The first six months of 2025 brought many unexpected events and shocks that rocked financial markets and complicated the task of economic forecasters. As we enter the second half of the year, what has changed and what might this mean for the economic outlook for the rest of 2025?

Greenlight Capital Founder and President David Einhorn discusses the challenges of value investing in the current market environment, his investment approach, and the performance of his fund over the years.

Mr. Gundlach highlights how traditional relationships – like those among interest rates, inflation and U.S. dollar – are breaking down.

With so much reliance on technology in quant investing, what role do humans play in the process? In the eleventh and final episode of their series on quant investing, Harald Lohre, Head of Quant Equity Research Robeco, discusses the human side of quant. Why, for example, is creativity important in such a data-driven and…

Geopolitics has been dominating the headlines, and driving market movements, to a particularly high degree recently. Should the conflict in the Middle East escalate, it could lead to a sharp rise in oil prices, with negative consequences for inflation, economic growth, and risk assets.

David Demeter helps manage Davidson College’s endowment, where he leads investments across hedge funds, venture capital, and private equity. Davidson is known for its barbell strategy — combining high-performing venture and niche private strategies like SBICs.

Our speaker is Myron Scholes who is the Frank E. Buck Professor of Finance, Emeritus at Stanford Graduate School of Business. Myron won the Nobel Prize in Economics for his groundbreaking work in Options Theory. I want to find out why uncertainty is core to both investing and finance theory.

We're joined by China private capital investor pioneer, Ed Grefenstette, CEO and CIO of the Dietrich Foundation.

In this episode, Nicolai Tangen sits down with Sir Chris Hohn, founder of The Children's Investment Fund Management, one of Europe's most successful hedge funds. The discussion highlights the critical importance of high barriers to entry in investing, the power of long-term thinking, and how intuition shapes…

From the 1950s onwards, the foundations of investment consulting were laid, as pension funds and institutional investors sought professional guidance on asset allocation and portfolio management.

This podcast discusses the shifting dynamics of compensation, including how the UK’s removal of the banker bonus cap is reshaping total rewards, why base salary growth is slowing, and what candidates now expect beyond just pay.

ECB’s Cipollone and Spain’s Hernández de Cos talk timing and strategic arguments for a new Central Bank Digital Currency.

In this podcast, Noor Sweid, Founder and Managing Partner of Global Ventures, discusses investment dynamics of the MENA VC market.

As president of a family office, Scott Richland bought a sports team and gives advice on due diligence around sports investing. He also became Caltech’s chief investment officer for 14 years, where he inherited a business and raised its value from $10 million to $100 million. We also discuss the mortgage market, emerging…

Meet Frank Mihail, Chief Investment Officer, North Dakota Department of Trust Lands With a 3 person team, and a mandate to divest from energy, how he still made 9.4% in returns during his first year.

Jim Rogers, legendary investor and co-founder of the Quantum Fund, has a stark warning for investors: “I've seen this party before, and this one worries me.”

How are financial advisors putting SPIVA data to work to help clients achieve their goals? S&P DJI’s Sue Lee joins Thriving Wealth’s John Cachia to dive into the most recent SPIVA Australia Scorecard and its practical applications for market participants.

Jeremy Siegel, the Russell E. Palmer Professor Emeritus of Finance at Wharton and Robert Shiller, the Sterling Professor of Economics Emeritus at Yale University, give a keynote presentation on the state of the economy and the evolution of markets at the the 2024 Frontiers in Quantitative Finance Conference. Their…

In this wide-ranging conversation, Jeff Malec sits down with Dave Morehead, CIO of Baylor University's $2.2 billion endowment, to explore the unique challenges and strategies of institutional portfolio management.

Crypto evangelist Michael Saylor has transformed Strategy from a loss-making software company into the world's largest corporate holder of bitcoin. The FT unpacks what some investors have dubbed Saylor's 'infinite money glitch', and questions whether it can survive a crypto crash.