Nir Kaissar's guest appearances

Nir Kaissar

Behind the Markets Podcast

Excess Returns 

Lu Zhang

Jack Vogel

Corey Hoffstein

Michael Batnick

Randy Watts

Wes Gray

Perth Tolle

Kai Wu

Phil Huber

Adam Butler

Meb Faber

Ethan Kurzweil

Tom Haines

David Rosenberg

Jamie Metzl

OwlTail

Investing in today's world requires an ability to understand multiple disciplines. In addition to understanding markets and having the ability to put current events in a long-term context, it also requires an understanding of economics. And with governments playing an increasing role in markets, it requires an ability to understand public policy and interpret its impact. Nir Kaissar is unique in his ability to offer insights into each of these areas. He is the founder of Unison Advisors and a regular columnist for Bloomberg.  In this interview, we discuss each of these areas, and the unprecedented times all of us are currently living through.  We discuss: - The COVID-19 crisis and the government response to it and what they mean for investors - Why the struggles of value investing in the past decade aren't enough to tell you it is dead - Whether bonds still make sense for investors with yields near all time lows - The role of market valuation in analyzing future returns - Whether passive investing is distorting the market  We hope you enjoy the discussion  NIR'S BLOOMBERG ARTICLES https://www.bloomberg.com/authors/ASlX9_7a5l8/nir-kaissar FOLLOW NIR ON TWITTER https://twitter.com/nirkaissar ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

Investing in today's world requires an ability to understand multiple disciplines. In addition to understanding markets and having the ability to put current events in a long-term context, it also requires an understanding of economics. And with governments playing an increasing role in markets, it requires an ability to understand public policy and interpret its impact. Nir Kaissar is unique in his ability to offer insights into each of these areas. He is the founder of Unison Advisors and a regular columnist for Bloomberg.  In this interview, we discuss each of these areas, and the unprecedented times all of us are currently living through.  We discuss: - The COVID-19 crisis and the government response to it and what they mean for investors - Why the struggles of value investing in the past decade aren't enough to tell you it is dead - Whether bonds still make sense for investors with yields near all time lows - The role of market valuation in analyzing future returns - Whether passive investing is distorting the market  We hope you enjoy the discussion  NIR'S BLOOMBERG ARTICLES <a href="https://www.bloomberg.com/authors/ASlX9_7a5l8/nir-kaissar" rel="nofollow" target="_blank">https://www.bloomberg.com/authors/ASlX9_7a5l8/nir-kaissar</a> FOLLOW NIR ON TWITTER <a href="https://twitter.com/nirkaissar" rel="nofollow" target="_blank">https://twitter.com/nirkaissar</a> ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES <a href="https://www.validea.com/excess-returns-podcast" rel="nofollow" target="_blank">https://www.validea.com/excess-returns-podcast</a> FIND OUT MORE ABOUT VALIDEA <a href="https://www.validea.com/" rel="nofollow" target="_blank">https://www.validea.com</a> FOLLOW OUR BLOG <a href="https://blog.validea.com/" rel="nofollow" target="_blank">https://blog.validea.com</a> FIND OUT MORE ABOUT VALIDEA CAPITAL <a href="https://www.valideacapital.com/" rel="nofollow" target="_blank">https://www.valideacapital.com</a> FOLLOW JACK Twitter: <a href="https://twitter.com/practicalquant" rel="nofollow" target="_blank">https://twitter.com/practicalquant</a> LinkedIn: <a href="https://www.linkedin.com/in/jack-forehand-8015094" rel="nofollow" target="_blank">https://www.linkedin.com/in/jack-forehand-8015094</a> FOLLOW JUSTIN Twitter: <a href="https://twitter.com/jjcarbonneau" rel="nofollow" target="_blank">https://twitter.com/jjcarbonneau</a> LinkedIn: <a href="https://www.linkedin.com/in/jcarbonneau" rel="nofollow" target="_blank">https://www.linkedin.com/in/jcarbonneau</a>

Interview: A Multi-Disciplinary Approach to Investing and Learning with Nir Kaissar

Show from 11/15/19Markets are green at the market and host Jeremy Siegel tells us why. He talks about the impact of earnings, trade deals, etc. Then Nir Kaissar of Unison Advisors gives his personal take on asset allocation and portfolio management. Hosts Jeremy Schwartz and Liqian Ren talk to Nir about global market returns in terms of China trade deals, WeWork, and tech, among other factors. Plus they get into dollar vs euro valuation. Guest:Nir Kaissar - Founder of Unison Advisors and writer for Bloomberg Opinion.Find out more about Unison Advisors: https://unisonadvisors.com/ Find out more about Nir's experience: https: //www.financial-planning.com/author/nir-kaissar Hosted on Acast. See acast.com/privacy for more information.

Show from 11/15/19Markets are green at the market and host Jeremy Siegel tells us why. He talks about the impact of earnings, trade deals, etc. Then Nir Kaissar of Unison Advisors gives his personal take on asset allocation and portfolio management. Hosts Jeremy Schwartz and Liqian Ren talk to Nir about global market returns in terms of China trade deals, WeWork, and tech, among other factors. Plus they get into dollar vs euro valuation. Guest:Nir Kaissar - Founder of Unison Advisors and writer for Bloomberg Opinion.Find out more about Unison Advisors: <a href="https://unisonadvisors.com/" rel="nofollow" target="_blank">https://unisonadvisors.com/</a> Find out more about Nir's experience: https: //<a href="http://www.financial-planning.com/author/nir-kaissar" rel="nofollow" target="_blank">www.financial-planning.com/author/nir-kaissar</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Behind the Markets Podcast: Nir Kaissar

Ben Carlson

Guests: Ben Carlson - Director of Institutional Asset Management at Ritholtz Wealth Management who writes a blog called “A Wealth of Common Sense” Nir Kaissar - Founder and Portfolio Manager for Unison Advisors. Nir is also a columnist for Bloomberg Gadfly Hosted on Acast. See acast.com/privacy for more information.

Guests: Ben Carlson - Director of Institutional Asset Management at Ritholtz Wealth Management who writes a blog called “A Wealth of Common Sense” Nir Kaissar - Founder and Portfolio Manager for Unison Advisors. Nir is also a columnist for Bloomberg Gadfly Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Behind The Markets Podcast: Nir Kaissar & Ben Carlson