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The Blunt Dollar

Ignacio Ramirez Moreno, CFA

46 episodes

1 week ago

What do a monastery in India, a £50 billion multi-asset franchise, and a fixed income desk have in common? In this episode, we sit down with Mitesh Sheth, former CEO of Redington and CIO at Newton Investment Management, for a deeply human conversation about purpose, reinvention, and what it truly means to lead. An actuary by training and a strategist by conviction, Mitesh has built his career not only around financial alpha—but organizational alpha. From sleeping on a straw mat in a monast...

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What do a monastery in India, a £50 billion multi-asset franchise, and a fixed income desk have in common? In this episode, we sit down with Mitesh Sheth, former CEO of Redington and CIO at Newton Investment Management, for a deeply human conversation about purpose, reinvention, and what it truly means to lead. An actuary by training and a strategist by conviction, Mitesh has built his career not only around financial alpha—but organizational alpha. From sleeping on a straw mat in a monast...

Show more...

Episodes (20/46)

The Blunt Dollar

Mitesh Sheth: Building Spiritual Alpha in a Data-Obsessed World

What do a monastery in India, a £50 billion multi-asset franchise, and a fixed income desk have in common? In this episode, we sit down with Mitesh Sheth, former CEO of Redington and CIO at Newton Investment Management, for a deeply human conversation about purpose, reinvention, and what it truly means to lead. An actuary by training and a strategist by conviction, Mitesh has built his career not only around financial alpha—but organizational alpha. From sleeping on a straw mat in a monast...

1 week ago

55 minutes

The Blunt Dollar

Henning Stein: Why Smart People Still Fail at Long-Term Investing

In this episode of The Blunt Dollar, I sit down with Dr. Henning Stein a strategist, academic, and Chief Innovation Officer at One Business World to unpack the future of investing through the lens of long term thinking, technology, and behavioral insight. Henning brings a rare mix of experience: from insurance and asset management to launching Europe's early blockchain ETFs and shaping strategic intelligence platforms powered by AI. We dive deep into what it really means to build...

2 weeks ago

46 minutes

The Blunt Dollar

Martijn Bron: Inside the Cutthroat World of Cocoa Trading

After 25 years inside the engine room of global commodity markets, Martijn Bron walked away from his post as Global Head of Cocoa and Chocolate Trading at Cargill to carve his own path and speak more candidly than ever before. In this episode, Martijn joins Ignacio to unpack a career built at the intersection of sharp trading instincts, global supply chains, and raw honesty. From the pressure-cooker of Geneva's trading floors to navigating African supply shocks, Martijn shares the scars, le...

3 weeks ago

58 minutes

The Blunt Dollar

Oswaldo Zapata: Why Banks Are Betting Big on Quantum

In this episode of The Blunt Dollar, we sit down with Oswaldo Zapata, a string theorist turned quantum finance expert, to unpack one of the most hyped (and misunderstood) forces heading toward Wall Street: quantum computing. Oswaldo holds a PhD in theoretical physics and has conducted research at institutions like the Albert Einstein Institute and the London School of Economics. But today, he’s helping financial professionals demystify the real-world impact of quantum technologies. This is n...

4 weeks ago

54 minutes

The Blunt Dollar

Chris Thompson: From Brooklyn Auto Shop to Wall Street's Billions

What does it take to go from fixing cars in Brooklyn to managing billions on Wall Street? In this powerful episode, Chris Thompson shares his extraordinary journey from Automotive High School to JP Morgan, and now to leading impact investments and executive coaching with purpose. Chris opens up about growing up in Crown Heights, the painful loss of his mother, and the quiet identity struggles many finance pros face at the top. This is a raw and deeply honest conversation about resilie...

1 month ago

1 hour 5 minutes

The Blunt Dollar

Philippe Gijsels: Why Cash Might Be Your Riskiest Asset

In this episode of The Blunt Dollar, Ignacio sits down with Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis and co-author of "The New World Economy in Five Trends". With decades of market experience and a mind shaped by literature, history, psychology, and economics, Philippe brings a truly unique perspective to investing. This conversation is a deep dive into the ideas behind his work, from market cycles to storytelling, strategy to philosophy. 📚 How stories shape markets and...

1 month ago

1 hour 5 minutes

The Blunt Dollar

Craig Coben: How To Build Trust That Lasts

Craig Coben, former Global Head of Equity Capital Markets and Vice Chairman at Bank of America Merrill Lynch, joins The Blunt Dollar to share insights from a 25-year career at the very top of investment banking. From raising billions in IPOs and rights issues to writing sharp columns for the Financial Times, Craig’s journey is packed with hard-earned lessons on leadership, competition, and reinvention. This episode is a must-watch for anyone curious about how to invest, personal finance, or...

1 month ago

51 minutes

The Blunt Dollar

Dean Smith: The One Metric Wall Street Worships

What do a rock guitarist, a math-loving economist, and a fixed income strategist have in common? They’re all Dean Smith. In this episode of The Blunt Dollar, Ignacio sits down with Dean, Chief Strategist at FolioBeyond, to unpack his unconventional journey from the stage to Wall Street, his sharp takes on market inefficiencies, and the behavioral blind spots that even the most seasoned investors fall into. Whether you're investing for beginners or diving deep into structured products, this ...

1 month ago

57 minutes

The Blunt Dollar

Rob Arnott: The Death of Risk Premium (And What Comes Next)

In this episode of The Blunt Dollar, we sit down with Rob Arnott, founder and chairman of Research Affiliates and one of the most contrarian thinkers in investing today. With over $160 billion managed using his models, Rob has challenged decades of financial orthodoxy, from the efficient market hypothesis to the myth of stimulus-driven growth. If you’ve ever wondered what it takes to build a truly independent investing philosophy or what the stock market teaches us about time, risk, an...

2 months ago

59 minutes

The Blunt Dollar

Cyril Bosch: How AI Will Obliterate Traditional Finance

Quant meets code meets capital in this sharp conversation with Cyril Bosch, a seasoned investment strategist with a rare blend of quant experience, AI expertise, and institutional rigor. Formerly CIO at Sidekick and with a deep background across JP Morgan, USS, and Polar Capital, Cyril unpacks how AI is fundamentally changing the investment game, and why it’s about much more than just automation. We dive deep into Cyril’s vision of an AI-first investment process, his own tools for automatin...

2 months ago

44 minutes

The Blunt Dollar

Cole Wilcox: How To Engineer A “Never Die” Portfolio

Cole Wilcox, Founder, CEO, and CIO of Longboard Asset Management, joins The Blunt Dollar to unpack the core ideas behind his 25-year investing journey rooted in disciplined risk management, long-term thinking, and trend following. If you're exploring how to invest, curious about what it means to have a sound investment strategy, or simply want to understand personal finance through a deeper lens, this episode delivers timeless insights you can actually use. We discuss the highs and lows of ...

2 months ago

1 hour 7 minutes

The Blunt Dollar

Larry Siegel: What 1,000 Years of Markets Taught Us About the Future

Few people have shaped the way we think about long-term investing and finance like Laurence Siegel. From his early collaboration with Roger Ibbotson on the landmark "Stocks, Bonds, Bills, and Inflation" study to leading investment research at the Ford Foundation and the CFA Institute Research Foundation, Larry has spent decades connecting financial history, data, and practical insight into how markets truly work. In this wide-ranging conversation, we explore what centuries of economic and st...

2 months ago

1 hour

The Blunt Dollar

Marcie Frost: The Woman Running Half a Trillion Dollars

In this episode of The Blunt Dollar, we sit down with Marcie Frost, CEO of CalPERS, the largest public pension fund in the U.S., managing over $500 billion in assets for more than 2 million public sector workers. From a childhood marked by poverty to the pinnacle of public finance, Marcie’s journey is a masterclass in grit, purpose, and principled leadership. She opens up about the personal experiences that shaped her view of retirement security and the operational pressures of leading a fun...

3 months ago

1 hour 10 minutes

The Blunt Dollar

Orlando Gemes: Why 80% of Hedge Funds Fail

In this episode of The Blunt Dollar, I sit down with Orlando Gemes, Founding Partner and CIO of Fourier Asset Management, a credit hedge fund focused on uncovering repeatable alpha through a highly data-driven approach to convertible arbitrage. Orlando’s background spans from fixed income at Deutsche Bank to leading structured credit at Hermes and running his own shop at Fairwater Capital. Now, he’s building something truly unique with Farrier. We talk about what makes convertibles so compel...

3 months ago

1 hour 3 minutes

The Blunt Dollar

James Eagle: The LinkedIn Legend Who Turned Yield Curves into Art

Today’s guest is James Eagle, data visualization pioneer, LinkedIn top voice, and former investment writer with a two-decade run at firms like HSBC, Fidelity, and Vontobel. James left the institutional world to become a full-time content creator and data storyteller, making finance clearer and more human through the power of visuals. In this episode, we unpack his incredible journey from pitchbooks to pixels, why most financial communication still misses the mark, and how we might be able to...

3 months ago

1 hour 8 minutes

The Blunt Dollar

Stephen White: Why Most Financial Marketing Is Broken

In this episode of The Blunt Dollar, I sit down with Stephen White, co-founder of Markets Recon and former marketing lead at BlackRock and eVestment, to unpack nearly two decades of insights from the intersection of finance, strategy, and storytelling. From launching billion-dollar investment strategies to now building a tech platform that reimagines how allocators absorb research, Stephen brings a fresh, human take on everything from active management to fintech innovation. This conversatio...

3 months ago

56 minutes

The Blunt Dollar

William Kelly: The One Skill Every Young Finance Pro Must Master

In this episode of The Blunt Dollar, I sit down with Bill Kelly, a true veteran of the asset management world with over 40 years of experience and former CEO of the CAIA Association. From co-founding Boston Partners to steering CAIA into a global standard for alternatives education, Bill has seen (and shaped) the evolution of the investment industry from the inside out. We dive into the lessons he’s learned leading both scrappy startups and established institutions, why investor education ma...

3 months ago

1 hour

The Blunt Dollar

Rhodri Preece: Why Gen Z Trusts TikTok More Than Wall Street

In this episode of The Blunt Dollar, I sit down with Rhodri Preece, Senior Head of Research at CFA Institute, to explore how digital forces, new generations, and AI are reshaping the investment landscape. Rhodri has spent nearly two decades at CFA Institute leading global research initiatives, covering everything from ESG and transparency to the rise of social media influencers in finance. We discuss: 📱 The powerful impact of “finfluencers” and how Gen Z is learning (and sometimes mislearnin...

4 months ago

1 hour 1 minute

The Blunt Dollar

Claudia Sahm: The Wild Birth of the Sahm Rule (and How It Broke)

In this episode of The Blunt Dollar, I sit down with Claudia Sahm, a renowned economist, recession expert, and creator of the famous Sahm Rule, one of the most closely watched early indicators of U.S. recessions. Claudia spent over a decade at the Federal Reserve, later advised the White House, and now serves as Chief Economist at New Century Advisors. We explore her fascinating career path, the story behind the Sahm Rule, and why good economic policy must blend rigorous data with empa...

4 months ago

1 hour

The Blunt Dollar

Morgaine Conway Grim: Why Finance Needs More Stories and Fewer Spreadsheets

In this episode of The Blunt Dollar, Ignacio sits down with Morgaine Conway-Grim, founder and CEO of Hawks and Doves, a finance education company making investing fundamentals accessible to everyone. Morgaine’s path to finance began not on Wall Street, but at a reception desk, before she went on to work at some of the largest financial institutions in the world. In 2024, she launched Hawks and Doves to cut through jargon and empower both institutions and individuals with capital market...

4 months ago

1 hour 2 minutes