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Bridging the institutional knowledge gap. Home to the Investology podcast.

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Latest Issues

[Best Of Investology] Equity performance triples when it goes private? Featuring Neuberger Berman | The Skeptic's Guide to Investment Management

I’m resharing the most popular episodes of the podcast during the Summer break.

Welcome to the Skeptic’s Guide to Investment Management [SGIM]. In each episode, we examine one industry publication through a skeptical, logical, evidence-bas...

4 days ago
9

Solving the $5 Trillion Idle Corporate Cash Problem

There’s no shortage of news about institutions launching tokenized money market funds (MMF): Blackrock, JPMorgan, State Street, BNY, the list goes on.

We hear less about adoption. Assets have grown from near zero to $15B, which sounds impr...

25 days ago

The Backbone of Global Trade. A Deep Dive Into Shipping.

Shipping fascinates me. The industry usually quietly carries approximately 80% of all internationally traded good. Tankers reach 400m long and carry loads of $200m+ worth of oil. But the best part of it is the 4D multi-year chess game playe...

a month ago
1
3

There's Alpha in Simplification (Managed Futures ETF strategies)

This episode was about going deep into managed futures and hedge fund replications but it went far beyond that as we got into the inner motives and decision process of investors, with Andrew Beer from DBi.

We covered:

  • Replication vs....
2 months ago
2

Introducing The Skeptic's Guide To Investment Management

I’ve been posting them quietly, but the inaugural episodes had over 10,000 downloads, so they have resonated with the podcast audience. It shows that podcast discovery isn’t that broken.

This show is not a reference to The Hitchhiker’s Gui...

2 months ago
7

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Authors

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  • George Aliferis, CAIA

    10+ years in financial markets, 10+ years in content. I write & podcast about Investment Management & Fintech Enterprise Sales from the intersection: where narrative engineering meets investment infrastructure.

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