Published Apr 5, 2018

Matthew Kadnar Talks About His Transition From Law to Finance

Matthew Kadnar delves into his inspiring shift from law to finance, offering valuable insights on career fulfillment, investment strategies like value versus quality investing, and the evolving impact of market dynamics and interest rates on asset allocation.

Episode Highlights

Topics covered

Career Transitions
01
Investment Philosophy
02
Asset Allocation
03
Market Insights
04

Matthew Kadnar Talks About His Transition From Law to Finance

Topics covered

Popular Clips

Valuation Insights

Global Equity Insights

Market Dynamics Explored

Value Investing Insights

Legal to Finance Shift

Evolving Asset Allocation

Valuation Insights

Fed's Influence on Valuations

Economic Rate Signals

Profitability and Complexity

Evolving Market Dynamics

Asset Allocation Insights

Currency and Commodities

Future of Bonds

Love for Finance

Episode Highlights

Career Transitions

Investment Philosophy

Asset Allocation

Market Insights

Matthew Kadnar Talks About His Transition From Law to Finance

Topics covered

Popular Clips

Episode Highlights

Career TransitionsMatthew Kadnar shares his journey from a legal career to finance, driven by a desire for fulfillment and passion for the financial industry. He discusses the challenges faced during this transition and the importance of perseverance and passion in achieving career satisfaction.

Career Transitions

Investment PhilosophyMatthew Kadnar explores the distinctions between value and quality investing, emphasizing the impact of market cycles and indexing on investment strategies. He also examines the evolution of hedge funds, highlighting changes in performance and industry dynamics.

Investment Philosophy

Asset AllocationMatthew Kadnar explores the complexities of evolving market dynamics and the future of bonds in asset allocation. He highlights the challenges in portfolio construction and the potential for disappointing bond returns, advocating for strategic flexibility and inflation hedging.

Asset Allocation

Market InsightsMatthew Kadnar shares insights on market valuation and economic indicators, emphasizing the importance of valuation in investment outcomes. He discusses the potential impact of interest rates and the Fed's influence on market dynamics.

Market Insights