An Investing Trailblazer: How the Military & Philosophy Shaped Calamos Investments' Founder

His contemporaries have dubbed him one of the "Fathers" of convertible bonds strategies, but John P. Calamos, Sr. prides himself as an Air Force veteran and someone who looks for risk management in his investing outlook. On this episode of Market Overtime, Nicole Petallides and John discuss his 50-year career in the markets. From his humble origins to his advice for the next generation, John's in-depth conversation provides wisdom and insights for the current market environment. 


0:00-2:10 Introduction 


2:11-3:29 Calamos on Air Force, Risk Management 


3:30-4:48 College Studies and Philosophy 


4:49-6:15 Young Investors Approach to Markets 


6:16-7:21 Calamos Biography Book 


7:22-8:25 Discussing College Education 


8:26-9:45 Founding Principles for Calamos 


9:46-11:38 Military Lessons, Teambuilding, Looking for Passion 


11:39-13:07 Calamos Investment Strategies 


13:08-14:15 Adapting to A.I. and Tech Innovation 


14:16-15:43 Portfolio Weighting Considerations 


15:44-19:42 Tariff Uncertainty, U.S. Economic Outlook 


19:43-20:36 Mag 7, Investing Outside of Megacap Tech 


20:37-23:15 Chicago Roots and Greek Heritage 


23:16-24:25 Historical Figures Inspiring Calamos

Market Overtime

05 May 2025

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