Conversations exploring the world of investment management through critical thinking and healthy skepticism. Debunk investing myths, decode pitches, break down marketing strategies from investment firms, and conduct due diligence on alternative assets in conversation with leading independent experts, authors and academics. George Aliferis, CAIA and his guests are on a mission to support the true democratisation of investing. The channel hosts 3 series: The Fintech Files Past Performers Due D ...
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[Past Performers] The Strong Returns of Financial History - with Author Mark J. Higgins | Investing in US Financial History
42:14
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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[Due Diligence] The Greatest Example of Fund Marketing: Blackstone's BREIT | George Aliferis, CAIA
19:22
Exposing the Real Story Behind Blackstone's Real Estate Income Trust (BREIT)Join us as we delve deep into the complexities surrounding 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…
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[Past Performers] Private Equity: Everything you thought you knew about it is probably wrong | Ludovic Phalippou - Oxford University
41:43
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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[Past Performers] The Bogle Effect: ETFs, Passive Investing & New Era of Investing - Eric Balchunas
46:23
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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[Past Performers] The Quant Revolution: Jim Simons & Renaissance Technologies with the Author of "The Man Who Solved Wall Street" - Greg Zuckerman, WSJ
38:20
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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[Due Diligence] Masterworks and the Democratization of Art Investing: Is The Picture Too Perfect? | George Aliferis, CAIA
13:25
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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[Due Diligence] on Limitless (2011) : Why Limitless is really about Fund Management | George Aliferis, CAIA
10:24
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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[Due Diligence} on the Wall Street (1987) movie: Could you invest in the 2023 version of Gordon Gekko? | George Aliferis, CAIA
10:33
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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[Due Diligence] on Fair Play (2023, Netflix): Should you invest in Emily's hedge fund? | George Aliferis, CAIA
8:59
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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[Past Performers] Private Debt & The Democratization of Alternatives - Aaron Filbeck Managing Director and Head of UniFi by CAIA™
39:57
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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[Past Performers] The Real Deal About REIT Investing (and what's going very wrong with Blackstone's BREIT)- Phil Bak, CEO of Armada ETFs
41:28
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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[The Fintech Files] June Felix, CEO of IG Group - Unlocking Financial Futures through Education
31:05
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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[Past Performers] Dan Davies - Author of Lying for Money on Credit Suisse and the 2023 Banking Failures
46:19
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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[Past Performers] Edward Chancellor - Author of The Price of Time, The Real Story of Interest
53:03
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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[Due Diligence] The Fall of CEFI and the Rise of Hybrid Finance | Hirander Misra, CEO - GMEX Group
57:07
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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[Due Diligence] The Cefi Apocalypse - Part 2: The Recipe for Cefi's Success and Failure | George Aliferis, CAIA
13:15
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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[The Fintech Files] Powering the E in ESG and the Dawn of the Greenwashing Era | Brennan Spellacy - CEO, Patch
30:14
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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[The Fintech Files] Tokenizing Gold and other Precious Metals | Alexander Tkachenko - CEO, VNX
32:38
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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[The Fintech Files] Analyzing Terra's Collapse; Building a DAO; Why decentralization matters and its limits | Carlos Mercado Ξ - CharlieDAO
43:51
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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[The Fintech Files] The Apex Predator of Defi? Orca - The Leading Decentralized Exchange on the Solana Chain | Boaz Shoshan - Orca [The Future of Investing]
30:20
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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[The Fintech Files] Disrupting the investment process of a $120 trillion asset class | Russell, Feldman, CEO - IMTC [The Future of Investing]
28:37
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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[The Fintech Files] The Triple Win of Inclusive Design for Fintech | Melissa Gopnik - Commonwealth (making wealth possible for all)
24:29
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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[The Fintech Files] A Web3.0 Future for Asset Management? | Ramon Recuero - Babylon Finance (Asset Management DAO) [The Future of Investing]
31:51
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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[The Fintech Files] Data & Fintech: From Number Crunching to AI | Pahal Patangia - Nvidia [the Future of Investing]
40:32
A conversation between George Aliferis and Pahal Patangia, Global Developer Relations Lead, Consumer Fintech at NVIDIA. 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, Allianz, and more. Listen to The Fintech Files your favourite …
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[The Fintech Files] Unlocking a New Wave of Fintech Innovation with Payroll Connectivity | Lauren Crossett - Pinwheel (the income layer for financial services)
24:23
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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The Past, Present & Future of the ETF Industry | Athanasios Psarofagis - Bloomberg Intelligence [The Future of Investing]
45:59
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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Making the Future of Retail Investing Rational & Accessible | Kostas & Alexandros - co-founders of WealthyHood [The Future of Investing]
29:36
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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The Past, Present & Future of Buy Now Pay Later (BNPL) | Jason Mikula - Fintech Business Weekly
29:32
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 First-Principles Approach to Crypto | Lex Sokolin - Consensys, Fintech Blueprint [The Future of Investing]
38:30
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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Shaping the Future of Wealth Management | Alokik Advani, Managing Partner Fidelity International Strategic Ventures [The Future of Investing]
23:57
We continue our exploration of the future of investing with Alokik Advani Managing partner at Fidelity International Strategic Ventures (FISV), who’s been previously on the show. Alokik is focused on financial technology investments that have strategic relevance for Fidelity International. He was previously a Managing Director at Goldman Sachs and …
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Embedded Crypto: Rewards, Roundups and Web3.0 | Edward Woodford, CEO & Founder Zero Hash [The Future of Investing]
34:30
Welcome to the first episode of the Future of Investing series. Where we explore asset classes, trends, and technologies in conversation with individuals who are shaping the future of investing. My guest is Edward Woodford, the founder and CEO of ZeroHash, a FinTech that allows companies to embed crypto into their offering. With a couple of lines o…
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Embedded Investing: 'making buying a stock as easy as buying a latte' - with DriveWealth's CPO Raakhee Miller
14:10
In this episode of the fintech files, we go on a deep dive into embedded investing, with Rakhee Miller, chief product officer at DriveWealth, a unicorn that works with fintechs around the world to let their consumers trade anything, anytime, from anywhere. TIMESTAMPS 00:00 Intro - Embedded Investing: Drivewealth 00:20 The brokerage industry 02:10 T…
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Career Talk: Chief Product Officer, Raakhee Miller - DriveWealth (embedded investing unicorn)
10:40
In this Career Talk episode of The Fintech Files podcast, George Aliferis speaks to Raakhee Miller, currently Chief Product Officer at DriveWealth. Drivewealth is a cloud-based API driven brokerage infrastructure that pioneered embedded investing. In 2021 DriveWealth raised $450M in a Series D valuing the Company at $2.85B ► Podcast (audio link): h…
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A deep dive into the issue of Data and Ethics for professional investors and allocators with Bill Kelly, Chairman and CEO of the CAIA Association. CAIA is the global professional body dedicated to alternative investments, seeking greater alignment, transparency, and knowledge for all investors. TIMESTAMPS 00:00 Introduction to Data & Ethics with Bi…
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Investing in Cybersecurity Compliance (Strike Graph) | Alex Tong - Information Venture Partners
22:12
Alex Tong, Principal at Information Venture Partners brings us into a deep dive into Governance, Risk and Compliance (GRC) technology and his firm's investments in Strike Graph, a Cybersecurity Compliance SaaS. Governance, risk management, and compliance (GRC) are three pillars of cybersecurity management. They enable an organization to effectively…
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In this Career Talk epsiode of The Fintech Files, George Aliferis speaks to Alex Tong principal at Information Venture Partners about his career and advice. Information Venture Partners is a venture capital firm, focusing on B2B software companies that are modernizing financial services and finance departments. TIMESTAMPS 00:00 Introduction Informa…
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In this Career Talk episode of The Fintech Files, George Aliferis speaks to William J. (Bill) Kelly, protector of the investor, global ambassador, and CEO of the CAIA Association. We discuss his career, the role of certifications such as the CAIA, and alternative investments. CAIA is the global professional body dedicated to alternative investments…
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The World Economic Forum estimated that 10% of global GDP could be stored on blockchain by 2027, an estimated $24 trillion. We discuss the process of tokenization, its benefits and the bridging work that is required to make it fulfil its promises - with Hirander Misra from GMEX. The Fintech Files is brought is a podcast uncovering the future of fin…
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This is a Deep Dive into The VIX (Volatility Index) and its futures TIMESTAMPS 00:00 Introduction to Volatility 03:44 Volatility as an asset class 08:09 How the VIX is constructed 10:10 The VIX Futures 12:53 Tradeable instruments on the VIX 15:39 How to use the VIX and what type of investors is it for QUOTES Implied volatility levels for any typica…
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A conversation with Hirander Misra (Chairman & CEO of GMEX Group, SECDEX) who has been a financial innovator for decades and now leads various ventures into the future of exchanges and financing. We discuss: How he started in finance; How he found his niche at the intersection of markets and technology; How he founded Chi-X, and then GMEX; What he'…
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This is an interview about Careers in Quant Finance with Christian Kahl, MD, Head of Product Strategy and Client Service at Fincad. Fincad is a leading provider of advanced valuation risk solutions for derivatives and fixed income analytics. Christian holds a PhD in Maths and his career spans 20 years in various leadership roles in quantitative fin…
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This is the inaugural episode of The Fintech Files podcast v2.0 In this episode, I'm speaking with Jim Osman the founder of The Edge Consulting, a research boutique specialising in sourcing special situation investments, such as spinoffs and activist ideas. In this new edition of the podcast, we will separate the conversation into two parts. First,…
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In this episode of The Fintech Files, we are exploring the alternative data universe with Mark communications director of Exabel, and host of the alternative data podcast. LINKS https://www.linkedin.com/company/exabel/ https://www.linkedin.com/in/mark-fleming-williams-454a9a/ https://www.exabel.com/George Aliferis
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I'm speaking to Nicolas Rabener, the founder of FactorResearch. We are exploring the world of quantitative investing and factors. Nicolas Rabener is the managing director of FactorResearch, which provides quantitative solutions for factor investing. FactorResearch publishes a free newsletter that is the reference for factor investing and quantitati…
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In this episode of The Fintech Files, I’m delighted to speak to Bryan McCarty director of marketing at Moov. We are investigating what it’s like to be at the core of fintech and to head the marketing there. Moov makes it easy for developers, platforms, and marketplaces to accept, manage, and distribute money. In December 2020 Moov has raised $27 mi…
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