Investing And Other Stories

In today’s episode of Investing & Other Stories Podcast, host Margarita Triantafyllidou, CFA welcomes Rayna Lesser Hannaway, Small Company Growth Portfolio Manager at Polen Capital. The discussion delves into the advantages of active management over index funds in the small cap space, the unique characteristics needed to succeed in small caps, and the impact of AI on smaller companies. Rayna shares her journey into finance, offers practical tips to help aspiring investors get started, shares her favorite books to elevate your investing skills, and highlights how some feminine traits translate well to investing. Don't miss out on Reyna's insightful perspective on navigating the small cap investment landscape.   IN THIS EPISODE, YOU'LL LEARN: 01:30 Meet Our Guest: Rayna Lesser Hannaway 02:33 Rayna’s Career Journey 04:14 The Case for Active Management in Small Caps 06:47 Defining Quality Companies 08:33 The Mindset for Success in Small Cap Investing 10:33 Historical Insights and Market Cycles 16:10 AI: How Small Companies are Using AI to Compete 19:48 Feminine Traits that Translate Well in Investing 27:13 Rayna’s Favorite Books for Aspiring Investors 31:52 Top Investment Decisions and Tips And much, much more! NEW TO THE SHOW?         The Investing and Other Stories Podcast is brought to you by ⁠⁠Finance Latte.⁠⁠ Follow our social media accounts: LinkedIn, Instagram, and YouTube.  Get the latest news on stocks, funds and ETFs with our weekly newsletter. Download our free guide with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠, your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

Beginner Coffee Chats: Start Your Investing Journey! In this Coffee Chat episode of the Investing and Other Stories Podcast, your host ⁠⁠⁠⁠Margarita Triantafyllidou, CFA⁠⁠⁠⁠ welcomes co-host Rebecca Hollowell to discuss all the questions a beginner investor is too shy to ask. They discuss how they began their investing journeys, the importance of money mindset, common investing pitfalls, and strategies to overcome the fear and start investing. Get the Free Financial Goals Tracker here. NEW TO THE SHOW?         The Investing and Other Stories Podcast is brought to you by ⁠⁠⁠⁠Finance Latte.⁠⁠⁠⁠ Follow our social media accounts: ⁠⁠LinkedIn⁠⁠, ⁠⁠Instagram⁠⁠, and ⁠⁠YouTube⁠⁠.  Get the latest news on stocks, funds and ETFs with our weekly ⁠⁠newsletter⁠⁠. Download our free ⁠⁠guide⁠⁠ with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠⁠⁠Finchat.io⁠⁠⁠⁠, your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

🎉 Welcome to the first episode of the Investing and Other Stories Podcast, by Finance Latte. In today’s episode, your host ⁠⁠Margarita Triantafyllidou, CFA⁠⁠ welcomes Ankur Crawford, Portfolio Manager at Alger. Ankur shares her AI and Growth stock insights, and her unique journey from a PhD in material science to money management, providing deep insights on: - How early we are in the AI cycle and its potential - The impact of AI in various industries - Strategies for managing market volatility and risk - The importance of a long-term mindset in growth investing - Her thoughts on women in finance - Tips for success as an individual investor NEW TO THE SHOW?         The Investing and Other Stories Podcast is brought to you by ⁠⁠⁠Finance Latte.⁠⁠⁠ Follow our social media accounts: ⁠LinkedIn⁠, ⁠Instagram⁠, and ⁠YouTube⁠.  Get the latest news on stocks, funds and ETFs with our weekly ⁠newsletter⁠. Download our free ⁠guide⁠ with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠⁠Finchat.io⁠⁠⁠, your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

Welcome to the Investing & Other Stories Podcast, brought to you by Finance Latte. Grab your coffee and join us for unfiltered conversations about long-term investing, mindset, and stock markets. I’m your host, Margarita Triantafylliou, a CFA charterholder and professional investor. In the “Investing & Other Stories” podcast we’ll get investing insights and stories from the top professional fund managers around the world. In-between episodes with professionals, join me for beginner-level "coffee chats" with Rebecca Hollowell. It doesn’t matter if you are a beginner or seasoned investor; join us every other week for inspiration and strategies to better invest your money.