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Deep Dive: Behavioral Finance: The New Frontier Or The Last Advantage in Investing

Jeff and Bogumil Baranowski dive deep into the concepts behind behavioral finance and economics in search of the new frontier or maybe the last edge in the investment world on Talking Billions. Talking Billions is a podcast hosted by Bogumil Baranowski. Bogumil Baranowski is an author, TEDx speaker, investor, and founding partner of Sicart Associates. A boutique investment firm founded in NYC.

Deep Dive: Behavioral Finance: The New Frontier Or The Last Advantage in Investing2023-04-11T17:07:30+01:00

The Fed is dealing with a ‘true dilemma,’ investment management firm says

Jeff Henriksen, CEO and founder of Thorpe Abbotts Capital, discusses the upcoming U.S. Federal Reserve meeting and its outlook for monetary policy https://youtu.be/5L116pgWcsU

The Fed is dealing with a ‘true dilemma,’ investment management firm says2023-04-11T17:07:22+01:00

Jeff Henriksen on Learning by Teaching and on Gaining the Behavioral Edge in Investing

In this short interview, Jeff talks about his experience of attending the executive MBA programme in Oxford, leading to him staying to teach a valuation course to graduates with Guy Spier. Other topics include gaining a behavioral edge in investing, and the advantages of a price to book strategy. Guy Spier manages the Aquamarine Fund, an investment firm with $350 million in assets and around 150 [...]

Jeff Henriksen on Learning by Teaching and on Gaining the Behavioral Edge in Investing2023-04-11T19:44:11+01:00

Understanding Behavioral Economics: How to Beat the Market

Jeff Henriksen talks about understanding behavioral economics on The Capital Club. The Capital Club is a podcast by Excelsior Capital and hosted by Principal and Founder, Brian C. Adams, who spearheads the investor relations and capital markets arms of the firm

Understanding Behavioral Economics: How to Beat the Market2023-04-11T17:07:33+01:00

Disney’s better-than-expected earnings ‘not all puppy dogs and ice cream’

Jeff Henriksen, founder and CEO of Thorpe Abbotts Capital, reacts to Disney's better-than-expected earnings https://youtu.be/jl8BgMn2IRA

Disney’s better-than-expected earnings ‘not all puppy dogs and ice cream’2022-08-17T20:11:47+01:00

Buy stocks like Whirlpool — not NFTs

Investors should be looking to pick up stocks like Whirlpool and avoid assets like CryptoPunks NFTs, according to Jeff Henriksen, CEO and founder of Thorpe Abbotts Capital. Workers assemble washing machines at the Whirlpool Corp. manufacturing facility in Clyde, Ohio, U.S.Luke Sharrett | Bloomberg | Getty Images Speaking to CNBC’s “Squawk Box Europe” on Monday, the Virginia-based hedge fund manager said despite the dominant market narratives [...]

Buy stocks like Whirlpool — not NFTs2022-08-17T20:19:23+01:00

The Great Value Rotation:

A Revival In The Performance Of Value Stocks Masks An Evolution In The Storied Investment Strategy The long-awaited rotation from growth to value has arrived. At least this is what many value investors believe. With this (potential) rotation comes a renewed debate about the future of value investing that will shape the philosophy’s evolution for years to come. Many stock market pundits and value investing advocates [...]

The Great Value Rotation:2022-08-17T20:23:33+01:00
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