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SGIM (the Skeptic's Guide to Investment Management)

The Skeptic's Guide to Investment Management #1: GSAM's New Ray of Hope
A Skeptical Review on Goldman Sachs Retirement Survey & Insights Report
5:41
'Buy land AJ' - The Sopranos, but with private real estate
maybe don't buy an equity tranche of a deal where the covenant structure delivers all the alpha to the manager
Unsafe as Houses: -100% returns with Yieldstreet (Willow Wealth)
When Bad Investment Proposals Rebrand to Rise from the Dead
40:07
Democratizing Private Market Knowledge | Leyla Kunimoto - Accredited Investor Insights
Education is the true democratiser, but it takes commitment and some AI
37:41
Is it possible that we're better off without ESG investing? [Remix & Reflect: Alex Edmans X James Lawrence]
Making sense of an inextricable mix of investing concept: ESG, Impact, Sustainable, Green and the political idealogies that surround them
16:05
AI and the Bull Market: a Narratology
Can Shiller's Narrative Economics be applied in a timely manner to predict stock market moves?
ESG: an idea whose time has gone?
Professor & Author of Grow The Pie & May Contain Lies
8:09
Death of a Short-Seller
The Bloody Aftermath of the Conflicting Carvana narratives
The Rashomon of Carvana: Conflicting Narratives in Investment Management
A tale of two Carvana(s): CEO vs Hindenburg Research
A skeptic, not a critic of the investement world
Because you can criticise but remain friends
Who needs correct valuations when you've got love?
Part 2 of a mini-series on BREIT and the marketing genius of Blackstone.
Ramify & the new digital ways of milking investors
It looks like Wealthtech won't save us after all
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