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INVESTOLOGY: re-think investment management

George Aliferis, CAIA - reformed banker turned podcast producer

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Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
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Redefining Retirement Income: Insights from Chancery Lane's CEODoug Brodie, CEO of Chancery Lane, a firm specializing in retirement income planning, discusses the evolving landscape of pension schemes. Brody critiques the industry's focus on pension pots rather than sustainable income and offers an outcome-driven approach. We also explore the mecha…
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Bill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of d…
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How to address the pressing challenges facing the pension industry with technology. George Aliferis and Eve Read from Smart Pension explore the technological advancements and practical policy recommendations to improve pension outcomes. From UX, to education, communication, or "micro interventions" tune in to understand how Smart Pension is helping…
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Matt Ober, CAIA shares his journey from data scientist at Bloomberg to becoming the head of data strategy at a hedge fund, and later transitioning into venture capital with Social Leverage. We discuss into the expanding role of data in financial services, the strategies employed by hedge funds, and the future of alternative data. A rare opportunity…
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A reality-check on the AI hype, with a world-renowned Ai and Machine Learning specialist, mathematician, academic and ex-hedge fund manager: Dr Richard Saldanha. "I don't believe that artificial intelligence exists at this precise moment in time, but that's a hard definition." LINKS Richard on Linkedin: https://www.linkedin.com/in/oxquant-richard-s…
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A conversation between George Aliferis and Pahal Patangia, Global Developer Relations Lead, Consumer Fintech at NVIDIA recorded at the same time as Nvidia's 2022 GTC conference Pahal explains how fintech startups can evolve their data science program. We also go through various applications with real-life examples from Square, Venmo, Ping An, Allia…
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Explore the evolving landscape of financial promotions and the challenges faced by companies in staying compliant with stringent regulations. A discussion with Sage Franch, CEO and Co-founder of Promo Comply at Finovate Europe. Discover how AI tools can streamline marketing efforts, mitigate compliance risks, and foster trust among investors and re…
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We discuss how generative AI platform empowers businesses to harness their data and algorithms securely and facilitate the investment research process. It's also a broader reflection on AI fintech startups. LINKS Moonjelly AIhttps://www.jellyfishlabs.ai/ 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: htt…
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Discover how a modern tech platform integrates traditional market data with AI to provide investment signals, optimize investments, and automate reporting in wealth management. Learn about the impact of generative AI in transforming the financial industry and why confidence in AI has surged, enabling rapid growth and better adaptation within firms.…
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Darren Douglas, founder and CEO of RegSearch AI, explains the challenge of regulatory compliance, which costs over $200bn to the financial industry and the role of AI regulatory compliance agents. Darren explains the need for AI proprietary models that ensure data security and transparency and explains how AI agents can read, understand, and map re…
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An exploration of how quant hedge funds strategically source and use data to fulfil their ultimate goal of alpha generation. Marco Aboav, ex-hedge fund manager and CEO of Etna Research unveils how the most sophisticated asset managers build a sustainable trading advantage. USEFUL LINKS Etna Research: https://www.etnaresearch.com/ Marco on Linkedin:…
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We explore the tech that improves pension outcomes behind the curtain with Hugh Cutler, CCO of Mobius Life. In this episode, Hugh shares his journey from actuary to investment management, the role of technology and regulation in pensions, and how Mobius Life is making efficient, cost-effective, and diversified investment solutions accessible for be…
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I will updat this laterExplore the evolving nature of the pension system, the impact of demographic changes, and the role of technology in making pension management more efficient. Discover how the pension landscape in the UK is adapting to new challenges and opportunities, and what the future might hold for workers and retirees alike. With Alyshia…
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Welcome to the podcast that’s now called Investology. This new name reflects the changes that I felet were needed for 2025 onwards. A new year that feels like a new era in the investment world based on the news this January probably not the era we want, but we can learn to adapt and thrive. Many investment podcasts, that talk about macro, micro or …
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How stories, statistics and studies exploit our biases as investors — and what we can do about it.Tune in for an enlightening discussion with Alex Edmans, on enhancing your critical thinking skills applied to investing.Alex's website: https://maycontainlies.com/Alex Edmans is Professor of Finance at London Business School. His TED talk ‘What to Tru…
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We dive into the intricate world of pension funds, featuring an insightful discussion with Alishya Hartington Clark, a DC (Defined Contribution) specialist from the Pension and Lifetime Savings Association. The conversation, recorded on November 11th, precedes a major announcement by the new Chancellor regarding significant pension reforms. We expl…
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In this rebirth of the FinTech Files podcast, George Aliferis speaks to Lars Markull about embedded finance, discussing its progression, challenges, and potential future developments. The conversation covers notable examples such as Shopify and Starbucks which show successful integration of financial services to enhance customer value. Lars touches…
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George Aliferis and Mark J. Higgins discuss the evolution of the U.S. financial system over the past 230 years, from Alexander Hamilton's foundational contributions to RoaringKitty's Gamestop disruption. They explore the notion of financial progress, the cycles of regulation, what's missing from financial education and advice and how investors can …
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The Real Story Behind Blackstone's Real Estate Income Trust (BREIT)I (George) am doing a deep dive into the history and marketing of Blackstone's Real Estate Income Trust (BREIT), the potential financial reckonings and the broader marketing implications for the democratization of alternative assets. I'm revisiting a previous episode with Phil Bak f…
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Discover the untold truths of the private equity world in this eye-opening episode, featuring Ludovic Phalippou, a renowned professor of financial economics at Oxford University Saïd Business School. Unpack the complex realities of private equity, from misconceptions about past performance to the intricacies of fee structures. Ludovic, known as the…
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We uncover the massive impact Jack Bogle, the titan of the investing industry, had in reshaping the investing landscapes for the better, with Eric Balchunas author of the book 'The Bogle Effect.' From revolutionizing low-cost index investing, the birth of the RIA movement, to setting the stage for the future of asset management – learn how Bogle ha…
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A conversation with Gregory Zuckerman, an award-winning writer for The Wall Street Journal and author of "The Man Who Solved Wall Street". We dive deep into the world of quant investing, exploring the journey of renowned mathematician, investor, and Founder of Renaissance Technologies, Jim Simons, together with his extraordinary team. Watch it on Y…
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George Aliferis sits down with Trym Riksen, Head of Portfolio Management at Gabler, to debunk the myths surrounding private equity. They dive into the narrative that private equity offers high returns with low volatility and discuss the reality behind these claims. Trym provides insights into the limitations of private equity data, and the challeng…
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Ever wondered what it would be like to own a fraction of a masterpiece artwork? I've delved into the world of art investment and explored the intriguing proposition offered by Masterworks. They claim to outperform the market and have an impressive track record. Find out if it's too good to be true.📽 Watch it on YouTube: http://bit.ly/2FQSunJ 📩 Expl…
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Limitless: Beyond the mind-blowing investment results from Eddie Morra (Bradley Cooper) when he's on NZT, could he manage a fund that we’d invest in? CONNECT📽 Subscribe on YouTube: http://bit.ly/2FQSunJ (and turn the notifications on)📩 Explore the future of investing. Join the newsletter: https://bit.ly/3AxnyTY🧑🏽‍🎓 Check the courses on Hedge Funds,…
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An assessment of the character Gordon Gekko from the movie Wall Street, comparing him to real-world financial figures like Steve Cohen as an investment opportunity while discussing the nuances of insider trading and how the landscape of Wall Street has evolved since the 1980s. 📽 Subscribe on YouTube: http://bit.ly/2FQSunJ (and turn the notification…
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We conduct a Due Diligence on One Crest Capital, the hedge fund where star portfolio manager Emily, works in Fair Play, streaming on Netflix. Her relationship is collapsing, but can her investments remain solid?📽 Subscribe on YouTube: http://bit.ly/2FQSunJ (and turn the notifications on)📩 Join the newsletter: https://bit.ly/3AxnyTY🧑🏽‍🎓 Check the Al…
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A conversation with Aaron Filbeck about CAIA’s new program Unifi by CAIA, why we need a course focused on Private Debt and how to democratize alternative assets the right way, through education.Aaron is Managing Director and Head of UniFi by CAIA™Listen to InvestOrama Conversations on your favourite podcast app: https://pod.link/1511595070USEFUL LI…
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Phil Bak is the CEO of Armada ETFs. Phil has been innovating in the ETF industry for over 15 years. Armada specializes in REIT ETFs, and we go on a deep dive into real estate investing, how investors can use REITS and what’s going on with the Blackstone BREIT Fund. Listen to InvestOrama on your favourite podcast app: https://pod.link/1511595070 EPI…
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June Felix is the CEO of IG Group, the leading trading platform, and a strong advocate for financial literacy. We discuss the changing nature of retail trading with insights from IG Group and how to empower individuals to shape their own financial future. Listen to InvestOrama on your favourite podcast app: https://pod.link/1511595070 EPISODE LINKS…
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Dan Davies is the author of Lying for Money and an expert on banking crises. We discuss the latest string of banking failures: Silicon Valley Bank, Credit Suisse and what that means for the financial system. EPISODE LINKS Lying for Money https://www.amazon.co.uk/Lying-Money-Legendary-Frauds-Workings-ebook/dp/B078WFT5JVDan Davies's new substack: /ba…
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Alex Johnson is a fintech expert and the author of the popular newsletter and podcast Fintech Takes. He discusses with George Aliferis about Silicon Valley Bank, which collapsed after massive deposit outflows and what that means for deposits, savings and investment accounts. LINKS Alex’s Fintech Takes https://newsletter.fintechtakes.com/ Twitter ht…
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Edward Chancellor is a financial historian, journalist and investment strategist, and the author of The Price of Time, the real story of interest. This is an essential book for investors who want to understand the impact of interest rates. Episode links Edward’s website: https://www.edwardchancellor.com/ Link to the book: https://www.edwardchancell…
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This conversation with Hirander Misra, the CEO of GMEX Group was recorded in August 2022, before the collapse of FTX. We discuss the collapse of Cefi lenders like Celsius, Voyager, Babel, Vauld but the warnings, general principles and solutions that Hirander offers are still relevant today and could be applied to the FTX situation. Rather than givi…
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In this new episode about the Cefi Apocalypse, we find out how key players in the industry managed to forget any notions of risk. And how so many investors follow them. To do so, we look at the technological, cultural and macro trends that preceded it. And on the technological side, the starting point has to be Bitcoin and its origin block in Janua…
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This is the first episode of a series about CEFI. We start by examining the Celsius archives and bankruptcy filing and what they reveal about the industry. It's a new narrative format that allows me to go more in-depth and combine many elements gathered through previous interviews. And because CEFI involves both crypto and traditional finance, it o…
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A deep dive into Decarbonization and the ESG Reckoning - with Brennan Spellacy, CEO & Co-Founder of Patch - a platform that powers climate action 🎧 https://pod.link/the-fintech-files/ 🎥 https://youtu.be/FW84_z5n4Bk 🏦THE COMPANY Patch is an API and a marketplace that enables companies to seamlessly purchase as little as a gram to giga-tonnes of carb…
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A deep dive into the perspective offered by the tokenization of gold with the Founder and CEO of VNX, Alexander Tkachenko 🎧Link: https://lnkd.in/ecY_CWQA 🏦THE COMPANY VNX is a European platform for tokenised precious metals registered with the Financial Markets Authority of Lichtenstein ⚡️HIGHLIGHTS Compared to other ways of tracking gold, the solu…
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A deep dive into the economics of Crypto mining and how NiceHash uses the GPU power of gamers, with Joe Downie the CMO of NiceHash 🎧Link: https://pod.link/the-fintech-files 🏦THE COMPANY NiceHash is a global cryptocurrency hash power broker and cryptocurrency exchange. 👾Its focus is on gamers with powerful computers that can be used to mine crypto F…
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A deep dive into DAOs (Decentralized Autonomous Organizations) with the founder of CharlieDAO, Carlos Mercado Listen to the podcast on your favourite platform: https://pod.link/the-fintech-files TIMESTAMPS 00:00 Intro 00:30 DAOs and CharlieDAO 01:45 Carlos's background in economics and data science 04:10 The process of getting involved in a DAO 08:…
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Orca is a Decentralized Exchange on the Solana chain that has seen spectacular growth since its launch in February 2021. ▶Over $25bn volume traded ▶Third largest DEX ▶Over 140,000 Daily Active Users For more info https://orca.so/ Listen to the podcast on your favourite platform: https://pod.link/the-fintech-files TIMESTAMPS 00:00 Introduction to Or…
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A conversation between George Aliferis and Russell Feldman about the fixed income market. Russell is the CEO of IMTC, a cutting-edge, cloud-based investment management system for fixed income investors. For more info https://imtc.com/ TIMESTAMPS 00:21 An overview of the fixed income market 01:08 Russell's background 02:56 Legacy tech in fixed incom…
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In the interview, Melissa Gopnik, SVP at Commonwealth, explains how inclusive product design is a triple win: For Fintech and financial services providers that can access a broader market For consumers who can access financial products that suit them better For society, as a way to increase financial inclusion Listen on your favourite podcast playe…
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A conversation between George Aliferis and Ramon Recuero, Co-Founder of Babylon Finance. Babylon is a platform that allows to create strategies, split fees, share profits, and earn rewards via DeFi investment clubs. It operates on the Ethereum network and holds over $22.33m in assets across 95 Investment Clubs Find out more https://www.babylon.fina…
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A conversation between George Aliferis and Lauren Crossett, Head of Commercial at Pinwheel about unlocking the next wave of fintech innovation with income/payroll data connectivity. Pinwheel is the leading payroll connectivity API company used to securely access income and employment data. The "income data layer" has the potential to ignite a "Fint…
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A conversation between George Aliferis and Elliott Locke, CEO and founder of Abroaden:'How people living abroad invest' Watch on YouTube https://www.youtube.com/the-fintech-files About Abroaden: https://abroaden.co/ https://www.instagram.com/abroaden.co/ TIMESTAMPS 00:00 Introducing 00:29 Elliott Locke's background 02:57 Identifying a problem for i…
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A deep dive into one of the fastest-growing segments of modern finance: ETFs (Exchange-Traded Funds) with Athanasios Psarofagis, ETF research at Bloomberg Intelligence and master of ETF data. USEFUL LINKS https://twitter.com/tpsarofagis On Bloomberg Terminal: BI ETF TIMESTAMPS 00:00 Introducing Athanasios Psarofagis: Bloomberg Intelligence - ETFs 0…
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A conversation about the future of retail investing, with Alexandros Christodoulakis and Kostas Faliagkas the co-founders of Wealthyhood. WealthyHood is the first DIY wealth-building app for long-term investors. Listen to The Fintech Files your favourite podcast app or watch on YouTube. USEFUL LINKS Join Wealthyhood https://bit.ly/wealthyhood https…
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A deep dive into BNPL, without the hype, with Jason Mikula. Jason Mikula is the publisher of Fintech Business Weekly, a newsletter going beyond the headlines on trends and stories in banking, fintech, and crypto. He also advises and consults for and invests in early-stage startups. Previously, he spent over a decade building and scaling consumer fi…
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A deep dive into crypto with Lex Sokolin a fintech entrepreneur, head economist at Consensys and visual artist. He also publishes the FinTech blueprint, a newsletter and podcasts reaching over a hundred thousand people weekly. Consensys is a leading Ethereum blockchain software company, behind Metamask and other Blockchain products. Lex shares uniq…
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