TDI Podcast: Robbie’s Matrix (#864)

The Disciplined Investor

内容由Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, Andrew Horowitz, Guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, and TDI提供。所有播客内容（包括剧集、图形和播客描述）均由 Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, Andrew Horowitz, Guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, and TDI 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

22d ago 52:10

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What commodities look attractive here and why?

Inflation CPI reports – just not looking good

Major banks kick off earnings season..

Guest: Robbie Miles, CFA – Allianz Global

Robbie Miles, CFA, ACA – Portfolio Manager (Director) in the Global Thematic Equity team, London

Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.

Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder.

Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

Stocks mentioned in this episode: (OIL), (DBC), (AAPL), (C), (JPM)

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