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Value Investing
Investor Psychology
Investment Process
Unrecognized Earnings Potential
Infrastructure Investments
Investing
Long-Term Investing
Long-Term Growth
Portfolio Management
Market Volatility
Cyclical Industries
Financial Metrics
Quality Management
Stock Market
Competitive Advantage
Investment Strategies
Consumer Tech
Spotify
Volatility
Cyclical Business

Conversations with some of the world's best asset managers. AUM explores what it takes to generate outstanding investment outcomes in modern financial markets.

A.U.M. is a FinChat Podcast. FinChat is a stock research platform that provides complete financial data on all companies globally.

PublishesWeeklyEpisodes11Foundeda year ago
Categories
Business NewsInvestingBusinessNews

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Latest Episodes

In this episode of AUM, we interview Alex Fitch, the Director of US Research at Harris | Oakmark.

Alex discusses the complexities of investing, the importance of balancing ego and clear thinking, and the intrinsic challenges of admitting mistakes. ... more

YouTube

In this episode of AUM, we interview Barry Schwartz, the Executive Vice President and Chief Investment Officer of Baskin Wealth Management.

Barry shares insights from his 2+ decades of experience in the investment industry, discussing the evolution... more

YouTube

In this episode of AUM, host Ryan Henderson sits down with Todd Ahlsten, Chief Investment Officer of Parnassus Investments. Todd shares his journey from a 22-year-old intern to leading a firm managing $46 billion in assets, reflecting on key experien... more

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In this podcast, we interview Shreekkanth Viswanathan, founder and portfolio manager of SVN Capital.

Shree shares his investment journey, from studying in India and moving to the US, to founding SVN Capital in 2018 after extensive experience in port... more

YouTube

Key Facts

Accepts Guests
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Recent Guests

Alex Fitch
Director of US Research at Harris Oakmark and Portfolio Manager of the Oakmark Select Fund
Harris Oakmark
Episode: Alex Fitch - Eliminating Ego and Finding Value
Barry Schwartz
Executive Vice President and Chief Investment Officer of Baskin Wealth Management
Baskin Wealth Management
Episode: Barry Schwartz - What It Takes to Manage Other People's Money
Shreekkanth Viswanathan
Founder and Portfolio Manager of SVN Capital
SVN Capital
Episode: Shreekkanth Viswanathan - A Concentrated, Quality Investor
Jeremy Deal
Founder and Portfolio Manager of JDP Capital Management
JDP Capital Management
Episode: Jeremy Deal - Searching For Unrecognized Earnings Potential
Jan VanEck
CEO of VanEck and pioneer in asset management and ETF industry
VanEck
Episode: Jan van Eck - Finding Secular Trends Early
John Rotonti
Portfolio manager of the industrial and infrastructure strategy at Islamorada Investment Management.
Islamorada Investment Management
Episode: John Rotonti - Building a Winning Research Process

Host

Ryan Henderson
Host of AUM.

Reviews

4.8 out of 5 stars from 32 ratings
  • Brilliant start!

    Brand new show and off to a good start for learning from professional money managers

    Apple Podcasts
    5
    Goatcast95
    Canada10 months ago
  • Great Convos

    Loving the new pod. The conversations go really deep into the asset manager’s process. Highly recommend!

    Apple Podcasts
    5
    NickInvests
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show is recognized for providing valuable learning opportunities for those interested in investment strategies.
Listeners appreciate the depth of conversations and insightful perspectives from expert asset managers.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#70
Italy/Business/Investing
Apple Podcasts
#218
Italy/Business

Talking Points

Recent interactions between the hosts and their guests.

Alex Fitch - Eliminating Ego and Finding Value
Q: What is the biggest investing mistake you've made over your career?
The biggest mistake was anchoring and doubling down on investments during a bear market.
Alex Fitch - Eliminating Ego and Finding Value
Q: What is one piece of advice you would give to anyone entering the investment industry today?
You have to love it and pick the right mentors and culture.
Todd Ahlsten - Durable Moats & Increasing Relevance
Q: What advice would you give to someone entering the investment industry today?
He advises incoming investors to focus on ethics, emotional intelligence, and the importance of managing stress and anxiety while building a strong decision-making process.
Todd Ahlsten - Durable Moats & Increasing Relevance
Q: What skills do you think you've best developed over your time?
Ahlsten emphasizes the importance of connecting analytical skills with a narrative understanding of a business's fundamentals and the company's cash flow.
Todd Ahlsten - Durable Moats & Increasing Relevance
Q: When did you first develop an interest for investing?
Todd Ahlsten describes how his interest in investing began at a young age when he became fascinated with games of chance and statistics, particularly due to his father's profession as a pilot and exposure to Carl Icahn's acquisition of Transworld Airlines.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About A.U.M.

What is A.U.M. about and what kind of topics does it cover?

Conversations with esteemed asset managers bring to light the strategies and philosophies that underpin successful investment outcomes in today's complex financial landscape. Episodes explore a wide array of topics, including value investing, investor psychology, the impact of market dynamics, and the critical role of management quality in navigating economic cycles. With a strong emphasis on long-term investing, the discussions often highlight unique insights into company analysis, industry trends, and personal experiences of the guests, making it a valuable resource for finance professionals and enthusiasts alike. Listeners can expect practical advice as well as in-depth analysis from seasoned experts, providing a deeper understanding of ... more

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Which podcasts are similar to A.U.M.?

These podcasts share a similar audience with A.U.M.:

1. The Business Brew
2. Chit Chat Stocks
3. Joys of Compounding
4. The Meb Faber Show - Better Investing
5. We Study Billionaires - The Investor’s Podcast Network

How many episodes of A.U.M. are there?

A.U.M. launched a year ago and published 11 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on A.U.M.?

Recent guests on A.U.M. include:

1. Alex Fitch
2. Barry Schwartz
3. Shreekkanth Viswanathan
4. Jeremy Deal
5. Jan VanEck
6. John Rotonti

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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