Valuewalk's ValueTalks

Hello Valuewalk Listners, This is a special episode recorded live with Rupal. It is a great short discussion about the current environment with passive investing and potential opportunities. Thank you for the listen and enjoy!

Hello Valuewalk Listeners, I have a very special guest, Maria Belenky. In this episode, she discusses what the Trump BackTracker is and what we can draw from it. Check this interactive tool at https://www.climateadvisers.com/trumpbacktracker/. Thank you very much and enjoy!

Good morning listeners, Please check out the September 13 newsletter at Chain Reaction Research. In this episode, Gabriel discusses the Bunge acquisition of IOI's specialty fats business. Thank you very much and enjoy!

Good morning listeners, I had the opportunity to speak with JT about his story. His father was a pimp and drug dealer with 23 children and his mother was an orphan with no family but him. This conversation is about how he did not make excuses for his situation and rose up to become a business leader and now currently the CEO of Book In a Box. Enjoy and thank you very much!

Hello Valuewalk listeners, This episode features Steve Nadel of Seward and Kissel. He is a prominent attorney with vast experience dealing with the investment management industry. We talk about crytocurrency problems and regulations that investors may face. Thanks and enjoy!

Hello Valuewalk listeners, This is a very special episode with George Kell who was the founder and former Executive Director of the United Nations Global Compact. This is a very brief interview on his thoughts about ESG investing and the current state that we are in. Please download and enjoy. Thank you very much!

Hello Listeners, Another episode with Gabriel discussing Felda's potential deforestation liability. Check out the newsletter: https://chainreactionresearch.com/2017/09/01/the-chain-felda-global-ventures-stops-peat-clearance-faces-potential-deforestation-liability-equal-q2-2017-net-income/ Thanks and enjoy!

Hello listeners, This is a very special podcast with Gabriel. This report dives into the financial risks of the 10 largest Indonesian listed palm oil companies. Please download the report: https://chainreactionresearch.files.wordpress.com/2017/09/2017-indonesian-palm-oil-sector-benchmark-revenue-at-risk-vs-palm-oil-ndpe-sourcing-170823-final.pdf Thanks and enjoy!

Pitch the Perfect Investment with Paul Sonkin and Paul Johnson Enjoy!

tom jacobs on the father of special situations investing

ValueTalk Episode 2 - Working with the Emotional Investor: Financial Psychology for Wealth Managers with Chris White

ValueWalk's Raul Panganiban with Gabriel Thoumi on ESG investing Gabriel Thoumi, CFA, FRM is Director Capital Markets at Climate Advisers where he provides global financial analysis for mitigating systemic climate risk while advising on greening capital markets. He has 15 years of experience managing and deploying frameworks to improve global capital markets sustainability through risk mitigation and return enhancement. Previously, for Calvert Investment Management, he valued global equity, index, and fixed income portfolios and their component positions in the utilities, energy, materials, chemicals, and financial sectors. He worked on quantitative index construction and asset allocation strategies. He engaged Fortune 500 CEOs on approaches to mitigating climate risk using financial risk management tools. He led initiatives to improve financial accounting of exchange-listed products and incorporated natural capital into financial tools. He co-wrote the winning Agriculture Supply Chain Adaptation Facility for the Global Innovation Lab for Climate Finance. His research on capital markets has been cited by Forbes Magazine and the Guardian as key reasons why markets can improve our societies’ collective ability to mitigate climate change. He has co-authored numerous papers including a recent paper in Science on standardizing payments for ecosystem services.

ValueWalk's Raul Panganiban with Daniel Pecaut and Correy Wren about the University of Berkshire Hathaway. Enjoy

Charlie Munger speaking at the 2017 Daily Journal Conference - recorded on February 15th 2017 - topics include life advice, education, money management, Berkshire Hathaway, value investing, much more and of course Bitcoin