My Worst Investment Ever-logo

My Worst Investment Ever

Business & Economics Podcasts >

The mission of My Worst Investment Ever Podcast is to share stories of loss to keep you winning. In our community, we know that to win in investing you must take risk, but to win big, you’ve got to reduce it.  Andrew Stotz, PhD, CFA is the CEO of A. Stotz Investment Research, a company that provides institutional and high net worth investors with ready-to-invest stock portfolios that aim to beat the benchmark through superior stock selection. To find more stories like this, previous episodes, and resources to help you reduce your risk visit myworstinvestmentever.com.

The mission of My Worst Investment Ever Podcast is to share stories of loss to keep you winning. In our community, we know that to win in investing you must take risk, but to win big, you’ve got to reduce it.  Andrew Stotz, PhD, CFA is the CEO of A. Stotz Investment Research, a company that provides institutional and high net worth investors with ready-to-invest stock portfolios that aim to beat the benchmark through superior stock selection. To find more stories like this, previous episodes, and resources to help you reduce your risk visit myworstinvestmentever.com.
More Information

Location:

United States

Description:

The mission of My Worst Investment Ever Podcast is to share stories of loss to keep you winning. In our community, we know that to win in investing you must take risk, but to win big, you’ve got to reduce it.  Andrew Stotz, PhD, CFA is the CEO of A. Stotz Investment Research, a company that provides institutional and high net worth investors with ready-to-invest stock portfolios that aim to beat the benchmark through superior stock selection. To find more stories like this, previous episodes, and resources to help you reduce your risk visit myworstinvestmentever.com.

Language:

English

Contact:

+66 818740397


Episodes

Value Traps: Bargain Hunters Beware! with Asif Khan

11/14/2018
More
Asif Khan is the Managing Partner at EDGE Research & Consulting Limited, an independent equity research provider based out of Bangladesh which caters to foreign institutional investors. Prior to starting EDGE in early 2018, Asif had worked in both buy and sell side roles for around 9 years. Around 4.5 years were spent with an Emerging Markets fund called Caravel Management LLC where he looked at South Asian equities. Later he made a career switch to sell side where among other roles he...

Duration:00:16:43

Beware of Stock Tips. Do your Own Research with Alexander Burstein

11/13/2018
More
Alexander Burstein works in the pharmaceutical industry, first doing a sales career in Merck KGA and Angelini, then a marketing career. And the last 18 years, he is in business development for Sanova, a company of the McKesson Group. In his leisure time, he loves to do sports like jogging and hiking, and he is a passionate historian. In this episode, Alexander shares his worst investment ever story losing 90% value of his biotech stock investment. Relying on stock news and tips only and...

Duration:00:12:53

Overlooking Growth and Expansion with Shagun Jain

11/8/2018
More
Shagun Jain holds a Master's degree in Management Studies (MBA) from Jamnalal Bajaj Institute (JBIMS), Mumbai specializing in Finance. Heis also Chartered Accountant from the Institute of Chartered Accountants of India (ICAI). His professional career exposed him to sales, research and consulting resulting in a rare blend of expertise in the financial services space. He worked as a relationship manager with Standard Chartered Bank in Transaction banking, handling corporate clients across...

Duration:00:17:39

A Big House Can Lure Even a Behavioral Expert with Daniel Crosby

11/5/2018
More
Dr. Daniel Crosby, Ph.D., is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 5 languages. His latest work, The Behavioral Investor, is a comprehensive...

Duration:00:16:27

The Risk of Concentrated Bets with Brian Portnoy

11/1/2018
More
Brian Portnoy is the Director of Investment Education at Virtus Investment Partners, where he develops the firm’s content on behavioral finance and investment solutions. Mr. Portnoy has worked in the mutual fund and hedge fund industries for the past 18 years. Prior to joining Virtus in 2014, he held senior investment and strategy roles, including at Mesirow Financial and Morningstar. Brian is the author of The Geometry of Wealth: How to Shape a Life of Money and Meaning. Published in...

Duration:00:27:33

Stock Tips Can Work, Until They Don't with Frank Moffatt

10/29/2018
More
Frank Moffatt is an International Best Selling Author, Motivational Speaker, Lifestyle Coach, Music Producer, Movie Producer, TV Producer, and founder of Your Second Fifty. Today Frank is focused on his position as CEO of Your Second Fifty (YSF)- home of inspirational education to improve and enhance one’s life throughout their second fifty. In addition, Frank looks forward to serving those seeking to find their purpose through one of his latest ventures, Play at Creation (PaC). He is also...

Duration:00:14:54

Even Deep Investing Experience Cannot Overcome Government Policies with Attila Koksal

10/25/2018
More
Attila Koksal is a Board member of Unlu Securities, Turkey’s leading investment house. He began his career in 1985 at the Center for International Financial Research, Inc., in Princeton. Between 1988 and 2001, he held senior positions in Turkey’s leading financial institutions and associations until he became a partner at Dundas Unlu. He currently serves as a board member of Unlu & Co., Turkey’s leading investment house and holds board positions in a number of Turkish and international...

Duration:00:27:46

Don't Be Blind to the Idea That You Haven't Got the Full Picture with Karl-Mikael Syding

10/22/2018
More
Karl-Mikael Syding was a hedge fund manager for 15 years. In 2010, Futuris, his 1.3 Billion dollars global long and short equity hedge fund received Hedge Fund Review's award as "The European Hedge Fund of The Decade". As one of three partners at Futuris, his responsibilities included investments in financials, software & IT services, plus professional support services and leisure. Before joining Futuris, he was the head IT analyst at Sweden’s largest bank, covering mainly Nordic Software...

Invest Time in Yourself to Get the Life You Want with Yoshimasa Satoh

10/15/2018
More
Yoshimasa Satoh, CFA, is APAC’s Product Strategist and Solutions Specialist. He is also the Vice President at eVestment, which is a NASDAQ company. He has been in charge of portfolio management, multi-asset investment strategy and asset allocation model development throughout his career. Previously, he served as a portfolio manager of quantitative investment strategies at Goldman Sachs Asset Management and other companies. He started his career at Nomura Research Institute, where he led...

Duration:00:13:54

The Cost of Friendship: How your Friends Impact Your Investment Decision with Stuart Leckie

10/8/2018
More
Stuart Leckie is based in Hong Kong and advises on investments and pensions in Hong Kong and Mainland China. He is the author of books titled "Pension Funds in China" and "Investment Funds in China". He was Founding Chairman of the Hong Kong Retirement Schemes Association, acts as an advisor or trustee to a number of funds and was the Chairman of the CFA Institute Advisory Council on Standards and Financial Market Integrity. Stuart. Leckie worked in life insurance in the UK before moving...

Duration:00:11:35

How Complacency Weakens Risk Awareness with Alan Lim Seong Chun

10/2/2018
More
Alan Lim Seong Chun is currently a Senior Research Analyst at the research division of MIDF Amanah Investment Bank Berhad. He has close to 10 years’ experience as a sell-side analyst and has covered sectors which include plantation, property, REITs, and telecommunication. He is a Chartered Financial Analyst (CFA) with a first degree in Computer Science from University of Technology, Malaysia. Alan consistently achieved high Bloomberg ranking for stocks under his coverage. As of 21 August...

Duration:00:15:59

Investing on a Hunch: Why an Exit Strategy is Important with Michael Markels

9/25/2018
More
A few of the firsts in Michael Markels’ career include the origination of the World Bank’s inaugural Sharia-compliant MYR bond and swaps back to $US libor; the first securitization of bank loans in eastern Europe, which reduced mismatches on the balance sheet of Slovenia’s largest bank; and the execution of the inaugural “N” transactions, in which the Resolution Trust Corporation sold management rights, bond debt and equity in large pools on non-performing mortgages. Michael Markels is an...

Duration:00:17:32

Risks in Value Investing: When to Cut Loss on a Declining Stock with Colin McLean

9/18/2018
More
Colin McLean is the Founder and CEO of SVM Asset Management, an independent Edinburgh-based fund management group specializing in UK, European & Global equities. Colin is a regular member of CFA Institute and was elected to the Board of Governors in 2012. He is a Fellow of CFA UK, a Chartered Fellow of CISI and a Fellow of the Institute & Faculty of Actuaries. Colin is also an Honorary Professor at Heriot-Watt University, lecturing in behavioral finance, and guest lecturer at a number of...

Duration:00:15:42

Relationship of Convenience: A Bad Relational Investment with Mike Matoney

9/11/2018
More
Mike Matoney has been the CEO of New Directions for the past 7 years, and also the CEO of Crossroads & Beacon Health for the past 23 years in Cleveland, Ohio. Mike did his undergraduate and graduate MBA studies at Cleveland State University, focusing on Marketing and Quality Improvement as his primary field of study. He began his career as a supervisor at Huron Road Hospital in 1985 and eventually worked his way up through the industry to his current positions. This episode tells a type of...

Duration:00:11:50

Eurozone Bailout Fund: Considering Risk over Return with Lasse-Peter Pestel

9/6/2018
More
Lasse-Peter Pestel is an Investment Strategist at Deka Investment in Frankfurt Am Main. He self-describes as having grown up between two cultures - Germany and Finland. He later added to this cultural mix by through extensive investing experience in Asia, in particular, Thailand and Taiwan. Starting his career as an intern at Georg Reisse GmbH CoKgin 2004, Lasse-Peter worked for over a dozen different companies including DE-Consult in Taipei City and Fidelity Investments in Frankfurt,...

Duration:00:10:43

Why a Solid Investment Policy Framework Is Important with Paul Gambles

8/30/2018
More
Paul Gambles is the co-founder of the MBMG Group and the Chief Investment Officer of MBMG's Asset Management Division—which now oversees clients’ assets in excess of US $400 million. Paul is a member of the Advisory Board of IDEA Economics and a well-known expert commentator who appears regularly on national and international television. Paul has written a great number of academic research papers, articles, and opinion columns, while also finding the time to write over 2,000 editions of the...

Duration:00:22:43

Why Dot-Com Start-ups Failed (And What You Can Learn from Them) with David Ying

8/21/2018
More
David Ying is a Senior Consultant at the Systex Corporation in Taipei since 2012. David Ying holds a bachelor degree in Economics from National Taiwan University, along with an MBA degree, and an Executive MBA degree in Business Administration. In 1982, David started his career as a banking officer at Continental Illinois National Bank (CINB) located in Taipei City, where he was promoted to loan officer. He has more than 35 years of experience working for a dozen companies, including 5...

Duration:00:12:00

Government Venture Investing: The Importance of Understanding the Risks with Katsunari Yamaguchi

8/9/2018
More
Katsunari Yamaguchi, Ph.D., CFA, CMA, Chairman, Ibbotson Associates Japan, Inc. He joined The Long-Term Credit Bank of Japan (LTCB) in 1979. He worked as portfolio manager for LTCB’s asset management subsidiaries, LTCB-MAS in U.S. and LTCB Investment Management, from 1986 to 1999. He founded Ibbotson Associates Japan, Inc. in 2000, and served over 15 years as president since then. He has been its chairman since 2016. He also served as visiting professor in finance at Graduate School in...

Duration:00:14:16

Don't Let FOMO Take Over Your Portfolio with Emil Voehlert

7/25/2018
More
Emil Voehlert is the commercial manager at aCommerce – a company based in Bangkok that provides e-commerce Solutions throughout Southeast Asia. Emil started his career as Web Technician and later Client coordinator for customers from Thailand at Mobillos.dk in Denmark. Later he moved to Thailand and developed his career there, working as a business development manager position at Tropical Focus and commercial effectiveness manager at Novo Nordisk. Emil has a growth mindset and strives for...

Duration:00:15:21

Research Before Investing to Reduce Investment Portfolio Risk with Ashraf Bava

7/25/2018
More
Ashraf Bava is currently the Chief Executive at Nael Capital (Pvt.) Limited and a Director at the Institute of Capital Market in Pakistan. Also, he is the current President of the CFA Society in Pakistan, and a Securities and Exchange Commission of Pakistan (SECP) nominated director. Ashraf Bava holds both MBA and CFA degrees and started his career as Chief Security Officer (CSO) at Mobilink in 1995. He joined Elixir Securities in Equity Sales, was promoted to the position of Head of Sales...

Duration:00:17:28