just THINK about it
just THINK about it
Nadine Terman and Benjamin Brey
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors. Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.
Delving into Alzheimer’s Moonshot with Phyllis Ferrell
In our third episode, we tackle the important truths about Alzheimer’s with expert Phyllis Ferrell.  What is it?  What does the research say about slowing versus curing the disease?  How big is this battle?  What can we do today? What opportunities exist for investors to address this challenge?
Jul 17, 2024
1 hr 10 min
What Everyone Gets Wrong About Risk Management
In our second episode, we delve into the world of tail risk mitigation with thought leader David Dredge, the CIO for Convex Strategies. Simplifying the complex, David offers insights into a successful process for hedging risk for multi-asset portfolios, the challenges with traditional 60/40 portfolio allocations, and why the modern financial system based on “Sharpe World” needs a complete overhaul.
Jul 2, 2024
1 hr 19 min
What Do the Bulls Believe?
In today’s inaugural episode we discuss the premises underlying the ongoing bull market in US equities and where those premises may be shaky with long time market veterans Larry McDonald and Rupert Mitchell. In addition, Larry and Rupert discuss a few of their favorite trades currently and discuss some Emerging Markets plays in India and Brazil.
Jun 27, 2024
1 hr 14 min