Market Narratives

In episode 88, Alex Proimos speaks with Nader Naeimi, head of dynamic markets and senior portfolio manager of the AMP Capital.

This episode explores the art and science of investing, degrees of belief and uncertainty, the role of sentiment and technical analysis in active management. We discuss what makes and drives a market and understanding the paradox in which investors view markets as highly inefficient, but active management doesn't add value. We delve into the impact of crowding, the madness of the crowd, dumb beta, model bias, self-fulfilling prophecy of market participants, and the importance of smart execution. The episode concludes with a discussion on the green revolution and self-interest, green-washing, the junk in ESG ETFs, the related supercycle in commodities and the anti-ESG friendly Bitcoin.

Show Notes

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

What is Market Narratives?

Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.

Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.