Recent Guests

Nikolai Roussanov
Nikolai Roussanov

Moise Y. Safra Associate Professor of Finance; Director of the Macro Finance Society
The Wharton School
https://fnce.wharton.upenn.edu/profile/nroussan/

Nikolai Roussanov is Moise Y. Safra Associate Professor of Finance at the Wharton School, University of Pennsylvania, and Research Associate at the National Bureau of Economic Research. His research focuses on areas of interaction between asset pricing and macroeconomics, ranging from equity to fixed income, currency, and commodity markets, to entrepreneurship and consumer financial behavior. His articles have been published in the Journal of Finance, the Quarterly Journal of Economics, the Journal of Financial Economics, the Review of Financial Studies, and Management Science, and won a number of prizes, including the 2015 AQR Insight Award. He currently serves on the board of directors of the Macro Finance Society and on editorial boards at the Journal of Finance and Journal of Monetary Economics. At Wharton, Prof. Roussanov has taught courses on Fixed Income Securities and Behavioral Finance.

Roussanov received an undergraduate degree in mathematics from Harvard College in 2(Show Full Bio)001 an d a Ph.D. in Finance from the University of Chicago in 2008.

Twitter - @macrofinsociety
Macro Finance Society - https://macrofinancesociety.org/

Episodes: 9/15/2017 @1:00 PM, 8/11/2017 @1:00 PM


Richard Roll
Richard Roll

Linde Institute Professor of Finance
Caltech
http://www.hss.caltech.edu/content/richard-w-roll

Richard Roll is a finance expert known in particular for his work on portfolio theory and asset pricing. He also brings extensive business experience to the Linde Institute, having been a consultant for a range of corporations, law firms, and government agencies in addition to serving on boards and founding several businesses himself. At Boeing the early 1960s, he worked on the Minuteman missile and the Saturn moon rocket. He was a vice president at Goldman, Sachs & Co. in the 1980s, where he founded and directed the mortgage securities group. He is currently a principal of the consulting firm Compensation Valuation, Inc.

Roll joined the faculty at UCLA in 1976, where he most recently held the Joel Fried Chair in Applied Finance in the Anderson School of Management and is now a professor emeritus. He was previously on the faculty at Carnegie Mellon University, the European Institute for Advanced Study of Management in Brussels, and the French business school Hautes Etudes Commer(Show Full Bio)ciales (HEC) near Paris. Roll holds a Ph.D. in economics, finance, and statistics from the University of Chicago, as well as an M.B.A. from the University of Washington and a B.A.E. from Auburn University. He has received honorary doctorates from universities in both France and Germany.

Roll has published two books and over 100 papers in peer-reviewed journals, and he is or has been an associate editor of 11 different journals in finance and economics. Among his honors, he has won the Graham and Dodd Award for financial writing four times and the Leo Melamed Prize for financial research. In 2009, he was named Financial Engineer of the Year by the International Association of Financial Engineers. He is a past president of the American Finance Association and a fellow of the Econometric Society.

Episode: 9/15/2017 @1:30 PM


Chris Geczy
Chris Geczy

Adjunct Finance Professor; Academic Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research
the Wharton School
https://fnce.wharton.upenn.edu/profile/geczy/

Chris Geczy has been on the Finance Faculty at Wharton since 1997 and is Academic Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research. He is also Academic Director of the Wharton Wealth Management Initiative at Wharton Executive Education. He has a B.A. in economics from the University of Pennsylvania and a Ph.D. in finance and econometrics from the Graduate School of Business at the University of Chicago.

Dr. Geczy regularly teaches investment management and co-created the first full course on hedge funds at The Wharton School, the course Impact Investing, and a number of executive education courses. He has taught AIMR/CFA Institute-accredited professional Risk Management courses through the University of Chicago's Graduate School of Business. Before his studies at Chicago, Chris worked for the Board of Governors of the Federal Reserve System, Washington, D.C., in its Division of Research and Statistics. Chris is a Fellow of the Wharton Fina(Show Full Bio)ncial Institutions Center and has been the New York Stock Exchange Fellow and the Geewax-Terker Fellow at the Rodney L. White Center for Financial Research at Wharton. He has been the Academic Director of a number of Wharton Executive Education programs including the 2009 Securities Industry Institute in partnership with SIFMA, the Investment Management Consultants Association Endowments and Foundations, Alternative Investments and the advanced Investment Strategist Certificate programs.

He serves on Intel’s US Retirement Plans’ Investment Policy Committee. He has served on the Economic Advisory Board of NASDAQ, acts as an editor of the Journal of Alternative Investments and serves on the Advisory Board of the Journal of Wealth Management. Chris is a founding board member of the Mid-Atlantic Hedge Fund Association (Chairman 2007- 2008), and he serves on the curriculum and exam committee of the Chartered Alternative Investment Analyst Association (CAIA). Chris also serves on the board of the Alexander Hamilton Friends Association.

Current research focuses on multifactor models, wealth management, risk management, asset allocation, the performance of managed funds, and various aspects of equity lending and short-selling. His work has appeared in numerous books and scholarly journals including the Journal of Finance, Journal of Financial Economics, and the Journal of Political Economy. It has also been reported in the Wall Street Journal, the New York Times, the Financial Times, Forbes, NPR, SmartMoney magazine, on CNBC’s Squawk Box and in numerous other media.

Episodes: 9/8/2017 @1:30 PM, 5/20/2016 @1:00 PM, 5/1/2015 @1:00 PM


Dan Sichel
Dan Sichel

Professor of Economics; Research Associate, National Bureau of Economic Research
Wellesley College
http://wellesley.edu

Dan Sichel is a professor of Economics at Wellesley College, where he teaches courses in macroeconomics and economic policy. He joined the Wellesley faculty in 2012 following many years at the Federal Reserve Board in Washington, D.C. As a Senior Associate Director at the Fed, Dan was part of the management team that guided and oversaw the analytic support provided to the Federal Reserve Board and the Federal Open Market Committee. He also was the staff economist for the Chair of the Airline Stabilization Board established after the terrorist attacks on September 11, 2001.

Dan joined the Federal Reserve in 1988 after earning a Ph.D. in Economics at Princeton University. He remained at the Fed until 1993, when he joined the Brookings Institution as a Research Associate. In 1995, Dan was appointed the Deputy Assistant Secretary for Macroeconomic Policy at the U.S. Treasury Department and then returned to the Fed in 1996. He received a bachelor’s degree in economics and a master’s (Show Full Bio)degree in public policy from the University of Michigan in 1983.

Dan’s research interests are in economic growth, technology, macroeconomics, and economic measurement. He has published extensively in these areas, including several widely-cited papers on the relationship between information technology and economic growth, the contributions of intangible capital to economic growth, and measurement issues related to high-tech capital goods.

He is a Research Associate with the National Bureau of Economic Research, a visiting scholar at the Boston Federal Reserve Bank, a member of Bureau of Economic Analysis’ Advisory Committee, and a member of the Executive Committee of the Conference on Research in Income and Wealth.

Episode: 9/8/2017 @1:00 PM


Joel Mokyr
Joel Mokyr

Professor of Economics and History
Northwestern University
http://www.economics.northwestern.edu

Joel Mokyr is the Robert H. Strotz Professor of Arts and Sciences and Professor of Economics and History at Northwestern University and Sackler Professor (by special appointment) at the Eitan Berglas School of Economics at the University of Tel Aviv. He specializes in economic history and the economics of technological change and population change. He is the author of Why Ireland Starved: An Analytical and Quantitative Study of the Irish Economy, The Lever of Riches: Technological Creativity and Economic Progress, The British Industrial Revolution: An Economic Perspective, The Gifts of Athena: Historical Origins of the Knowledge Economy, and The
Enlightened Economy: an Economic history of Britain, 1700-1850. His most recent book is A Culture of Growth, published by Princeton University Press in 2016. He has authored over 100 articles and books in his field.

He has served as the senior editor of the Journal of Economic History from 1994 to 1998, and was editor in chief of the(Show Full Bio) Oxford Encyclopedia of Economic History (published in July 2003), and serves as editor in chief of a book series, the Princeton University Press Economic History of the Western World. He served as President of the Economic History Association 2003-04, President of the Midwest Economics Association in 2007/08, President of the Atlantic Economic Association (2015/16), and is a director of the National Bureau of Economic Research. He serves as chair of the advisory committee of the Institutions, Organizations, and Growth program of the Canadian Institute of Advanced Research. He served as chair of the Economics Department at Northwestern University between 1998 and 2001 and was a fellow at the Center for Advanced Studies in the Behavioral Sciences at Stanford between Sept. 2001 and June 2002.

Professor Mokyr has an undergraduate degree from the Hebrew University of Jerusalem and a Ph.D. from Yale University. He has taught at Northwestern since 1974, and has been a visiting Professor at Harvard, the University of Chicago, Stanford University, the Hebrew University of Jerusalem, the University of Tel Aviv, University College of Dublin, and the University of Manchester. In 2006 he was awarded the biennial Heineken Prize by the Royal Dutch Academy of Sciences for a lifetime achievement in historical science. In 2015 he was awarded the Balzan Prize for Economic History. He is a fellow of the American Academy of Arts and Sciences, a foreign fellow of the Royal Dutch Academy of Sciences, the Accademia Nazionale dei Lincei, a corresponding fellow of the British Academy, and a Fellow of the Econometric Society and the Cliometric Society. His books have won a number of important prizes including the Joseph Schumpeter memorial prize, the Ranki prize for the best book in European Economic history and the Donald Price Prize of the American Political Science Association.

Episodes: 9/1/2017 @1:00 PM, 7/14/2017 @1:00 PM


Robert Gordon
Robert Gordon

Stanley G. Harris Professor, Social Sciences and Professor of Economics
Northwestern University
https://www.economics.northwestern.edu/people/directory/robert-gordon.html

Gordon is one of the world’s leading experts on inflation, unemployment, and long-term economic growth. His recent work asking whether U. S. economic growth is “almost over” has been widely cited, and in 2016 he was named as one of Bloomberg’s top 50 most influential people in the world. Gordon is author of The Rise and Fall of American Growth: the US Standard of Living Since the Civil War (published in January 2016 by the Princeton University Press). He is also author of Macroeconomics, twelfth edition, The Measurement of Durable Goods Prices, The American Business Cycle, and The Economics of New Goods. His book of collected essays is Productivity Growth, Inflation, and Unemployment.
Gordon did his undergraduate work at Harvard and then attended Oxford University on a Marshall Scholarship. He received his Ph.D. in 1967 at M.I.T. and taught at Harvard and the University of Chicago before coming to Northwestern in 1973. He is a Distinguished Fellow of the American Economic Asso(Show Full Bio)ciation and a Fellow of both the Econometric Society and the American Academy of Arts and Sciences. He is a Research Associate of the National Bureau of Economic Research and a member of the NBER Business Cycle Dating Committee. He is also a Research Fellow of the Centre for Economic Policy Research (London) and the Observatoire Français des Conjunctures Economiques (OFCE, Paris). He is an economic adviser to the Bureau of Economic Analysis and to the economic forecasting firm MacroAdvisers and a member of the policy advisory panel of the Federal Reserve Bank of Chicago.

Episodes: 9/1/2017 @1:00 PM, 7/14/2017 @1:00 PM


Corey Hoffstein
Corey Hoffstein

Chief Investment Officer
Newfound Research
http://thinknewfound.com

Corey Hoffstein is co-founder and Chief Investment Officer of Newfound Research, a quantitative global tactical asset allocation firm.

He is a frequent speaker on industry panels and contributes to ETF.com, ETF Trends, Forbes and the Wall Street Journal.

Corey has a Bachelors degree in Computer Science from Cornell University and a Masters in Computational Finance from Carnegie Mellon.

Twitter - @choffstein
Blog - blog.thinknewfound.com

Episode: 8/25/2017 @1:00 PM


Stephen Blumenthal
Stephen Blumenthal

Founder, CEO, CIO
CMG Capital Management Group Inc
http://www.cmgwealth.com

Stephen Blumenthal founded CMG Capital Management Group, Inc. in 1992. Mr. Blumenthal is CMG’s Executive Chairman and Chief Investment Officer. Mr. Blumenthal began his career at Merrill Lynch in 1984 and he has over 30 years of investment management and industry experience. Mr. Blumenthal is a frequent speaker and writer on investment strategies. He writes investment commentary for Forbes and has been featured in The Wall Street Journal, Barron’s, Investor’s Business Daily, Pensions & Investments Magazine, Investment News and ETF.com. Mr. Blumenthal has appeared in various media outlets, including Bloomberg, CNBC and Fox Business News. Mr. Blumenthal is the author of the popular weekly e-letter, On My Radar, that helps investors, advisers and institutions gain a deeper understanding of the forces driving the economy and investment markets.

Mr. Blumenthal graduated with a Bachelor of Science degree in Accounting from Pennsylvania State University.

Twitter - @SBlumenthalC(Show Full Bio)MG
Advisor Resources - http://advisorcentral.cmgwealth.com/cmg-advisor-resource-center/

Episode: 8/25/2017 @1:30 PM


Greg Valliere
Greg Valliere

Chief Global Strategist
Horizon Investments
https://www.horizoninvestments.com/about-us/

Greg Valliere is the Chief Global Strategist at Horizon Investments. With over three decades of experience following Washington for investors, Greg brings a unique perspective to Horizon -- analyzing policy and politics and their impact on the markets.

After Graduating from George Washington University, Greg co-founded The Washington Forum, which linked Wall Street with Washington. He subsequently held several positions, including Director of Research at the Charles Schwab Washington Research Group.

Greg specializes in coverage of the Federal Reserve, economic policy and -- of course -- politics. He is a frequent guest on CNBC, Bloomberg TV and radio, CNN, Fox Business News and CBS radio. He is frequently quoted in The Wall Street Journal, Barrons and The New York Times.

Greg is a member of the Conference of Business Economists and holds a Series 7 license.

Episodes: 8/18/2017 @1:00 PM, 1/20/2017 @1:30 PM, 9/30/2016 @1:00 PM, 9/9/2016 @1:00 PM, 2/26/2016 @1:30 PM, 8/7/2015 @1:00 PM, 6/5/2015 @1:00 PM


Jared Dillian
Jared Dillian

Editor
The Daily Dirtnap
http://www.dailydirtnap.com

Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, and from the University of San Francisco in 2001 with a Masters in Business Administration, concentration in Finance. Jared worked for a small floor market maker on the Pacific Options Exchange from 1999-2000, and was a trader for Lehman Brothers from 2001 to 2008, specializing in index arbitrage and ETF trading. He is also the author of STREET FREAK: Money And Madness At Lehman Brothers, which was named Businessweek’s #1 general business book of 2011, and the novel ALL THE EVIL OF THIS WORLD, published in 2016. Additionally, Jared is a teaching associate in the graduate business program at Coastal Carolina University. Jared is also a regular contributor at Forbes and Mauldin Economics, and a col umnist at Bloomberg View. His media appe(Show Full Bio)arances include MSNBC, Bloomberg TV, BNN, The New York Times, LA Times, Business Insider and dozens of local and syndicated radio programs.

Twitter - @dailydirtnap

Episodes: 8/18/2017 @1:30 PM, 3/10/2017 @1:00 PM, 7/22/2016 @1:00 PM, 2/6/2015 @1:00 PM


Dr. Wesley Gray
Dr. Wesley Gray

CEO
Alpha Architect
http://www.alphaarchitect.com/

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

Twitter - @alphaarchitect

Episodes: 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Nikolai Roussanov
Nikolai Roussanov

Moise Y. Safra Associate Professor of Finance; Director of the Macro Finance Society
The Wharton School
https://fnce.wharton.upenn.edu/profile/nroussan/

Nikolai Roussanov is Moise Y. Safra Associate Professor of Finance at the Wharton School, University of Pennsylvania, and Research Associate at the National Bureau of Economic Research. His research focuses on areas of interaction between asset pricing and macroeconomics, ranging from equity to fixed income, currency, and commodity markets, to entrepreneurship and consumer financial behavior. His articles have been published in the Journal of Finance, the Quarterly Journal of Economics, the Journal of Financial Economics, the Review of Financial Studies, and Management Science, and won a number of prizes, including the 2015 AQR Insight Award. He currently serves on the board of directors of the Macro Finance Society and on editorial boards at the Journal of Finance and Journal of Monetary Economics. At Wharton, Prof. Roussanov has taught courses on Fixed Income Securities and Behavioral Finance.

Roussanov received an undergraduate degree in mathematics from Harvard College in 2(Show Full Bio)001 an d a Ph.D. in Finance from the University of Chicago in 2008.

Twitter - @macrofinsociety
Macro Finance Society - https://macrofinancesociety.org/

Episodes: 9/15/2017 @1:00 PM, 8/11/2017 @1:00 PM


Martin Barnes
Martin Barnes

Chief Economist
BCA Research
http://www.bcaresearch.com

Mr. Barnes joined BCA Research in late 1987 and for 18 years he was responsible for The Bank Credit Analyst, the company’s highly respected flagship service. His analysis of the economic and financial outlook is widely followed around the world, and he is known for providing leading-edge research on a broad range of subjects of relevance to investors. He is quoted regularly in the press and speaks frequently at investment conferences. In his book The Ultimate Investor, the legendary investor Dean LeBaron featured Mr. Barnes as one of “The People That Make Modern Investment.”

Prior to joining BCA, Mr. Barnes spent 10 years as Chief International Economist with Wood Mackenzie, one of the top U.K. brokerage firms. From 1973 to 1977 he was an economist with British Petroleum in London.

Mr. Barnes is a member of the National Association of Business Economists, the Conference of Business Economists, and the Montreal and Victoria Societies of Financial Analysts. From mid-2009 t(Show Full Bio)o late 2014, he was on the Board of Trustees of the University of Victoria Pension Fund. He received his economics degree from the University of Strathclyde, Glasgow and moved from Scotland to Canada in 1987.

BCA Research, based in Montreal, is one of the world’s leading independent providers of global financial market research. Its client base includes financial institutions, corporations, governments and high net worth individuals in every major country.

Episode: 8/4/2017 @1:00 PM


James Bianco
James Bianco

President
Bianco Research LLC
https://www.biancoresearch.com/

James A. Bianco is President of Bianco Research, LLC, an Arbor Research & Trading, LLC affiliate. Since November 1990, he has been producing fixed income commentaries with a circulation of hundreds of portfolio managers and traders. Jim's commentaries are primarily devoted to the fixed income markets with special emphasis on: money flow characteristics of primary dealers, mutual funds, hedge funds, futures traders, banks, and institutional investors. Other topics he has researched include: the effects of commodity prices on bond yields, how the ratio of the equity market's capitalization as a percentage of nominal gross domestic product affects price performance of the stock market, the role government regulation plays in determining inflation, how market performance affects mutual fund investors, the role politics plays in setting interest rates, and measuring the stock and bond markets from a total-return perspective.

Jim produces unique and original insights into movements in(Show Full Bio) the financial markets and has been a featured speaker at many investment conferences. He is regularly featured in the following investment publications: The Wall Street Journal, The New York Times, Barrons, US News And World Report, BusinessWeek, Forbes, Fortune, The National Review, Euromoney, and Grant's Interest Rate Observer in addition to the Dow Jones, Reuters, Knight-Ridder and Associated Press newswires. He has also written for Technical Analysis of Stocks and Commodities, Financial Trader and Futures Magazine and has appeared numerous times on CNBC, CNN, Bloomberg and Fox News.

Prior to joining Arbor and Bianco Research, Jim spent five years in New York City with several prominent investment banking firms. He was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA), where he served as a national Vice-President and Chairman of the MTA's 1996 annual seminar.

Mr. Bianco has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).

Episode: 8/4/2017 @1:30 PM


John Davi
John Davi

Founder & CIO
Astoria Portfolio Advisors LLC
http://www.astoriaportadv.com

John Davi has 18 years of experience spanning across Macro ETF Strategy, Quantitative Research & Equity Derivatives.

John was Head of Morgan Stanley’s Institutional ETF Content where he produced hundreds of strategy pieces over an 8-year period. It was a Multi-Asset job and involved developing ETF investment ideas to add alpha to investors’ portfolios.

While working for Morgan Stanley’s ETF Product Group, John frequently traveled across the world to meet with sophisticated Hedge Funds, Asset Managers, and Pension/Endowments. John’s ETF content was top ranked twice by Institutional Investor magazine under the Sales & Trading category, as well as by ETF.com. John assisted some of the biggest ETF Providers on New Product Development ideas and Product Strategy.
John began his career in 1999 doing research on ETFs in Merrill Lynch’s Global Equity Derivatives group when the product had only $100 bln AUM vs. over $3 trillion now. Within the Global Equity Derivatives g(Show Full Bio)roup, John was Head of the Delta-1 Research group where he produced several hundred research reports on ETFs, Futures, Options, and Indices.

John structured ETF model portfolio solutions as early as 2002 for both Merrill Lynch’s Institutional Investors and Financial Advisors where several billions of assets were raised. John’s team created numerous indices which were packaged into structured products and distributed into the firm’s Retail Division.

While John worked in the firm’s Global Equity Derivatives Research group, he was part of a team that was ranked top 3 by Institutional Investor magazine in 6 of his 8 years. He was the only member of the Global Derivatives Research team not to have a PhD, advanced mathematic degree, MBA, or CFA. John’s research lead to broker votes and increased trade allocation from the buy-side.

John was a Merrill Lynch Innovation Award Recipient where he was 1 out of 40 VPs globally chosen and received funding to launch a new business.

Between Morgan Stanley and Merrill Lynch, John spent 4 years on a Global Derivatives Desk where he structured a broad array of derivative solutions for many of the world’s largest Asset Managers, Hedge Funds, and ETF providers.

In 2017 John founded Astoria Portfolio Advisors, an investment advisor that specializes in the construction, management and sub-advising of low-cost, ETF Managed Portfolio Solutions. The firm utilizes a comprehensive list of macroeconomic models and cross asset risk indicators as well as the firm’s deep quantitative portfolio construction background with the goal of providing better risk adjusted returns across varying economic cycles.

John graduated with honors from Hofstra University. He interned 35 hours a week in while finishing his last year of school for Merrill Lynch’s Global Equity Derivatives Research group. John also worked 25 hours a week as an Investment Strategist for Dreyfus while finishing his junior year at Hofstra.

John sits on various boards, is active in his community, spends a lot of time mentoring aspiring finance professionals, and works with several non-profit organizations. John is an avid reader of Investment books and has read over 50 in total. His favorite is ‘The Most Important Thing’ by Howard Marks.

Twitter- @AstoriaAdvisors
LinkedIn - https://www.linkedin.com/in/john-davi-93414510/

Episode: 7/28/2017 @1:00 PM


Pankaj Patel
Pankaj Patel

Head of Quantitative Research; Co-Manager of Investment Advisory Business
Cirrus Research
http://cirrus-res.com/index.html

Pankaj Patel is a Managing Director, Head of Quantitative Research and Co-Manager of Investment Advisory Business.

Pankaj has been named to Institutional Investor's All America Research Team in most years since 2003. In addition to being ranked in Quantitative Research, he has also been ranked in Small Cap Strategy and Derivatives. He provides high quality, in-depth research using fundamental, macro-economic and technical signals to help institutional investors in their investment process.

Prior to joining Cirrus Research, Pankaj was Global Head of Quantitative Research and Small Cap Research at Evercore ISI and Credit Suisse for more than 15 years. Before joining Credit Suisse he was a Portfolio Manager at Weiss Peck & Greer, where he helped manage $1.5 billion using quantitative models. Prior to that role, he worked at General Electric in various positions starting from Corporate Audit Staff.

Pankaj holds the CFA designation and received his MBA from Rensselaer P(Show Full Bio)olytechnic Institute and Bachelors in Mechanical Engineering from the Gujarat University, India.

Episode: 7/28/2017 @1:30 PM


Jesper Koll
Jesper Koll

Chief Executive Officer
WisdomTree Japan

Jesper Koll was appointed Chief Executive Officer of WisdomTree Japan on July 1, 2015. Over the past two decades Jesper has been consistently ranked as one of the top Japan strategists/economists, working as Chief Strategist and Head of Research for major U.S. investment banks J.P. Morgan and Merrill Lynch. His analysis and insights have earned him a position on several Japanese government advisory committees and Jesper is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives. He has written two books in Japanese, Towards a New Japanese Golden Age and The End of Heisei Deflation. After arriving in Japan in 1986 Jesper initially worked as an aide to a Member of Parliament. Jesper has a Masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific.

Episodes: 7/21/2017 @1:30 PM, 2/10/2017 @1:00 PM, 6/3/2016 @1:00 PM, 2/5/2016 @1:00 PM, 10/30/2015 @1:00 PM, 10/2/2015 @1:00 PM


Bill Stone
Bill Stone

Global Chief Investment Strategist
PNC Asset Management Group
https://www.pnc.com/en/about-pnc/media/media-contacts/experts/e-william-stone.html

Bill Stone is executive vice president and chief investment strategist for PNC Asset Management Group. He is responsible for leading the strategy teams for PNC Wealth Management®, PNC Institutional Asset Management® and Hawthorn, PNC Family Wealth® in monitoring the factors that influence the direction of domestic and international financial markets.

He is a member of PNC's Investment Policy committee and is responsible for defining the asset allocations and portfolio strategies used throughout PNC to advise individual and institutional investors. In addition, he is chairman of PNC’s Portfolio Construction committee where he directs the activities to design, monitor and support the various model portfolios utilized throughout the organization. In addition to traditional portfolios, these include PNC’s innovative liquid alternative and smart beta strategies. He is a voting member on PNC’s Investment Advisor Research committee, which oversees manager due diligence, and multiple ot(Show Full Bio)her governance committees.

Stone joined PNC Wealth Management in 2000, serving most recently as chief investment officer and investment director of the Pittsburgh and Boston markets. In this role, he provided investment leadership in the creation and implementation of investment strategies. Stone's professional experience also includes several positions with Wall Street firms, most notably as financial analyst at Salomon Brothers and institutional sales with Smith Barney. He also served as chief investment officer at First Western Trust.

In addition, he is a popular public speaker and has presented at numerous U.S. and international conferences. He often appears on U.S. and international TV and radio as well as in print media to share his keen insights into the global financial markets. His expertise has been featured on ABC, Bloomberg, Bloomberg Asia, CNBC, CNBC Asia, Fox Business, and NHK World. He has been quoted extensively in the financial press, including The Wall Street Journal, Financial Times, Bloomberg News, Barron’s, USA Today, and The New York Times. He became a contributor to Forbes in 2014.

He is a member of the Union League of Philadelphia and previously served on the board of directors of the Economy League of Greater Philadelphia.

Stone is a cum laude and Honors Program graduate of the University of Dayton with a degree in Finance. He earned a master's degree in Business Administration from the University of Pittsburgh’s Katz Graduate School of Business. He earned the Chartered Financial Analyst® and Chartered Market Technician designations.

Episodes: 7/21/2017 @1:00 PM, 6/17/2016 @1:00 PM, 3/18/2016 @1:00 PM, 12/4/2015 @1:00 PM, 11/20/2015 @1:00 PM


Joel Mokyr
Joel Mokyr

Professor of Economics and History
Northwestern University
http://www.economics.northwestern.edu

Joel Mokyr is the Robert H. Strotz Professor of Arts and Sciences and Professor of Economics and History at Northwestern University and Sackler Professor (by special appointment) at the Eitan Berglas School of Economics at the University of Tel Aviv. He specializes in economic history and the economics of technological change and population change. He is the author of Why Ireland Starved: An Analytical and Quantitative Study of the Irish Economy, The Lever of Riches: Technological Creativity and Economic Progress, The British Industrial Revolution: An Economic Perspective, The Gifts of Athena: Historical Origins of the Knowledge Economy, and The
Enlightened Economy: an Economic history of Britain, 1700-1850. His most recent book is A Culture of Growth, published by Princeton University Press in 2016. He has authored over 100 articles and books in his field.

He has served as the senior editor of the Journal of Economic History from 1994 to 1998, and was editor in chief of the(Show Full Bio) Oxford Encyclopedia of Economic History (published in July 2003), and serves as editor in chief of a book series, the Princeton University Press Economic History of the Western World. He served as President of the Economic History Association 2003-04, President of the Midwest Economics Association in 2007/08, President of the Atlantic Economic Association (2015/16), and is a director of the National Bureau of Economic Research. He serves as chair of the advisory committee of the Institutions, Organizations, and Growth program of the Canadian Institute of Advanced Research. He served as chair of the Economics Department at Northwestern University between 1998 and 2001 and was a fellow at the Center for Advanced Studies in the Behavioral Sciences at Stanford between Sept. 2001 and June 2002.

Professor Mokyr has an undergraduate degree from the Hebrew University of Jerusalem and a Ph.D. from Yale University. He has taught at Northwestern since 1974, and has been a visiting Professor at Harvard, the University of Chicago, Stanford University, the Hebrew University of Jerusalem, the University of Tel Aviv, University College of Dublin, and the University of Manchester. In 2006 he was awarded the biennial Heineken Prize by the Royal Dutch Academy of Sciences for a lifetime achievement in historical science. In 2015 he was awarded the Balzan Prize for Economic History. He is a fellow of the American Academy of Arts and Sciences, a foreign fellow of the Royal Dutch Academy of Sciences, the Accademia Nazionale dei Lincei, a corresponding fellow of the British Academy, and a Fellow of the Econometric Society and the Cliometric Society. His books have won a number of important prizes including the Joseph Schumpeter memorial prize, the Ranki prize for the best book in European Economic history and the Donald Price Prize of the American Political Science Association.

Episodes: 9/1/2017 @1:00 PM, 7/14/2017 @1:00 PM


Robert Gordon
Robert Gordon

Stanley G. Harris Professor, Social Sciences and Professor of Economics
Northwestern University
https://www.economics.northwestern.edu/people/directory/robert-gordon.html

Gordon is one of the world’s leading experts on inflation, unemployment, and long-term economic growth. His recent work asking whether U. S. economic growth is “almost over” has been widely cited, and in 2016 he was named as one of Bloomberg’s top 50 most influential people in the world. Gordon is author of The Rise and Fall of American Growth: the US Standard of Living Since the Civil War (published in January 2016 by the Princeton University Press). He is also author of Macroeconomics, twelfth edition, The Measurement of Durable Goods Prices, The American Business Cycle, and The Economics of New Goods. His book of collected essays is Productivity Growth, Inflation, and Unemployment.
Gordon did his undergraduate work at Harvard and then attended Oxford University on a Marshall Scholarship. He received his Ph.D. in 1967 at M.I.T. and taught at Harvard and the University of Chicago before coming to Northwestern in 1973. He is a Distinguished Fellow of the American Economic Asso(Show Full Bio)ciation and a Fellow of both the Econometric Society and the American Academy of Arts and Sciences. He is a Research Associate of the National Bureau of Economic Research and a member of the NBER Business Cycle Dating Committee. He is also a Research Fellow of the Centre for Economic Policy Research (London) and the Observatoire Français des Conjunctures Economiques (OFCE, Paris). He is an economic adviser to the Bureau of Economic Analysis and to the economic forecasting firm MacroAdvisers and a member of the policy advisory panel of the Federal Reserve Bank of Chicago.

Episodes: 9/1/2017 @1:00 PM, 7/14/2017 @1:00 PM


Dr. Charlie Tian
Dr. Charlie Tian

CEO; Author of "Invest Like a Guru: How to Generate Higher Returns At Reduced Risk With Value Investing"
GuruFocus.com, LLC
https://www.gurufocus.com

Charlie Tian, Ph.D., is the founder and CEO of the value-investing website GuruFocus.com. He is the creator of the website’s value screeners, strategies, and research tools, which are used by more than half a million investors monthly and by professors and students in more than 100 universities worldwide.

Dr. Tian has been featured in Fortune, Forbes, and Barron’s. In his life prior to GuruFocus, he was a physicist and the inventor of more than 30 U.S. patents.

Twitter - @gurufocus
Book - https://www.amazon.com/dp/B06Y1K7334/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1

Episode: 7/7/2017 @1:30 PM


Dr. Wesley Gray
Dr. Wesley Gray

CEO
Alpha Architect
http://www.alphaarchitect.com/

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

Twitter - @alphaarchitect

Episodes: 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Ridham Desai
Ridham Desai

Managing Director
Morgan Stanley
https://www.morganstanley.com

Ridham Desai is a Managing Director of Morgan Stanley will complete 20 years at the firm in 2017. He heads Morgan Stanley’s Indian Equity Research team which is the top ranked team in the country. He is also one of country’s top ranked equity market strategists and has been consistently ranked among the best analysts in the country over his career spanning nearly 25 years.

Previously, he served as Co-Head of JM Morgan Stanley Securities Pvt Ltd. He served as an Analyst of UBS Investment Bank, Research Division. He started his career as a Software Engineer, before moving to equity research in 1992. He holds a Bachelor of Engineering degree in Civil Engineering and an MBA in Finance from the University of Mumbai

Episodes: 6/30/2017 @1:30 PM, 7/8/2016 @1:00 PM, 7/10/2015 @1:00 PM


Gaurav Sinha
Gaurav Sinha

Asset Allocation Strategist
WisdomTree
http://www.wisdomtree.com/

Gaurav Sinha is currently working as Asset Allocation Strategist at WisdomTree since November 2014. He is leading the Portfolio Analytics and Solutions team and builds specialized investment solutions along with customized analytics for our clients. He is also deeply involved in advancing WisdomTree’s product suite, and has particular expertise on India. Gaurav came to WisdomTree after stints at World Bank, Morgan Stanley and recently with Windhaven Investment Management. He received his Masters in Financial Engineering from Columbia University in 2009 and holds a bachelors Engineering degree from the prestigious Indian Institute Of Technology (IIT).

Episode: 6/30/2017 @1:00 PM


Viral Acharya
Viral Acharya

Deputy Governor
the Reserve Bank of India (RBI)
https://www.rbi.org.in/

Viral V. Acharya is a Deputy Governor at the Reserve Bank of India (RBI) in charge of Monetary Policy, Financial Markets Operations and Regulation, and Research and Statistics. Prior to joining the RBI, he was the C V Starr Professor of Economics at the Department of Finance at New York University Stern School of Business. He has co-edited the books Restoring Financial Stability: How to Repair a Failed System, John Wiley & Sons, March 2009, Regulating Wall Street: The Dodd-Frank Act and the New Architecture of Global Finance, John Wiley & Sons, November 2010, and Dodd-Frank: One Year On, NYU-Stern and CEPR (released on voxeu.org), July 2011. He is also the co-author of the book Guaranteed to Fail: Fannie Mae, Freddie Mac and the Debacle of Mortgage Finance, Princeton University Press, March 2011 and Harper Collins (India), June 2011.

Episode: 6/30/2017 @1:00 PM