Randy Dishmon doesn't care much for investment strategies based on lumping stocks into boxes with labels like growth and value. The manager of the Invesco Global Focus Fund, which has returned 46% this year and consistently ranks in the top 1% of similar funds, joins the podcast to discuss how he approaches investing and the recent rotation in equities.  

Mentioned in this podcast:

‘Very, Very Busy Week’ Wipes Out Traders’ Usual Holiday Doldrums

Chaos in Factor Land Puts Quants on Hunt for Accidental Exposure

Randy Dishmon doesn't care much for investment strategies based on lumping stocks into boxes with labels like growth and value. The manager of the Invesco Global Focus Fund, which has returned 46% this year and consistently ranks in the top 1% of similar funds, joins the podcast to discuss how he approaches investing and the recent rotation in equities.  Mentioned in this podcast:<a href="https://www.bloomberg.com/news/articles/2020-11-24/no-rest-for-weary-traders-who-made-it-home-long-before-holidays?sref=jaGkMhDb">‘Very, Very Busy Week’ Wipes Out Traders’ Usual Holiday Doldrums</a><a href="https://www.bloomberg.com/news/articles/2020-11-22/chaos-in-factor-land-puts-quants-on-hunt-for-accidental-exposure">Chaos in Factor Land Puts Quants on Hunt for Accidental Exposure</a><h1> </h1>

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

Where Money Goes to Die

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3c2ce38e-e726-414a-87c7-ae3c002edeeb/transcript

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