What is the practical application of this? Bob Schmidt, the manager of the Brandes Institute

Valuewalk's ValueTalks - A podcast by ValueWalk

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Good Morning Listeners, Today is a very special episode with Bob Schmidt, the manager of the Brandes Institute. Bob is responsible for overseeing the project research and analysis, developing publications and presentations, and special events for Brandes Institute. Prior to this, he was the head financial writer at Nicholas-Applegate. Bob is a graduate of Duquesne University with a BA in English and a Master from California State University San Marcos. In this conversation, we discuss the research of the Brandes Institute. 1:16 – Can you tell me about your back ground and what led you to finance and investments? 2:16 – What led you to Brandes Institute and what is your current role there? 3:56 – What are the topics that the Institute researches and how do you generate ideas for researching your topics? 7:27 – Can you tell me more about the approach that Brandes Institute takes in their research process? 12:56 – For the behavior investing, are their any topics you are excited about? 17:53 – You recently wrote a white paper and you pose a question, “What are the characteristics or attributes that are required to enable an investment organization to successfully pursue long term opportunities?” Can you tell me about that? 29:26 – Can you tell me more about other research that the institute is researching? 36:36 – On a personal level, do you follow a particular investment philosophy and how would you characterize your approach? 43:45 – How would you define risk? 49:15 – What are you favorite books? Enjoy and thanks for the listen!