Graeme Russell | Fiduciary responsibility, moral obligations and the ideological debate
In Episode 23, Alex Proimos speaks with Graeme Russell, former chief executive and chief investment officer at Media Super.
Globalisation’s second death and the ‘weirding’ of investment risk
Princeton luminary Professor Stephen Kotkin puts the COVID-19 pandemic into historical context and posits that a fundamental shift in the way we assess investment risk is required.
Michael Kollo | Alternative data, AI and narratives in a post pandemic world
In Episode 22, Alex Proimos speaks with Michael Kollo, general manager at Faethm AI and the host of the Curious Quant podcast series.
Jim Bianco | Robinhood day-traders, FOMO and the confidence game
In Episode 21, Alex Proimos speaks with Jim Bianco, president and macro strategist at Bianco Research, L.L.C.
Agreement on the purpose of super must honour the social contract
As the first generation of super guardians will we be left asking, what else could we have done?
Mitch Bollinger | Alpha versus IRR, real estate performance and the fiduciary industrial complex
In Episode 20, Alex Proimos speaks with Mitchell A. Bollinger, CFA, CAIA, who is an independent quantitative researcher and consultant focused on real estate.
Crisis environments illustrate a classic ‘failure of diversification’
Higher equities and fixed income valuations will lead investors to rethink their assumptions of diversification.
The program that helps people thrive after cancer
With health coaching a proven way to help recovery from a range of illnesses, insurers are adopt-ing CancerAid Coach Program in their push towards earlier intervention for cancer patients.
Lurion De Mello | Energy intensity, rare-earth minerals and the hydrogen fallacy
In Episode 19, Alex Proimos speaks with Lurion De Mello, senior lecturer in applied finance and energy markets research at Macquarie University.
Vanessa Pigrum | Anchoring values, fostering your ethical DNA, and the pub test
In Episode 18, Alex Proimos speaks with Vanessa Pigrum, chief executive, at the Cranlana Centre for Ethical Leadership.
Michael Swinsburg | Guardians of super, CIO evolution and overcoming disunity
In Episode 17, Alex Proimos speaks with Michael Swinsburg, managing partner, Asia Pac at Alexander Hughes.
Active EM managers see opportunity despite capital outflows
Despite the capital outflows emerging markets have more room for both fiscal and monetary stimulus compared to developing markets and will benefit from the supply chain diversification will follow Covid-19.
