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Who needs correct valuations when you've got love?
Part 2 of a mini-series on BREIT and the marketing genius of Blackstone.

June 2024

Ramify & the new digital ways of milking investors
It looks like Wealthtech won't save us after all
 • 
George Aliferis, CAIA
3
🎧The Rich Returns of Investing in US Financial History - with Author Mark J. Higgins
Investing is all about future returns but the value of historicism is underrated
 • 
George Aliferis, CAIA
3
BREIT: The most successful fund in history?
Part of a mini-series on BREIT, private assets and the marketing genius of Blackstone.
 • 
George Aliferis, CAIA

April 2024

IRR: the Inappropriate Return Ratio
The most dangerous indicator in investing
 • 
George Aliferis, CAIA
5

March 2024

🎧 Private Equity: Everything You've Learned Is Probably Wrong | Prof. Ludovic Phalippou - Oxford University & Author "Private Equity Laid…
A second episode on Private Equity and probably the most important podcast conversation to date, with the leading academic specialist of the industry
 • 
George Aliferis, CAIA
6
🎧From Purpose to Trillions $$$
A conversation with Eric Balchunas, author of "The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors…
 • 
George Aliferis, CAIA
3
🎧The Investing G.O.A.T: a conversation with Greg Zuckerman, author of "The man Who Solved Wall Street"
$1 invested in the Medallion Fund from 1988-2021 would have grown to around $42,000 (net of fees) while $1 invested in the S&P 500 would have grown to…
 • 
George Aliferis, CAIA
2

February 2024

🎧Private Equity: Debunking the Myths - with Trym Riksen, Head of Portfolio Management at Gabler
An eye-opening discussion that separates fact from fiction in the world of Private Equity. (The podcast is back)
 • 
George Aliferis, CAIA
3

December 2023

Charlie Munger and the Art of Saying No
Perhaps we all need to become an "Abominable no-man"
 • 
George Aliferis, CAIA
1

September 2023

Back to School Edition: Educational Resources
A short review of investment-related courses
 • 
George Aliferis, CAIA

July 2023

Can Bobby Axelrod actually win in Billions Season 7?
And what can real life investors learn from it - in conversation with Niall Bolland from ClearMacro
 • 
George Aliferis, CAIA
1
© 2024 George Aliferis
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