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Perspectives

MSCI Inc

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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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Focused Compounding

Andrew Kuhn and Geoff Gannon

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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📚 Explore our backlog: Click here: https://focusedcompounding.com/blog/ 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
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amitvaz01 Library

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Reach out to us directly for assistance, course proof or a faster response to purchase any course with discounted price. We have access to over 100TB of courses and have closed more than 2000 sales, developing a reliable reputation. We have been in business for the last 6 years.
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Deep Economic Thoughts

Ivan Illan

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Forbes thought leader and #1 Amazon bestselling author, Ivan Illan, Founder & Chief Investment Officer at AWAIM®, shares deep thoughts on capital markets and economics. Unscripted and potent ideas are discussed on timely economic and capital markets issues. Financial advisors and retail investors may find the most enjoyment from these musings. For more info or to submit questions/topics for consideration, visit www.alignewealth.com Investment advisory services offered through Aligne Wealth A ...
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Game Selection, Repeated Exposure from Multiple Stakeholder Angles + Case Studies with Tristan Waine @hurdle_rate 53:16

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My guest on the show today is Tristan Waine, better known as @hurdle_rate on Twitter/X and Editor, Author of the Hurdle Rate newsletter on Substack. We've talked many times here about the circle of competence, investing in what you know, looking at companies that produce goods or services that you actually consume, a style of investing, or more spe…
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11/11/24: US election, interest rate cuts & China’s growth challenges 7:34

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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss the US election, interest rate cuts and China’s growth challenges. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s…
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Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock 1:15:20

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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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Owning = Knowing, European Small/MicroCaps, Disassociating from FOMO + Shelly Group $SLYG Thesis with @mavix_leon 43:29

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My guest on the show today is Leon, better known as @mavix_leon on Twitter/X, and writer/editor of Underfollowed Stocks Newsletter on Substack. As his publication indicates, Leon is all about finding underfollowed investing opportunities with little to no institutional following, a natural fit for our show here. I invited him on to better understan…
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As Asset Owners Go, So Goes the Industry 23:45

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We're joined by MSCI's Chief Research Officer, Ashley Lester and Chief Client Officer, Axel Kilian, who recently attended the 19th annual Institutional Investor Forum, hosted by MSCI. We discuss the benefits and considerations of a total portfolio approach, as well as the myriad of challenges facing asset owners and investors around the world.…
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04/11/24: UK budget, US election and China committee meetings 7:41

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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss UK budget, US election and China committee meetings. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at…
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Counter Cyclicality, Buying Scarce Assets, Inflation Protection + Cipher Thesis $CPH.TO with Dylan Marrello, @ragingbullcap 47:22

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My guest on the show today is Dylan Marrello, better known as @ragingbullcap on Twitter/X. I've been following Dylan for a while now and wanted to invite him on to learn more about investing strategy, philosophy, and most interestingly, what investing themes he's looking at right now. As a natural contrarian, we jammed on a bunch of these ideas, in…
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28/10/24: US political shifts, UK debt concerns & infrastructure outlook 6:05

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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Alex King discuss US political shifts, UK debt concerns & infrastructure outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s vi…
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It’s Not Necessarily Bottom Fishing Looking at MicroCaps with Paul Cerro, CIO of Cedar Grove Capital Management 39:25

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My guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker's Yet Another Value Podcast having a conversation about Red Cat Holdings $RCAT - a company we actually interviewed, now way back in the day, in 2019 when they were still on the Pink Sheets. He did an awesome job on the show, and invit…
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230₹ - How to Invest in Green Energy stocks Course By Arvind Kothari - [courses4sale.pro] 0:19

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How to Invest in Green Energy stocks Course By Arvind Kothari Visit courses4sale.pro for details, and contact us to buy course at this price. If find a better price? Tell us now , we w'll offer discount more if possible. Email Telegram What'sappDoor courses728
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21/10/24: Falling inflation, central bank moves & China's economic outlook 6:51

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In this week's episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss falling inflation, central bank moves & China's economic outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s vi…
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MicroCap M&A: UGE Take Private - Why it Happened, Why Now, Lessons Learned with Nick Blitterswyk, CEO of UGE International 40:25

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My guest on the show today is Nick Blitterswyk, CEO of UGE International. On May 29, 2024, UGE announced an arrangement agreement for going private transaction with NOVA Infrastructure Fund for an all-cash consideration of C$2.00 per common share, a 270% premium to the closing price of the common shares on May 28, 2024. The company officially close…
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CA Senator Josh Newman & Ivan Illan on The Conversation w/ Bruce Cook (Radio Replay) 27:36

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Founder & CIO at AWAIM, Ivan Illan, joins California Senator Josh Newman on The Conversation with Bruce Cook discussing the condition of California's and the U.S. economy including jobs, deficits, and education. (Original Air Date: October 13, 2024 at 6PM PT on AM830 KLAA) For more information, please visit: https://www.alignewealth.com/ Copyright …
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14/10/24: China's outlook, UK GDP growth and inflation trends 4:43

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In this week's episode of the Monday Espresso podcast, Scott Truter and Alex King discuss China's outlook, UK GDP growth and inflation trends. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the time …
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kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF): Enables Highly Regulated Industries to Streamline and Automate Validation Processes 44:03

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My guests on the show today is Eddie Ryan, Co-Founder & CEO of kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF). Kneat Solutions provides companies in highly regulated industries with validation and compliance through its digital validation platform Kneat Gx. Kneat Gx is a digital validation platform that enables highly regulated companies to manage any v…
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Jaxson Khan: Trust in AI 24:42

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This month on the Future in Sound, Jaxson Khan- former senior policy advisor to Canada's Minister of Innovation, Science, and Industry- explores the evolving role of AI in business. With a background in accessibility, AI policy, safety, innovation, and ethical frameworks, few people are better placed to help us think through the connections between…
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07/10/24: Middle East conflict, Eurozone inflation & employment rates 6:14

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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss Middle East conflict, Eurozone inflation & employment rates. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views…
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Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X 1:34:19

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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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30/09/24: China's stimulus package, European outlook & US inflation 5:07

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In this week's episode of the Monday Espresso podcast, Raj Manon and Alex King discuss China's stimulus package, European outlook & US inflation. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the ti…
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23/09/24: Rate cuts, inflation & market reactions 4:49

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In this week's episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss rate cuts, inflation and market reactions. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the time of reco…
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The Cockroach Approach and the Art of Portfolio Construction with Jason Buck, CIO of Mutiny Funds 1:03:51

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My guest on the show today is Jason Buck, CIO of Mutiny Funds. I met Jason at Ian Cassel's MicroCapClub Leadership Summit in Idaho in a classic random, sitting in the back of the presentation conversation, happened to be sitting next to each other, reason why we go to these events-type interaction that ultimately leads to a podcast invite. We cover…
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16/09/24: Market volatility, global rate cuts & Japan's economic outlook 5:16

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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss market volatility, global rate cuts & Japan's economic outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s…
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Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas 1:15:18

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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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Same Economic Outcomes Decades Apart: 1970s & 2020s 15:14

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In preparing for my September 2024 Forbes article, I stumbled upon a shocking set of nearly identical, devastating economic statistics regarding the U.S. economy. Graphs and data referenced in this episode comparing the periods of 1975 to 1980 versus 2019 to 2024 can be found at: https://www.alignewealth.com/blog/research-highlights-09-04-2024 For …
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PREVIEW: Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries with Paul Andreola, Founder & Editor of Small Cap Discoveries 20:05

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My guest on the show today is Paul Andreola, Founder & Editor of Small Cap Discoveries. Yes, we are shamelessly marketing our upcoming event in Vancouver. Not afraid to admit it. But, we kept it short and sweet. We're serving up about 20 minutes of why Canadian markets may have opportunities galore, recent acquisitions and quick previews on a few c…
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Mark Bergman: Navigating Political Turbulence 32:29

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In this month’s episode of the Future in Sound we discuss the intersections of politics, technology, and ESG strategy with Mark Bergman, a seasoned legal expert and strategic advisor. Mark has spent decades at the nexus of global policy and sustainability efforts, offering a unique perspective on navigating the complexities of modern governance and…
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09/09/24: Market cyclicality, US job data & Europe's outlook 6:21

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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss market cyclicality, US job data & Europe's outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the t…
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The Future of Energy 36:04

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One of the key aspects of controlling or limiting climate change is the energy transition. That is, the global energy sector's shift from fossil-based systems of energy production and consumption - including oil, natural gas and coal - to renewable energy sources like wind and solar, as well as lithium-ion batteries. To discuss where things stand i…
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End of Summer MicroCap Wrap, $TSSI, Aerospace + Growth Capital for Quality Companies with Maj Soueidan, Founder and Editor at GeoInvesting 52:52

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My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. We close out what feels like the shortest summer ever to wrap on a few topics, including: MicroCap performance for July and August, $TSSI performance, aerospace, fintwit, growth capital for quality companies and more! We discussed a number of stocks during our interview…
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