This episode features Meir Statman, the Glenn Klimek Professor of Finance at Santa Clara University.

Our expert Mark Kritzman explains how dynamic time warping can help investors with practical insights for better decision-making.

With the final phase of the Uncleared Margin Rules (UMR) roll-out now in sight, we invite you to join State Street and leading industry experts as they discuss the challenges Phase 6 firms face in 2022, the approach the market participants are taking to solutioning, and the urgency now required to ensure compliance; all…

Robin Greenwood, State Street Associates academic partner, shares findings from new research that examines how institutional flows relate to corporate issuers and retail investors.

Portfolio Manager Jeff Mo discusses common behavioral biases that can hinder clear sell decisions, and the tools, such as checklists and trigger points, that can help slow down emotional thinking.

Listen to Jason Mitchell discuss how how human capital can drive portfolio returns with Professor Dan Ariely of Duke University.

Whether it’s growth vs. value, large vs. small, or Information Technology vs. the Utilities sector, there’s no shortage of opinions on where alpha can be uncovered.

Is it possible to track opportunity with an index? Find out as S&P DJI’s Tim Edwards and Cboe’s Mandy Xu discuss the design of and practical applications for the Cboe S&P 500 Dispersion Index.

While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner.

Robert Lam and Paul Kamenski, Co-heads of Credit at Man Numeric, join Danilo Rippa, Head of Global Credit Multi-Strategy and Global Convertibles at Man Solutions, to discuss adopting a quantitative approach to investing in credit markets. They discuss the rise of quant credit, the alpha opportunities it presents, as well as…

Since the birth of quant investing, there’s been a steady rise in the number of factors that researchers claim can explain alpha. But it turns out that 15 factors are enough to capture most of the drivers of equity market returns.

In this presentation, Mike Green, Portfolio Manager and Chief Strategist at Simplify, discussed how passive investing has: increased correlations between securities,increased valuations regardless of fundamentals, reduced market elasticity raising the risks of extraordinary price movements, increased market concentration,…

WTF is “Gammageddon”? What do 0DTE options have to do with it? Should I be fearful? Should I be greedy? We’re getting into all of it in this episode where we dig into just what zero days to expiry (0DTE) options are, who’s trading these things, who’s on the other side, and why (and why not) any of it could matter to…

As many question the future of growth investing, Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.

Prechter, the visionary behind Socionomics and author of "Last Chance to Conquer the Crash," shares his insights on the patterns of social mood and their impact on various societal aspects, including the economy and stock market. A specialist in technical analysis, the conversation dives into the phenomena of…

Hollie Briggs, Head of Global Product Management at Loomis Sayles, delves into the alpha thesis philosophy of the Growth Equity Strategies team.

Terry Smith is the Founder & Chief Investment Officer of Fundsmith and has been referred to as the “English Warren Buffet.” Terry began his career in 1984 as a stockbroker, quickly rising to consistently holding the title of the top-rated bank analyst in London from the years 1984-89. Prior to founding Fundsmith, he was…

The credit trading revolution is finally here. Catch this webinar replay to discover the alpha opportunities for systematic investors.

When volatility spikes and markets move in unexpected directions, a good trend-following strategy has the speed and flexibility to adapt and roll with the punches – in other words, it can keep calm and carry on.

Are prices in financial markets fair and accurate? Or do they reflect human biases? These questions, and variations on them, represent one of the most divisive topics in finance: just how efficient markets really are. To explore this subject at the highest level, on this episode of the Chicago Booth Review Podcast we revisit…