What Should You Be Investing In Right Now? | Asher Rogovy

In this episode of the Omelas Podcast, Aryaman Varma speaks with Asher Rogovy, founder and Chief Investment Officer of Magnifina. Asher began his career in institutional finance, working across foreign exchange, derivatives and proprietary trading during the global financial crisis before moving into portfolio management. We discuss how professional investors identify mispriced opportunities, whether the S&P 500 has become dangerously concentrated, the risks of passive investing, AI and technology valuations, current investment opportunities, and some of Asher's highest-conviction trade ideas. We also explore what separates investing from speculation, how Asher manages downside risk, and what would cause him to change his mind on an investment. This conversation is for informational and educational purposes only and does not constitute financial or investment advice.