9e5a983f-8e71-55f0-9c93-4220b538dac4Tue, 07 Jul 2026 19:50:36 +0000Captivate.fmJanus Henderson Investorshttps://artwork.captivate.fm/257aaf18-9bda-4bb6-955c-4c6c9b24e056/1593100-MyronScholes-OnTime-FINAL-resized.jpegJanus Henderson InvestorsJanus Henderson InvestorsMyron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal. Not all products or services are available in all jurisdictions. Issued by Janus Henderson Investors. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes. Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group Ltd or one of its subsidiaries. © Janus Henderson Group Ltd. https://www.janushenderson.com/social/social-media-important-disclosures/ Glossary - https://www.janushenderson.com/social/glossary/https://myron-scholes-on-time.captivate.fmfalseserialnopodcastAdapting asset allocation to tomorrow’s realityIn this special episode, Dr. Myron Scholes explores the future of asset management with Janus Henderson CEO Ali Dibadj.

]]>In this special episode, Dr. Myron Scholes explores the future of asset management with Janus Henderson CEO Ali Dibadj.

]]>a64d6803-3f2a-4bea-a1df-4c8bc0d9e03bWed, 03 May 2023 07:00:00 -060043:36falsefull77Trust and constraintsTrust is a key factor in investment management and the cost of monitoring and constraining the investment managers is high. In this episode, Myron talks about the balance between trust, monitoring and constraining the investment managers and how it affects the investment process and risk taken. He also delves into the importance of education and truth-telling in building and maintaining trust.

]]>Trust is a key factor in investment management and the cost of monitoring and constraining the investment managers is high. In this episode, Myron talks about the balance between trust, monitoring and constraining the investment managers and how it affects the investment process and risk taken. He also delves into the importance of education and truth-telling in building and maintaining trust.

]]>b18beadf-07d7-4020-8cf7-7230bb4536f0Mon, 06 Mar 2023 09:00:00 -060029:04falsefull66DecarbonizationIn this special episode, coinciding with the publication in the Journal of Investment Management of a paper by Ashwin Alankar and Myron Scholes titled “Carbon Emissions and Asset Management,” Myron, in conversation with Phil Maymin, unveils a new approach to environmentally friendly portfolio construction, and also offers general insights about the role of innovation in finance. 

]]>In this special episode, coinciding with the publication in the Journal of Investment Management of a paper by Ashwin Alankar and Myron Scholes titled “Carbon Emissions and Asset Management,” Myron, in conversation with Phil Maymin, unveils a new approach to environmentally friendly portfolio construction, and also offers general insights about the role of innovation in finance. 

]]>85d66f28-8006-408f-9e77-e63e04911955Wed, 11 Jan 2023 07:00:00 -060027:05falsebonus55Efficiency in stock and option marketsMyron, in conversation with Phil Maymin, compares and contrasts the market efficiency of stocks and options.

]]>Myron, in conversation with Phil Maymin, compares and contrasts the market efficiency of stocks and options.

]]>63888c21-e668-430f-9c13-ae9112ef9352Mon, 05 Dec 2022 09:00:00 -060037:51falsefull44Conundrums of risk managementMyron tackles some of the toughest conundrums in risk management: when to de-risk, when to re-risk, and how to think about risk in a real, multi-period world. Myron, in conversation with Phil Maymin, critiques the standard 60/40 portfolio allocation, highlights the illusion of fixed correlations for risk management, and points out subtle but common mistakes people make in estimating risks, and offers an innovative perspective on how to move forward.

]]>Myron tackles some of the toughest conundrums in risk management: when to de-risk, when to re-risk, and how to think about risk in a real, multi-period world. Myron, in conversation with Phil Maymin, critiques the standard 60/40 portfolio allocation, highlights the illusion of fixed correlations for risk management, and points out subtle but common mistakes people make in estimating risks, and offers an innovative perspective on how to move forward.

]]>3a2acc72-ad56-4417-a0cb-58e7ccc8322dMon, 07 Nov 2022 09:00:00 -060038:50falsefull33Understanding and building trustMyron explores how data mining, clustering and reverse engineering of models could create pitfalls for investment managers. Myron, in conversation with Phil Maymin, highlights the importance of building trust in the investment management industry by presenting valid, trustworthy information and cautions investors to not rely on past performance alone.

]]>Myron explores how data mining, clustering and reverse engineering of models could create pitfalls for investment managers. Myron, in conversation with Phil Maymin, highlights the importance of building trust in the investment management industry by presenting valid, trustworthy information and cautions investors to not rely on past performance alone.

]]>27525c28-342e-4b14-89b9-336643c727d6Mon, 03 Oct 2022 09:00:00 -060031:30falsefull1221Time DiversificationIn the first episode of the series, Myron explores time diversification and its importance in effecting investment outcomes. Myron, in conversation with Phil Maymin, explains why targeting a specific level of risk over time is equally, if not more important, than cross-sectional diversification.

]]>In the first episode of the series, Myron explores time diversification and its importance in effecting investment outcomes. Myron, in conversation with Phil Maymin, explains why targeting a specific level of risk over time is equally, if not more important, than cross-sectional diversification.

]]>d503f6be-8112-4b38-91c8-9ab9417e20b4Wed, 31 Aug 2022 09:00:00 -060027:53falsefull1111