# Alpha Generation
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Top podcast episodes featuring alpha generation.
Artisan’s Cirami Dusts Off the EM Cold War Playbook: EM Lens
It’s back to the future in emerging-market debt, and creditors should look to the Cold War when analyzing geopolitical risk in global fixed-income portfolios. Michael Cirami, Managing Director at Artisan Partners and a portfolio manager for EMsights Capital Group, joins Bloomberg Intelligence Chief…
RenMac Off-Script: “You're Fired”?
RenMac discusses the importance of the Fed’s independence, the likely options, the dark-cross in the Mag-7 and the implications historically for alpha generation, the latest on trade, the cards other countries may be able to play against the U.S. and why the dollar is an important window into the s…
Inside a Top Quant's Playbook | Joe Gubler on the Hidden Drivers of Alpha
🎙️ Inside Causeway’s Quant Playbook | Joe Gubler on Factor Innovation, Risk, and Portfolio Design
In this episode of Excess Returns, we sit down with Joe Gubler, Director of Quantitative Research at Causeway Capital. Joe shares a deep dive into Causeway’s distinctive approach to factor investing, b…
Exploring The Conspiracy Behind The Lincoln Assassination | Jun 6, 2024
In this episode, we delve into the intricate web of conspiracy theories surrounding the assassination of President Abraham Lincoln. Join us as we explore the events leading up to that fateful night at Ford's Theatre, the key figures involved, and the numerous theories that suggest a broader plot be…
AI on the Buy Side: Risks, Challenges and Opportunities
Nirav Shah, a founding partner at Versor Investments, speaks with GARP editorial director Robert Sales about the pros and cons of artificial intelligence and machine learning for buy-side institutions.
Though significant concerns remain about the bias, fairness an explainability of AI and ML, th…
Energy Rush: Policies to Power the Future (PART 2)
To meet the nation’s rising demand for electricity, we need to build a lot of power generation, and fast, and keep what we have. What’s the best way to get there? What policies and market foundations can best incentivize the investment and enable the buildout needed while mitigating costs and keepi…
NewEdge's Rob Sechan and Cameron Dawson - growing a cutting edge $44B platform to serve the wealth channel
Welcome back to the Alt Goes Mainstream podcast.
Today’s episode features the architects behind one of the industry’s faster growing wealth management platforms, NewEdge.
We welcome NewEdge CEO, Managing Partner, and Co-Founder Rob Sechan and NewEdge CIO Cameron Dawson.
Both Rob and Cameron have a …
Data Assets & Alpha Group: A special-situations approach to Alpha, with Blantyre Capital’s Founder and CIO
In this episode, we hear from Mubashir Mukadam, Blantyre Capital’s Founder and CIO. Mubashir discusses the investment philosophy behind Blantyre’s special situations fund, the intersection between providing capital as a Hedge Fund, Private Equity vs Private Credit, the benefits of providing balanc…
Industry.live Podcast: Hedge Fund Owner Ernest Chan Explains Corrective AI, Risk Management, and Alpha Generation
In this episode of Industry.live, we speak with Dr. Ernest Chan, founder of PredictNow.ai, hedge fund manager at QTS Capital, and author of multiple bestselling books on algorithmic trading.Ernie shares how Corrective AI is changing the game in quantitative trading, offering risk management strateg…
Dana Lyons - Staying Bullish In Bull Markets: Markets, Metals & Energy Opportunities
In this KE Report Daily Editorial (Sept. 24), we welcome back Dana Lyons, fund manager and editor of Lyons Share Pro. Dana shares how his proprietary models continue to signal bullish conditions despite some red flags in sentiment and seasonality.
Discussion Highlights:
Market Outlook: U.S. equ…
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