The Rational Reminder Podcast | Eduardo Repetto: Deep Dive with Avantis Investors' CIO | Rational Reminder # 228 @rationalreminder | Uploaded November 2022 | Updated October 2024, 11 hours ago.
In this episode, we are joined by the CIO of Avantis Investors, Eduardo Repetto, to have an in-depth conversation about his philosophy and approach to many of the central concepts that are important to our listeners. Eduardo weighs in on asset pricing factor investing, premiums, and also shares some of his perspectives on what makes Avantis different from its competitors. Eduardo's wealth of experience and technical know-how make this very practical exploration, complete with some inventive and demonstrative analogies. Despite the high-level concepts discussed, our guest's ability to communicate these in an accessible manner also helped maintain a level of approachability throughout. Toward the end of the episode, we get to hear a little about Eduardo's Ph.D. in aeronautics and some of the surprising overlaps he sees between his two fields of interest.
Timstamps:
0:00 Intro
12:15 Factors
34:43 Profitability
45:02 Sector Weights, Credit Premium, Fixed Income
59:12 Avantis Strategies
1:19:50 Inside Avantis
1:39:12 PhD in Aeronautics & Success in Life
Participate in our Community Discussion about this Episode:
community.rationalreminder.ca/t/episode-228-eduardo-repetto-deep-dive-with-avantis-investors-cio/20339
Links From Today’s Episode:
Rational Reminder on iTunes — itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.
Rational Reminder Website — rationalreminder.ca
Shop Merch — shop.rationalreminder.ca
Join the Community — community.rationalreminder.ca
Follow us on Twitter — twitter.com/RationalRemind
Follow us on Instagram — @rationalreminder
Benjamin on Twitter — twitter.com/benjaminwfelix
Cameron on Twitter — twitter.com/CameronPassmore
Eduardo Repetto — avantisinvestors.com/content/avantis/en/about-us/our-team/eduardo-repetto.html
Avantis Investors — avantisinvestors.com
In this episode, we are joined by the CIO of Avantis Investors, Eduardo Repetto, to have an in-depth conversation about his philosophy and approach to many of the central concepts that are important to our listeners. Eduardo weighs in on asset pricing factor investing, premiums, and also shares some of his perspectives on what makes Avantis different from its competitors. Eduardo's wealth of experience and technical know-how make this very practical exploration, complete with some inventive and demonstrative analogies. Despite the high-level concepts discussed, our guest's ability to communicate these in an accessible manner also helped maintain a level of approachability throughout. Toward the end of the episode, we get to hear a little about Eduardo's Ph.D. in aeronautics and some of the surprising overlaps he sees between his two fields of interest.
Timstamps:
0:00 Intro
12:15 Factors
34:43 Profitability
45:02 Sector Weights, Credit Premium, Fixed Income
59:12 Avantis Strategies
1:19:50 Inside Avantis
1:39:12 PhD in Aeronautics & Success in Life
Participate in our Community Discussion about this Episode:
community.rationalreminder.ca/t/episode-228-eduardo-repetto-deep-dive-with-avantis-investors-cio/20339
Links From Today’s Episode:
Rational Reminder on iTunes — itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.
Rational Reminder Website — rationalreminder.ca
Shop Merch — shop.rationalreminder.ca
Join the Community — community.rationalreminder.ca
Follow us on Twitter — twitter.com/RationalRemind
Follow us on Instagram — @rationalreminder
Benjamin on Twitter — twitter.com/benjaminwfelix
Cameron on Twitter — twitter.com/CameronPassmore
Eduardo Repetto — avantisinvestors.com/content/avantis/en/about-us/our-team/eduardo-repetto.html
Avantis Investors — avantisinvestors.com
