Podcast
Myron Scholes on Time
Hosted by Janus Henderson Investors · EN
Myron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time.
Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal. Not all products or services are available in all jurisdictions. Issued by Janus Henderson Investors.
We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.
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7episodes
Episodes
Newest firstAll episodes
Adapting asset allocation to tomorrow’s reality
May 3, 202300:43:36Tap to summarizeIn this special episode, Dr. Myron Scholes explores the future of asset management with Janus Henderson CEO Ali Dibadj.
Transcribe →Trust and constraints
Mar 6, 202300:29:04Tap to summarizeTrust is a key factor in investment management and the cost of monitoring and constraining the investment managers is high. In this episode, Myron talks about the balance between trust, monitoring and constraining the investment managers and how it affects the investment process and risk taken. He also delves into the importance of education and truth-telling in building and maintaining trust.
Transcribe →Decarbonization
Jan 11, 202300:27:05Tap to summarizeIn this special episode, coinciding with the publication in the Journal of Investment Management of a paper by Ashwin Alankar and Myron Scholes titled “Carbon Emissions and Asset Management,” Myron, in conversation with Phil Maymin, unveils a new approach to environmentally friendly portfolio construction, and also offers general insights about the role of innovation in finance.
Transcribe →Efficiency in stock and option markets
Dec 5, 202200:37:51Tap to summarizeMyron, in conversation with Phil Maymin, compares and contrasts the market efficiency of stocks and options.
Transcribe →Conundrums of risk management
Nov 7, 202200:38:50Tap to summarizeMyron tackles some of the toughest conundrums in risk management: when to de-risk, when to re-risk, and how to think about risk in a real, multi-period world. Myron, in conversation with Phil Maymin, critiques the standard 60/40 portfolio allocation, highlights the illusion of fixed correlations for risk management, and points out subtle but common mistakes people make in estimating risks, and offers an innovative perspective on how to move forward.
Transcribe →Understanding and building trust
Oct 3, 202200:31:30Tap to summarizeMyron explores how data mining, clustering and reverse engineering of models could create pitfalls for investment managers. Myron, in conversation with Phil Maymin, highlights the importance of building trust in the investment management industry by presenting valid, trustworthy information and cautions investors to not rely on past performance alone.
Transcribe →Time Diversification
Aug 31, 202200:27:53Tap to summarizeIn the first episode of the series, Myron explores time diversification and its importance in effecting investment outcomes. Myron, in conversation with Phil Maymin, explains why targeting a specific level of risk over time is equally, if not more important, than cross-sectional diversification.
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