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Insight is Capital™ Podcast
The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.
94 Jeff Bradacs: How Market Neutral Strategies Fit Into Investor Portfolios
Jeff Bradacs, CFA, Portfolio Manager, Picton Mahoney Asset Management joins Pierre Daillie to discuss how a market neutral strategy can help keep Mr. Market quiet, especially in today’s economy and market that is transitioning from a high-growth, early-cycle recovery stage to a slower-growth, mid-cycle environment. Jeff breaks down how a market neutral strategy generates returns through stock selection, where he and his team are finding opportunities and what they see in the macro environment.
Where to find Picton Mahoney Asset Management:
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Jeff Bradacs, CFA, Portfolio Manager, Picton Mahoney Asset Management joins Pierre Daillie to discuss how a market neutral [...]
December 1, 2021
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Michael Green, Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a [...]
November 24, 2021
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Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a blockbuster of [...]
November 16, 2021
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Paul Kornfeld, CFA, President of SIACharts joins Pierre, Mike and Rodrigo for a deep dive into the capabilities [...]
November 10, 2021
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John Ruffolo, Founder and Managing Partner at Maverix Private Equity, joins us for an full hour conversation. Our [...]
November 3, 2021
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Ben Gossack, VP & Director, Portfolio Manager, and Trevor Cummings, VP, ETF Distribution, both from TD Asset Management [...]
November 2, 2021
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There is clearly a lot of scepticism about the validity of ESG? So why is ESG happening, and [...]
October 23, 2021
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David 'Rosie' Rosenberg joins us for 98 minutes to discuss his latest outlook for the economy, bond and [...]
October 14, 2021
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Jeffrey Sherman, Deputy CIO, DoubleLine Capital joins us for nearly 90 minutes on all things investing, and how [...]
October 13, 2021
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Adam Butler, CIO and Rodrigo Gordillo, President, of ReSolve Asset Management Global join Pierre Daillie, from AdvisorAnalyst.com for [...]
October 12, 2021
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Podcast Posts
Video
December 05, 2021
Fixed Income
U.S. Treasury yields likely to rise in 2022, but not for the reasons most people think
by Van Luu, Russell Investments We expect the 10-year U.S. Treasury yield to rise in 2022 and be between 1.5% and 2.0% at the end of the year.…
Jeff Bradacs: How Market Neutral Strategies Fit Into Investor Portfolios
Jeff Bradacs, CFA, Portfolio Manager, Picton Mahoney Asset Management joins Pierre Daillie to discuss how a market neutral strategy can help…
It’s Not the 1970s Again: A Comparison of Markets
by Rick Rieder, Managing Director, Chief Investment Officer, Global Fixed Income, Blackrock In the 1985 cult classic “Back to the Future,”…
