The Meb Faber Show - Better Investing
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...
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Episodes (500)
David Booth: 45 Years to $1 Trillion at Dimensional | #646
Aug 21, 2026
Luke Gromen: The Bull Market That Loses You Money | #645
Aug 14, 2026
Teaser: Investing in America: The Rise Of A 250-Year Bull Market
Aug 12, 2026
Cambria Fund Profile – Cambria Global Value ETF (GVAL)
Aug 7, 2026
Liaquat Ahamed on the Railroad Bubble That Crashed the World | #642
Jul 31, 2026
Zombie Stocks and Hidden Value With Bob Robotti | #641
Jul 24, 2026
Muddy Waters’ Carson Block on How AI Could Unwind the S&P 500 | #640
Jul 17, 2026
Joseph Moore: How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t) | #639
Jul 10, 2026
The Secret Sauce Behind 250 Years of American Success (McKinsey’s Rebecca Anderson) | #638
Jul 3, 2026
Ben Carlson: The Numbers That Break Your Brain About Long Term Investing | #637
Jun 26, 2026
Meb Faber's Investing in America, Out July 4th (Investing in America Series) | #636
Jun 23, 2026
Bryan Taylor: The Four Forces That Drive Every Market (Investing in America Series) #635
Jun 19, 2026
Jim Grant: AI Is “One of the Greatest Bubbles of All Time” (Investing in America Series) #634
Jun 12, 2026
Charley Ellis on How America Actually Got Built (Investing in America Series) | #633
Jun 8, 2026
William Goetzmann: From Babylon to Bubbles — A 5,000-Year History of Finance (Investing in America Series) #632
May 29, 2026
Meb Faber: Warren Buffett Didn't Follow His Own Advice | #631
May 22, 2026
Tom Lee: The Market Can Climb Higher—But Expect Turbulence | #630
May 15, 2026
Why Bonds Are Back: PIMCO’s Marc Seidner on the Best Fixed Income Setup in Years | #629
May 1, 2026
Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628
Apr 24, 2026
Will Guidara on The ROI of Unreasonable Hospitality | #627
Apr 20, 2026
Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
Apr 10, 2026
Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
Apr 7, 2026
The King of Coins & Collectibles - Van Simmons | #624
Mar 27, 2026
The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623
Mar 25, 2026
The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622
Mar 13, 2026
Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621
Mar 6, 2026
MEBISODE: Even Berkshire Underperformed
Mar 3, 2026
Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? | #619
Feb 27, 2026
200 Years of Markets in 60 Minutes (Deutsche Bank’s Jim Reid) | #618
Feb 13, 2026
Dan Rasmussen & D.A. Wallach on Biotech’s Surge, China, IPOs, US Valuations & Japan | #617
Feb 9, 2026
Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility | #616
Feb 3, 2026
Russell Napier: Financial Repression Is Back — And Investors Aren’t Ready | #615
Feb 2, 2026
Richard Bernstein - The Case for Dividends in a Bubble Era | #614
Jan 26, 2026
Marc Faber on Democracy, Debt, and Surviving the Next Market Regime | #613
Jan 16, 2026
Build YOUR Perfect Portfolio (w/ Cullen Roche) | #612
Jan 2, 2026
What the Data Says About Founder-Led Outperformance (w/ Jack Ablin of Cresset Asset Management) | #611
Dec 26, 2025
David McWilliams on The Story of Money—and Why It Matters for Markets | #610
Dec 22, 2025
BlackRock’s Rick Rieder - Rethinking Risk Into 2026 | #609
Dec 12, 2025
What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) | 608
Dec 5, 2025
AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
Nov 21, 2025
The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
Nov 11, 2025
Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
Nov 7, 2025
Kathryn Kaminski - Don’t Fire Your Diversifier | #604
Oct 31, 2025
Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603
Oct 28, 2025
Mebisode: When to Sell
Oct 24, 2025
Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602
Oct 20, 2025
Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601
Oct 10, 2025
Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600
Oct 7, 2025
Morgan Housel on The Illusion of Wealth and Happiness | #599
Oct 6, 2025
Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598
Sep 26, 2025
Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597
Sep 12, 2025
Innovative Tax Strategies in Bond Investing [Alex Morris] | #596
Sep 5, 2025
Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595
Aug 29, 2025
The Parallels of Past and Present in Finance - Mark Higgins | #594
Aug 22, 2025
A Golden Moment for Asset Allocation? | Mike Philbrick | #593
Aug 15, 2025
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592
Aug 4, 2025
Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591
Jul 18, 2025
Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer
Jul 11, 2025
Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589
Jul 4, 2025
Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588
Jun 27, 2025
Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587
Jun 20, 2025
Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586
Jun 13, 2025
Kim Flynn - Unlocking Alternative Investments | #585
Jun 6, 2025
Cole Wilcox on The Power Law of Investing | #584
May 30, 2025
Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583
May 23, 2025
BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
May 16, 2025
Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581
May 2, 2025
Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580
Apr 25, 2025
UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579
Apr 11, 2025
Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578
Apr 8, 2025
UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577
Apr 4, 2025
Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes)
Mar 28, 2025
Barry Ritholtz - Debunking Investment BULLSH$T! | #575
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 7, 2025
MEBISODE: Can We All Invest Like Yale?
Mar 4, 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
Feb 21, 2025
Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570
Feb 14, 2025
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Feb 7, 2025
Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568
Jan 31, 2025
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567
Jan 24, 2025
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 3, 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 6, 2024
Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559
Nov 22, 2024
Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558
Nov 15, 2024
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557
Nov 8, 2024
📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556
Nov 2, 2024
Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555
Nov 1, 2024
Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF
Oct 25, 2024
Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553
Oct 23, 2024
Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552
Oct 11, 2024
Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551
Oct 4, 2024
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
Sep 20, 2024
Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549
Sep 13, 2024
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 6, 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
Steve Eisman’s Playbook for the AI & Infrastructure Boom
Aug 2, 2024
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543
Jul 26, 2024
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 5, 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 7, 2024
MEBISODE: The Bear Market in Diversification | #536
Jun 4, 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 3, 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 5, 2024
Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy | #527
Mar 29, 2024
MEBISODE: Should CalPERS Fire Everyone And Just Buy Some ETFs? | #526
Mar 22, 2024
Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' | #525
Mar 15, 2024
Tim Ranzetta, NGPF - Teaching America Personal Finance | #524
Mar 8, 2024
Whitney Baker on The Death of (Upside) American Exceptionalism | #523
Mar 1, 2024
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
GMO's Tina Vandersteel on a "Once-in-a-Generation" Opportunity | #521
Feb 16, 2024
Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla | #520
Feb 9, 2024
Ben Mackovak on The Secret Sauce of Investing in Banks | #519
Feb 2, 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 3, 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
Mebisode: Combining the Best Characteristics of the Tortoise and the Hare
Dec 9, 2023
Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511
Dec 6, 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
Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508
Nov 15, 2023
Whatcha Waiting For?
Nov 11, 2023
Thomas George, Grizzle - Disruption at a Reasonable Price | #507
Nov 8, 2023
Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill
Nov 1, 2023
Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape
Oct 25, 2023
Mebisode – What If You Owned No US Stocks?
Oct 18, 2023
Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer
Oct 11, 2023
Mikhail Samonov – Lessons from Two Centuries of Financial History | #502
Oct 4, 2023
John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification
Sep 27, 2023
Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing
Sep 20, 2023
Kevin Carter, EMQQ Global - India is Happening NOW
Sep 13, 2023
Liz Ann Sonders on The State of the Markets | #498
Sep 6, 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
Mohnish Pabrai on Cloning & Compounding | #495
Aug 16, 2023
Stephanie Pomboy on the Corporate Credit Crunch | #494
Aug 9, 2023
Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof! | #493
Aug 5, 2023
Anthony Zhang, Vinovest - From Barrel to Bank: How to Invest in Whiskey | #492
Aug 2, 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 5, 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 7, 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 6, 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 5, 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 8, 2023
Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)
Mar 4, 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 8, 2023
Cambria Fund Profile Series: Cambria Global Value ETF (GVAL) – Totally (Not) Crushing It!!!
Feb 4, 2023
Jim O'Shaughnessy, OSV - Unleashing The World's Infinite Potential | #465
Feb 1, 2023
Radio Show: The Gates Are Going Up! PLUS: The Set Up For Value & Trend-Following in 2023 | #464
Jan 28, 2023
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
Jan 25, 2023
Porter Stansberry on a Potential Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks | #462
Jan 18, 2023
Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan | #461
Dec 28, 2022
Louisa Nicola – How To Perform At Your Best Physically & Mentally | #460
Dec 21, 2022
Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
Dec 16, 2022
Bob Elliott, Unlimited Funds – A Macro Masterclass | #458
Dec 7, 2022
Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY)
Dec 5, 2022
Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments | #457
Dec 3, 2022
Marc Cohodes on SBF, Fraud, & The FTX Death Spiral | #456
Nov 25, 2022
Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)
Nov 21, 2022
Eugene Fama – A Life in Finance | #455
Nov 19, 2022
Rex Salisury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech | #454
Nov 11, 2022
Whitney Baker on Why "Immaculate Disinflation" is an Illusion | #453
Nov 7, 2022
Jerry Parker & Salem Abraham - Lessons From A Lifetime of Trading | #452
Oct 29, 2022
Hugh Hendry - The Acid Capitalist Unfiltered | #451
Oct 24, 2022
Harris “Kuppy” Kupperman - Oil is the World’s Central Banker Now | #450
Oct 22, 2022
Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Value Stocks? (The Best Investment Writing Volume 6)
Oct 17, 2022
Jim Rogers – The Adventure Capitalist’s View of Global Markets | #449
Oct 12, 2022
Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)
Oct 10, 2022
Annie Duke – Why Great Investors Are Great Quitters | #448
Oct 8, 2022
Dave Thornton, Vested – Could Index Investing Come to Venture Capital? | #447
Oct 3, 2022
BlackRock's Rick Rieder on the State of the Markets | #446
Oct 1, 2022
Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
Sep 27, 2022
Steve Romick, FPA Funds – Live at Future Proof! | #444
Sep 24, 2022
Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)
Sep 19, 2022
Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443
Sep 17, 2022
David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing | #442
Sep 13, 2022
Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)
Sep 9, 2022
Marlena Lee, DFA – Value, Fama & How To Weather Bear Markets | #441
Sep 7, 2022
Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
Sep 6, 2022
Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)
Sep 2, 2022
Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439
Aug 29, 2022
Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438
Aug 29, 2022
Joachim Klement – Stocks in the long run… are still risky (The Best Investment Writing Volume 6)
Aug 24, 2022
Tim Alcorn, Baillie Gifford – Lessons from Bessembinder (The Best Investment Writing Volume 6)
Aug 19, 2022
Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money | #437
Aug 17, 2022
Kevin Van Trump – Here’s What's Going on With Ag Commodities | #436
Aug 15, 2022
Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)
Aug 12, 2022
Radio Show with Michael Batnick & Ben Carlson of RWM | #435
Aug 10, 2022
Lyn Alden – The Macro Landscape & Bull Case for Real Assets | #434
Aug 8, 2022
Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)
Aug 5, 2022
Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets | #433
Aug 3, 2022
Robert Keith, Beartooth Group – Investing for Financial & Environmental Returns Through Ranch Restoration in The American West | #432
Aug 1, 2022
Erin Miles, Bridgewater Associates – Who Will Prove Most Vulnerable to the Pullback in Liquidity? (The Best Investment Writing Volume 6)
Jul 27, 2022
Scott Reynolds Nelson – How Wheat Made The Modern World | #431
Jul 25, 2022
Richard Ennis – The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium (The Best Investment Writing Volume 6)
Jul 22, 2022
Frank Giustra & Ian Telfer - The Bull Case for Gold | #430
Jul 20, 2022
Kevin Kelly – How To Invest in Genetic Editing, Residential Real Estate, & The Hotel Industry | #429
Jul 18, 2022
Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6)
Jul 15, 2022
Eric Balchunas, Bloomberg – Bogle is One of the Investing GOATs | #428
Jul 13, 2022
Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both" | #427
Jul 6, 2022
The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426
Jun 29, 2022
Dan Ariely, Irrational Capital – Investing in Human Capital | #425
Jun 28, 2022
Robin Goldstein & Daniel Sumner – The Economics of Weed | #424
Jun 20, 2022
Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries? | #423
Jun 15, 2022
Best Idea Show – Doron Junger, Sanvia Capital – US Biotech | #422
Jun 13, 2022
Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low | #421
Jun 8, 2022
Dan Cooper, ROC Investments – ROC: Return on Character | #420
Jun 6, 2022
Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward | #419
Jun 1, 2022
Mebisode – Red Light | #418
May 25, 2022
Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market | #417
May 23, 2022
Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History | #416
May 18, 2022
Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments | #415
May 16, 2022
Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO | #414
May 13, 2022
Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
May 9, 2022
Radio Show – Meb's Got News!...YTD Stock & Bond Performance...$7 Gas in SoCal | #412
May 7, 2022
Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3 | #411
May 4, 2022
Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition | #410
Apr 27, 2022
Meb’s Corner – Ben Rollert, Composer – Democratizing Access To Quantitative Investment Strategies | #409
Apr 26, 2022
Neil Dahlstrom, John Deere – Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture | #408
Apr 20, 2022
Marc Chaikin, Chaikin Analytics – A Quantamental Approach To Investing | #407
Apr 13, 2022
Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration & Esoteric Investment Opportunities | #406
Apr 11, 2022
Gio Valiante – Prepare For The Masters With A Masterclass in Peak Performance in Athletics & Investing | #405
Apr 6, 2022
Mebisode – How I Invest 2022 | #404
Apr 4, 2022
Ivy Zelman, Zelman & Associates – Here's Why This Housing Expert Says The Market is "Euphoric" and Urges Caution | #403
Mar 30, 2022
Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure | #402
Mar 28, 2022
Clay Gardner, Titan – Investment Management Services for The Everyday Investor | #401
Mar 23, 2022
Patrick Geddes, Aperio – Lessons From A Customized Indexing Pioneer Who Sold His Firm To BlackRock | #400
Mar 21, 2022
Mary Childs, NPR’s Planet Money – Bond King Bill Gross | #399
Mar 16, 2022
Adam Nash, Daffy – Why This Prominent Silicon Valley Operator & Investor Wants To Make Charitable Giving A Habit | #398
Mar 14, 2022
Jeremy Grantham, GMO – Short-Term Pessimist, Long-Term Optimist | #397
Mar 9, 2022
Wes Fulford, Viridi Funds – How To Get Exposure To Crypto In Public Markets | #396
Mar 7, 2022
Rob Koyfman, Koyfin – Building The Go-To Investing Platform | #395
Mar 2, 2022
Africa Startup Series – Peter Ngunyi, EarlyBird Venture Lab – Accelerating Africa’s Startup Ecosystem | #394
Feb 28, 2022
Duncan Kelm, Arrow Point Tax – Strategic Tax Planning & Tax Mitigation Strategies | #393
Feb 23, 2022
Laurens Swinkels, Robeco – The Global Market Portfolio, (Realistic) Expected Returns & Global Factor Premiums | #392
Feb 21, 2022
Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence | #391
Feb 16, 2022
Radio Show - Meb’s Thoughts on Angel Investing After Making 250+ Investments | #390
Feb 14, 2022
Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing | #389
Feb 9, 2022
Cambria Fund Profile Series — Cambria Value and Momentum ETF (VAMO)
Feb 7, 2022
Scott Lynn & Masha Golovina, Masterworks – The World's Largest Art Buyer on Inflation, NFT's & Reaching Unicorn Status | #388
Feb 2, 2022
Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in Emerging Markets | #387
Jan 31, 2022
John Arnold – Why The Greatest Natural Gas Trader Walked Away To Pursue Philanthropy | #386
Jan 26, 2022
Startup Series – Jeff Shaw, Underground Cellar - Disrupting E-Commerce Wine Sales Through Gamification | #385
Jan 24, 2022
Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion | #384
Jan 19, 2022
Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO | #383
Jan 17, 2022
Dan Zwirn, Arena Investors - A Stoic Approach to Investing | #382
Jan 12, 2022
Leonard Mlodinow - How To Harness Your Emotions To Become A Better Investor | #381
Jan 5, 2022
Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder | #380
Dec 29, 2021
The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors
Dec 27, 2021
Peter Livingston, Unpopular Ventures - The Best VC’s Actually Have A Lower Batting Average But A High Slugging Percentage | #379
Dec 22, 2021
Cullen Roche, Discipline Funds - QE Is Not As Powerful As A Lot Of People Like To Think It Is | #378
Dec 20, 2021
Garrott McClintock, AcreTrader - Live From The 2021 Farmland Investing Summit! | #377
Dec 15, 2021
Jason Wenk, Altruist - How To Make Financial Advice Better, More Affordable & Accessible To Everybody | #376
Dec 13, 2021
The Best Investment Writing Volume 5: Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics
Dec 10, 2021
Jonathan Fell, Ash Park Capital - People Always Overestimate The Extent To Which Tobacco Is A Dying Business | #375
Dec 8, 2021
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
Dec 6, 2021
Tim Maloney, Roundhill Investments – We Hit The Right Theme At The Right Time | #373
Dec 1, 2021
Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price | #372
Nov 29, 2021
The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing
Nov 26, 2021
Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues | #371
Nov 24, 2021
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
Nov 22, 2021
The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha - Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities
Nov 19, 2021
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
Nov 17, 2021
Rodrigo Gordillo & Corey Hoffstein - You Now Get To Have Your Beta Cake While Eating Your Alpha Too | #368
Nov 15, 2021
The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts
Nov 12, 2021
Robert Lawson on Why Socialism Sucks
Nov 10, 2021
Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime | #366
Nov 8, 2021
The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When?
Nov 5, 2021
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
Nov 3, 2021
Nancy Davis, Quadratic Capital Management - Some Women Like To Buy Shoes And I Love To Buy Options | #364
Nov 1, 2021
The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns
Oct 29, 2021
Rick Bookstaber, Fabric – Risk Is The Other Side Of The Coin From Opportunity | #363
Oct 27, 2021
Seth Stephens-Davidowitz, Data Scientist & Author - You Do Have To Be Willing To Go Where The Data Takes You | #362
Oct 25, 2021
The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification
Oct 22, 2021
Jeff Hooke, Johns Hopkins - The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years | #361
Oct 20, 2021
Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View | #360
Oct 18, 2021
The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes
Oct 15, 2021
Africa Startup Series – Aaron Fu, Sherpa Ventures - We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa | #359
Oct 13, 2021
Africa Startup Series – Zachariah George, Launch Africa Ventures - The Evolution of Tech In Africa Had To Always Start With Fintech | #358
Oct 11, 2021
The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited
Oct 8, 2021
Marko Papic, Clocktower Group - If You Don’t Make Calls, Why Are You In This Industry? | #357
Oct 6, 2021
Jim Paulsen, The Leuthold Group - The Wildcard Is Inflation and Whether It’s Truly Transitory | #356
Oct 4, 2021
The Best Investment Writing Volume 5: Andrew Patterson, Vanguard - The Idea Multiplier: An acceleration in innovation is coming
Oct 1, 2021
Sheel Mohnot, Better Tomorrow Ventures - We Think That We're In The Very Early Innings of Fintech | #355
Sep 29, 2021
Shawn Merani, Parade Ventures - The Seed And Pre-Seed Stage, You’re Betting On People | #354
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
Sep 22, 2021
James Rasteh, Coast Capital - The World Is Running Out Of Gold | #352
Sep 20, 2021
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
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
Sep 8, 2021
Zach Coelius, Coelius Capital - I Like To Play Where It’s Still Qualitative | #348
Sep 6, 2021
Radio Show – Wes Gray & Patrick Cleary, Alpha Architect – All Things ETFs | #347
Sep 3, 2021
William Bernstein on The Delusions of Crowds | #346
Sep 1, 2021
Africa Startup Series – Dr. Abasi Ene-Obong, 54gene - There Really Hasn’t Been Human Genomics Infrastructure In Africa | #345
Aug 30, 2021
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
Aug 25, 2021
Aaron Edelheit, Mindset Capital - The Best Investors Are Those That View It As A Game | #342
Aug 23, 2021
Lyle Fitterer, Baird Asset Management - You Could Even Argue That They’re Better Credits Than The Federal Government | #341
Aug 18, 2021
Michael Suffredini, Axiom Space - The Only Thing I Know How To Do Is Build And Operate A Space Station | #340
Aug 16, 2021
George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now | #339
Aug 11, 2021
Startup Series – Will Matthews, Fellow – Semen Quality Is The Canary In The Coal Mine To Overall Health | #338
Aug 9, 2021
Professor Richard Thaler, University of Chicago - When Somebody Would Fire Us, It Was Almost Always At Exactly The Wrong Time | #337
Aug 4, 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 2, 2021
Thomas Eiden, Atomic Alchemy - There Is A Vast Shortage Of Man Made Radioactive Materials | #335
Jul 30, 2021
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
Jul 23, 2021
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
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 7, 2021
Starup Series – Viktor Nebehaj, Freetrade - We Want Everybody To Have Access To Investing | #326
Jul 5, 2021
Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)
Jul 2, 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
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
Brandon Zick, Ceres Partners - The Market Is $3 Trillion And Institutional Investors Own About 3% Of That | #319
Jun 9, 2021
Perth Tolle, Life + Liberty Indexes – If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This | #318
Jun 7, 2021
Chris Cole, Artemis Capital Management - You Want To Diversify Based On How Assets Perform In Different Market Regimes | #317
Jun 2, 2021
Dianne McKeever, Ides Capital - My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist | #316
May 31, 2021
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 5, 2021
Vikram Mansharamani, Harvard Lecturer and Author - In All Bubbles, You Usually Have A ‘This Time It’s Different’ Story | #307
May 3, 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
#301 – Dr. Daniel Crosby, Orion Advisor Solutions – You Want The Best Anxiety Adjusted Returns
Apr 12, 2021
#300 – Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies
Apr 7, 2021
#299 – Sundeep Ahuja, Climate Capital - Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around
Apr 5, 2021
#298 – Boris Wertz, Version One - I Really Think About The Next Decade As A Golden Decade For Technology
Mar 31, 2021
#297 – Tim Ranzetta, Next Gen Personal Finance - Every Student Wants To Learn About Money
Mar 29, 2021
#296 - Jason Hsu, Rayliant Global Advisors, “As Investors, We’re Always Looking For Uncorrelated Sources Of Return”
Mar 24, 2021
#295 – 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
Mar 22, 2021
#294 – Dan Rasmussen, Verdad Advisers - A Lot Of These Regime Changes Happen Around Recessions And Crises
Mar 17, 2021
#293 – Ted Seides, Capital Allocators – I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust
Mar 10, 2021
#292 – Tom Barton, White Rock Capital – I Just Thought, Well, This Is The Dumbest Short Of All-Time
Mar 8, 2021
#291 – Ron Lieber, The New York Times - If You Look At Private Colleges And Universities, On Average, They’re Discounting Their Tuitions by 52%
Mar 3, 2021
#290 – 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
Feb 24, 2021
#289: Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right?
Feb 22, 2021
#288 - Best Idea Show - Doug Pugliese, Alpha Architect - Why Not Elect A 1042 Sale And Control When You Pay Those Taxes?
Feb 17, 2021
#287 – Jonathan Hsu, Tribe Capital - Our Specific Areas Of Expertise Are Around Being Able To Tell A Story Utilizing Your Own Data
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 8, 2021
#285 – David Marcus, Evermore Global Advisors - Do You Sell Things That You Like To Buy Things That You Now Love?
Feb 3, 2021
#284 – 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
Feb 1, 2021
#283 – Brian Barish, Cambiar Investors- In The Digital Age We’re De-Physicalizing Things
Jan 27, 2021
#282 – Salem Abraham, Abraham Trading Company - Managing Risk Starts With Imagining the Unimaginable
Jan 25, 2021
#281 – Adrian Helfert, Westwood Group - We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum
Jan 20, 2021
#280 – 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
Jan 18, 2021
#279 – Kevin Davitt and John Hiatt, Cboe - Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact
Jan 13, 2021
#278 – 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
Jan 12, 2021
#277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso
Jan 6, 2021
The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors
Jan 4, 2021
#276 – 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.
Dec 30, 2020
#275 - David Lau, DPL Financial Partners - The Root Of All Evil When It Comes To Annuities Are Commissions
Dec 28, 2020
#274 – Mitch Baruchowitz, Merida Capital Holdings - Is The Trade Over? No…It’s Just Getting Going In Some Ways
Dec 23, 2020
#273 - 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
Dec 21, 2020
#272 - 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
Dec 16, 2020
#271 - Gary Zimmerman, Max My Interest - Several Of The Banks On Our Platform Offer Preferential Rates That Are Only Visible On The Max Platform
Dec 14, 2020
#270 - Terri Spath, Sierra Investment Management - We Use A Quantitative Rules Based Process To Go Risk On, Risk Off
Dec 9, 2020
#269 - Scott Lynn, Masterworks - I Think Art As An Asset Class Has To Be The Largest Asset Class That Has Never Been Securitized
Dec 7, 2020
#268 - Best Idea Show - Doug Ludlow, MainStreet - We’re Now Saving The Average Company Using Our Platform About $75,000 Per Year
Dec 2, 2020
The Best Investment Writing Volume 4: Tyler, Portfolio Charts - The Benefits of Bond Convexity
Nov 30, 2020
#267 - Edward Altman, NYU - We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever
Nov 25, 2020
Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY)
Nov 23, 2020
#266 - 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
Nov 18, 2020
The Best Investment Writing Volume 4: Martin Tarlie, GMO - Is the U.S. Stock Market Bubble Bursting?
Nov 16, 2020
#265 - Rusty Vanneman, Orion - To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward
Nov 11, 2020
#264 - 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?
Nov 9, 2020
#263 - 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
Nov 6, 2020
#262 - Ihor Dusaniwsky, S3 Partners - When People Say ‘Shorts Only Kill The Stock Price’…No…There’s A Two Way Street In Their Activity
Nov 4, 2020
The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification
Nov 2, 2020
#261 - Best Idea Show - Mike Lecours, fpPathfinder - We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business
Oct 30, 2020
#260 - 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
Oct 28, 2020
#259 - 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
Oct 26, 2020
#258 - Best Idea Show - Wes Gray, Alpha Architect - An ETF Centralizes Everything Into One Product
Oct 23, 2020
#257 - Marc Levine - A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win
Oct 21, 2020
The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble
Oct 19, 2020
#256 - Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree - Japan Is Trading At The Lowest Valuation In 30 Years
Oct 16, 2020
#255 - Matt Peterson, Peterson Capital Management - We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity
Oct 14, 2020
#254 - Ken Nguyen, Republic - In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public
Oct 12, 2020
#253 - Carl Chang, Kairos Investment Management - Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow
Oct 7, 2020
The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds
Oct 5, 2020
#252 - Cem Karsan, Aegea Capital - 30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically
Sep 30, 2020
Cambria Fund Profile Series – Cambria Global Value ETF (GVAL)
Sep 28, 2020
#251 - 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
Sep 23, 2020
#250 - Kevin Gibbon, Airhouse - We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands
Sep 21, 2020
#249 - 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
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
#248 - 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
Sep 9, 2020
#247 - David Oates, Curtsy - Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts
Sep 7, 2020
#246 - Eric Sprott, Mark O’Dea, Oxygen - I’m Trying To Look For Some Value That’s Not Appreciated By The Market
Sep 2, 2020
#245 - Éva Goicochea, Maude - The Ethos Of The Company Is To Make Sex More Human, More Normalized, Destigmatized…To Do That, It Started With Design
Aug 31, 2020
#244 - Tom Basso - Investing Is A Mental Game More Than It Is Having The Perfect Indicator Or…Even The Perfect Position Sizing
Aug 26, 2020
Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)
Aug 19, 2020
#243 - 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
Aug 12, 2020
#242 - Ham Serunjogi, Chipper Cash - Africa Has The Highest Cost Of Sending Money In The World
Aug 5, 2020
#241 - 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
Jul 29, 2020
#240 - Stefan Batory, Booksy - This Is Probably The Last Major Vertical That’s Not Digitalized…And This Is A Massive Space
Jul 27, 2020
#239 - 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
Jul 22, 2020
#238 - Mark Straub, Smile Identity - Face Recognition Is, In A Sense, Deep Technology
Jul 20, 2020
#237 - Ryan McQuaid, PlushCare - If You Look At Virtual Visits Last Year, They’re Only 1-2% Of All Addressable Visits
Jul 15, 2020
#236 - Stuart Landesberg, Grove Collaborative - I Believe Deeply That Having A Truly Mission Driven Business Is A Sustainable Competitive Advantage
Jul 13, 2020
#235 - Ajay Prakash, Rinse - The Barriers To Entry Are Super Low…But The Barriers To Scale Are Incredibly High
Jul 8, 2020
#234 - 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
Jul 6, 2020
#233 - Lisa Rich, Hemisphere Ventures, Xplore - Opening Up The Door For Access To Space
Jul 1, 2020
#232 - Luis Perez, Remoov - We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back
Jun 29, 2020
#231 - Julian Klymochko, Accelerate Financial Technologies - The Democratization Of Alternatives, It’s Happening, But It’s Something That Does Not Happen Overnight
Jun 24, 2020
#230 - Ryan Lupberger, Cleancult - There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste
Jun 22, 2020
#229 - Evan Brandoff, LeagueSide - There’s No Better Way To Engage With Families In The Community Than Through Youth Sports
Jun 17, 2020
Cambria Fund Profile Series – Cambria Tail Risk ETF (TAIL)
Jun 15, 2020
#228 - 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
Jun 10, 2020
#227 - Alex Smereczniak, 2ULaundry - Quality Has to Be At The Forefront of Everything That We’re Doing
Jun 8, 2020
#226 - 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
Jun 3, 2020
#225 - Eric Crittenden, Standpoint Asset Management - I Enjoy Trying To Win A Marathon Rather Than Winning Sprints
Jun 1, 2020
#224 - Eric Kinariwala, Capsule - The Pharmacy Sits At The Center Of The Healthcare System
May 27, 2020
#223 - Steven Jorgenson, Starbridge Venture Capital - The Launch Sector is Literally Less Than 2% Of The Space Industry
May 25, 2020
#222 - Dakin Sloss, Prime Movers Lab - Power Law Is The Key To Understanding Venture Capital
May 20, 2020
#221 - Chris Davis, Davis Advisors - As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions Produce
May 18, 2020
#220 - Andrew Beer, Dynamic Beta Investments - Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk?
May 13, 2020
#219 - Paul Collier, Oxford - What Capitalism Offers Is A Combination Of Competition And Collaboration
May 11, 2020
#218 - Adam Karr, Orbis Investments - One Of The Most Important Decisions You Make Is The Price That You Pay
May 6, 2020
#217 - Mary Wheeler, BioRock Ventures - 2019…There Were 20 $1B Biopharma IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare
May 4, 2020
#216 - David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value
Apr 29, 2020
#215 - David Chan, FarmTogether - How Do We Make Farmland As An Asset Class More Accessible?
Apr 27, 2020
#214 - Jake Gibson, Better Tomorrow Ventures - We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come
Apr 22, 2020
#213 - David Sanderson, Reelgood - The Average Household In The US Uses 5 Streaming Services
Apr 20, 2020
#212 - Eric Satz, AltoIRA - I Want Everybody To Be Able To Invest In Alternative Assets
Apr 15, 2020
#211 - Julie Novack, PartySlate - We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect
Apr 13, 2020
#210 - Jonathan Treussard, Research Affiliates - Be Aware Of The Cracks Under Your Feet
Apr 8, 2020
#209 - Andrew Schulz, NoiseAware - A Lot Of Our Competitive Advantage Is How We Quantify Sound
Apr 6, 2020
#208 - How Long Can You Handle Underperforming?
Apr 1, 2020
#207 - Jeremy Yamaguchi, Lawn Love - It’s…One Of The Last Markets In The US…That Has Been…Resistant To Technology
Mar 25, 2020
#206 - Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests, and Investing in the time of Corona
Mar 18, 2020
#205 - Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality
Mar 11, 2020
#204 - Doug Hapeman and Matt Milford, Foresight Mental Health - We Have This Vision Of Recreating Mental Healthcare With Technology To Make People Happier and Healthier
Mar 4, 2020
#203 - Sanchal Ranjan, ZiffyHomes - We Give You A Different Lifestyle To Work And Play
Feb 26, 2020
#202 - Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation
Feb 19, 2020
#201 - The Case For Global Investing
Feb 12, 2020
#200 - Radio Show - Decade End Returns and Valuations…Process vs. Performance…VC Power Laws
Feb 5, 2020
#199 - Peter Livingston, Unpopular Ventures - All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do
Jan 29, 2020
#198 - Rabi Gupta and Satwick Saxena, EvaBot - EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts
Jan 22, 2020
#197 - Rick Rule, Global Resource Investments - In Resources You Are Either A Contrarian Or You Are Going To Be A Victim
Jan 15, 2020