May 30, 2019
In this episode I chat with Ben McMillan, a founding partner of IDX Insights, a firm offering "indexing as a service."
Ben cut his teeth in manager analysis at a fund-of-hedge-funds and we spend a considerable amount of time discussing how this experience impacted his research in building hedge fund...
May 30, 2019
I am joined today by Benn Eifert, founder of QVR Advisors. QVR specializes in managing option-based strategies and Benn describes what he does as volatility investing.
We quickly wade into the deep end with this one. Benn schools me on relative value investing and dismisses my favored mental model of style premia for...