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...
Tobacco stocks are now ESG, with Andrea Sefler, PhD, Director of Research, Broyhill Asset Management
Signals by AlphaSense
32 minutes
2 years ago
Tobacco stocks are now ESG, with Andrea Sefler, PhD, Director of Research, Broyhill Asset Management
Episode Summary While traditionally excluded by ESG investors, tobacco companies have made great strides over the last few years with the introduction of a wide range of reduced risk products (RRPs). In this episode we sat down with Andrea Sefler, PhD, Director of Research at Broyhill Asset Management, to discuss the topic. Andrea’s PhD in Organic Chemistry and 15 years of pharma experience comes in handy as she walks us through the risk spectrum, starting with heat-not-burn produ...
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...
