We’re taking a trip across the pond to London in this episode and diving into the carbon markets and emissions trading with Michael Azlen, CEO and founder of Carbon Cap Fund and Management. Whether you care about making money off trending carbon emission prices, or saving the planet, or both… Mike has become a leading […]
Category: Education
07
Jan
2022
Asset Class Scoreboard: December 2021
December quickly turned around from a red November, providing a rally we didn’t see coming and closing out 2021 strong. Real estate, Commodities, and Stocks were the top performers of the year, where hedge funds and bonds could use some improvement. Our preferred managed futures coasted through the year, ending the year positively. We’re looking […]
03
Dec
2021
Asset Class Scoreboard: November 2021
Well, things certainly took an interesting turn in November, with most asset classes squarely in the red after a post-Thanksgiving Black Friday sell-off and failed bounce on the last two days. Commodities got smoked, led by the energy complex, dropping -10.59% – taking down any risk on class: U.S. Stocks, World Stocks, Hedge funds, U.S. […]
10
Nov
2021
Investing…YouTube Influencer Style
Since its creation in 2005, YouTube has grown into a social media powerhouse. The social media platform isn’t just used to watch music videos or funny skits anymore. But, instead, generations like Millennials and Gen-Z are accessing YouTube to learn how to do things, like, makeup tutorials, playing new games, and discovering new investment opportunities. […]
05
Nov
2021
Asset Class Scoreboard: October
And we’re back…. After stocks took a breather from their meteoric rise in September with some losses – ALL asset classes came roaring back in October, with US Stocks, Real Estate, and Commodities all up above 5%, and everyone else pulling their weight. Even bonds. We’ll see how the last two months of the year […]
07
Oct
2021
Reimagining Risk and Reinsurance (& Cat Bonds) with Chris McKeown of Vantage Risk
We’re looking into the far reaches of the search for yield in this episode, diving into investors’ interest in so-called Cat Bonds, or catastrophe bonds, and the world of reinsurance and ILS (insurance-linked securities). Yes, even the biggest risk-takers need backing – and we’re talking Reinsurance with Chris McKeown, Chief Executive of Reinsurance, ILS, and […]
05
Oct
2021
Asset Class Scoreboard: September 2021
Well, that was interesting! The first “real” down month for stocks in about a year saw US stocks drop -4.66% alongside world stocks and real estate. On the other side of the coin, managed futures rode a big move higher in commodities to post a small gain, while those commodities themselves were back at it […]
28
Sep
2021
How are Endowments Posting the Eye Popping Returns
If you haven’t seen some of these Endowment returns over the past “year” being reported recently… take note: Duke University’s endowment returned 56% in fiscal 2021, the latest U.S. college to post eye-catching gains thanks to soaring public markets and investments in private assets https://t.co/xt5ZTwZhjI — Bloomberg Markets (@markets) September 25, 2021 Here’s the InsideHigherED […]
14
Sep
2021
What is Return Stacking?
A new paper by Rodrigo Gordillo and Adam Butler of Resolve Asset Management and Corey Hoffstein of Newfound Research is out this week, purporting to add a new term to the investing lexicon – “Return Stacking.” What? What is return stacking, and what are stacked returns? Well, you can download the full paper here […]
09
Sep
2021
Digging Deep into ETFs with Davie Nadig of ETF Trends
How is the ETF sausage made? Who creates the filling? The casing? Who buys it at the store? What other meat is it replacing? We dig into all these tasty morsels and more with this episode’s guest – the ETF expert Dave Nadig, who has spent his career analyzing ETFs, their asset managers, and how […]
