Inside Active
Summary
Inside Active is hosted by David Cohn covering Risk Management, Portfolio Construction, Valuation, and Active ETFs. Notable guests include Joseph Shaposhnik (Portfolio Manager, Rainwater Equity ETF), Philippe El-Asmar (APAC Head of ETFs, JPMorgan Asset Management), Kevin Moss (Managing Director, Liberty Street Funds & Portfolio Manager, PrivateShares Fund), and Wes Matthews (Senior Managing Director and Head of Investment Strategy at Neos Investments). Episodes span from Jun 2026 to Jul 2026.
The core investment philosophy is to focus exclusively on predictable businesses with recurring revenue models, arguing that most companies are too difficult to forecast accurately. Key selection c...
The Asia-Pacific (APAC) active ETF market is experiencing explosive growth, with assets tripling to $143 billion over the past three years, led by markets like South Korea and Taiwan. The APAC mark...
Companies are staying private significantly longer, shifting a large portion of their growth phase away from public markets and creating opportunities for private market investors. Investing in pri...