

Investing Fundamentals and What Is Attractive Now
Apr 3, 2024
Financial advisor Josh Jalinski discusses constructing portfolios, factor investing, and managing retirement assets. They explore asset classes like dividend investing and leveraged loans, and strategies for maximizing wealth. Topics include growth versus value investing, equity REITs, China, and managing regret.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Asset Management, Benchmarking, and Transitioning Careers
03:15 • 3min
Evolution of Investment Strategies and Benefits of Unified Business Management Solutions
06:14 • 3min
Navigating Factor Exposure and Portfolio Development
08:47 • 7min
Evolution of Information Retrieval and Rise of AI-based Tools in Finance and Technology
15:39 • 7min
Diversified Investment Strategies and Retirement Planning Insights
22:37 • 24min
Exploring the Appeal and Benefits of Equity REITs for Investors
46:57 • 2min
Guiding Principles for Investment Success
49:05 • 3min