INVESTOLOGY

Shipping fascinates me. The industry usually quietly carries approximately 80% of all internationally traded good. Tankers reach 400m long and carry loads of $200m+ worth of oil. But the best part of it is the 4D multi-year chess game played across the globe, by an industry that can be as profitable as it is cyclical. Watch it on YouTube or listen on the Substack player or every podcast app . Key...

Can you outperform the world’s smartest hedge funds by simplifying their strategies? George sits down with Andrew Beer, Co-Portfolio Manager at DBi, to discuss why you can beat hedge funds through simplicity. We deconstruct how managed futures investing strategy can disrupt the industry by delivering institutional-grade alpha within the efficient framework of an ETF. The Narrative Shift: We explor...

 Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help expert guests. This one is a macro special featuring Dylan Smith from ArcMacro. If you feel there’s “a lot of macro” happening these days. And that the next declaration might “change the macro landscape” . Then the chat is t...

It’s great to be back on the podcasting seat! Watch it on YouTube or listen on every podcast app .  This podcast is about gathering investment management intelligence. It’s not an investment podcast where we discuss macro itself. Yet macro matters. This was a rare opportunity to understand how it works for sophisticated hybrid investors, and what goes on behind the scenes by talking to Dylan Smith...

Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn , ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView. We discuss a 2025 Mercer report claiming that adding a 20% allocation to private investments (venture capit...

Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn , ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView . We discuss a Neuberger Berman 2025 report pitching alternative (private) investments in 401(k) plans. The...

Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn , ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView. The episode examines a report by the Georgetown University Center for Retirement Initiatives, produced with...

Welcome to another episode of SOURCE CODE. At Finovate, a leading Fintech conference “where you see the future of fintech first”, startups demo their solutions in seven minutes. This series is everything else - the human story behind the innovation. In every great story, there’s a hero on a quest and a guide who’s walked the path before. In b2b fintech, the customer is the hero. Today’s founder? T...

Welcome to another episode of SOURCE CODE. At Finovate, a leading Fintech conference “where you see the future of fintech first”, startups demo their solutions in seven minutes. This series is everything else - the human story behind the innovation. In every great story, there’s a hero on a quest and a guide who’s walked the path before. In b2b fintech, the customer is the hero. Today’s founder? T...

 Welcome to the first episode of SOURCE CODE. At Finovate, a leading Fintech conference “where you see the future of fintech first”, startups demo their solutions in seven minutes. This series is everything else - the human story behind the innovation. In every great story, there’s a hero on a quest and a guide who’s walked the path before. In b2b fintech, the customer is the hero. Today’s founder...

Born out of the 2020 lockdowns, Alts.co has grown into a unique platform offering access to unconventional asset classes, including tequila barrels, sports ventures, and K-pop music rights. But how do you promote alternative investments like these without getting lost in the hype? A conversation with Stefan von Imhof , CEO of Alts.co . Watch it on YouTube or listen on all podcast apps . A few quot...

 Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn , ex-investment consultant, portfolio manager and professor of finance, and founder of TheAltView . Link to the document https://am.gs.com/cms-assets/gsam-app/documents/insights/en/2025/am-retirement-survey-10...

For decades, wealth management was defined by proximity. Advisors, Families, relationships built on continuity. The industry scaled slowly because wealth is personal, and stewardship doesn’t lend itself easily to industrial logic. That assumption is now breaking. Over the past five years, the Registered Investment Advisor (RIA) industry has entered what has been described as a golden era of deal-m...

As banks retreated after the financial crisis of 2007-2008, Private Credit filled in the gap. What started as a niche within private equity now operates like a global lending system. And it extends beyond corporate balance sheets, asset-based finance , the ability to lend against real, cash-generating assets is growing fast and offers countless opportunities. The real unlock isn’t just capital — i...

I’ve been hoping to discuss special situations and distressed debt, one of the least hyped but most interesting areas of finance and credit for a while. Distressed debt investing requires a triple threat skillset: understanding legal frameworks, financial health, and industry landscapes. It offers unique diversification benefits, standing apart from traditional equity and bond markets, and offers...

George Aliferis explores the risks associated with high-yield investment platforms, focusing on YieldStreet, now rebranded as Willow Wealth. Through personal investigation and a detailed case study, he uncovers how Yieldstreet’s business model potentially leads to significant losses for investors, despite attractive marketing claims. Related episodes My Investing & Investment Management channels *...

We discuss the transformative developments in the fixed income market with Blake Lynch from IMTC. Advancements in cloud computing and automation are streamlining the traditionally manual processes associated with fixed income investments, allowing for customized portfolios at scale. This has made SMA wrappers (Separately Managed Accounts) a lot more accessible, enabling greater transparency, direc...

Marco Aboav, CEO of Etna Research, delivers a contrarian take on the current state of AI and automation in financial services. The real challenge now is not technology, but change management, for operational efficiency. But not as a magic bullet for generating alpha. The real edge comes from domain expertise, data selection, and sophisticated modelling—areas where AI can assist but not replace hum...

A deep dive into the inner workings of hedge funds and quantitative investing, with Dr. Richard Saldanha, a seasoned quant, former hedge fund manager, and now an academic and consultant. Richard shares stories from his career, including cautionary tales of fraud, and offers a contrarian take on the democratization of finance. Learn why adaptability, skepticism, and data quality are more important...

I love referring to the HBO show Succession, it’s one of the greatest dramas, I would go as far as to compare it with my all-time favourite, “The Sopranos”. And… it truly is a masterclass in how NOT to handle estate planning. Family feuds, intense legal battles, and being reckless with your assets are great for drama, but you don’t want any of that in real life. Estate planning is an(other) area w...

My chat with Andrea Carnelli Dompe, the founder and CEO of Tamarix Technologies, about the intersection of private market investing and AI technology. We discuss the usefulness of AI agents in helping institutional investors, family offices, and ultra-high-net-worth individuals escape the operational chaos of private markets investing. It’s also a masterclass in building a startup in the age of AI...

I spoke with Leyla Kunimoto , the writer behind the Accredited Investor Insights Substack, and I finally got what it takes to “democratize private assets”. One approach is to incentivize financial advisors to distribute evergreen funds and enroll them in a 'university' established by one of the dominant firms in the market. Alternatively, you can empower individuals by offering case studies and to...

Once a celebrated investment concept amassing over $50 trillion in assets, ESG is now facing criticism and skepticism. George Aliferis reflects on ESG, recalling previous podcast conversations with two experts: Alex Edmans, an academic and author, and James Lawrence, Head of Investment at Smart Pension. If it's end of ESG, is this the beginning of something better? Newsletter: https://investorama....

I chat with Ross Milward from Quantifeed about moving beyond product sales towards a future where technology empowers investors. Today’s investors need more than a list of products—they need guidance. By integrating software solutions, the wealth management industry can align itself with the long-term goals of clients, build better portfolios and embrace a more holistic approach. TRIVIA : Ross and...

Tom McHugh, the CEO and co-founder of Finbourne, shares how they are transforming financial data management to deliver better outcomes. Tom shares the complexities of managing diverse financial data sources and how Finbourne's technology aims to simplify this landscape. He explains how their unique approach helps firms maintain gross margins, reduce fees, and enhance efficiency without overhauling...