About This Show
Fireside Markets is a series of thoughtful conversations on the markets and investing with a long-term focus and a diverse group of guests. Conversations surround the investment marketplace, financial products, investment strategies, trends in finance, retirement plans and the intersection of Wall Street and Main Street. Host James Osborne is President and founder of Bason Asset Management, a flat-fee-only Registered Investment Advisor. Guests include portfolio managers, financial advisors, investment analysts, authors, bloggers, pundits and more.
Most Recent Episode
Fireside Markets Episode 13: Active, Passive and Alpha with Jason Voss
Nov 20 15
In this episode of Fireside Markets, Jason Voss, content director at the CFA institute, joins me to discuss his recent series on the merits of active vs. passive portfolio management. Voss, CFA charterholder and former portfolio manager of the Davis Appreciation and Income fund had recently written a series titled "Alpha Wounds" in which he dissects several aspects of the typical arguments and contributes his own analysis as well. We discuss his writings and many adjacent topics in detail.
Items we discussed include:
Jason on Twitter @TheIntuitInvest
Jason's series at the CFA Institute on "Alpha Wounds"
Jason's book The Intuitive Investor
My piece on Risk and Volatility
Joachim Klement on asset managers surviving periods of underperformance
The 2008 SPIVA bear market scorecard[PDF]
Jason's 1998 piece on active manager performance during bear markets
(C. Thomas Howard's piece that Jason referenced is not yet publicly available, sorry!)