Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Can Small Be Beautiful? Life Outside the Mag 7
MP3•Episode home
Manage episode 511849474 series 2760008
Content provided by FEG Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FEG Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
…
continue reading
Chapters
1. Podcast Introduction (00:00:00)
2. Introducing Sean Kammann & Wellington Management (00:01:05)
3. Fun Fact: How Rowing Lends Itself to Investing (00:01:56)
4. Does Small-Cap Premium Still Exist? (00:03:53)
5. Perceived Challenges in Small-Cap Investing (00:06:13)
6. “Fresh Blood” in the Small-Cap Universe (00:08:06)
7. Bet on the Nominal Growth Rate (00:10:11)
8. Make-up of the Small-Cap Index (00:10:58)
9. How are the Tariffs Impacting Small-Caps? (00:12:25)
10. Innovation in the Small Cap Space (00:14:07)
11. Wellington's Small-Cap Investment Process (00:16:07)
12. The Research Factor (00:16:39)
13. Managing a Small-Cap Portfolio (00:18:41)
14. Evolution of Kammann's Investment Process (00:21:34)
15. Can Small-Caps Outperform in Today's Market? (00:23:00)
16. Sectors of Opportunity (00:24:29)
17. Why Beta Beats Quality Initially (00:25:50)
18. Potential Impact of a Slowing Economy (00:26:59)
19. Navigating the Economic Impact (00:28:20)
20. Sean Kammann... Swiftie? (00:29:55)
64 episodes
MP3•Episode home
Manage episode 511849474 series 2760008
Content provided by FEG Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FEG Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
…
continue reading
Chapters
1. Podcast Introduction (00:00:00)
2. Introducing Sean Kammann & Wellington Management (00:01:05)
3. Fun Fact: How Rowing Lends Itself to Investing (00:01:56)
4. Does Small-Cap Premium Still Exist? (00:03:53)
5. Perceived Challenges in Small-Cap Investing (00:06:13)
6. “Fresh Blood” in the Small-Cap Universe (00:08:06)
7. Bet on the Nominal Growth Rate (00:10:11)
8. Make-up of the Small-Cap Index (00:10:58)
9. How are the Tariffs Impacting Small-Caps? (00:12:25)
10. Innovation in the Small Cap Space (00:14:07)
11. Wellington's Small-Cap Investment Process (00:16:07)
12. The Research Factor (00:16:39)
13. Managing a Small-Cap Portfolio (00:18:41)
14. Evolution of Kammann's Investment Process (00:21:34)
15. Can Small-Caps Outperform in Today's Market? (00:23:00)
16. Sectors of Opportunity (00:24:29)
17. Why Beta Beats Quality Initially (00:25:50)
18. Potential Impact of a Slowing Economy (00:26:59)
19. Navigating the Economic Impact (00:28:20)
20. Sean Kammann... Swiftie? (00:29:55)
64 episodes
All episodes
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