All Episodes
INVESTOLOGY: re-think investment management — 126 episodes
Picking above-average managers delivers superior returns. Thank you Mercer! [The Skeptic's Guide to Investment Managament #4]
Equity performance triples when it goes private? Featuring Neuberger Berman [The Skeptic's Guide to Investment Management #3]
Georgetown University's Unacademic Assumptions [The Skeptic's Guide to Investment Management #2]
Guardian of the Models: Building for Auditability First, When Others Build for Velocity
The Geeks Who Wouldn't Build a Neobank (And Let Every Brand Become One Instead) [Source Code]
From Studying Brains to Enabling Hedge Fund Innovation: How Neuroscience Built Neuralk AI [Source Code]
Why Startups Fail But Tequila Works in Alternative Investing
The Skeptic's Guide to Investment Management #1: GSAM's New Ray of Hope
Family Wealth. PE-Backed Wealth Management.
The Data Behind the $Multi-Trillion Rise of Asset-Based Finance
The Alpha in Distressed & Special Situations
Unsafe as Houses: -100% returns with Yieldstreet (Willow Wealth)
SMAs: The Future of Bond Portfolios
Agentic AI 2.0: from Efficiency to Alpha
Diary of a Quant Hedge Fund - Dr Richard Saldanha
Taking the Drama out of Estate Planning to Deliver More Holistic Wealth Advice - Gene Farrell, President & CEO, Vanilla
How Generic AI Fails on Private Markets Data | Andrea Carnelli Dompé - Tamarix Technologies
Democratizing Private Market Knowledge | Leyla Kunimoto - Accredited Investor Insights
Is it possible that we're better off without ESG investing? [Remix & Reflect: Alex Edmans X James Lawrence]
A New Era of Wealth Management | Ross Milward - Quantifeed
Move Fast Without Breaking Things: A New Playbook for Investment Data Management | Thomas McHugh - Finbourne
Rethinking Pension: Income as an Outcome | Doug Brodie - Chancery Lane Income Partners
Tech-enabled Investment Innovation for Workplace Pensions | James Lawrence - Smart Pension
WTF is an Investologist? Channel Trailer
Helping Employers Deliver Better Retirement Outcomes | Eve Read - Smart (pension tech)
[Reposted on 1 May 2025 as Vanguard turned 50] The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions - Eric Balchunas
Ex-CAIA CEO Bill Kellly on Democratization, Due Diligence & that Larry Fink Letter | William J. Kelly, CAIA- Educational Alpha
The Business of Financial Markets Data | Matt Ober - General Partner, Social Leverage (ex-Bloomberg, ex-HF, now VC)
A Reality Check on AI: Hype & Applications | Dr. Richard Saldanha - ex. Hedge Fund, University Lecturer in Machine Learning, Board Member & Adviser
[REPOSTED: Nvidia GTC special] AI in Investment Management | Pahal Patangia - Nvidia (recorded in March 2022)
[Finovate Special 4/4] Navigating Financial Promotions in the Finfluencer Era with AI | Sage Franch - PromoComply
[Finovate Special 3/4] Create Investment Memos in Minutes with your own AI | Sachin Rege - Moonjelly AI
[Finovate Special 2/4] A New Era of AI-Powered Wealth Managers | Arianna Colombo - MDOTM
[Finovate Special 1/4] AI Agents to Fight Financial Crime (and Reduce the $200bn Compliance Bill) | Darren Douglas - Regsearch AI
Quant Trading: from Data to Alpha | Marco Aboav, Etna Research: Marco Aboav - Etna Research
The Tech Connecting Pensions to the Assets they Need | Hugh Cutler, Mobius Life
Understanding the Pension System: an Investment Management Perspective- with Alyshia Harrington-Clark from the Pension and Lifetime Savings Association
ESG: an idea whose time has gone?
Investing in a Post Truth World - with Alex Edmans (Author of May Contain Lies)
Pension Reform Dreams & Investment Realities (recorded prior to the UK Chancellor Mansion House Speech announcing a UK pension overhaul)
Every company CAN become a fintech company | Lars Markull - Embedded Finance Review
The Strong Returns of Financial History - with Author Mark J. Higgins | Investing in US Financial History
The Greatest Example of Fund Marketing: Blackstone's BREIT | George Aliferis, CAIA
Private Equity: Everything you know about it is probably wrong | Ludovic Phalippou - Oxford University
The Quant Revolution: Jim Simons & Renaissance Technologies with the Author of "The Man Who Solved Wall Street" - Greg Zuckerman, WSJ
Private Equity: Debunking the Myths | Trym Riksen - Gabler
Masterworks and the Democratization of Art Investing: Is The Picture Too Perfect? | George Aliferis, CAIA
[Due Diligence] on Limitless (2011) : Why Limitless is really about Fund Management | George Aliferis, CAIA
[Due Diligence} on the Wall Street (1987) movie: Could you invest in the 2023 version of Gordon Gekko? | George Aliferis, CAIA
[Due Diligence] on Fair Play (2023, Netflix): Should you invest in Emily's hedge fund? | George Aliferis, CAIA
Private Debt & The Democratization of Alternatives - Aaron Filbeck Managing Director and Head of UniFi by CAIA™
The Real Deal About REIT Investing (and what's going very wrong with Blackstone's BREIT)- Phil Bak, CEO of Armada ETFs
[The Fintech Files] June Felix, CEO of IG Group - Unlocking Financial Futures through Education
Dan Davies - Author of Lying for Money on Credit Suisse and the 2023 Banking Failures
[The Fintech Files] Deposit Wars (from SVB to Public.com) - Alex Johnson | Fintech Takes
Edward Chancellor - Author of The Price of Time, The Real Story of Interest
[Due Diligence] The Fall of CEFI and the Rise of Hybrid Finance | Hirander Misra, CEO - GMEX Group
[Due Diligence] The Cefi Apocalypse - Part 2: The Recipe for Cefi's Success and Failure | George Aliferis, CAIA
[Due Diligence] The Cefi Apocalypse - Part 1: The Celsius Files | George Aliferis, CAIA
[The Fintech Files] Powering the E in ESG and the Dawn of the Greenwashing Era | Brennan Spellacy - CEO, Patch
[The Fintech Files] Tokenizing Gold and other Precious Metals | Alexander Tkachenko - CEO, VNX
[The Fintech Files] Crypto Mining Powered by the Players | Joe Downie, CMO - Nicehash
[The Fintech Files] Analyzing Terra's Collapse; Building a DAO; Why decentralization matters and its limits | Carlos Mercado Ξ - CharlieDAO
[The Fintech Files] The Apex Predator of Defi? Orca - The Leading Decentralized Exchange on the Solana Chain | Boaz Shoshan - Orca [The Future of Investing]
[The Fintech Files] The Triple Win of Inclusive Design for Fintech | Melissa Gopnik - Commonwealth (making wealth possible for all)
[The Fintech Files] A Web3.0 Future for Asset Management? | Ramon Recuero - Babylon Finance (Asset Management DAO) [The Future of Investing]
[The Fintech Files] Unlocking a New Wave of Fintech Innovation with Payroll Connectivity | Lauren Crossett - Pinwheel (the income layer for financial services)
[The Fintech Files] Wealth Building for People Leaving Abroad | Elliott Locke - Abroaden
The Past, Present & Future of the ETF Industry | Athanasios Psarofagis - Bloomberg Intelligence [The Future of Investing]
Making the Future of Retail Investing Rational & Accessible | Kostas & Alexandros - co-founders of WealthyHood [The Future of Investing]
The Past, Present & Future of Buy Now Pay Later (BNPL) | Jason Mikula - Fintech Business Weekly
A First-Principles Approach to Crypto | Lex Sokolin - Consensys, Fintech Blueprint [The Future of Investing]
Shaping the Future of Wealth Management | Alokik Advani, Managing Partner Fidelity International Strategic Ventures [The Future of Investing]
Embedded Crypto: Rewards, Roundups and Web3.0 | Edward Woodford, CEO & Founder Zero Hash [The Future of Investing]
Embedded Investing: 'making buying a stock as easy as buying a latte' - with DriveWealth's CPO Raakhee Miller
Career Talk: Chief Product Officer, Raakhee Miller - DriveWealth (embedded investing unicorn)
Data & Ethics in Investment Management | Bill Kelly, CEO of the CAIA Association
Investing in Cybersecurity Compliance (Strike Graph) | Alex Tong - Information Venture Partners
Career Talk: The path to Venture Capital with Alex Tong - Information Venture Partners
Improving Capital Allocation Outcomes - Bill Kelly, CEO of the CAIA Association
Tokenization: The $24 Trillion Digital Asset Play | Hirander Misra - GMEX, SECDEX
The VIX (Volatility Index): Deep Dive | Christian Kahl - Fincad
Career Talk: Exchanges & Market Technology with Hirander Misra, GMEX
Career Talk: Quantitative Finance with Christian Kahl, Fincad
Finding an Edge in Financial Markets | Jim Osman - The Edge Group
Alternative Data: The Last Informational Advantage? | Mark Fleming-Williams - Exabel
Quant Investing & the Quest for Alpha | Nicolas Rabener - FactorResearch
Building The Core of Fintech by Putting Developers First | Bryan McCarty - Moov
Algorithmic Trading Deep Dive: Transparency, Control and Best Execution | Joe Wald - BMO Capital Markets
Making Finance Flow With Blockchain Technology | Jesse Chenard - Monetago
Abolishing Complexity in Global Business Payments | Marwan Forzley - Veem
Testing Open Banking Accounts Virtually To Solve Real Life Problems | Andrei Galitski - Mockbank
Keeping Open Banking Open & Secure | John Broxis - Konsentus
Fighting Money Laundering with Data | Ian Henderson - Kyckr
Open Banking Payments for Developers| Keith Grose - Plaid
Open Banking: The Opportunity for Fintech Entrepreneurs | Rolands Mesters - CEO, Nordigen
Fraud, Biometrics & The Cards of the Future | Vince Graziani - IDEX Biometrics
How to think like a Fintech VC | Matt Ford - Mouro Capital
Open Banking & The Future of Payments | Keith Grose, Plaid
Hacking Venture Capital | Patrick Ryan - Odin
Making a Film About Crypto | Torsten Hoffman - Filmmaker & Crypto Educator
Enterprise Blockchain for Financial Services and Beyond |Richard Brown - R3
The Future of Institutional Investing | Pierre Mendelsohn - Alpima
The Technology Shaping the Future of Banking| Sankaet Pathak - Synapse
Storytelling and Marketing for B2B Fintech | Ashley Poynter - Content Rewired
How Open Banking Can Change The World | Rolands Mesters, CEO & Co-Founder - NORDIGEN
Transforming how Futures are Traded | Brian Mehta - CMO, Trading Technologies
The future of front-office technology | Jon Butler, CEO - Velox
The Future of Finance - Henri Arslanian
From Regulatory Compliance to Competitive Advantage | Matt Smith - Steeleye
The Positive Impact of Fintech on Representation and Inclusion | Olivia Minnock - Fintech Alliance
Marketing Digital Propositions to Banks | Eric Fulwiler, CCO - 11:FS
From Open Banking to Open Finance - Matt Cockayne, Yapily
Connecting Consumers to Merchants Globally with Local Payment Methods, James Booth - PPRO
Bringing B2C Marketing Skills to the B2B Fintech World - Melanie Palmer | CMO, Nucoro
How to Develop a Video Content Strategy for a B2B Niche - Tom Martin, Certified YouTube Growth Specialist
Investing Strategically in Fintech Startups as a VC - Alokik Advani, Eight Roads
How to Use Design and UX to Gain and Retain Fintech Customers - Rick Veronese Fintech Product Designer
Perspectives On The Fintech Battleground - Daniel Lanyon, Editor-In-Chief Altfi
Building The Right Tools For Passive Fixed Income - MJ Lytle, CEO Tabula IM [Ahead of the Curve]
Emerging post-crisis trends for the Fintech Industry - with Tanya Andreassyan | Fintech Futures
Combining sales and marketing in Enterprise Fintech - with Kate Morgenstern | Fincad
The cheapest way to acquire a customer: through client experience - with Alejandra Slatapolsky |Slata
How digital assets will revolutionise financial exchanges - with Hirander Misra | GMEX
A New Era of Indexing Based on Big Data - Timo Pfeiffer | Solactive
How to launch a Fintech product for financial markets - with Colin Slight | The Realization Group