Episode Summary In the latest episode of Signals, host Nick Mazing sits down with Peter Atwater, Adjust Professor of Economics at William and Mary, and the author of "The Confidence Map." Peter dives deep into the essence of confidence, distinguishing its two core elements: predictability and preparedness. He emphasizes that while many perceive these elements as intertwined, they stand separate, and are foundational to understanding confidence. The conversation takes a turn towards the main...
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Episode Summary In the latest episode of Signals, host Nick Mazing sits down with Peter Atwater, Adjust Professor of Economics at William and Mary, and the author of "The Confidence Map." Peter dives deep into the essence of confidence, distinguishing its two core elements: predictability and preparedness. He emphasizes that while many perceive these elements as intertwined, they stand separate, and are foundational to understanding confidence. The conversation takes a turn towards the main...
Royalties 101, with Chris Semenuk, Portfolio Manager, Tema Global Royalties ETF
Signals by AlphaSense
14 minutes
2 years ago
Royalties 101, with Chris Semenuk, Portfolio Manager, Tema Global Royalties ETF
Episode Summary In the latest episode of Signals, Nick Mazing sits down with Chris Semenuk, Portfolio Manager at Tema Global Royalties ETF (ROYA). Together, they unravel the multifaceted world of royalties. While many associate royalties primarily with music, they extend far beyond, touching areas like pharmaceuticals and natural resources such as oil and gold. Chris delves into the unique appeal of royalty companies. Shareholders not only gain access to distinct assets, be it a high-potenti...
Signals by AlphaSense
Episode Summary In the latest episode of Signals, host Nick Mazing sits down with Peter Atwater, Adjust Professor of Economics at William and Mary, and the author of "The Confidence Map." Peter dives deep into the essence of confidence, distinguishing its two core elements: predictability and preparedness. He emphasizes that while many perceive these elements as intertwined, they stand separate, and are foundational to understanding confidence. The conversation takes a turn towards the main...
