World's Top Money Manager Insights w/ Kristof Gleich (TIP535)
发布时间 2023-03-17 07:45:01 来源
摘要
📧 Understand the financial markets in just 5 minutes for FREE! Subscribe now: https://bit.ly/3kUoYEn
My guest today is Kristof Gleich. Kristof is the President and CIO of Harbor Capital and is responsible for Harbor’s $40B of AUM invested in boutique managers from across the World. Prior to Harbor, Kristof worked at Goldman Sachs and JP Morgan.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:30 - How Kristof would summarize Q1 of 2023
00:09:43 - How working with a wide array of managers helps inform his worldview
00:12:57 - What makes a great money manager
00:33:32 - Factor frameworks and innovation around behavior analytics
00:44:11 - Why Active ETFs are having a huge surge in popularity, after years of indices ruling the investing world
00:57:09 - The life lessons Kristof learned from spending over 2 hours with Bill Gross (aka the Bond King) just a short time after his infamous exit at Pimco.
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📖 BOOKS MENTIONED:
- The Theory of Poker by David Sklansky: https://amzn.to/3YK2pjM
- Fooled by Randomness by Nassim Nicholas Taleb: https://amzn.to/3mTP4Z6
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
💡 OTHER RESOURCES
- Learn more about Orbis: https://www.orbis.com/au/investor/home
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3WG6WU3
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WHO I AM:
I’m Trey Lockerbie and host of We Study Billionaires🎙. I used to study options trading but pivoted to value investing 💵 after a life-altering dinner with Warren Buffet. Back in the day I was traveling around the world as a musician, but I’ve now settled in Los Angeles with my wife and two children. Together with my wife I started Better Booch 🥃 - a nationally distributed Kombucha company.
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