The Meb Faber Show - Better Investing
By The Idea Farm
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Category: Investing
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Subscribers: 921
Reviews: 1
Episodes: 646
Jun 5, 2019
Description
Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.
| Episode | Date |
|---|---|
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Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580
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Apr 25, 2025 |
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UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579
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Apr 11, 2025 |
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Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578
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Apr 08, 2025 |
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UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577
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Apr 04, 2025 |
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Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes)
|
Mar 28, 2025 |
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Barry Ritholtz - Debunking Investment BULLSH$T! | #575
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Mar 21, 2025 |
|
Buy Stock Where You Shop With Grifin | Aaron Froug | #574
|
Mar 14, 2025 |
|
Jacqueline Faber: A Journey into Dark Academia | #573
|
Mar 07, 2025 |
|
MEBISODE: Can We All Invest Like Yale?
|
Mar 04, 2025 |
|
Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572
|
Feb 28, 2025 |
|
Former Merrill Strategist Chuck Clough – This Time is Different | #571
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Feb 21, 2025 |
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Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570
|
Feb 14, 2025 |
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Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
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Feb 07, 2025 |
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Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568
|
Jan 31, 2025 |
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BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567
|
Jan 24, 2025 |
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Wendy Li on How To Invest Like Elite Endowments | #566
|
Jan 17, 2025 |
|
Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565
|
Jan 03, 2025 |
|
The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564
|
Dec 27, 2024 |
|
Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563
|
Dec 23, 2024 |
|
Fran Kinniry on The Past, Present & Future of Vanguard | #562
|
Dec 20, 2024 |
|
Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561
|
Dec 13, 2024 |
|
Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More | #560
|
Dec 06, 2024 |
|
Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559
|
Nov 22, 2024 |
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Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558
|
Nov 15, 2024 |
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JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557
|
Nov 08, 2024 |
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📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556
|
Nov 02, 2024 |
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Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555
|
Nov 01, 2024 |
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Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF
|
Oct 25, 2024 |
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Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553
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Oct 23, 2024 |
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Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552
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Oct 11, 2024 |
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Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551
|
Oct 04, 2024 |
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Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
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Sep 20, 2024 |
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Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549
|
Sep 13, 2024 |
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Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545
|
Sep 10, 2024 |
|
Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548
|
Sep 06, 2024 |
|
Introducing The Best Investment Writing
|
Aug 30, 2024 |
|
Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547
|
Aug 23, 2024 |
|
Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546
|
Aug 16, 2024 |
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Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544
|
Aug 02, 2024 |
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BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543
|
Jul 26, 2024 |
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Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542
|
Jul 19, 2024 |
|
Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541
|
Jul 12, 2024 |
|
The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber
|
Jul 05, 2024 |
|
Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539
|
Jun 28, 2024 |
|
UBS' Jason Draho - Another Roaring '20s for the US? | #538
|
Jun 21, 2024 |
|
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537
|
Jun 14, 2024 |
|
Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537
|
Jun 07, 2024 |
|
MEBISODE: The Bear Market in Diversification | #536
|
Jun 04, 2024 |
|
KraneShares' Brendan Ahern: Is China Investable? | #535
|
May 31, 2024 |
|
Michael Melissinos - Mastering the Art of Trend-Following | #534
|
May 24, 2024 |
|
Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533
|
May 10, 2024 |
|
Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532
|
May 03, 2024 |
|
GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531
|
Apr 26, 2024 |
|
Professor Kenneth French on Risk, Return, and Rationality | #530
|
Apr 19, 2024 |
|
MEBISODE: T-Bills and Chill…Most of the Time | #529
|
Apr 12, 2024 |
|
Cliff Asness: Timely & Timeless Investment Wisdom | #528
|
Apr 05, 2024 |
|
Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy | #527
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Mar 29, 2024 |
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MEBISODE: Should CalPERS Fire Everyone And Just Buy Some ETFs? | #526
|
Mar 22, 2024 |
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Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' | #525
|
Mar 15, 2024 |
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Tim Ranzetta, NGPF - Teaching America Personal Finance | #524
|
Mar 08, 2024 |
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Whitney Baker on The Death of (Upside) American Exceptionalism | #523
|
Mar 01, 2024 |
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How to Convert an SMA to an ETF with Wes Gray & Robert Elwood | #522
|
Feb 23, 2024 |
|
MEBISODE: A Better Approach to Dividend Investing
|
Feb 21, 2024 |
|
Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla | #520
|
Feb 09, 2024 |
|
Ben Mackovak on The Secret Sauce of Investing in Banks | #519
|
Feb 02, 2024 |
|
Jared Dillian on the Keys to Live a Stress-Free Financial Life | #518
|
Jan 24, 2024 |
|
Bruno Caratori - The Bitcoin ETF is FINALLY Approved. Now What? | #517
|
Jan 13, 2024 |
|
BlackRock's Rick Rieder on The State of Markets & The US Debt Problem | #516
|
Jan 10, 2024 |
|
Felix Zulauf – 2024 Macro Outlook Not Rosy | #515
|
Jan 03, 2024 |
|
Liz Simmie, Honeytree – A Quantamental Approach to ESG | #514
|
Dec 27, 2023 |
|
J.P. Morgan's Gabriela Santos Likes International Stocks for 2024 | #513
|
Dec 20, 2023 |
|
Alfonso "Alf" Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade | #512
|
Dec 13, 2023 |
|
Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511
|
Dec 06, 2023 |
|
Radio Show: Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate | #510
|
Nov 29, 2023 |
|
Austin Root, Stansberry Asset Management - The Case For Productive Assets | #509
|
Nov 22, 2023 |
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Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508
|
Nov 15, 2023 |
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Thomas George, Grizzle - Disruption at a Reasonable Price | #507
|
Nov 08, 2023 |
|
Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill | #506
|
Nov 01, 2023 |
|
Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape | #505
|
Oct 25, 2023 |
|
Mebisode – What If You Owned No US Stocks? | #504
|
Oct 18, 2023 |
|
Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer | #503
|
Oct 11, 2023 |
|
Mikhail Samonov – Lessons from Two Centuries of Financial History | #502
|
Oct 04, 2023 |
|
John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501
|
Sep 27, 2023 |
|
Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing | #500
|
Sep 20, 2023 |
|
Kevin Carter, EMQQ Global - India is Happening NOW | #499
|
Sep 13, 2023 |
|
Liz Ann Sonders on The State of the Markets | #498
|
Sep 06, 2023 |
|
Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation | #497
|
Aug 30, 2023 |
|
Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing | #496
|
Aug 23, 2023 |
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Mohnish Pabrai on Cloning & Compounding | #495
|
Aug 16, 2023 |
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Stephanie Pomboy on the Corporate Credit Crunch | #494
|
Aug 09, 2023 |
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Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof! | #493
|
Aug 05, 2023 |
|
Anthony Zhang, Vinovest - From Barrel to Bank: How to Invest in Whiskey | #492
|
Aug 02, 2023 |
|
JD Gardner - Bridging the Behavior Gap | #491
|
Jul 26, 2023 |
|
Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing | #490
|
Jul 19, 2023 |
|
Steve Klinsky, New Mountain Capital – Private Equity Titan | #489
|
Jul 12, 2023 |
|
Blake Street – Financial Advisor to New Media: From Tik Tok to E-Sports & OnlyFans | #488
|
Jul 05, 2023 |
|
Dr. Gio Valiante on Peak Performance: From Tiger Woods to Steve Cohen | #487
|
Jun 28, 2023 |
|
Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity | #486
|
Jun 21, 2023 |
|
Dan Niles on Big Tech Stocks and the AI Revolution | #485
|
Jun 14, 2023 |
|
Rodrigo Gordillo & Corey Hoffstein - Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking | #484
|
Jun 07, 2023 |
|
Burton Malkiel - Applying 'A Random Walk' to the World Today | #483
|
May 31, 2023 |
|
Meketa's Steve McCourt & Primark's Michael Bell - Democratizing Private Equity | #482
|
May 24, 2023 |
|
Sarah Stanley Fallaw - The Psychology of the Millionaire Next Door | #481
|
May 17, 2023 |
|
Craig Wichner, Farmland LP - Cultivating Wealth with Sustainable Farmland Investing | #480
|
May 10, 2023 |
|
Jim Chanos & Bethany McLean on Lessons from Enron, Financial Fraud Throughout History, and the Fall of FTX, SVB & Wirecard | #479
|
May 06, 2023 |
|
Sam Zell - The Grave Dancer on Private REITs, the Macro Landscape, & Timeless Investing Wisdom | #478
|
Apr 26, 2023 |
|
Richard Thaler & Cade Massey on the NFL Draft, Misbehaving GM's, & Exploiting Inefficiencies | #477
|
Apr 19, 2023 |
|
Ramit Sethi on his Netflix Series 'How to Get Rich' | #476
|
Apr 17, 2023 |
|
Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here's Why | #475
|
Apr 12, 2023 |
|
Wes Gray & Jack Vogel, Alpha Architect - BOXX, HIDE, & Why Trend Following is Timeless. PLUS: Embarrassing Career Moments | #474
|
Apr 05, 2023 |
|
Jeroen Blokland, True Insights - Multi Asset Masterclass | #473
|
Mar 29, 2023 |
|
Morgan Stanley's Mike Wilson Says the Earnings Recession is Worse Than You Think | #472
|
Mar 22, 2023 |
|
Gary Zimmerman, MaxMyInterest - SVB, FDIC, & Improving ROI on Cash | #471
|
Mar 16, 2023 |
|
How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley | #470
|
Mar 15, 2023 |
|
Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, & Why The Price You Pay Matters...Even in Venture Capital | #469
|
Mar 08, 2023 |
|
Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
|
Feb 25, 2023 |
|
Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More | #467
|
Feb 15, 2023 |
|
Sean Goldsmith, The Zero Proof – The Golden Age for Non-Alcoholic Beverages | #466
|
Feb 08, 2023 |
|
Jim O'Shaughnessy, OSV - Unleashing The World's Infinite Potential | #465
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Feb 01, 2023 |
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Radio Show: The Gates Are Going Up! PLUS: The Set Up For Value & Trend-Following in 2023 | #464
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Jan 28, 2023 |
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J.P. Morgan's Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a "Doomsday Machine" | #463
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Jan 25, 2023 |
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Porter Stansberry on a Potential Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks | #462
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Jan 18, 2023 |
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Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan | #461
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Dec 28, 2022 |
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Louisa Nicola – How To Perform At Your Best Physically & Mentally | #460
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Dec 21, 2022 |
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Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
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Dec 16, 2022 |
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Bob Elliott, Unlimited Funds – A Macro Masterclass | #458
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Dec 07, 2022 |
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Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments | #457
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Dec 03, 2022 |
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Marc Cohodes on SBF, Fraud, & The FTX Death Spiral | #456
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Nov 25, 2022 |
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Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)
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Nov 21, 2022 |
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Eugene Fama – A Life in Finance | #455
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Nov 19, 2022 |
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Rex Salisury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech | #454
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Nov 11, 2022 |
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Whitney Baker on Why "Immaculate Disinflation" is an Illusion | #453
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Nov 07, 2022 |
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Jerry Parker & Salem Abraham - Lessons From A Lifetime of Trading | #452
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Oct 29, 2022 |
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Hugh Hendry - The Acid Capitalist Unfiltered | #451
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Oct 24, 2022 |
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Harris “Kuppy” Kupperman - Oil is the World’s Central Banker Now | #450
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Oct 22, 2022 |
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Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Value Stocks? (The Best Investment Writing Volume 6)
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Oct 17, 2022 |
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Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)
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Oct 10, 2022 |
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Annie Duke – Why Great Investors Are Great Quitters | #448
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Oct 08, 2022 |
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Dave Thornton, Vested – Could Index Investing Come to Venture Capital? | #447
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Oct 03, 2022 |
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BlackRock's Rick Rieder on the State of the Markets | #446
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Oct 01, 2022 |
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Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
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Sep 27, 2022 |
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Steve Romick, FPA Funds – Live at Future Proof! | #444
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Sep 24, 2022 |
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Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)
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Sep 19, 2022 |
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Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443
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Sep 17, 2022 |
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David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing | #442
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Sep 13, 2022 |
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Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)
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Sep 09, 2022 |
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Marlena Lee, DFA – Value, Fama & How To Weather Bear Markets | #441
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Sep 07, 2022 |
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Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
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Sep 06, 2022 |
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Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)
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Sep 02, 2022 |
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Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439
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Aug 29, 2022 |
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Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438
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Aug 29, 2022 |
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Joachim Klement – Stocks in the long run… are still risky (The Best Investment Writing Volume 6)
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Aug 24, 2022 |
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Tim Alcorn, Baillie Gifford – Lessons from Bessembinder (The Best Investment Writing Volume 6)
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Aug 19, 2022 |
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Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money | #437
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Aug 17, 2022 |
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Kevin Van Trump – Here’s What's Going on With Ag Commodities | #436
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Aug 15, 2022 |
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Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)
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Aug 12, 2022 |
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Radio Show with Michael Batnick & Ben Carlson of RWM | #435
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Aug 10, 2022 |
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Lyn Alden – The Macro Landscape & Bull Case for Real Assets | #434
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Aug 08, 2022 |
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Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)
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Aug 05, 2022 |
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Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets | #433
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Aug 03, 2022 |
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Robert Keith, Beartooth Group – Investing for Financial & Environmental Returns Through Ranch Restoration in The American West | #432
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Aug 01, 2022 |
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Erin Miles, Bridgewater Associates – Who Will Prove Most Vulnerable to the Pullback in Liquidity? (The Best Investment Writing Volume 6)
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Jul 27, 2022 |
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Scott Reynolds Nelson – How Wheat Made The Modern World | #431
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Jul 25, 2022 |
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Richard Ennis – The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium (The Best Investment Writing Volume 6)
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Jul 22, 2022 |
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Frank Giustra & Ian Telfer - The Bull Case for Gold | #430
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Jul 20, 2022 |
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Kevin Kelly – How To Invest in Genetic Editing, Residential Real Estate, & The Hotel Industry | #429
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Jul 18, 2022 |
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Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6)
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Jul 15, 2022 |
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Eric Balchunas, Bloomberg – Bogle is One of the Investing GOATs | #428
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Jul 13, 2022 |
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Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both" | #427
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Jul 06, 2022 |
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The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426
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Jun 29, 2022 |
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Dan Ariely, Irrational Capital – Investing in Human Capital | #425
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Jun 28, 2022 |
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Robin Goldstein & Daniel Sumner – The Economics of Weed | #424
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Jun 20, 2022 |
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Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries? | #423
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Jun 15, 2022 |
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Best Idea Show – Doron Junger, Sanvia Capital – US Biotech | #422
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Jun 13, 2022 |
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Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low | #421
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Jun 08, 2022 |
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Dan Cooper, ROC Investments – ROC: Return on Character | #420
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Jun 06, 2022 |
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Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward | #419
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Jun 01, 2022 |
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Mebisode – Red Light | #418
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May 25, 2022 |
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Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market | #417
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May 23, 2022 |
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Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History | #416
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May 18, 2022 |
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Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments | #415
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May 16, 2022 |
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Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO | #414
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May 13, 2022 |
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Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
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May 09, 2022 |
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Radio Show – Meb's Got News!...YTD Stock & Bond Performance...$7 Gas in SoCal | #412
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May 07, 2022 |
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Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3 | #411
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May 04, 2022 |
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Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition | #410
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Apr 27, 2022 |
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Meb’s Corner – Ben Rollert, Composer – Democratizing Access To Quantitative Investment Strategies | #409
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Apr 26, 2022 |
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Neil Dahlstrom, John Deere – Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture | #408
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Apr 20, 2022 |
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Marc Chaikin, Chaikin Analytics – A Quantamental Approach To Investing | #407
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Apr 13, 2022 |
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Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration & Esoteric Investment Opportunities | #406
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Apr 11, 2022 |
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Gio Valiante – Prepare For The Masters With A Masterclass in Peak Performance in Athletics & Investing | #405
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Apr 06, 2022 |
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Mebisode – How I Invest 2022 | #404
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Apr 04, 2022 |
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Ivy Zelman, Zelman & Associates – Here's Why This Housing Expert Says The Market is "Euphoric" and Urges Caution | #403
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Mar 30, 2022 |
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Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure | #402
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Mar 28, 2022 |
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Clay Gardner, Titan – Investment Management Services for The Everyday Investor | #401
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Mar 23, 2022 |
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Patrick Geddes, Aperio – Lessons From A Customized Indexing Pioneer Who Sold His Firm To BlackRock | #400
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Mar 21, 2022 |
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Mary Childs, NPR’s Planet Money – Bond King Bill Gross | #399
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Mar 16, 2022 |
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Adam Nash, Daffy – Why This Prominent Silicon Valley Operator & Investor Wants To Make Charitable Giving A Habit | #398
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Mar 14, 2022 |
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Jeremy Grantham, GMO – Short-Term Pessimist, Long-Term Optimist | #397
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Mar 09, 2022 |
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Wes Fulford, Viridi Funds – How To Get Exposure To Crypto In Public Markets | #396
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Mar 07, 2022 |
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Rob Koyfman, Koyfin – Building The Go-To Investing Platform | #395
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Mar 02, 2022 |
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Africa Startup Series – Peter Ngunyi, EarlyBird Venture Lab – Accelerating Africa’s Startup Ecosystem | #394
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Feb 28, 2022 |
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Duncan Kelm, Arrow Point Tax – Strategic Tax Planning & Tax Mitigation Strategies | #393
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Feb 23, 2022 |
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Laurens Swinkels, Robeco – The Global Market Portfolio, (Realistic) Expected Returns & Global Factor Premiums | #392
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Feb 21, 2022 |
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Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence | #391
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Feb 16, 2022 |
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Radio Show - Meb’s Thoughts on Angel Investing After Making 250+ Investments | #390
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Feb 14, 2022 |
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Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing | #389
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Feb 09, 2022 |
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Cambria Fund Profile Series — Cambria Value and Momentum ETF (VAMO)
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Feb 07, 2022 |
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Scott Lynn & Masha Golovina, Masterworks – The World's Largest Art Buyer on Inflation, NFT's & Reaching Unicorn Status | #388
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Feb 02, 2022 |
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Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in Emerging Markets | #387
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Jan 31, 2022 |
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John Arnold – Why The Greatest Natural Gas Trader Walked Away To Pursue Philanthropy | #386
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Jan 26, 2022 |
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Startup Series – Jeff Shaw, Underground Cellar - Disrupting E-Commerce Wine Sales Through Gamification | #385
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Jan 24, 2022 |
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Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion | #384
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Jan 19, 2022 |
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Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO | #383
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Jan 17, 2022 |
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Dan Zwirn, Arena Investors - A Stoic Approach to Investing | #382
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Jan 12, 2022 |
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Leonard Mlodinow - How To Harness Your Emotions To Become A Better Investor | #381
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Jan 05, 2022 |
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Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder | #380
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Dec 29, 2021 |
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The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors
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Dec 27, 2021 |
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Peter Livingston, Unpopular Ventures - The Best VC’s Actually Have A Lower Batting Average But A High Slugging Percentage | #379
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Dec 22, 2021 |
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Cullen Roche, Discipline Funds - QE Is Not As Powerful As A Lot Of People Like To Think It Is | #378
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Dec 20, 2021 |
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Garrott McClintock, AcreTrader - Live From The 2021 Farmland Investing Summit! | #377
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Dec 15, 2021 |
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Jason Wenk, Altruist - How To Make Financial Advice Better, More Affordable & Accessible To Everybody | #376
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Dec 13, 2021 |
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The Best Investment Writing Volume 5: Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics
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Dec 10, 2021 |
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Jonathan Fell, Ash Park Capital - People Always Overestimate The Extent To Which Tobacco Is A Dying Business | #375
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Dec 08, 2021 |
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Phil Huber, Savant Wealth Management - Expected Returns For That Classic 60/40 Stock Bond Mix Is Significantly Lower Today Than It Has Been In Recent Past | #374
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Dec 06, 2021 |
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Tim Maloney, Roundhill Investments – We Hit The Right Theme At The Right Time | #373
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Dec 01, 2021 |
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Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price | #372
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Nov 29, 2021 |
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The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing
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Nov 26, 2021 |
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Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues | #371
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Nov 24, 2021 |
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Ashley Flucas, Flucas Ventures - This Is A Really Opportunistic Time For Someone Who's Not Afraid And New In The Game To Get Started | #370
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Nov 22, 2021 |
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The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha - Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities
|
Nov 19, 2021 |
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Africa Startup Series – Maya Horgan Famodu, Ingressive Capital - Africa Holds The Fastest Growing Consumer Class, Fastest Growing Population & Fastest Growing Middle Class in The World | #369
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Nov 17, 2021 |
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Rodrigo Gordillo & Corey Hoffstein - You Now Get To Have Your Beta Cake While Eating Your Alpha Too | #368
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Nov 15, 2021 |
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The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts
|
Nov 12, 2021 |
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Robert Lawson, SMU - Initially This Whole Thing Was A Tax Dodge So I Could Go Drink In Cuba | #367
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Nov 10, 2021 |
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Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime | #366
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Nov 08, 2021 |
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The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When?
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Nov 05, 2021 |
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Dr. Bryan Taylor, Global Financial Data - There Are 100 Ways To Beat The Market; You Just Got To Figure Out What Works For You And Stick To That Plan | #365
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Nov 03, 2021 |
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Nancy Davis, Quadratic Capital Management - Some Women Like To Buy Shoes And I Love To Buy Options | #364
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Nov 01, 2021 |
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The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns
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Oct 29, 2021 |
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Rick Bookstaber, Fabric – Risk Is The Other Side Of The Coin From Opportunity | #363
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Oct 27, 2021 |
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Seth Stephens-Davidowitz, Data Scientist & Author - You Do Have To Be Willing To Go Where The Data Takes You | #362
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Oct 25, 2021 |
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The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification
|
Oct 22, 2021 |
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Jeff Hooke, Johns Hopkins - The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years | #361
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Oct 20, 2021 |
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Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View | #360
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Oct 18, 2021 |
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The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes
|
Oct 15, 2021 |
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Africa Startup Series – Aaron Fu, Sherpa Ventures - We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa | #359
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Oct 13, 2021 |
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Africa Startup Series – Zachariah George, Launch Africa Ventures - The Evolution of Tech In Africa Had To Always Start With Fintech | #358
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Oct 11, 2021 |
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The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited
|
Oct 08, 2021 |
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Marko Papic, Clocktower Group - If You Don’t Make Calls, Why Are You In This Industry? | #357
|
Oct 06, 2021 |
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Jim Paulsen, The Leuthold Group - The Wildcard Is Inflation and Whether It’s Truly Transitory | #356
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Oct 04, 2021 |
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The Best Investment Writing Volume 5: Andrew Patterson, Vanguard - The Idea Multiplier: An acceleration in innovation is coming
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Oct 01, 2021 |
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Sheel Mohnot, Better Tomorrow Ventures - We Think That We're In The Very Early Innings of Fintech | #355
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Sep 29, 2021 |
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Shawn Merani, Parade Ventures - The Seed And Pre-Seed Stage, You’re Betting On People | #354
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Sep 27, 2021 |
|
The Best Investment Writing Volume 5: Brian Barish, Cambiar Investors – The Virus Plaguing Value
|
Sep 24, 2021 |
|
Artem Milinchuk, FarmTogether - Everything Pointed Towards This Massive Democratization of Alternative Investing | #353
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Sep 22, 2021 |
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James Rasteh, Coast Capital - The World Is Running Out Of Gold | #352
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Sep 20, 2021 |
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The Best Investment Writing Volume 5: Jack Vogel, Alpha Architect - Value Investing: An Examination of the 1,000 Largest Firms
|
Sep 17, 2021 |
|
Leigh Drogen, Starkiller Capital - If This Thing Isn’t Dead Yet, It’s Not Going To Die | #351
|
Sep 15, 2021 |
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Startup Series – Saad Alam, Hone Health – 40% Of Men Over 35 Have Hormone Imbalance With Testosterone | #350
|
Sep 13, 2021 |
|
The Best Investment Writing Volume 5: Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends
|
Sep 10, 2021 |
|
Anthony Zhang, Vinovest - You Should Separate Your Drinking Preferences From Your Investment Preferences | #349
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Sep 08, 2021 |
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Zach Coelius, Coelius Capital - I Like To Play Where It’s Still Qualitative | #348
|
Sep 06, 2021 |
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Radio Show – Wes Gray & Patrick Cleary, Alpha Architect – All Things ETFs | #347
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Sep 03, 2021 |
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William Bernstein on The Delusions of Crowds | #346
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Sep 01, 2021 |
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Africa Startup Series – Dr. Abasi Ene-Obong, 54gene - There Really Hasn’t Been Human Genomics Infrastructure In Africa | #345
|
Aug 30, 2021 |
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Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon | #344
|
Aug 27, 2021 |
|
Dr. Nathan Myhrvold, Intellectual Ventures - Pizza In The United States Is What Convinced The World That Pizza Was A Great Thing | #343
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Aug 25, 2021 |
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Aaron Edelheit, Mindset Capital - The Best Investors Are Those That View It As A Game | #342
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Aug 23, 2021 |
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Lyle Fitterer, Baird Asset Management - You Could Even Argue That They’re Better Credits Than The Federal Government | #341
|
Aug 18, 2021 |
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Michael Suffredini, Axiom Space - The Only Thing I Know How To Do Is Build And Operate A Space Station | #340
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Aug 16, 2021 |
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George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now | #339
|
Aug 11, 2021 |
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Startup Series – Will Matthews, Fellow – Semen Quality Is The Canary In The Coal Mine To Overall Health | #338
|
Aug 09, 2021 |
|
Professor Richard Thaler, University of Chicago - When Somebody Would Fire Us, It Was Almost Always At Exactly The Wrong Time | #337
|
Aug 04, 2021 |
|
Hugh Thomas, Ugly Drinks - This Is The Result Of Two 23-Year Olds In A Pub In London Having A Couple Of Beers | #336
|
Aug 02, 2021 |
|
Thomas Eiden, Atomic Alchemy - There Is A Vast Shortage Of Man Made Radioactive Materials | #335
|
Jul 30, 2021 |
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Peter Johnson, Jump Capital - What I Think About Most Of The Time Is What Crypto Is Going To Mean To The World | #334
|
Jul 28, 2021 |
|
Startup Series – Rob Forster, Wonderbird Spirits - Making Gin Is Truly An Art | #333
|
Jul 26, 2021 |
|
Mebisode – Journey to 100X | #332
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Jul 23, 2021 |
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Phil Nadel, Forefront Venture Partners - The Best Companies Are Founded By Folks Who Personally Feel The Pain Point | #331
|
Jul 21, 2021 |
|
Guillermo Cornejo, Riders Share - Riders Share Is Like An AirBnB, But For Renting Motorcycles | #330
|
Jul 19, 2021 |
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Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria | #329
|
Jul 14, 2021 |
|
Startup Series – Katie Echevarria Rosen Kitchens, FabFitFun - Paying $50 And Getting Over $300 In Full-Size Products Is A Pretty Cool Thing | #328
|
Jul 12, 2021 |
|
Mario Gabelli, GAMCO Investors - We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time | #327
|
Jul 07, 2021 |
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Starup Series – Viktor Nebehaj, Freetrade - We Want Everybody To Have Access To Investing | #326
|
Jul 05, 2021 |
|
Bhu Srinivasan, Author, Americana - Is The Entrepreneur More Important Or Is The Movement And Moment More Important? | #325
|
Jun 30, 2021 |
|
Edward McQuarrie, Santa Clara University - Sometimes Stocks Beat Bonds, Sometimes Bonds Beat Stocks | #324
|
Jun 28, 2021 |
|
John Montgomery, Bridgeway Capital Management - A Factors-Based World View Resonated With Me | #323
|
Jun 23, 2021 |
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Radio Show – Inflation or Deflation?…Foreign Stocks….Value and Momentum | #322
|
Jun 21, 2021 |
|
Rajiv Jain, GQG Partners - “Everything Is Temporary And The Only Way To Survive Long-Term Is To Be Adaptive” | #321
|
Jun 16, 2021 |
|
Shonda Warner, Chess Ag Full Harvest Partners - The Interesting Thing About Ag Is That It’s There To Play Another Day | #320
|
Jun 14, 2021 |
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Brandon Zick, Ceres Partners - The Market Is $3 Trillion And Institutional Investors Own About 3% Of That | #319
|
Jun 09, 2021 |
|
Perth Tolle, Life + Liberty Indexes – If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This | #318
|
Jun 07, 2021 |
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Chris Cole, Artemis Capital Management - You Want To Diversify Based On How Assets Perform In Different Market Regimes | #317
|
Jun 02, 2021 |
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Dianne McKeever, Ides Capital - My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist | #316
|
May 31, 2021 |
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Warren Pies & Fernando Vidal, 3Fourteen Research - I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years | #315
|
May 26, 2021 |
|
Dan Morehead, Pantera Capital Management - Satoshi Created Bitcoin As A Result Of The 2008 Global Financial Crisis And It’s Really Coming Into It’s Own Now | #314
|
May 24, 2021 |
|
Rob Arnott, Research Affiliates - Modern Monetary Theory Does Not Work | #313
|
May 19, 2021 |
|
Carter Malloy, AcreTrader - In A Couple Of Minutes, You Can Invest As Little As $15,000 Or $20,000 In A Particular Farm | #312
|
May 17, 2021 |
|
Radio Show – Valuation Update…Bond Returns….Meb’s Startup Investing | #311
|
May 14, 2021 |
|
Kathryn Kaminski, AlphaSimplex - When You’re A Systematic Investor, Your Process Makes The Decision | #310
|
May 12, 2021 |
|
Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out | #309
|
May 10, 2021 |
|
Best Idea Show – Maciej Wojtal, Amtelon Capital – I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia | #308
|
May 05, 2021 |
|
Vikram Mansharamani, Harvard Lecturer and Author - In All Bubbles, You Usually Have A ‘This Time It’s Different’ Story | #307
|
May 03, 2021 |
|
Jeff Seder, EQB - We Ended Up The First Triple-Crown Winner in 37 Years | #306
|
Apr 28, 2021 |
|
Marc Faber, The Gloom, Boom & Doom Report – The Environment We’re In Favors Quick Profits And Long-Term Loss | #305
|
Apr 26, 2021 |
|
Damon Ficklin, Polen Capital – Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots | #304
|
Apr 21, 2021 |
|
Kevin Lozer, Holistiplan – Streamline And Scale The Tax Planning Process For Advisors | #303
|
Apr 19, 2021 |
|
Lisa Rich, Hemisphere Ventures, Xplore – There’s Never Been A More Exciting Time For The Space Industry | #302
|
Apr 14, 2021 |
|
Dr. Daniel Crosby, Orion Advisor Solutions – You Want The Best Anxiety Adjusted Returns | #301
|
Apr 12, 2021 |
|
Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies | #300
|
Apr 07, 2021 |
|
Sundeep Ahuja, Climate Capital - Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around | #299
|
Apr 05, 2021 |
|
Boris Wertz, Version One - I Really Think About The Next Decade As A Golden Decade For Technology | #298
|
Mar 31, 2021 |
|
Tim Ranzetta, Next Gen Personal Finance - Every Student Wants To Learn About Money | #297
|
Mar 29, 2021 |
|
Jason Hsu, Rayliant Global Advisors - As Investors, We’re Always Looking For Uncorrelated Sources Of Return | #296
|
Mar 24, 2021 |
|
Jacob Rubin, Philosophy Capital Management – I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat | #295
|
Mar 22, 2021 |
|
Dan Rasmussen, Verdad Advisers - A Lot Of These Regime Changes Happen Around Recessions And Crises | #294
|
Mar 17, 2021 |
|
Ted Seides, Capital Allocators – I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust | #293
|
Mar 10, 2021 |
|
Tom Barton, White Rock Capital – I Just Thought, Well, This Is The Dumbest Short Of All-Time | #292
|
Mar 08, 2021 |
|
Ron Lieber, The New York Times - If You Look At Private Colleges And Universities, On Average, They’re Discounting Their Tuitions by 52% | #291
|
Mar 03, 2021 |
|
Bill Smead, Smead Capital Management - There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble | #290
|
Feb 24, 2021 |
|
Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right? | #289
|
Feb 22, 2021 |
|
Best Idea Show - Doug Pugliese, Alpha Architect - Why Not Elect A 1042 Sale And Control When You Pay Those Taxes? | #288
|
Feb 17, 2021 |
|
Jonathan Hsu, Tribe Capital - Our Specific Areas Of Expertise Are Around Being Able To Tell A Story Utilizing Your Own Data | #287
|
Feb 10, 2021 |
|
Jeremy Grantham, GMO - What Day Is The Highest Level Of Optimism? It’s The Day The Market Hits The Peak | #286
|
Feb 08, 2021 |
|
Best Idea Show - David Marcus, Evermore Global Advisors - Do You Sell Things That You Like To Buy Things That You Now Love? | #285
|
Feb 03, 2021 |
|
Michael Gayed, Toroso Investments - I Don’t Know The Exact Mile Marker I Might Crash My Car, But I Do Know The Conditions That Favor The Accident | #284
|
Feb 01, 2021 |
|
Brian Barish, Cambiar Investors- In The Digital Age We’re De-Physicalizing Things | #283
|
Jan 27, 2021 |
|
Salem Abraham, Abraham Trading Company - Managing Risk Starts With Imagining the Unimaginable | #282
|
Jan 25, 2021 |
|
Adrian Helfert, Westwood Group - We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum | #281
|
Jan 20, 2021 |
|
Matthew O’Connor, AdQuick - People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry | #280
|
Jan 18, 2021 |
|
Kevin Davitt, John Hiatt, Cboe - Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact | #279
|
Jan 13, 2021 |
|
Lucas White, GMO - Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market | #278
|
Jan 12, 2021 |
|
Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso | #277
|
Jan 06, 2021 |
|
The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors
|
Jan 04, 2021 |
|
Craig Wichner, Farmland LP - There’s $2.7T Worth Of Farmland In The U.S…And That’s The Same Economic Value As All The Apartment Buildings In The U.S Or All The Office Buildings In The U.S. | #276
|
Dec 30, 2020 |
|
David Lau, DPL Financial Partners - The Root Of All Evil When It Comes To Annuities Are Commissions |#275
|
Dec 28, 2020 |
|
Mitch Baruchowitz, Merida Capital Holdings - Is The Trade Over? No…It’s Just Getting Going In Some Ways | #274
|
Dec 23, 2020 |
|
Adam Moelis, Yotta Savings - Almost Half Of American’s Can’t Come Up With $400 In An Emergency And 78% Of People Live Paycheck To Paycheck | #273
|
Dec 21, 2020 |
|
Best Idea Show - Tobias Carlisle, Acquirers Fund - There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement | #272
|
Dec 16, 2020 |
|
Gary Zimmerman, Max My Interest - Several Of The Banks On Our Platform Offer Preferential Rates That Are Only Visible On The Max Platform | #271
|
Dec 14, 2020 |
|
Terri Spath, Sierra Investment Management - We Use A Quantitative Rules Based Process To Go Risk On, Risk Off | #270
|
Dec 09, 2020 |
|
Scott Lynn, Masterworks - I Think Art As An Asset Class Has To Be The Largest Asset Class That Has Never Been Securitized | #269
|
Dec 07, 2020 |
|
Best Idea Show - Doug Ludlow, MainStreet - We’re Now Saving The Average Company Using Our Platform About $75,000 Per Year | #268
|
Dec 02, 2020 |
|
The Best Investment Writing Volume 4: Tyler, Portfolio Charts - The Benefits of Bond Convexity
|
Nov 30, 2020 |
|
Edward Altman, NYU - We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever | #267
|
Nov 25, 2020 |
|
Best Idea Show - Kiyan Zandiyeh, Sturgeon Capital - We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years | #266
|
Nov 18, 2020 |
|
The Best Investment Writing Volume 4: Martin Tarlie, GMO - Is the U.S. Stock Market Bubble Bursting?
|
Nov 16, 2020 |
|
Rusty Vanneman, Orion - To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward | #265
|
Nov 11, 2020 |
|
Sammy Courtright, Ten Spot - How Do We Get People To Feel Like They Work For The Same Company When They’re No Longer In The Same Place? | #264
|
Nov 09, 2020 |
|
Best Idea Show - Julian Klymochko, Accelerate Financial Technologies - The Purpose, And What We’re Really Seeing The SPAC Emerge This Year For, Is To Truly Raise Growth Capital For Growth Businesses | #263
|
Nov 06, 2020 |
|
Ihor Dusaniwsky, S3 Partners - When People Say ‘Shorts Only Kill The Stock Price’…No…There’s A Two Way Street In Their Activity | #262
|
Nov 04, 2020 |
|
The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification
|
Nov 02, 2020 |
|
Best Idea Show - Mike Lecours, fpPathfinder - We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business | #261
|
Oct 30, 2020 |
|
Joel Greenblatt, Gotham Asset Management - Nine Out Of Ten Families In The Top Fifth Of The Income Chain Have Retirement Savings, Nine In Ten In The Bottom Fifth Have None | #260
|
Oct 28, 2020 |
|
Shane Heath, MUD\WTR - I Had Everything In My Head Already…I Felt Like I Was Just As Much Of A Customer Of My Own Product As Any Prospective Customer | #259
|
Oct 26, 2020 |
|
Best Idea Show - Wes Gray, Alpha Architect - An ETF Centralizes Everything Into One Product | #258
|
Oct 23, 2020 |
|
Marc Levine - A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win | #257
|
Oct 21, 2020 |
|
The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble
|
Oct 19, 2020 |
|
Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree - Japan Is Trading At The Lowest Valuation In 30 Years | #256
|
Oct 16, 2020 |
|
Matt Peterson, Peterson Capital Management - We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity | #255
|
Oct 14, 2020 |
|
Ken Nguyen, Republic - In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public | #254
|
Oct 12, 2020 |
|
Carl Chang, Kairos Investment Management - Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow | #253
|
Oct 07, 2020 |
|
The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds
|
Oct 05, 2020 |
|
Cem Karsan, Aegea Capital - 30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically | #252
|
Sep 30, 2020 |
|
Robert Jacobson, Space Advisors - It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme | #251
|
Sep 23, 2020 |
|
Kevin Gibbon, Airhouse - We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands | #250
|
Sep 21, 2020 |
|
Ben Savage, Clocktower Technology Ventures - Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry | #249
|
Sep 16, 2020 |
|
The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias?
|
Sep 14, 2020 |
|
JC Parets, All Star Charts - The Sooner We Can Find Out We’re Wrong The Better…Then We Can Go Move On To Something Else | #248
|
Sep 09, 2020 |
|
David Oates, Curtsy - Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts | #247
|
Sep 07, 2020 |
|
Eric Sprott, Mark O’Dea, Oxygen - I’m Trying To Look For Some Value That’s Not Appreciated By The Market | #246
|
Sep 02, 2020 |
|
Éva Goicochea, Maude - The Ethos Of The Company Is To Make Sex More Human, More Normalized, Destigmatized…To Do That, It Started With Design | #245
|
Aug 31, 2020 |
|
Tom Basso - Investing Is A Mental Game More Than It Is Having The Perfect Indicator Or…Even The Perfect Position Sizing | #244
|
Aug 26, 2020 |
|
Doug Ludlow, MainStreet - We’d Like To Be There As America And The World Starts To Rebuild, And Give Tools To These Companies…Access To Capital And Financing In A Way They Wouldn’t Have Had Before | #243
|
Aug 12, 2020 |
|
Ham Serunjogi, Chipper Cash - Africa Has The Highest Cost Of Sending Money In The World | #242
|
Aug 05, 2020 |
|
Doug Ramsey, The Leuthold Group - By Our Interpretation, We’re There, I Do Think It’s Time To Be Rotating Away From Large Cap Growth | #241
|
Jul 29, 2020 |
|
Stefan Batory, Booksy - This Is Probably The Last Major Vertical That’s Not Digitalized…And This Is A Massive Space | #240
|
Jul 27, 2020 |
|
Chris Fernandez, EnsoData - There Was One Particular Area That Felt Like It Was At Least 5 Years Behind…And That Was The Application Of AI To Waveform Data | #239
|
Jul 22, 2020 |
|
Mark Straub, Smile Identity - Face Recognition Is, In A Sense, Deep Technology | #238
|
Jul 20, 2020 |
|
Ryan McQuaid, PlushCare - If You Look At Virtual Visits Last Year, They’re Only 1-2% Of All Addressable Visits | #237
|
Jul 15, 2020 |
|
Stuart Landesberg, Grove Collaborative - I Believe Deeply That Having A Truly Mission Driven Business Is A Sustainable Competitive Advantage | #236
|
Jul 13, 2020 |
|
Ajay Prakash, Rinse - The Barriers To Entry Are Super Low…But The Barriers To Scale Are Incredibly High | #235
|
Jul 08, 2020 |
|
Harindra de Silva, Analytic Investors of Wells Fargo Asset Management - Just Because A Factor Hasn’t Been Working For 3 Years…Don’t Ignore It…Continue To Evaluate It | #234
|
Jul 06, 2020 |
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Lisa Rich, Hemisphere Ventures, Xplore - Opening Up The Door For Access To Space | #233
|
Jul 01, 2020 |
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Luis Perez, Remoov - We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back | #232
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Jun 29, 2020 |
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Julian Klymochko, Accelerate Financial Technologies - The Democratization Of Alternatives, It’s Happening, But It’s Something That Does Not Happen Overnight | #231
|
Jun 24, 2020 |
|
Ryan Lupberger, Cleancult - There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste | #230
|
Jun 22, 2020 |
|
Evan Brandoff, LeagueSide - There’s No Better Way To Engage With Families In The Community Than Through Youth Sports | #229
|
Jun 17, 2020 |
|
Cambria Fund Profile Series – Cambria Tail Risk ETF (TAIL)
|
Jun 15, 2020 |
|
Danilo Santiago, Rational Investment Methodology - The Market Will Tend To Overpay When Earnings Are Good And Underpay When The Company Gets In Some Kind Of Trouble | #228
|
Jun 10, 2020 |
|
Alex Smereczniak, 2ULaundry - Quality Has to Be At The Forefront of Everything That We’re Doing | #227
|
Jun 08, 2020 |
|
Vineer Bhansali, LongTail Alpha - The Bigger Question To Me Is Not Whether Tail Risk Hedging Is Good Or Bad, But Whether It Is Good Or Bad For Your Current Portfolio Posture | #226
|
Jun 03, 2020 |
|
Eric Crittenden, Standpoint Asset Management - I Enjoy Trying To Win A Marathon Rather Than Winning Sprints | #225
|
Jun 01, 2020 |
|
Eric Kinariwala, Capsule - The Pharmacy Sits At The Center Of The Healthcare System | #224
|
May 27, 2020 |
|
Steven Jorgenson, Starbridge Venture Capital - The Launch Sector is Literally Less Than 2% Of The Space Industry | #223
|
May 25, 2020 |
|
Dakin Sloss, Prime Movers Lab - Power Law Is The Key To Understanding Venture Capital | #222
|
May 20, 2020 |
|
Chris Davis, Davis Advisors - As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions [Tend To] Produce | #221
|
May 18, 2020 |
|
Andrew Beer, Dynamic Beta Investments - Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk? | #220
|
May 13, 2020 |
|
Paul Collier, Oxford - What Capitalism Offers Is A Combination Of Competition And Collaboration | #219
|
May 11, 2020 |
|
Adam Karr, Orbis Investments - One Of The Most Important Decisions You Make Is The Price That You Pay | #218
|
May 06, 2020 |
|
Mary Wheeler, BioRock Ventures - 2019…There Were 20 $1B Biopharma IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare | #217
|
May 04, 2020 |
|
David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value | #216
|
Apr 29, 2020 |
|
David Chan, FarmTogether - How Do We Make Farmland As An Asset Class More Accessible? | #215
|
Apr 27, 2020 |
|
Jake Gibson, Better Tomorrow Ventures - We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come | #214
|
Apr 22, 2020 |
|
David Sanderson, Reelgood - The Average Household In The US Uses 5 Streaming Services | #213
|
Apr 20, 2020 |
|
Eric Satz, AltoIRA - I Want Everybody To Be Able To Invest In Alternative Assets | #212
|
Apr 15, 2020 |
|
Julie Novack, PartySlate - We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect | #211
|
Apr 13, 2020 |
|
Jonathan Treussard, Research Affiliates - Be Aware Of The Cracks Under Your Feet | #210
|
Apr 08, 2020 |
|
Andrew Schulz, NoiseAware - A Lot Of Our Competitive Advantage Is How We Quantify Sound | #209
|
Apr 06, 2020 |
|
How Long Can You Handle Underperforming? | #208
|
Apr 01, 2020 |
|
Jeremy Yamaguchi, Lawn Love - It’s…One Of The Last Markets In The US…That Has Been…Resistant To Technology | #207
|
Mar 25, 2020 |
|
Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests, and Investing in the time of Corona | #206
|
Mar 18, 2020 |
|
Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality | #205
|
Mar 11, 2020 |
|
Doug Hapeman and Matt Milford, Foresight Mental Health - We Have This Vision Of Recreating Mental Healthcare With Technology To Make People Happier and Healthier | #204
|
Mar 04, 2020 |
|
Sanchal Ranjan, ZiffyHomes - We Give You A Different Lifestyle To Work And Play | #203
|
Feb 26, 2020 |
|
Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation | #202
|
Feb 19, 2020 |
|
The Case For Global Investing | #201
|
Feb 12, 2020 |
|
Radio Show - Decade End Returns and Valuations…Process vs. Performance…VC Power Laws | #200
|
Feb 05, 2020 |
|
Peter Livingston, Unpopular Ventures - All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do | #199
|
Jan 29, 2020 |
|
Rabi Gupta and Satwick Saxena, EvaBot - EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts | #198
|
Jan 22, 2020 |
|
Rick Rule, Global Resource Investments - In Resources You Are Either A Contrarian Or You Are Going To Be A Victim | #197
|
Jan 15, 2020 |
|
Minnie Ingersoll, TenOneTen - I Do Believe That Innovation In Our Country Is The Huge Bright Spot | #196
|
Jan 08, 2020 |
|
The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors
|
Jan 06, 2020 |
|
Top Podcasts 2019 - Replay: Bill Smead, Cam Harvey, Raoul Pal | #195
|
Jan 01, 2020 |
|
The Best Investment Writing Volume 3: Frazer Rice, Calamos Wealth Management – Preparing For The Hurricane Of Wealth
|
Dec 30, 2019 |
|
Doug McCormick, HCI Equity Partners - I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested | #194
|
Dec 25, 2019 |
|
The Best Investment Writing Volume 3: Wes Gray, Alpha Architect – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.
|
Dec 23, 2019 |
|
Chris Brightman - Here We Are With Emerging Markets Again Trading At A Shiller PE Multiple Less Than Half Of The US Stock Market | #193
|
Dec 18, 2019 |
|
The Best Investment Writing Volume 3: Ben Johnson – When Markets Are Tough, Don't Look
|
Dec 16, 2019 |
|
Tim Hayes - The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009 | #192
|
Dec 11, 2019 |
|
The Best Investment Writing Volume 3: Todd Tresidder – Bubbles, Bubbles Everywhere – How To Protect Yourself
|
Dec 09, 2019 |
|
Simon Hallett - Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance | #191
|
Dec 04, 2019 |
|
Radio Show: Buying Stocks At All Time Highs…Fund Manager Sentiment…Year End Questions for Advisors and Brokers | #190
|
Dec 02, 2019 |
|
John Parise - 70% Of Wealth Is Lost In The 3rd Generation | #189
|
Nov 27, 2019 |
|
The Best Investment Writing Volume 3: Ray Micaletti – The Smart Money Indicator: A New Risk Management Tool
|
Nov 25, 2019 |
|
Andreas Clenow - Trend Following Is…About Taking A Lot of Bets On A Very Large Number Of Markets | #188
|
Nov 20, 2019 |
|
The Best Investment Writing Volume 3: Jack Forehand – The Case Against Value Stocks
|
Nov 18, 2019 |
|
Kevin Carter - The Thing That’s Emerging Are The People, It’s All About The Consumer | #187
|
Nov 13, 2019 |
|
The Best Investment Writing Volume 3: Scott Bell – The Asset of Gratitude
|
Nov 11, 2019 |
|
Carter Malloy - I Looked At Farmland And Realized…It’s Wildly Inefficient | #186
|
Nov 06, 2019 |
|
The Best Investment Writing Volume 3: Larry Swedroe – Investment Strategy in an Uncertain World
|
Nov 04, 2019 |
|
Ben Claremon - Value Investing Will Always Have A Place | #185
|
Oct 30, 2019 |
|
You Could Have Missed... | #184
|
Oct 28, 2019 |
|
Ben Inker - The Problem With Good Returns In The Near Term Is They Have To Be Paid Back Sometime | #183
|
Oct 23, 2019 |
|
The Best Investment Writing Volume 3: Gary Antonacci – Extended Backtest of Global Equities Momentum
|
Oct 21, 2019 |
|
Larry Hite - I Want To Be In A Position Where Something Great Can Happen…If I Don’t Get That, I Don’t Want To Play | #182
|
Oct 16, 2019 |
|
Radio Show: Zero Trading Commissions…Valuations…And Trend Following | #181
|
Oct 14, 2019 |
|
Rodrigo Gordillo - “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust” | #180
|
Oct 09, 2019 |
|
The Best Investment Writing Volume 3: Justin J. Carbonneau – 10 Reasons Why It’s Tough to be a True “Intelligent Investor”
|
Oct 07, 2019 |
|
Dan Ferris - What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline | #179
|
Oct 02, 2019 |
|
Nobody Wants To Invest In Your Sh*t | #178
|
Sep 30, 2019 |
|
Alex Rubalcava - We Want To Help Build Companies That Are Solving Hard Problems That Matter | #177
|
Sep 25, 2019 |
|
The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are Value and Momentum Dead?
|
Sep 23, 2019 |
|
Adam Tkaczuk - We Think There Is About A 3% Per Year Tax Benefit To This | #176
|
Sep 18, 2019 |
|
The Biggest Valuation Spread In 40 Years? | #175
|
Sep 16, 2019 |
|
Amlan Roy - Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old | #174
|
Sep 11, 2019 |
|
The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me
|
Sep 09, 2019 |
|
Tom Williams - I Want To Be That First Call In The Darkest Of Days | #173
|
Sep 04, 2019 |
|
Cam Harvey - This is a Time of Considerable Risk of a Drawdown | #172
|
Aug 28, 2019 |
|
The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter
|
Aug 26, 2019 |
|
Raoul Pal - Buy Bonds. Buy Dollars. Wear Diamonds. | #171
|
Aug 21, 2019 |
|
Bill Martin - On The Short Side, Position Sizing Is The Biggest Driver Of Success | #170
|
Aug 14, 2019 |
|
The Best Investment Writing Volume 3: Aswath Damodaran – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!
|
Aug 12, 2019 |
|
Jeremy Jacobson - We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years | #169
|
Aug 07, 2019 |
|
Brian Livingston - What’s True Is That We Have To Adapt To Modern Markets | #168
|
Jul 31, 2019 |
|
The Best Investment Writing Volume 3: Rob Arnott – Yes. It’s a Bubble. So What?
|
Jul 29, 2019 |
|
The Cannabis Opportunity | #167
|
Jul 24, 2019 |
|
Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k) | #166
|
Jul 24, 2019 |
|
Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It | #165
|
Jul 17, 2019 |
|
The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend Following
|
Jul 15, 2019 |
|
Jake Shapiro - It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening | #164
|
Jul 10, 2019 |
|
Albert Meyer - You’re Held In Higher Regard When You Don’t Dilute Shareholders | #163
|
Jul 03, 2019 |
|
The Best Investment Writing Volume 3: Paul Novell – When Models Fail
|
Jul 01, 2019 |
|
Chase Nobles - I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis | #162
|
Jun 26, 2019 |
|
Brandon Zick - In Row Crops You’re Generating A Lot Of Current Income | #161
|
Jun 19, 2019 |
|
The Best Investment Writing Volume 3: Jack Vogel – Trust The Process
|
Jun 17, 2019 |
|
John Huber - Stock Prices Fluctuate Much More Than The Underlying Businesses | #160
|
Jun 12, 2019 |
|
Ashby Monk - The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation | #159
|
Jun 05, 2019 |
|
Tobias Carlisle - The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap | #158
|
May 29, 2019 |
|
Randy Swan - Always Invested, Always Hedged | #157
|
May 22, 2019 |
|
Steve Glickman - I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones | #156
|
May 15, 2019 |
|
Aswath Damodaran - They [Uber And The Ride Sharing Companies Collectively] Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think They’ve Figured Out A Business Model That Can Convert That Growth Into Profits | #155
|
May 10, 2019 |
|
Frank Curzio - You Have To Be Able To Adapt To Different Strategies In Different Markets Because They're Ever Changing | #154
|
May 08, 2019 |
|
Kim Shannon - I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value | #153
|
May 01, 2019 |
|
Kevin Smith and Tavi Costa - We Believe We’re In The Early Stages Of A Bear Market | #152
|
Apr 24, 2019 |
|
Divya Narendra - Valuation Is Probably The Most Critical Component of SumZero’s Thesis | #151
|
Apr 17, 2019 |
|
Bill Smead - The United States Economy is Highly Likely To Be The Strongest The Next 10 Years It's Been Since The Baby Boomers Went Through The 30-45 Year-Old Age Range | #150
|
Apr 10, 2019 |
|
Phil Haslett - Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That Kind Of Profile | #149
|
Apr 03, 2019 |
|
Paul Lountzis - The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis | #148
|
Mar 27, 2019 |
|
The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account) | #147
|
Mar 20, 2019 |
|
Neil Littman - The More Risk You Kill, Inherently, The More Value You Create | #146
|
Mar 13, 2019 |
|
Cloning The Largest Hedge Fund In The World: Bridgewater's All Weather | #145
|
Mar 06, 2019 |
|
Marty Bergin - Adapt Or Die | #144
|
Feb 27, 2019 |
|
David Eifrig - Most People Run Losses Into The Ground | #143
|
Feb 20, 2019 |
|
Ryan Ansin - I Don't Believe That It's Easy To Back Into Revenue In This Industry, There Are Just A Thousand Things That Can Go Wrong | #142
|
Feb 13, 2019 |
|
Radio Show - 34 of 40 Countries Have Negative 52 Week Momentum...Big Tax Bills for Mutual Fund Investors...and Listener Q&A | #141
|
Feb 06, 2019 |
|
Ralph Acampora - Don't Ever Fight Papa Dow | #140
|
Jan 30, 2019 |
|
Taz Turner and Nate Nienhuis - We're Really Driving At What We Feel Is The Holy Grail Of Cannabis | #139
|
Jan 23, 2019 |
|
Yariv Haim - You Should Never Try To Reassess Your Risk Appetite When Markets Crash | #138
|
Jan 16, 2019 |
|
Emily and Morgan Paxhia - The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around Today | #137
|
Jan 09, 2019 |
|
Steve Romick - Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You've Made An Investment Where It's Hard To Lose Money Over Time | #136
|
Jan 02, 2019 |
|
Karan Wadhera - We're Still In Very, Very Early Innings For What's Going To Be An Incredible Ride | #135
|
Dec 26, 2018 |
|
Chris Cole - Volatility Is The Instrument That Makes Us Face Truth | #134
|
Dec 19, 2018 |
|
Todd Harrison - Humanity Has Had a 30,000 Year Relationship with Cannabis | #133
|
Dec 12, 2018 |
|
Radio Show - Since 1989 80% of Stocks Had a Collective Return of 0%... A Goldman Bear-Market Indicator at Its Highest Point in Decades... and Listener Q&A | #132
|
Dec 05, 2018 |
|
David Rosenberg - If Next Year is Not a Recession, It’s Going to Feel Like It | #131
|
Nov 28, 2018 |
|
Eric Falkenstein - I Think in the Long Run (Cryptocurrencies) Are Going to Work | #130
|
Nov 21, 2018 |
|
Meb's Take on Return Expectations, Portfolio Construction, and Practical Market Approaches | #129
|
Nov 14, 2018 |
|
Claude Lamoureux - When You Have to Make A Decision, Always Make the One That Will Help You Sleep Better, Not Eat Better | #128
|
Oct 31, 2018 |
|
Radio Show - Meb and Elon Musk Talk Shorting... Conflicting U.S. Valuation Indicators... and Listener Q&A | #127
|
Oct 24, 2018 |
|
Karen Finerman - 'Out-of-Favorness' Is Appealing. The Difficult Part is Timing | #126
|
Oct 17, 2018 |
|
Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change | #125
|
Oct 10, 2018 |
|
Bonus Episode: Wes Gray - Factor Investing is More Art, and Less Science
|
Oct 08, 2018 |
|
Howard Marks - It's Not What You Buy, It's What You Pay for It That Determines Whether Something is a Good Investment | #124
|
Oct 03, 2018 |
|
Bonus Episode: Russel Kinnel - Mind the Gap
|
Oct 01, 2018 |
|
Fabrice Grinda - We're Still at the Very Beginning of the Tech Revolution... We Are Day One | #123
|
Sep 26, 2018 |
|
Bonus Episode: Rick Friedman & Anna Chetoukhina - FAANG SCHMAANG
|
Sep 24, 2018 |
|
Phil Haslett - It's a Place to Connect Interested Buyers and Interested Sellers...in Late-Stage, Pre-IPO Tech Shares | #122
|
Sep 19, 2018 |
|
Bonus Episode: Michael Philbrick - Skis and Bikes: The Untold Story of Diversification
|
Sep 17, 2018 |
|
Pim van Vliet - The Reality Is High-Risk Stocks Earn Low Returns | #121
|
Sep 12, 2018 |
|
Bonus Episode: Leigh Drogen - Revenge of the Humans
|
Sep 10, 2018 |
|
Bonus Episode: Jeremy Schwartz - Net Buybacks Supplement Dividend Yields and Support Future Per Share Growth
|
Sep 03, 2018 |
|
Tom Dorsey - Fundamentals Answer the First Question 'What Should I Buy?' The Technical Side Answers the Question "When?' | #119
|
Aug 29, 2018 |
|
Bonus Episode: Elroy Dimson - The Evolution of Equity Markets
|
Aug 27, 2018 |
|
Radio Show - Record-Setting US Valuations... Emerging Market Opportunities... VC Bad Behavior… and Listener Q&A | #118
|
Aug 22, 2018 |
|
Bonus Episode: Ehren Stanhope - Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative
|
Aug 15, 2018 |
|
Steve Lockshin - We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients | #117
|
Aug 15, 2018 |
|
Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax
|
Aug 13, 2018 |
|
Sarah Ketterer - Without a Quant Risk Model, I'd Argue an Investment Manager is Completely Blind | #116
|
Aug 08, 2018 |
|
Steve Glickman - Opportunity Zones: Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever | #115
|
Aug 01, 2018 |
|
David Gladstone - Farmland Is One of the Most Stable Assets One Can Own | #114
|
Jul 25, 2018 |
|
Stanley Altshuller - I’m Bullish On Active Management, But I Think That You Need A Correction For People To Remember Why Hedge Funds Exist In The First Place | #113
|
Jul 18, 2018 |
|
Peter Ricchiuti - “You’re Better Off Investing When Things Look Miserable" | #112
|
Jul 11, 2018 |
|
Radio Show - Which Portfolio Hedge for This Market?... Is Short-Termism Harming Your Investments?... and Listener Q&A | #111
|
Jul 04, 2018 |
|
Bryan Taylor - “At Some Point, the Stresses Are Going to Be So Great that Some of the Countries (In the European Union) Are Eventually Forced to Leave" | #110
|
Jun 27, 2018 |
|
Matt Hougan - “Anyone Who Tells You They Know What’s Going to Happen in Crypto Is Probably Lying to You" | #109
|
Jun 20, 2018 |
|
Radio Show: What’s More Important – Savings or Returns… What Meb’s Doing with U.S. Bonds… and Listener Q&A | #108
|
May 30, 2018 |
|
#107 - James Montier - “There Really Is A Serious Challenge to Try to Put Together an Investment Portfolio That’s Going to Generate Half-Decent Returns On A Forward-Looking Basis"
|
May 23, 2018 |
|
Brian Singer - “We Don’t Know What Will Trigger the Decline, but When It Happens, Our Fear Is That It’s Sharper and Deeper Than Investors Would Otherwise Expect" | #106
|
May 16, 2018 |
|
Olivia Judson - “Life Has Transformed the Planet, Which Has Gone On to Alter the Future Course of Life" | #105
|
May 09, 2018 |
|
Ken Fisher - “If You’re Worried About What Things Are Going to Be Worth Next Week…You’re Going to Make Yourself Way Poorer 20 Years from Now" | #104
|
May 02, 2018 |
|
The Asset Allocation Pyramid | #103
|
Apr 25, 2018 |
|
Radio Show: The "Stay Rich" Portfolio... A Senator Wants to Ban Share Repurchases... and Listener Q&A | #102
|
Apr 18, 2018 |
|
Paul Merriman - “The People That Have Come Out Ahead Are the People Who Have Put Their Trust in the System Over the Long-Term" | #101
|
Apr 11, 2018 |
|
Elroy Dimson - “High Valuations Don't Necessarily Mean That We're Going to See Asset Prices Collapse" | #100
|
Apr 04, 2018 |
|
Radio Show: Meb's Bullish on Emerging Markets... Strategies for Limited 401K Options... and Listener Q&A | #99
|
Mar 28, 2018 |
|
Ed Yardeni - “We've Got Good Growth with Low Inflation and That's a Very Good Environment for Stocks and Okay Environment for Bonds" | #98
|
Mar 21, 2018 |
|
Phil Nadel - “If You Try to Pick Winners, and You Only Invest in a Handful of Companies, Odds Are You're Going to Lose Your Money" | #97
|
Mar 14, 2018 |
|
Craig Leupold & Jim Sullivan - “From a Commercial Property Standpoint, We See Values Drifting Sideways Over the Next 12 Months" | #96
|
Mar 07, 2018 |
|
Radio Show: The Short-Vol Trade Blows Up... Meb's Rare Coin Purchases... and Listener Q&A | #95
|
Feb 28, 2018 |
|
Michelle Leder - “There Are Some Companies That We Know Are Sort of Bad Eggs" | #94
|
Feb 21, 2018 |
|
John Reese - “There Is No Strategy That Outperformed the Stock Market Every Single Year" | #93
|
Feb 14, 2018 |
|
Andrew Tobias - “There Are Just A Few Things You Really Need to Know About Investing, and They Don't Ever Change" | #92
|
Feb 07, 2018 |
|
ER Tribute
|
Jan 31, 2018 |
|
Radio Show: Meb's Most Popular Tweet of All Time... Signs of the Top... Listener Q&A | #91
|
Jan 24, 2018 |
|
Dan Rasmussen - “The Crown Jewel of the Alternative Universe is Private Equity" | #90
|
Jan 17, 2018 |
|
Blair Hull - “Emotions Will Kill You in This Game" | #89
|
Jan 10, 2018 |
|
Eric Clark - “I Still Believe that Alpha is Available and Possible, and Beating a Benchmark is Possible" | #88
|
Jan 03, 2018 |
|
Michael Venuto - “I Would Suggest Seeking Out High Active-Share, Global Growth Themes" | #87
|
Dec 20, 2017 |
|
A Quantitative Approach to Tactical Asset Allocation | #86
|
Dec 15, 2017 |
|
Radio Show: Bitcoin Futures Are Here - What Now? | #85
|
Dec 13, 2017 |
|
Howard Lindzon - “I Think There's So Many Ways the Markets are Rigged That I Think It's Best to Just Follow Along the Trends" | #84
|
Dec 06, 2017 |
|
Randy Swan - “What Do You Do When Things Are Fundamentally Overvalued, But You Want to Remain Invested in the Market?" | #83
|
Nov 29, 2017 |
|
Vineer Bhansali - “The Market is Severely Underpricing the Probability of a Sharp, Catastrophic Loss to the Downside" | #82
|
Nov 22, 2017 |
|
Radio Show: Notes from Meb's Office Hours - Listeners Are All Making the Same Mistakes | #81
|
Nov 15, 2017 |
|
Claude Erb - “It Is Possible That We're in the Middle of a Period in Which Gold Becomes the New Frankincense" | #80
|
Nov 15, 2017 |
|
Jason Goepfert - “I Would Not Be Surprised at All to See a Multi-Day 5%-15% Decline" | #79
|
Nov 08, 2017 |
|
Alex Rubalcava - “If You're Going to Be an Angel Investor... You Have to Be Devoting Significant Time to It" | #78
|
Nov 01, 2017 |
|
Tobias Carlisle - “In Order to Find Something Genuinely Undervalued...There's Always Something that You Don't Like" | #77
|
Oct 25, 2017 |
|
Phil DeMuth - “Nothing in My Global Outlook is Telling Me It's Time to Pull Up the Anchor and Set Sail" | #76
|
Oct 18, 2017 |
|
Mike McDaniel - “One of the Biggest Conditions that Will Lead to Success is Simply Being Invested" | #75
|
Oct 11, 2017 |
|
Jeffrey Sherman - “There's This 'Buy-the-Dip;' Mentality... Do You Play in It, or Just Shake Your Head?" | #74
|
Oct 04, 2017 |
|
Jeff Porter & Barbara Schelhorn - Why Financial Planning? Because Investing Alone Won't Get You There | #73
|
Sep 27, 2017 |
|
Radio Show: Investor Sentiment - What is it Telling Us About this Bull's Length? | #72
|
Sep 20, 2017 |
|
How to Outperform One of Investing's Most Beloved Strategies | #71
|
Sep 13, 2017 |
|
Radio Show: The 13F Guru Meb Would Follow Today | #70
|
Sep 06, 2017 |
|
Corey Hoffstein - “Risk Cannot Be Destroyed, Only Transformed" | #68
|
Aug 23, 2017 |
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Simon Black - “I See a Lot of Red Flags" | #67
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Aug 16, 2017 |
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Radio Show: U.S. Equities: At What Valuation is Meb Selling? | #66
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Aug 10, 2017 |
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Emil van Essen - “The Days of $80 Oil - That's a Long Way Away" | #65
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Aug 09, 2017 |
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David Varadi - “Managing Risk is Absolutely Critical" | #64
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Aug 02, 2017 |
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Gary Beasley & Gregor Watson - “We're Trying to Really Change the Way People Invest in Real Estate" | #63
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Jul 26, 2017 |
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Ron Lieber - “We're Not Having the Right Kinds of Conversations with Our Kids About (Money)" | #62
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Jul 19, 2017 |
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Jack Vogel - “(Factor Timing?) It's Next to Near Impossible" | #61
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Jul 12, 2017 |
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William Bernstein - “The More Comfortable You Are Buying Something, in General, the Worse the Investment It's Going to Be"
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Jul 05, 2017 |
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Radio Show: The Death of Value Investing | #59
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Jun 28, 2017 |
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Axel Merk - “Is Your Portfolio Robust Enough for Whatever Might Be Coming Your Way?" | #58
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Jun 21, 2017 |
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Radio Show: Meb's 17 Different Million-Dollar Fintech Ideas | #57
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Jun 14, 2017 |
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Dave Nadig - “This is a Big Year for ETFs" | #56
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Jun 07, 2017 |
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Ed Easterling - “In Reality, Normal is Actually Volatile. Normal is Not Mellow" | #55
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May 31, 2017 |
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Elizabeth Dunn - “How Can I Use My Money Most Effectively in Order to Promote My Happiness?" | #54
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May 24, 2017 |
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Radio Show: Cheapest Countries Right Now for New Dollars | #53
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May 18, 2017 |
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Jason Hsu - “This is a Market Where the Average Human Tendencies Are Precisely the Wrong Thing to Do" | #52
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May 17, 2017 |
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Mark Kritzman - “We Have to Question the Assumptions that Underpin Our Models... Nothing is Simple" | #51
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May 10, 2017 |
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Radio Show: Faber Spin-Off Executed | #50
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May 03, 2017 |
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Steve Sjuggerud - “This is Not What the Peak of a Bull Market Looks Like" | #49
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Apr 26, 2017 |
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Van Simmons - “The Rare Coin Market Can Go Up Dramatically, Quickly" | #48
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Apr 19, 2017 |
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Ric Edelman - “47% of the Occupations in America Will Be Gone Within 15 Years" | #47
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Apr 12, 2017 |
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Raoul Pal - “We've Got to Expect a Recession This Year or Next Year, or if We're at the Wild Extremes, the Year After That" | #46
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Apr 05, 2017 |
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Gary Antonacci - “You Get a Synergy That Happens When You Use (Dual Momentum)" | #45
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Mar 29, 2017 |
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Invest with the House | #44
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Mar 22, 2017 |
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Learning to Play Offense and Defense | #43
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Mar 15, 2017 |
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Listener Q&A Episode | #42
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Mar 09, 2017 |
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Doug Ramsey - “Valuation Tells Me I Should Be Lighter Than Normal On U.S. Equities and Tilting More Towards Foreign” | #41
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Mar 01, 2017 |
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Listener Q&A Episode | #40
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Feb 15, 2017 |
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Ed Thorp - “If You Bet Too Much, You'll Almost Certainly Be Ruined” | #39
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Feb 08, 2017 |
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E.V Better - “Special Super Bowl Show: It’s Higher-Stakes Poker is What You’re Playing” | #38
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Feb 03, 2017 |
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John Bollinger - “People Have This Time-Frame Confusion That I Think Does A Huge Amount of Damage” | #37
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Feb 01, 2017 |
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Listener Q&A Episode | #36
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Jan 11, 2017 |
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Jerry Parker - “To Me it Just Boiled Down to One Question… Will the Big Winners Pay for the Small Losses?” | #35
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Jan 04, 2017 |
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"Things I Find Beautiful, Useful or Downright Magical" | #34
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Dec 21, 2016 |
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Listener Q&A Episode | #33
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Dec 14, 2016 |
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Brew Johnson & Brett Crosby - "We Have Long-Term Aspirations of Disrupting the Entire Mortgage Finance and Securitization Market" | #32
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Dec 07, 2016 |
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Mark Yusko - "Asset Allocation Matters Most" | #31
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Nov 30, 2016 |
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Listener Q&A Episode | #30
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Nov 23, 2016 |
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Tom McClellan - "Now Everybody Knows What the Outcome Is, They Can Get Back to Focusing on Real Things That Actually Matter” | #29
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Nov 16, 2016 |
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Larry Swedroe - "There is Literally No Logical Reason for Anyone to Have a Preference for Dividends" | #28
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Nov 09, 2016 |
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Porter Stansberry - "There's Going to Be a Big Bill of Bad Debt to Pay" | #27
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Nov 02, 2016 |
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Jeremy Schwartz - "You Should Be Hedged a Lot More Than You Are" | #26
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Oct 26, 2016 |
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Listener Q&A Episode | #25
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Oct 19, 2016 |
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Learning to Love Investment Bubbles | #24
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Oct 12, 2016 |
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Gregg Fisher - "Sometimes the Best Investment Strategy Isn't the Right Investment Strategy" | #23
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Oct 05, 2016 |
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Listener Q&A Episode | #22
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Sep 28, 2016 |
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Michael Covel - "We Can't Make a Prediction Worth a Damn" | #21
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Sep 21, 2016 |
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#20 - Listener Q&A Episode
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Sep 14, 2016 |
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Jonathan Clements - "If Money Can Buy Happiness, Then Why Doesn't It?" "Because People Don't Spend It Right." | #19
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Sep 09, 2016 |
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Rob Arnott - "People Need to Ratchet Down Their Return Expectations" | #18
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Sep 07, 2016 |
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Michael Philbrick, Adam Butler, and Rodrigo Gordillo - It's About Risk Allocation, Not Capital Allocation | #17
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Aug 31, 2016 |
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Special Announcement
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Aug 29, 2016 |
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Listener Q&A Episode | #16
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Aug 24, 2016 |
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The Trinity Portfolio | #15
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Aug 19, 2016 |
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Eric Crittenden - "It's Not Fear and Greed that Drives the Investment World; It's Envy" | #14
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Aug 17, 2016 |
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Want Buffett’s Returns? Here’s How to Get Them | #13
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Aug 12, 2016 |
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Why “Shareholder Yield” Beats “Dividend Yield” | #12
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Aug 10, 2016 |
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Sam Stovall – Sam’s Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market | #11
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Aug 08, 2016 |
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Listener Q&A Episode | #10
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Aug 03, 2016 |
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Pete Mladina - "What You Thought Was Skill Was Just Risk Premia" | #9
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Jul 28, 2016 |
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Starved for Yield? Time to Go Global | #8
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Jul 21, 2016 |
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Playing Defense Against Black Swans | # 7
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Jul 14, 2016 |
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Three Concepts That Investors Get Wrong | # 6
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Jul 07, 2016 |
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Jared Dillian - “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite” | #5
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Jun 27, 2016 |
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Wes Gray - “Even God Would Get Fired as an Active Investor” | #4
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Jun 27, 2016 |
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Where Are the Best Global Values Right Now? | #3
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Jun 27, 2016 |
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Patrick O’Shaughnessy - An Unexpected Drop-in from Patrick O’Shaughnessy | #2
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Jun 27, 2016 |
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Global Asset Allocation - Investing 101 | #1
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Jun 27, 2016 |