TDI Podcast: Robbie’s Matrix (#864)

The Disciplined Investor

Nội dung được cung cấp bởi Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, Andrew Horowitz, Guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, and TDI. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, Andrew Horowitz, Guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, and TDI hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

17d ago 52:10

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What commodities look attractive here and why?

Inflation CPI reports – just not looking good

Major banks kick off earnings season..

Guest: Robbie Miles, CFA – Allianz Global

Robbie Miles, CFA, ACA – Portfolio Manager (Director) in the Global Thematic Equity team, London

Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.

Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder.

Check this out and find out more at: http://www.interactivebrokers.com/

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Stocks mentioned in this episode: (OIL), (DBC), (AAPL), (C), (JPM)

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