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Deconstructing Alpha

Hosted by Geremy van Arkel, CFA® · business · EN-US · 29 episodes

Audience: 3

About this Podcast:

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.

Pitch Analysis

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Contact path

Public web form

Booking probability

19%

Guest openness

Selective

80/100
Required Score

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Questions about Deconstructing Alpha

What is Deconstructing Alpha about?

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.

Who hosts Deconstructing Alpha?

Deconstructing Alpha is hosted by Geremy van Arkel, CFA®. The show has published 29 episodes to date.

What has Deconstructing Alpha covered recently?

Recent episodes include "EP 29: Opportunities in the Emerging Markets, Sam Polyak, Fidelity Advisor Focused Emerging Markets" (6 December 2024, 46 minutes), "EP 28: AI with Brad Neuman, CFA - Alger" (5 August 2024, 48 minutes), and "Ep 27 Rich Pzena - Opportunities in value investing" (2 May 2024, 51 minutes).

How often does Deconstructing Alpha publish?

Deconstructing Alpha publishes roughly every few months, with episodes averaging 52 minutes across 29 episodes.

How hard is it to get booked on Deconstructing Alpha?

Booking probability for Deconstructing Alpha is 19%, and the host is rated Selective on guests. Deconstructing Alpha requires a Pod Score of 80 or higher. Deconstructing Alpha's contact route on record: public web form.

Who should pitch Deconstructing Alpha?

The strongest fits for Deconstructing Alpha are Investment Banking & Trading and Investing & Wealth Management. Deconstructing Alpha has a business audience.

About the host

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

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Recent episodes

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...

  • 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...

  • 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...

  • 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...

  • 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...

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  • Episode #24

    EP 24: Winners and Losers with Henrik Strabo of Rainier International Discovery

    Aug 28, 202342 minS1

    <p>Many of you may have never heard of the Rainier International Discovery Fund. However, Henrik Strabo, the founder and lead portfolio manager of this fund has been managing portfolios for over 30 years. Henrik is...

  • Episode #23

    EP 23: Carl Kaufman of Osterweis Funds – Why Income, Why Now

    Jul 27, 202354 minS1

    <p>For the twelve years following The Great Financial Crisis, money market yields had remained close to 0%, and bond yields were consequently repressed. However, today the entire bond spectrum appears to exhibit...

  • Episode #22

    EP 22: Resilient Investing with Adam Sues of Yacktman Funds

    Jun 20, 202359 minS1

    <p>In this episode we discuss managing resilient equity portfolios that can endure multiple market environments with Adam Sues of Yacktman Funds. For those of you who don’t know Yacktman, they have been a pillar of...

  • Episode #21

    EP 21: Inside First Eagle with Julien Albertini

    Feb 15, 202343 minS1

    <p>For institutional investors, First Eagle has long been one of the most revered investment firms in the nation. Their mutual funds have been a pillar of strength in Frontier portfolios, providing consistent...

  • Episode #20

    EP 20: Tony Crescenzi, PIMCO Funds – What is the path for inflation and the Fed in 2023?

    Jan 18, 202345 minS1

    <p>Welcome to 2023! Two big questions for the year; where will inflation likely end up, and what is the Fed’s plan? Let’s find out with Tony Crescenzi of PIMCO, after all PIMCO might know a thing or two about inflation...

  • Episode #19

    EP 19: What is the next phase of this market cycle?

    Dec 8, 202251 minS1

    <p>So here we are, 9 months into a market decline. What now? In this interview we discuss what is likely to happen to the economy and earnings, what is next for capital markets, and where is the opportunity. </p><p>Who...

  • Episode #18

    EP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy

    Nov 4, 202248 minS1

    <p>Triumph! What an honor it was to host the famed international investor Rezo Kanovich from the Artisan International Small Mid Growth Strategy. Frontier has been a long-term investor with Rezo and Artisan, and I was...

  • Episode #17

    EP 17: What are managed futures anyway? Yung-Shin Kung – Credit Suisse

    Jun 22, 202227 minS1

    <p>Stocks down, bonds down, managed futures up! What are managed futures, how do they work, and why are they performing so well in this “everything down” environment? To answer these questions, we go right to the source...

  • Episode #16

    EP 16: Have you ever wondered how much gold can fit into a swimming pool?

    Apr 26, 20221 hourS1

    <p>In this podcast, we interview Max Belmont, Associate Portfolio Manager for the First Eagle Gold fund. What does First Eagle know about gold? Well, they just might own more gold than any other private entity in the...

  • Episode #15

    EP. 15: This is not your grandfather’s growth vs. value debate.

    Mar 14, 20221h 29mS1

    <p>While this podcast does hover around the growth vs. value debate, we will hone in on the misunderstanding of innovation and how a simple financial reporting measure can cause trillions of investor dollars to be...

  • Episode #14

    EP 14: 2022 Kick Off – What the Heck is Going On Now, with Rob Almeida - Global Strategist, MFS Investments

    Feb 8, 20221h 8mS1

    <p>To kick things off for 2022, we welcome back to the show Rob Almeida – Global Investment Strategist and Portfolio Manager for MFS Investment Management. This time around, we recap the highlights and oddities of last...

  • Episode #13

    Ep 13: What is Advisors Alpha? - Brandon Jansma of Prudential Securities

    Jan 25, 202258 minS1

    <p>Can we deconstruct Advisors Alpha? This is a first. We interview an investment advisor – Brandon Jansma. </p><p>We figured that since most of our listeners are investment advisors, maybe we should interview...

  • Episode #12

    EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management

    Dec 30, 202144 minS1

    <p>This year, we reported on the current themes of why interest rates are so low, what is going on in China, and whether inflation is transitory or persistent. However, we have saved one of the biggest issues for last...

  • Episode #11

    EP11: Will Taxes Rise in the U.S.? - Libby Cantrill of PIMCO Investments

    Dec 15, 202156 minS1

    <p>What better way to end 2021 than to talk about some heavy hitters? Spending. Taxes. China. Russia. Mid-Term Elections – we discussed it all in this interview with Libby Cantrill, Head of US Policy at PIMCO...

  • Episode #10

    EP10: What is Going on in China with Andy Rothman of Matthews Asia

    Nov 5, 202154 minS1

    <p>Regulation is a four-letter word in American politics, but in China, is it business as usual? </p><p>This year, Xi Jinping – the leader of the Chinese Communist Party – passed down a laundry list of regulations that...

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