Канал: Money Manager Maestro

May Market review #equities #bonds #factors #nvidia

May Market review #equities #bonds #factors #nvidia

April Market Review and Outlook #risk #equities #factors

April Market Review and Outlook #risk #equities #factors

March Recap #risk #equities #credit #moneymarketfund

March Recap #risk #equities #credit #moneymarketfund

#creditsuisse Is No More #bailout #risk #factors

#creditsuisse Is No More #bailout #risk #factors

#svb #postmortem #risk #incompetence

#svb #postmortem #risk #incompetence

February Factor Reversals...Did Punxsutawney Phil just tell us to sell? #factors #investing #risk

February Factor Reversals...Did Punxsutawney Phil just tell us to sell? #factors #investing #risk

Junk Rally Realities #factors #risk #hedgefund

Junk Rally Realities #factors #risk #hedgefund

#madoff #memories #storytime @Netflix

#madoff #memories #storytime @Netflix

#storytime: #mistakes in #finance, part 2

#storytime: #mistakes in #finance, part 2

2022 Markets Review, Part 2 #stocks #bonds #factors

2022 Markets Review, Part 2 #stocks #bonds #factors

2022 Market Review, Part 1 #stocks #bonds #factors

2022 Market Review, Part 1 #stocks #bonds #factors

#catastrophy #bonds #reinsurance #hurricaneian Part 1

#catastrophy #bonds #reinsurance #hurricaneian Part 1

#btc in #risk terms: we've gone deeper into #cryptowinter before...

#btc in #risk terms: we've gone deeper into #cryptowinter before...

#ftx post-mortem #FOMO #ROMO, part 2

#ftx post-mortem #FOMO #ROMO, part 2

#ftx post-mortem #FOMO #ROMO, part 1

#ftx post-mortem #FOMO #ROMO, part 1

FAANG massacre for #halloween #apple #microsoft #google #facebook #amazon Part 1

FAANG massacre for #halloween #apple #microsoft #google #facebook #amazon Part 1

Digital Assets are the New Sovereign Debt? #btc #ethereum #bonds

Digital Assets are the New Sovereign Debt? #btc #ethereum #bonds

Chinese Internet Stocks #investing #risk #geopolitics #factors

Chinese Internet Stocks #investing #risk #geopolitics #factors

Bond Ruction Ramifications: Steepeners in Play? #bonds #volatility #etfs

Bond Ruction Ramifications: Steepeners in Play? #bonds #volatility #etfs

5 Funds For The Long Run in Context #investing #factors #notadvice

5 Funds For The Long Run in Context #investing #factors #notadvice

Hugh Hendry Acid Capitalist and Long Vol Cowboy, Part 3 #hedgefunds #volatility

Hugh Hendry Acid Capitalist and Long Vol Cowboy, Part 3 #hedgefunds #volatility

Hugh Hendry Acid Capitalist and Long Vol Cowboy, Part 2 #hedgefunds #volatility

Hugh Hendry Acid Capitalist and Long Vol Cowboy, Part 2 #hedgefunds #volatility

Hugh Hendry Acid Capitalist and Long Vol Cowboy, Part 1 #hedgefunds #volatility

Hugh Hendry Acid Capitalist and Long Vol Cowboy, Part 1 #hedgefunds #volatility

Druckenmiller GOAT, Part 2 #hedgefunds

Druckenmiller GOAT, Part 2 #hedgefunds

Druckenmiller GOAT, Part 1 #hedgefunds

Druckenmiller GOAT, Part 1 #hedgefunds

Rhyming history and seven year cycles, Part 1 #expectedreturns #hedgefunds

Rhyming history and seven year cycles, Part 1 #expectedreturns #hedgefunds

The Principal/Agent problem in #hedgefunds #incentives #transparency #longtermgreedy, Part 1

The Principal/Agent problem in #hedgefunds #incentives #transparency #longtermgreedy, Part 1

Top 5 *free* sites to #research your #investments #shorts

Top 5 free sites to #research your #investments #shorts

Day In The Life Down Under #shorts #grateful

Day In The Life Down Under #shorts #grateful

Investing Playbook Through Inflation, Part 2 #shorts #inflation #investing

Investing Playbook Through Inflation, Part 2 #shorts #inflation #investing

Losses before Lessons...Is it Really Necessary?

Losses before Lessons...Is it Really Necessary?

Julian Robertson Tribute

Julian Robertson Tribute

Opportunistic Credit: Who Is Surviving/Thriving?

Opportunistic Credit: Who Is Surviving/Thriving?

Buy or Sell: $ARKK

Buy or Sell: $ARKK

Bo Fund Selectooor!

Bo Fund Selectooor!

Crowding is a Good Thing In Shorts

Crowding is a Good Thing In Shorts

Bond Rout 2022: A Survey of the Casualties So Far

Bond Rout 2022: A Survey of the Casualties So Far

Hello Emerging Markets, My Old Friend

Hello Emerging Markets, My Old Friend

Pershing Square/Bill Ackman/PSH Review

Pershing Square/Bill Ackman/PSH Review

A 60/40 Portfolio for the 70s

A 60/40 Portfolio for the 70s

Tech Wreck Redux

Tech Wreck Redux

Listed Investment Managers in Australia: Who is Adding Value?

Listed Investment Managers in Australia: Who is Adding Value?

Australian Superannuation Funds: What are the Best Down Under Doing?

Australian Superannuation Funds: What are the Best Down Under Doing?

RIT Capital Partners: What Centuries of Know-How Can Get You

RIT Capital Partners: What Centuries of Know-How Can Get You

Derby Street Managers: An Interview with Richard Simmons

Derby Street Managers: An Interview with Richard Simmons

What to Make of Chinese Stocks? And a Personal Announcement

What to Make of Chinese Stocks? And a Personal Announcement

Havelock London: Interview with Matthew Beddall

Havelock London: Interview with Matthew Beddall

Equity Factor update: Where's the plant-based alternative?

Equity Factor update: Where's the plant-based alternative?

Third Point: The Activist becomes the Target

Third Point: The Activist becomes the Target

Event Driven Fund Survey

Event Driven Fund Survey

ESG Fund Survey: Are they adding any value?

ESG Fund Survey: Are they adding any value?

Lindsell Train UK Equity Fund Review

Lindsell Train UK Equity Fund Review

Fundsmith Equity Fund Review

Fundsmith Equity Fund Review

Kurtosis, a sign of misaligned liquidity?

Kurtosis, a sign of misaligned liquidity?

A Value Resurgence? Perhaps the only hope left for outperformance.

A Value Resurgence? Perhaps the only hope left for outperformance.

Classics Week: Bill Miller Legg Mason Value Trust

Classics Week: Bill Miller Legg Mason Value Trust

BUZZ: What we talk about when we talk about meme stocks

BUZZ: What we talk about when we talk about meme stocks

Biden's American Rescue Plan and $IVOL ETF Review

Biden's American Rescue Plan and $IVOL ETF Review

Ark Invest Review $ARKK

Ark Invest Review $ARKK

Top 20 funds in 2020

Top 20 funds in 2020

Cap Intro Shenanigans

Cap Intro Shenanigans

Ruffer Total Return Review

Ruffer Total Return Review

Eschler Asset Review and How To Make Money in 2021-2023

Eschler Asset Review and How To Make Money in 2021-2023

Equity Factor Investing and Implications for The Man Who Solved the Market

Equity Factor Investing and Implications for The Man Who Solved the Market

Capital Group American Funds Review

Capital Group American Funds Review