Welcome to The Curious Investor

We sit down with some of the best minds in finance to break down important ideas in investing, challenge conventional thinking, and have a bit of fun. The Curious Investor brings you the ideas that matter, the intuition behind the results, and the understanding to apply them.

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Introduction to The Curious Investor

The Curious Investor tackles complex financial topics and explains how investing should be grounded in a healthy dose of skepticism and economic intuition.

Fundamental…or Quant?

Our guests debunk some common misconceptions about two approaches to investing: quantitative and fundamental. And they explain how their differences might actually make them complimentary.

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ESG: The Good, the Bad, and the Fuzzy

Is “doing good” good, bad or neutral for an investor’s portfolio? Three experts explain how they approach ESG investing, or the consideration of environmental, social, and governance issues.

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Taking Stock of Stock Myths

There is risk in every investment. This episode delves into three specific kinds of equity risks that tend to weigh on investors: home bias, market timing and inflation.

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Interest Rate Limbo

We investigate why investors might want bonds in their portfolios, even in a low-yield environment.

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Rise of the Machines

Quantitative, or data-driven, investing has become increasingly ubiquitous—and many of its technologies have become a necessary part of the investment process. In this episode, we explore the past, present and future of quant.

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Superstar Investors

Warren Buffett. Bill Gross. George Soros. Peter Lynch. We take a deep dive into some of the most famous track records in finance, specifically to ask if the themes we’ve covered in this show can explain some of their success.

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Hot Hands and Cold Feet

Sports analogies often help us think about how we make investing decisions. Are there streaks in random data? Do past results affect future ones? How can you get a leg up?

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Active versus Passive

Vanguard founder Jack Bogle and AQR co-founder Cliff Asness have a lively conversation about one of the most epic battles in investing: Do you stick with the index or do you try to beat it?

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Face the Factors

Factors are the building blocks of investment returns. We explain what they are, how they work, and how you can use them in your portfolio.

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Silly Things Investors Do

An all-star lineup, including Nobel Prize winner Richard Thaler, joins The Curious Investor hosts to explain some of the most common biases that creep into our investment decisions.

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Meet Our Hosts

Dan Villalon

Managing Director
M.B.A. University of Chicago
B.A. Pomona College
CFA

Dan Villalon is a Managing Director and co-head of the North America Portfolio Solutions Group. In this role, he writes white papers and other research, and oversees the team responsible for client custom analyses — ranging from portfolio construction to tail risk to capturing alternative sources of returns. Dan earned a B.A. in physics from Pomona College and an M.B.A. with a concentration in analytical finance from the University of Chicago Booth’s School of Business.

Gabe Feghali

Vice President
M.B.A. Harvard University
B.S. Cornell University
CFA

Gabe Feghali is a Vice President in AQR’s Business Development team, collaborating with institutional investors throughout the Southern and Eastern U.S. Gabe is a founding member of AQR’s ESG group and previously worked in AQR’s Equity portfolio management team. He earned a B.S. in Operations Research and Industrial Engineering from Cornell University and an M.B.A. from Harvard Business School.

The information set forth in the recordings has been obtained or derived from sources believed by AQR Capital Management, LLC (“AQR”) to be reliable. However, AQR does not make any representation or warranty, express or implied, as to the information’s accuracy or completeness, nor does AQR recommend that the information serve as the basis of any investment decision. The recordings have been provided to you solely for information purposes and does not constitute a current or past recommendation or an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such. Past performance is not a guarantee of future performance.   These recordings are not research and should not be treated as research. These recordings do not represent valuation judgments with respect to any financial instrument, issuer, security or sector that may be described or referenced herein and does not represent a formal or official view of AQR.

 

The views expressed reflect the current views as of the date hereof and neither the speaker nor AQR undertakes to advise you of any changes in the views expressed herein. It should not be assumed that the speaker will make investment recommendations in the future that are consistent with the views expressed herein, or use any or all of the techniques or methods of analysis described herein in managing client accounts. AQR and its affiliates may have positions (long or short) or engage in securities transactions that are not consistent with the information and views expressed in these recordings.

 

There can be no assurance that an investment strategy will be successful. Historic market trends are not reliable indicators of actual future market behavior or future performance of any particular investment which may differ materially, and should not be relied upon as such. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision.

 

The information in these recordings may contain projections or other forwardlooking statements regarding future events, targets, forecasts or expectations regarding the strategies described herein, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different from that shown here. The information in these recordings, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Please note that changes in the rate of exchange of a currency may affect the value, price or income of an investment adversely.

 

No representation or warranty, express or implied, is made or given by or on behalf of AQR, the speaker or any other person as to the accuracy and completeness or fairness of the information contained in these recordings, and no responsibility or liability is accepted for any such information.

 

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