-of-war between liquidity...
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1 year ago
1 hour 3 minutes

Not Another Investment Podcast
Unearthing Real Estate: Insights into Commercial Properties, Farmland, and Residential Assets (S1 E19)
Send us a textEver wondered how the monoliths of commercial buildings and the serene stretches of farmland fit into the economic puzzle? Join me, Edward Finley, as I pull back the curtain on the real estate sector’s impact on both the economy and personal wealth. We start by dissecting the intricacies of commercial real estate, diving into its diversity, location-specific risks, and investment returns with the aid of NCREIF data. While exploring the ins and outs of this market, I'll also unve...
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1 year ago
45 minutes

Not Another Investment Podcast
Hedging Against Inflation: The Role of Real Assets (Commodities) (S1 E18)
Send us a textUnlock the mysteries of real assets and their touted powers as inflation hedges with me, Edward Finley, on Not Another Investment Podcast. Together we explore the role of real assets in a portfolio. We develop three categories of real assets, like commodities, production means, and infrastructure. By breaking down these complex relationships, we find that some "real" assets are more real than others. You'll gain insight into not only the potential safeguards against ...
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1 year ago
53 minutes

Not Another Investment Podcast
Decoding the Dynamics of Hedge Fund Arbitrage: Unveiling Merger, Distressed, and Event-Driven Strategies (S1 E17)
Send us a textUnlock the secrets of hedge fund arbitrage strategies with me, Edward Finley, as we navigate through the thrilling intersections of finance and probability. Prepare to have your perceptions challenged as we dissect the complex mechanics behind the high-octane world of merger arbitrage, distressed arbitrage, and event-driven arbitrage. Through this episode, you're bound to gain a deeper understanding of how hedge fund managers play the odds in a market where knowledge of financia...
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1 year ago
54 minutes

Not Another Investment Podcast
Exploring the Hidden Tactics of Hedge Fund Arbitrage: Convertible Arbitrage and Fixed Income Arbitrage (S1 E16)
Send us a textUncover the opaque world of hedge fund arbitrage strategies where the stakes are high, and the strategies complex. I'm Edward Finley, your guide through the maze of these strategies that seek to earn return by uncovering mispricing of risks but really do so by taking on much more hard-to-understand risks.In this episode, we'll start with the two main bond arbitrage strategies: convertible arbitrage and fixed income arbitrage. We'll discover the role of convertible arbitrag...
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1 year ago
53 minutes

Not Another Investment Podcast
Mastering the Balancing Act: Decoding Absolute Return Strategies (S1 E15)
Send us a textEmbark on a journey with me, Edward Finley, to crack the code of absolute return strategies, the hedge funds aiming for consistent returns no matter the market mood swings. We're tossing aside the economic weather vane and zeroing in on how these strategies skillfully balance the scales between long and short stock positions and more complex trading strategies. By dissecting equity market neutral and managed futures strategies, you'll grasp the art of maintaining an even keel in...
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1 year ago
35 minutes

Not Another Investment Podcast
Demystifying Hedge Funds: Introduction and Dynamic Market Strategies (S1 E14)
Send us a textUnlock the enigma of hedge funds with me, Edward Finley, as we explore these complicated (and controversial) investment strategies. We will see that they are not really an asset class but instead are a universe of diverse trading strategies, from directional plays to arbitrage opportunities. In this episode, we dissect the perception and reality of these complex instruments, developing a taxonomy of hedge fund categories based on their myriad risks. We navigate the murky w...
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1 year ago
1 hour

Not Another Investment Podcast
How Portfolio Construction Works (or Are Bonds Safer than Stocks) (S1 E13)
Send us a textIn this episode, we will build on what we learned about equities and bonds to uncover the principles behind constructing a resilient investment portfolio. Delve into the interaction of stock and bond returns with with me, Edward Finley, as I demystify the economic forces shaping their historical correlation. We're not just talking theory; I will share some practical wisdom on how to mix and match assets with varying expected returns and volatilities to either boost your gains fo...
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1 year ago
41 minutes

Not Another Investment Podcast
Understanding the Forces that Shape Bond Investment Outcomes (S1 E12)
Send us a textUnlock the mysteries of investing in the bond market with us! Your financial landscape is about to get a whole lot clearer as we guide you through the nuances of bond investments, from deciphering the difference between coupon and yields to delving into the depths of default risks. Whether you're a keen investor or an inquisitive citizen, this episode is your ticket to understanding the subtle dance between bond prices, interest rates, and the economy's future outlook.This time ...
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1 year ago
52 minutes

Not Another Investment Podcast
Deep Dive on Private Equity: Risk, Returns, and Manager Performance (S1 E11)
Send us a textDiscover the hidden complexities of private equity and the factors that can make or break your investment portfolio. Edward Finley guides you through the labyrinth of risk factors inherent in private equity, drawing on the analytical work of the economists L'Her, Jenkinson, Kaplan, and many others to dissect the performance of buyout, venture capital and growth equity strategy under the microscope of risk.We unravel the myth that larger firms are always the prime targets for buy...
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1 year ago
53 minutes

Not Another Investment Podcast
Send us a text Data drives nearly every aspect of modern life, from the algorithms suggesting what you should watch tonight to the autonomous vehicles navigating city streets. Yet in the world of finance—where you might expect data to reign supreme—the relationship between information and decision-making is surprisingly complicated (and relatively new). Professor Mike Gallmeyer pulls back the curtain on this fascinating paradox, revealing why financial markets present unique challenges for d...