The legendary Martin Fridson joins me to review his classic Investment Illusions: A Savvy Wall Street Pro Explodes Popular Misconceptions about the Markets (Wiley, 1993). What has changed? What is the same? Want a good bead on the present and future of the markets? Get up to speed on the past.By Daniel Peris

It’s easy to say you don’t trust anyone or anything in the investment community. That would be a big mistake. Listen in and learn why.By Daniel Peris

Vassar College Professor Benjamin Ho joins me to discuss the role of trust in finance and economics. He is the author of the just published Why Trust Matters: An Economist’s Guide to the Ties That Bind Us. (Columbia University Press, 2021)By Daniel Peris

Financial historian Paul Schmelzing takes on many of the assumptions of 20th century financial economics–about risk-free rates, real rates, risk premia–and suggests that they fail the “out of sample” test. How has he done that? By meticulously creating an 800 year data set that indicates more than six centuries of declining returns. In the process,…

Consider the shibboleths of our trade, deeply embedded in our risk models, our IPSs, our return expectations: stocks are better than bonds over time, stocks are risk assets, bonds are risk-control assets, a resulting equity risk premium, with real growth from equities. What if it turns out that these are not exactly true? What if these conclusions …

How does an art historian, TV producer and art museum director end up teaching quantitative finance? I am joined by Will Goetzmann, the Beinecke Professor of Finance at Yale’s School of Management, to discuss the virtues of changing careers, being interdisciplinary, and following your curiosity. He is one of the most interesting people you are like…

Ever wonder about the economics of higher education? Are the people in the classroom, “students” or “customers”? Who is accountable to whom? Who is in charge? Chatham University President David Finegold joins me to view higher education through the lenses that we often use to examine businesses: value creation, accountability, and future trends. It…

Thinking about the dollar, crypto, fiat currency, MMT? Get some perspective on the purpose of currency, managing money supply, inflation, wage pressures and all the currently popular financial issues……from a review of how Soviet bureaucrats grappled with similar challenges in the 1950s. Yes, Soviet bureaucrats. Seem remote? Of course, on one obviou…

The brilliant Adriana Robertson, professor of law and finance at the University of Toronto, joins me to discuss what’s really going on behind the scenes at “passive” ETFs and index funds. You might be surprised to learn that they are nowhere near as passive as you think. Investing is about making decisions under conditions of uncertainty. Modern fi…

How is your investment account doing? Do you really know? This episode of Keep Calm & Carry On addresses how investment returns are measured, and not measured. Is the race to the swift and the battle to the strong? Well, it turns out, “it’s complicated.”By Daniel Peris

In this special episode, I admit to several heterodox views of dividend investing. The first concerns the market’s yield as a predictor of future returns. The second offers an unusual view of dividend cuts.By Daniel Peris

Where did all the dividends go? In this episode, I explain how dividend-free growth investing became the norm in the US stock market. For dividend-focused investors, how we got to this state of affairs should be of some interest. And they make take some comfort in the realization that cashless investment is to a great extent a historical, and I wou…

Treat your investments like holdings in actual businesses is a common invocation on this podcast. To that end, today I talk to an entrepreneur on the front lines of business ownership. My high school classmate, Jeff Brown, is the owner of 12 grocery stores in Philadelphia. How does he survive in a brutally competitive low-margin environment? How di…

In his new book Inside Money: Brown Brothers Harriman and the American Way of Power, the prolific Zachary Karabell uses the history of Brown Brothers Harriman to follow the arc of American political economy, from the muscular capitalism of the early generations of the Brown family in the 19th century, to their maturation as genteel private bankers …

Listen to this episode of App Growth Talks with Tom Nguyen, Digital Marketing Enthusiast & Tucmedia Founder. In this interview, Tom shares a lot of personal experience, thoughts and tips in terms of his professional journey in mobile marketing, entrepreneurship, work with prominent mobile game titles, ASO, mobile ads and various user acquisition ch…

After four decades of declining interest rates, and widespread meddling in the risk-signaling mechanism of the US 10-Year Treasury Note, stock investors are justifiably confused by the prospect of rising rates. What’s it mean, particularly for income-oriented stock investors? In this episode, I try to clear the air and simplify the confusing narrat…

With journalists being pulled off planes in Minsk and tensions between Russia and the US at a multi-decade high, Dina Fainberg‘s new book, Cold War Correspondents, just out from Johns Hopkins University Press, could not be more timely. She joins me on the show to discuss the long arc of super-power media relations through the decades.…

Interest rates have been falling for 40 years. Few people now in the profession were active the last time rates were rising significantly. Bond guru Marty Fridson is one of those few. If we are at the end of a supercycle in interest rates, recalling investment practices and strategies from that “before” time should be of great use to investors.…

This is an episode of App Growth Talks, interviews with experts on mobile marketing and growth. This episode’s special guest is Jevgen Tarasenko, Head of ASO at Tilting Point. Jevgen is an expert on mobile gaming, app store optimisation and growth. From this interview, you will learn everything about promising genres in mobile gaming, how to scale …

This episode’s special guest is Mariusz Gąsiewski, CEE Mobile Gaming Lead at Google. Mariusz is also a founder of GameCamp, one of the biggest mobile app & game communities in Europe. We'll cover a lot of interesting topics: - How the mobile gaming industry changed under the influence of the pandemic - What are the most important KPIs for mobile ga…

It's the second season of App Growth Talks and we begin it with Peter Fodor - a prominent expert on mobile marketing, user acquisition, strategy and growth. Peter is a founder & CEO at AppAgent – Strategic & Creative Mobile Marketing Agency based in Prague. We'll be talking about mobile app marketing in 2021: ➡️ How to optimize app store creatives …

Before you sit down with your retirement planner, or begin doing your own planning, you should ask yourself several critical questions: about how you define risk and return, how much of the decision making you want to do yourself versus having third parties do it on your behalf, among other choices that have to be made. I go through this exercise w…

Douglas Skinner (along with his collaborators, Linda & Harry DeAngelo) is the author of an important framework for understanding why companies pay dividends and investors would seek them out. That stands in stark contrast to the dominant narrative on Wall Street and some of Main Street that is, to a substantial degree, dismissive of the distributio…

By Daniel Peris

In our 7th episode of App Growth Talks we are talking with Daniel Peris Molina - Entrepreneur, Growth Engineer, CEO and co-founder of TheTool and PickASO. Tune in to hear about the latest app growth and ASO tips & tricks from this app marketing guru: ➡️ ASO hacks that are efficient today and that don't work anymore ➡️ How to increase the app visibi…

David Solomon (along with his co-author Samuel Hartzmark) write on the challenges of dividend investing from an academic perspective. While we may have to agree to disagree on certain points, all dividend-oriented investors, advisors, and consultants should be aware of the issues that arise from being a dividend investor in very stock-price oriente…

In our 6th episode of App Growth Talks we are talking with Thomas Kriebernegg, keynote speaker, app enthusiast, CEO and co-founder of App Radar. Tune in to get plenty of invaluable advice and interesting tips on mobile marketing & app growth: ➡️ some time management tips from a successful mobile industry entrepreneur ➡️ key app store trends for 202…

In our 5th episode of App Growth Talks we are talking with Steve P. Young - Founder and CEO at App Masters - who is a prominent expert on app store optimization, Apple Search Ads and mobile marketing. Tune in to hear all about app marketing, mobile games promo, Apple Search Ads: ➡️ how to start with mobile marketing in 2020 ➡️ how mobile game promo…

Here’s our 4th episode of App Growth Talks featuring Andrea Raggi - user acquisition and performance marketing expert from Phiture, Mobile Growth Consultancy. Tune in to get eye-opening insights on Apple Search Ads: ➡️ advice on how to start with Apple Search Ads ➡️ best practices and tips on how to scale with Apple Search Ads ➡️ what KPIs you can …

Nearly 40 years with Kiplinger’s has given Jeff Kosnett unique insights into the market and investor behavior. Hear his thoughts on investing for income when rates are in the teens (the early 1980s) and when they are close to zero (now.)By Daniel Peris

For our 3rd App Growth Talk we invited Johannes von Cramon - a prominent expert on Apple Search Ads, ASO, mobile analytics & retention. Johannes von Cramon shared some invaluable tips and advice about: ➡️ top app store trends and the most overlooked ASO tips ➡️ the minimal budget to begin with Apple Search Ads ➡️ how to utilize Creative Sets in App…

Nadir Garouche joins us in the second episode of App Growth Talks. Nadir is Growth Marketing Manager at Oh BiBi. He is also mobile analytics and attribution expert who is pretty savvy in SEO, SEM, ASO, UA, branding, and mobile games marketing in particular. Tune in to hear Nadir's thoughts and advice about all of these things: - mobile promotion - …

Jim Garland is the retired, long-time president of the Jeffrey Company, a family office. He is also one of the industry’s “wise men.” You’ll understand why as we discuss his approach to portfolio management as reflected in a “Brief” that he wrote for the CFA Institute in 2019. That article can be found here. His other publications can be found here…

Thomas Petit joins us in the first episode of App Growth Talks. Thomas is a mobile growth consultant for Deezer, Lingokids, Playspace, AppAgent, and many more companies. He’s spoken at App Growth Summit, App Promotion Summit, Mobile Growth Europe, ASO Conference, and the list may go on and on. To cut the long intro short we’ve got a real expert on …