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EISI Portfolio Strategy
EISI Portfolio Strategy Webinar SeriesEpisodes
EISI Portfolio Strategy
EISI Portfolio Strategy Webinar Series
An Education podcast
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Episodes of EISI Portfolio Strategy Webinar Series
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Annie Duke, former professional poker player, talks about the ability to make decisions when you don't have all the facts.
Aswath Damodaran NYU Professor and Valuation expert talks about the Equity Risk Premium and valuing assets across asset classes
Dennis talks about the main takeaways/themes from the previous 5 webinars.
Azeem highlights how S&P balance sheets will continue to shift to intangibles from hard assets. Intangibles are highly scalable, but have significant upfront/sunk costs, generating non-linear outcomes and making them harder to value from a trad
Gerard MacDonell former economist at SAC, now Point 72, for 11 years talks about QE's impact on term premiums.
Chris Cole of Artemis funds talks about the amount of money within the short volatility trade and the implications for an unwind.
Avery Sheffield talks about the end of the deflationary cycle in Retail and which names to focus on to generate alpha
Marcos Lopez De Prado talks about Machine Learnings Impact on Financial Markets
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