Beyond The Ticker

In this episode of Beyond the Ticker, Victor Bonilla, a prominent short seller and founder of Carrollwood Capital Management, shares his insights on the world of short selling. He discusses his journey from investment banking to short selling, emphasizing the importance of curiosity and the thrill of uncovering financial truths. Victor reflects on his recognition as the number one short seller on...

In this episode of Beyond The Ticker, Professor Kevin Kaiser discusses the evolution of shareholder activism, its impact on corporate governance, and the changing landscape of capital markets. He explores how activism has shifted from aggressive tactics to more collaborative approaches, the role of institutional investors, and the implications of recent innovations in voting mechanisms. The conver...

Summary In this episode of Beyond The Ticker, host Rishika Ranka interviews Nathan, who transitioned from a legal career to asset management, focusing on municipal credit research at Vanguard. They discuss Nathan's journey, the current state of the municipal bond market, its historical performance, and the resilience of bonds in the face of disasters and policy changes. The conversation also d...

In this conversation, David Brickman, former CEO of Freddie Mac, discusses the complexities of the housing crisis, focusing on the roles of government-sponsored enterprises (GSEs) and the impact of policy on housing affordability. He explains the hybrid nature of GSEs, their evolution since the financial crisis, and the ongoing debate about their privatization. Brickman also addresses the implicat...

In this episode of Beyond the Ticker, Mauro Favini, a senior portfolio manager at Vanguard, shares his journey from Argentina to managing billions in emerging markets. He discusses pivotal moments that shaped his career, the importance of resilience, and the opportunities and risks in emerging markets. Mauro emphasizes the significance of risk management, understanding market reactions, and the im...

In this episode of Beyond the Ticker, host Rishika Ranka interviews Giles Evans, a portfolio manager at DSM Capital Partners and former US Air Force officer. The conversation explores Giles' unique transition from military aviation to investment management, highlighting the challenges of networking and decision-making in high-pressure environments. Giles shares insights on contrarian investing...

In this episode of Beyond the Tickers, Paul Johnson, a leading expert in value investing, shares his journey from tech investing to academia. He discusses his investing philosophy, emphasizing the importance of mental models, earnings power value, and market implied value. Johnson also explores the role of passive investing in today's market, the impact of AI on finance, and the intersection o...

In this episode of the Wharton IM Club podcast, host Rishika Ranka speaks with Brent Robinson, co-founder of Value Creators Capital. They discuss Brent's unique journey from a Navy officer to an investment manager, his fascination with the stock market, and the challenges of launching a fund. The conversation delves into the differences between active and passive management, the importance of...