Investology: Investment Management Intelligence

Conversations with technologists, founders, academics, and strategists reshaping how capital is deployed, managed, and optimized.No macro. No trading ideas. Investment management, period.Hosted by George Aliferis, reformed investment banker and founder of Orama: http://orama.tv — thought leadership for those selling to financial institutions. investorama.substack.com

Investology: Investment Management Intelligence is a business podcast hosted by Investment Management Intelligence, with 131 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.

Investment Management Intelligence hosts Investology: Investment Management Intelligence, a business show with 131 episodes published.

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  Investology: Investment Management Intelligence

  Your Macro newsfeed is ruining your Macro analysis [SGIM #5]

  Jun 1, 20265 minS0

  <p> Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help expert guests.</p><p>This one is a macro special featuring Dylan Smith from ArcMacro.</p><p>If you feel there’s “a lot of macro” happening these days. And that the next declaration might “change the macro landscape”. Then the chat is the perfect antidote to help you think straight and remind you that we tend to overstate the impact of political decision.  </p><p>Key takeaway: The macro-driven cyclical and structural processes drive...

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  Investology: Investment Management Intelligence

  A macro framework for hybrid portfolios

  May 22, 202641 minS0

  <p>It’s great to be back on the podcasting seat! Watch it on YouTube or listen on every podcast app.</p><p> This podcast is about gathering investment management intelligence. It’s not an investment podcast where we discuss macro itself. Yet macro matters. This was a rare opportunity to understand how it works for sophisticated hybrid investors, and what goes on behind the scenes by talking to Dylan Smith from ArcMacro (Tangents on Substack).</p><p>A few selected quotes from our conversation</p><p>Macro for private market investors</p><p>If you have in mind private market...

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  Investology: Investment Management Intelligence

  Picking above-average managers delivers superior returns. Thank you Mercer! [The Skeptic's Guide to Investment Managament #4]

  Apr 7, 20269 minS0

  <p>Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn, ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView.</p><p>We discuss a 2025 Mercer report claiming that adding a 20% allocation to private investments (venture capital, private equity, real estate, etc.) could boost target-date fund expected returns by 1% (7.1% vs. 6.1%). The catch: Mercer assumes public markets earn plain market returns, while private assets magically get “above-average manager” performance forever—because everyone’s an above-average driver. Tim also highlights...

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  Investology: Investment Management Intelligence

  Equity performance triples when it goes private? Featuring Neuberger Berman [The Skeptic's Guide to Investment Management #3]

  Mar 24, 20269 minS0

  <p>Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn, ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView .</p><p>We discuss a Neuberger Berman 2025 report pitching alternative (private) investments in 401(k) plans. The “illustrative” report assumes private equity chosen by Neuberger Berman earns 15.30% per year after fees for 40 years, while US large caps return just 5.77% after fees—making a 10% private equity allocation look like an easy way to retire richer. The private equity boost relies o...

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  Investology: Investment Management Intelligence

  Georgetown University's Unacademic Assumptions [The Skeptic's Guide to Investment Management #2]

  Mar 10, 20268 minS0

  <p>Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn, ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView.</p><p>The episode examines a report by the Georgetown University Center for Retirement Initiatives, produced with Willis Towers Watson, that you can find here:</p><p>https://cri.georgetown.edu/research/</p><p>Tim found a headline claim that investors could retire with 17% more, driven by 40 years of compounding, based on the assumption of access to ab...

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