In the first part of the latest episode of The Ticker podcast, James Beech talks to Thomas Stephens, president at Corbets Capital, about how to generate alpha in volatile markets and how investors’ behavior is changing in the current market turmoil.
Referring to his own experience as an investor for several years and bringing his own firm’s perspective, Stephens highlights three key areas to consider in challenging economic times.
‘[First], many of our portfolio managers – myself included – have been doing this for a very long time,’ he says. ‘We’ve seen a lot of different market environments, credit cycles and yes, volatility – and honestly, we embrace volatility. Second, we’re patient investors; you cannot make money every day and you need to have a high tolerance for pain and trust your process. We do not let a little short-term volatility change our views on companies or industries. You make money by sticking with your bets. Collaboration is the third point I would highlight about our firm: this is our biggest secret sauce.’
Stephens also explains what useful information investors need from IROs in these times and what makes a company stand out from its peers in times of recession.
In the second part of the episode, Jeff Cossette chats to tech industry marketing executive and IR professional Linda Montgomery about why IROs should learn about blockchain, digital assets, non-fungible tokens and Bitcoin.
IROs should try to learn about new technologies as new platforms are likely to be ‘transformational like the internet was’, and they are having a lot more impact on business.
‘Every industry now is a passive element of being in part of the tech industry,’ says Montgomery. ‘I think IROs need to need to understand this because technology and innovation are having such an impact on the competitiveness of their organization and the success of their organization.’
On this episode of The Ticker podcast, you’ll hear:
- How investors approach risks
- What financial companies can do now to tackle the recession
- How the technology behind the economy could change the job of IROs in the next five to 10 years
- What IROs need to know to get up to speed with digital assets and market movers
