Podcast Episodes - Stories of Investment Loss to Keep You Winning!

ISMS 13: Global Interest Rates – Hikes Slow, Inversion Signals Recession

By Andrew Stotz | 04/06/2023 |

World – End of DM ST rate rise, inverted yield curves remain, high rates in EM.

Ep669: Peter Ricchiuti – Don’t Fall in Love With a Stock

By Andrew Stotz | 04/06/2023 |

Peter Ricchiuti is a graduate of Babson College and began his career with the investment firm Kidder Peabody in Boston. He later managed Louisiana’s $3 billion investment portfolio while serving as the assistant state treasurer.

Ep668: Jason Hsu – The Market Can Be Crazy for Longer than You Have the Conviction

By Andrew Stotz | 04/05/2023 |

Jason Hsu is the founder, chairman, and CIO of Rayliant Global Advisors (RGA), a global investment management group with over US$15+ billion in assets managed using its strategies as of June 30, 2022.

Ep667: Shreekkanth Viswanathan – Qualitative Strengths of a Company Matter Too

By Andrew Stotz | 04/03/2023 |

Shreekkanth (“Shree”) Viswanathan is the founder and portfolio manager of SVN Capital, a Chicago-based, concentrated, long-only, global equity-focused fund.

Ep666: Jeremy Kokemor – Tread Carefully When Investing in Metals and Mining

By Andrew Stotz | 03/30/2023 |

Jeremy Kokemor founded Right Tail Capital: a concentrated, fundamental equity investment firm based in Richmond, Virginia.