Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at the many nuances of ESG investing.
Portfolio management
- Patrick O'Shaugnessy talks with Mario Cibelli, managing partner of Marathon Partners Equity Management. (joincolossus.com)
- Howard Lindzon talks with Octahedron Capital founder Ram Parameswaran about crossover investing. (howardlindzon.com)
- Barry Ritholtz talks concentrated portfolios with Tom Slater, who is head of the U.S. equities team and a decision maker on long-term global growth portfolios at U.K.-based investment firm Baillie Gifford. (ritholtz.com)
Quant
- Joe Weisenthal and Tracy Alloway talk with Camille Fournier, the head of Platform Engineering at Two Sigma, about how the firm manages its vast tech needs. (bloomberg.com)
- Ted Seides talks endowment style investing with Andre Perold who is Co-Managing Partner and CIO of HighVista Strategies. (capitalallocatorspodcast.com)
Episodes
- Josh Brown talks custom indexing with Patrick O'Shaughnessy. (thereformedbroker.com)
- Justin Carbonneau and Jack Forehand talk the macroeconomy with Cullen Roche of Pragmatic Capitalism fame. (youtu.be)
- JC Parets and Howard Lindzon talk about what even constitutes a tech stock these days. (allstarcharts.com)
- The Resolve guys talk market history with Jamie Catherwood of Investor Amnesia fame. (youtube.com)
- Rusty Guinn and Ben Hunt talk personal finance with Brian Portnoy. (epsilontheory.com)
