This interview is not to be missed.  We cover why active management in the emerging markets space, the importance of concentrating in this environment, valuations, growth opportunities, and, of course, China.  I am so proud and honored to bring you this podcast.  So, tune in and enjoy your commute, your walk, or your workout. 

As always, you can reach out to me at Frontier Asset Management if this spurs any questions or warrants further discussion.

The implications of AI are truly outstanding.  And we don’t know of any investment firm that is more of the forefront of this revolution than Alger. 

You are in for a treat, so tune in for a fascinating ride.

To answer these questions, I am honored to have had the opportunity to interview the value investing icon Rich Pzena.  Rich is the founder of Pzena Investment Management, is an icon in value investing circles, and is a wealth of wisdom and personality.

Go sit in traffic, walk the dog, or just take a breather and listen in to this engaging interview. 

We kick off the year with a roadmap tour the opportunities and risks ahead for 2024 with Rob Almeida, Global Strategist for MFS Investments.

Tune in and buckle up, let’s go for a ride.

With credit bonds currently yielding upwards of 8% or more yield, many investors are wondering where is the risk?  Is the risk in high yield bonds, floating rate notes, or private debt?   

Today’s guest in Bryan Krug, CFA, portfolio manager of the Artisan High Income Strategy, the Artisan Credit Opportunities Strategy, and the Artisan Floating Rate Strategy. 

Tune in to this in-depth interview with Bryan Krug of Artisan Funds, who proves once again, that delivering alpha requires deep knowledge, an understanding of nuances, and that execution matters. 

20231030.32698 

Surprises often scare investors.  However, when changes occur, this can often mean opportunities for some businesses, and losses for others. 

Today, we have our fair share of change to deal with.  Think, onshoring, energy transition, AI, political changes, Fed policy, inflation, interest rates, and so on.  And sweeping changes appear to be accelerating, or at the very least a constant.  

When the outlook looks the most cloudy - full of unpredictable change - is often when the best opportunities can arise. So, tune in to hear more about how to capitalize on change, or more importantly, how to avoid the losers.

To help uncover all that needs to be known on this subject right now, I interview Carl Kaufman of Osterweis funds.  Carl is the most experienced bond manager that I know of when it comes to all things income.  Many of you might have listened to him before on this podcast, but those that haven’t, you are in for a treat. 

If you like to earn income from your bonds, this might be something you want to listen to.  So, pod up and tune in to Carl Kaufman of Osterweis funds.   

Who doesn’t want to know that?  I don’t know anyone that can deconstruct it better than Brad Neuman. 

We deconstruct the importance of security selection, the opportunities before us, the inefficiencies, and risk aspects of small stock investing.  After listening to this, you might be left pondering, who would index this space?

Buckle up, ear bud up, or grab the dog and go for a walk.  What a rare treat this interview is.

This podcast is the most important podcast that I have produced!

So, go sit in traffic – if you can find any, go walk your dog, or relax in your office and plug into this one.  Kick off the new year in style.  Well, this might not be stylish, but you just might be more informed. 

We figured that since most of our listeners are investment advisors, maybe we should interview one.

In this episode, we define Advisors Alpha with Brandon Jansma, whom we believe to be an all-around thought leader and contemplator of finer subjects. We ponder what it is to be an advisor today and venture into what the future of being an advisor looks like. We contemplate the value of time along the way. 

Grab your vacuum or your paintbrush and pop in your earbuds.  Let’s go to Laguna Beach, CA with Brandon Jansma.

This year, Xi Jinping – the leader of the Chinese Communist Party – passed down a laundry list of regulations that resulted in cascading unintended consequences for businesses and investors alike.  These new regulations address real estate construction leverage, private education, environmental concerns, data privacy, and even screen time for minors.  Needless to say, investors are not so happy about all of this, nor is the mainstream media.  

But, what is the real story?    

Is this a step backward towards Maoist communism, or is this par for the course for “common prosperity?”  More importantly, for investors, the performance of Chinese equities has languished as of late.  And, as China goes, emerging markets typically follow.  The big question now: Is this a contrarian opportunity, or is this a value trap? 

Tune in to find out.  

Sit back in your Lazy Boy, lay down on your office couch, or walk your dog (or cat if you are into that), and enjoy the show. 

Do these questions sound like “Jumbo Shrimp”?   

We are fortunate enough to address these perplexing topics with Gregory Spiegel, Portfolio Manager of the $10 billion AUM – 30 plus year old – Neuberger Berman Genesis fund. 

Listen up and get wise folks. Time to go sit in traffic, take the dog for a walk, or just take a nap…

Please click here for a summary of the Neuberger Berman Genesis Fund’s investment risks, current performance data, including current to the most recent month end, and other important disclosures.

However, for my entire career, investors have decried, “Interest rates are just about to rise, so watch out!”.  But they haven’t.  Interest rates have been declining for 40 years.   

In this podcast, we interview Tony Crescenzi, Portfolio Manager and Investment Committee Member of PIMCO investments.  What better person could we have found to ponder this perplexing conundrum?  

Buckle up or grab the dog and go for a walk; this is not to be missed.

This current inflation appears to be an about-face from the decade of deflationary forces that languished through the decade prior to COVID.  The 2010s were characterized by slow growth, low inflation, and low-interest rates.  To combat the persistent slow and low economy, central banks around the world were unrelenting in their efforts to stimulate the world’s economy, which largely just led to rising asset prices.  Fast forward through one pandemic and one year later, and BOOM! An explosion in consumer demand and a disruption in supply.  Have we entered a new paradigm of demand and exceeding supply, or will we return to the old, oversupplied economy that we are all so used to?  In other words, is the inflation that we are witnessing transitory or persistent?

In this episode, we break this down.  What is happening with inflation, what does it mean to portfolios, how best to hedge against inflation, and is this inflation transient or persistent?