Most people don’t know that it is the editors, not the writers, who craft headlines. This should be common knowledge...
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As promised, the full video of the Navigating Financial Disasters presentation from last month. In it, I tell the story of the...
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How little do we know about the future? A great way to figure that out is to look to our past, to see what we previously thought...
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The transcript from this week’s, MiB: Ted Seides, Capital Allocators, is below. You can stream and download our...
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This week, we speak with asset management expert Ted Seides, founder of Capital Allocators. His most recent book is “Capital...
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“It is difficult to get a man to understand something when his salary depends upon his not understanding...
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Check out these recent headlines about the classic 60/40 investment strategy1: The 60-40 Investment Strategy Is Back After Tanking...
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Ever see those IR stories announcing a firm is “increasing its exposure” or “boosting our stake” or “unloading shares”...
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The consulting firm Global SWF tracks all the important info about Sovereign Wealth Funds (SWFs) and Public Pension Funds (PPFs)....
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Fascinating discussion this morning from Robin Powell. He points to a research note from Kings College where the authors surveyed...
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