Episodios

  • The End of an Era for Value Investing?
    Nov 21 2025

    Stefano Grasso, Portfolio Manager at Enhanced Value Fund, joins Guillaume Roux-Chabert to unpack Warren Buffett’s historic farewell letter, the legacy of value investing, and what Berkshire’s future means for investors. From humility and luck to executive pay and dry powder challenges—this episode is a masterclass in perspective.

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    16 m
  • InvestMentor: How AI and Education Empower New Investors
    Nov 17 2025

    On the latest Cents of Security Podcast, we dive into Interactive Brokers' InvestMentorSM, a free app designed to make financial literacy simple and accessible for everyone.

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    17 m
  • Buy the Rumor, Sell the News: What’s Driving Market Moves?
    Nov 14 2025

    Jose Torres, Senior Economist at Interactive Brokers, joins Mary MacNamara to unpack market volatility, Fed rate cut probabilities, repos and what delayed economic data means for risk appetite.

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    22 m
  • What happens when Jobs Data Collides with Layoffs and a Shutdown?
    Nov 11 2025

    Mary MacNamara and Jose Torres unpack a volatile week: strong ADP jobs data, Challenger cuts, and shutdown uncertainty. Plus, gold’s technical signals and what they mean for investors.

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    19 m
  • Exploring Climate Change’s Impact on Global Agriculture and Food Security
    Nov 7 2025

    In this week’s Cents of Security, I sit down with Patrick Brown, Head of Climate Analytics at Interactive Brokers, to discuss: -How rising CO₂, temperature shifts, and precipitation patterns affect crop yields -Why corn faces a “double whammy” -Adaptation strategies and tech innovations shaping the future of farming -The role of prediction markets in climate analytics

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    29 m
  • Gold in a Fiat World
    Nov 4 2025

    Gold isn’t just a relic—it’s a hedge, a reserve, and a statement. I sat down with Nitesh Shah, Head of Commodity Research at WisdomTree, to explore why central banks are stockpiling gold, how interest rate policy shapes metal markets, and what rising global debt means for hard assets.

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    24 m
  • Election Odds Unplugged
    Nov 3 2025

    Mary MacNamara and Interactive Brokers’ Jose Torres discuss key mayoral and gubernatorial races, prediction market odds, and what these political shifts could mean for affordability, trade, and economic growth.

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    9 m
  • Geopolitics Meets Markets
    Oct 31 2025

    The Fed’s latest rate cut sparks debate on future policy, prediction market surges, and geopolitical developments—from Trump’s Asia trip to AI investment concerns. Jose Torres breaks it all down.

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    16 m