Deconstructing Alpha

Timely and impactful interviews with prominent investment managers. Frontier Asset Management has a long history of investing in active mutual funds . In this podcast, we seek to shine a light on the investment managers who run these mutual funds. We believe, these professionals need to stay on top of economic events, the political environment, and business trends worldwide. They also need to have in-depth knowledge of the businesses that drive our economy. In short, many of the investment managers I have come across in my career are some of the most brilliant people I have ever met. Frontier has in-depth access to these managers and their insights. Through this podcast, I share this access with you. This podcast is a sign of respect for the skill and intellect exercised by these managers.

Deconstructing Alpha is a business podcast hosted by Geremy van Arkel, CFA®, with 29 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Geremy van Arkel, CFA® hosts Deconstructing Alpha, a business show with 29 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #29

  EP 29: Opportunities in the Emerging Markets – Sam Polyak, Fidelity Advisor Focused Emerging Markets

  Dec 6, 202446 minS1

  <p>I have waited a long time for the right guest, at the right time, to dive into emerging markets.  Sam Polyak is an international stock and emerging markets portfolio manager with Fidelity Investments.  This interview is specifically about emerging markets stock investing and the Fidelity Advisor Focused Emerging Markets fund.  Sam comes to the interview with decades of international and emerging markets stock experience, and the knowledge that comes from managing portfolios at one of the most respected investment firms that we know of. </p><p>This interview is not to be missed.  We cover why active management in the e...

  ListenShow Notes
• 

  Episode #28

  EP 28: AI with Brad Neuman, CFA - Alger

  Aug 5, 202448 minS1

  <p>I think this Podcast is going to blow you away.  I was left speechless. </p><p>The implications of AI are truly outstanding.  And we don’t know of any investment firm that is more of the forefront of this revolution than Alger. </p><p>You are in for a treat, so tune in for a fascinating ride.</p>

  ListenShow Notes
• 

  Deconstructing Alpha

  Ep 27 Rich Pzena - Opportunities in value investing

  May 2, 202451 minS0

  <p>I have been waiting a long time to host a quality podcast about value investing.  As most of you know, the investment world has been dominated by growth and technology themes over the last 2 years.  But how does that leave the rest of the investable universe?  Value stocks, small stocks, international stocks, and especially emerging markets stocks have been left behind by a very narrow thematic flow of capital to just seven stocks.  Are value stocks and value themes now a bargain here?  Is international investing still relevant?  And where can investors look for future outsized returns? These are just a...

  ListenShow Notes
• 

  Episode #26

  EP 26: Roadmap for 2024 with Rob Almeida - MFS Investments

  Feb 1, 202453 minS1

  <p>Welcome to 2024!  Feeling optimistic?  The economy seems to be dieseling along, asset prices are high, and the Fed is likely to cut rates.  What’s not to like?</p><p>We kick off the year with a roadmap tour the opportunities and risks ahead for 2024 with Rob Almeida, Global Strategist for MFS Investments.</p><p>Tune in and buckle up, let’s go for a ride.</p>

  ListenShow Notes
• 

  Deconstructing Alpha

  EP 25: Bryan Krug, CFA – Artisan Partners. Where is the credit risk?

  Oct 30, 202338 minS0

  <p>Did you know that there are three types of non-investment grade (credit) bonds in the marketplace today?  When investors think about credit bonds, they are usually referring to just high-yield bonds.  Post the Great Financial Crisis (GFC) though, the non-investment grade bond market has changed and is no longer dominated by just high-yield bonds.  Investors today also have the opportunity to invest in floating rate notes/leveraged loans, as well as private credit.   </p><p>With credit bonds currently yielding upwards of 8% or more yield, many investors are wondering where is the risk?  Is the risk in high yield bonds...

  ListenShow Notes

Recent guests on Deconstructing Alpha. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.