All Episodes

Avantis’ McInnis on Active vs. Passive Spectrum

BlackRock’s Jeff Shen on Systematic Edge and AI

T. Rowe’s Rizzo on Finding Technology Winners

Tweedy, Browne’s Spears and Hill on Insider Value

Vanguard’s Johnson on the Bond ETF Shift

Strategas’ Todd Sohn on the Active ETF Boom

CrossingBridge’s Sherman on Return of Capital

Horizon’s Stahl on Letting Winners Run

Northern Trust’s Abner on Distributing Ladders

Lazard’s Nahal on Capturing Long-Term Megatrends

Simplify’s Michael Green on Passive Distortions

Acuitas’ Chris Tessin on the Case for Micro Caps

Rockefeller’s Petrone on Active Muni Advantages

JPMorgan’s Reiner, McNerny on Active ETF Income

VettaFi’s Todd Rosenbluth on Active ETFs in 2026

Cambria’s Faber on the Flaw in Market-Cap Indexes

T. Rowe Price’s White on Four-Pillar Investing

Chesapeake’s Parker on Pure Trend Following

VanEck’s Rodilosso & Sokol on Mitigating CLO Risk

TCW’s Horton on Transforming Legacy Industries

GQG Partners’ Sid Jain on Forward-Looking Quality

Baron’s Lippert on Secular Growth and Technology

Cusana’s Marshall-Lee on Founder-Led Companies

Easterly’s Holzer on Asymmetric Return Patterns

Chautauqua’s Velarde on Exploiting Time Arbitrage

T. Rowe’s Giroux on Avoiding Fatally Flawed Firms

Wellington’s Kilbride & Fisher on Dividend Growth

Artisan’s Samra Likens Value to Two-for-One Deal

Sands Capital’s Menichella on Its Owner Mindset

Allspring’s Rilling on Sources of Bond Alpha

Morgan Stanley’s Khanduja on Bond Risk Reward

Fidelity’s Chamovitz, Peck on Opportunistic Value

Madison Funds’ Haruki Toyama on Moat Investing

Capital Group’s Buchbinder on the Capital System

Astoria’s Davi on Mitigating Concentration Risk

DFA’s Schneider on Systematic Flexible Investing

Osterweis’ Wong on Forward-Looking Quality: Inside Active

Polar Capital’s Nøddekær on Economic Value Added

Needham Funds’ Barr on Hidden Quality Compounders

T. Rowe Price’s McQueen on Free Cash Flow

Morgan Stanley’s Slimmon on Factor Exposures

Davis Funds’ Chris Davis on the Earnings Yield

Orbis’ Forster on Importance of Intrinsic Value

Guinness’ Jonathan Waghorn on Sustainable Energy

Man Group’s Chu On Dispersion in Commodities

Hotchkis’ Green on High Quality at Low Valuations

Mitch Zacks on Upward Earnings-Estimate Revisions

Innovator’s Ashenden on Risk-Managed Exposure

Oakmark’s Nygren Takes Private Equity Perspective

GMO’s Hancock on the Importance of Profitability

Causeway’s Ketterer on Estimating Intrinsic Value

Matthews’ Taylor on AI in Asian Emerging Markets

Integrity’s Radke and Morey on Dividend Investing

JPMorgan’s Agranoff on Differentiated Perspective

Wellington’s Shilling, Shields on Secular Growth

Vanguard’s Reyes on Enduring Investment Merit

William Blair’s Golan on Quality Growth Companies

Calamos’ Kaufman, O’Donohue Spotlight Buffer ETFs

Voya’s Coyne on Small-Cap Growth Metrics

AdvisorShares Ahrens on Cannabis Investing

Repetto on Avantis’s Discount Rate Stock Screen

Fidelity’s Kalra on How to Value Growth Stocks

Trailer: Inside Active