#384 – Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion
In episode 384, we welcome our guest, Robert Cantwell, founder and Chief Investment Officer of Upholdings and portfolio manager for the Compound …
#383 – Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO
In episode 383, we welcome our guest, Mike Dudas, founder and General Partner of 6th Man Ventures, which focuses on investing in Web3 infrastructure and the metaverse. His previous …
#382 – Dan Zwirn, Arena Investors - A Stoic Approach to Investing
In episode 382, we welcome our guest, Dan Zwirn, CEO and CIO of Arena Investors, a firm focused on global special situations and asset and credit investments.
In today’s episode, we’re …
#381 – Leonard Mlodinow - How To Harness Your Emotions To Become A Better Investor
In episode 381, we welcome our guest, Leonard Mlodinow, a theoretical physicist and best-selling author of a number of books, including The …
#380 - Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder
Episode 380 is a replay of The Meb Faber Show’s top podcasts of 2021. Guests include Jeremy Grantham, Chris Cole, & Jeff Seder.
(2:53) - Jeremy …
The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors
This year, we’re bringing you the entire volume of The Best Investment Writing Volume 5 in podcast format. You’ll hear from some of the most …
#379 – Peter Livingston, Unpopular Ventures - The Best VC’s Actually Have A Lower Batting Average But A High Slugging Percentage
In episode 379, we welcome back our guest, Peter Livingston, founder of Unpopular Ventures, which invests in early stage technology startups around …
#378 – Cullen Roche, Discipline Funds - QE Is Not As Powerful As A Lot Of People Like To Think It Is
In episode 378, we welcome our guest, Cullen Roche, founder and Chief Investment Officer of Discipline Funds, a low fee financial advisory firm with …
#377 – Garrott McClintock, AcreTrader - Live From The 2021 Farmland Investing Summit!
In episode 377, we welcome our guest, Garrott McClintock, a fifth-generation farmer and the Chief Operating Officer of AcreTrader, a farmland real estate investment company offering …
#376 – Jason Wenk, Altruist - How To Make Financial Advice Better, More Affordable & Accessible To Everybody
In episode 376, we welcome our guest, Jason Wenk, founder and CEO of Altruist, an all-in-one financial advisor platform.
In today’s episode, we’re …
The Best Investment Writing Volume 5: Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#375 – Jonathan Fell, Ash Park Capital - People Always Overestimate The Extent To Which Tobacco Is A Dying Business
In episode 375, we welcome our guest, Jonathan Fell, founder of Ask Park Capital, where he manages the Global Consumer Franchise funds.
In today’s episode, we’re talking all things consumer …
#374 – 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
In episode 374, we welcome our guest, Phil Huber, Chief Investment Officer of Savant Wealth management, an independent, fee-only wealth management firm, and the author of The Allocator's …
#373 – Tim Maloney, Roundhill Investments – We Hit The Right Theme At The Right Time
In episode 373, we welcome our guest, Tim Maloney, co-founder and Chief Investment Officer for Roundhill Investments, an ETF sponsor focused on thematic and sector-specific investing.
In …
#372 – Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price
In episode 372, we welcome our guest Chas Cocke, founder of LB Partners and previously one of the founding partners of Investure, a firm that started …
The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#371 – Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues
In episode 371, we welcome our guest, Frank Holmes, the CEO of not one but two companies – U.S. Global Investors, an investment manager with both …
#370 – Ashley Flucas, Flucas Ventures - This Is A Really Opportunistic Time For Someone Who's Not Afraid And New In The Game To Get Started
In episode 370, we welcome our guest, Ashley Flucas, founder of Flucas Ventures and General Counsel and Partner for a real estate finance fund.
In today’s episode, we hear how someone with …
The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha - Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#369 – 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
In episode 369, we welcome our guest, Maya Horgan Famodu, founder of Ingressive Capital, a VC fund focused on early stage African tech, and believed to be the youngest person to launch a …
#368 – Rodrigo Gordillo & Corey Hoffstein - You Now Get To Have Your Beta Cake While Eating Your Alpha Too
In episode 368, we welcome our guests, Corey Hoffstein, CIO and co-founder of Newfound Research, and Rodrigo Gordillo, President and PM at ReSolve …
The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#367 – Robert Lawson, SMU - Initially This Whole Thing Was A Tax Dodge So I Could Go Drink In Cuba
In episode 367, we welcome our guest, Robert Lawson, director of the Bridwell Institute for Economic Freedom at (SMU) and author of Socialism Sucks: Two Economists Drink Their Way Through …
#366 – Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime
In episode 366, we welcome our guest, Darius Dale, founder and CEO of 42 Macro, which specializes in macro risk management through the dual lenses of …
The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When?
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#365 – 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
In episode 365, we welcome our guest, Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial …
#364 – Nancy Davis, Quadratic Capital Management - Some Women Like To Buy Shoes And I Love To Buy Options
In episode 362, we welcome our guest, Nancy Davis, founder of Quadratic Capital Management and Portfolio Management for the Inflation Hedge ETF.
In …
The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#363 – Rick Bookstaber, Fabric – Risk Is The Other Side Of The Coin From Opportunity
In episode 363, we welcome our guest, Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors.
In today’s …
#362 – Seth Stephens-Davidowitz, Data Scientist & Author - You Do Have To Be Willing To Go Where The Data Takes You
In episode 362, we welcome our guest, Seth Stephens-Davidowitz, data scientist and author of Everybody Lies: Big Data, New Data, and What the Internet Can Tell Us About Who We Really Are, …
The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#361 – Jeff Hooke, Johns Hopkins - The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years
In episode 361, we welcome our guest, Jeff Hooke, Senior Lecturer at the Johns Hopkins Carey Business School and author of The Myth of Private Equity…
#360 – Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View
In episode 360, we welcome our guest, Erin Browne, portfolio manager for PIMCO, focusing on asset allocation strategies. She was also named as one of …
The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#359 – Africa Startup Series – Aaron Fu, Sherpa Ventures - We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa
In episode 359, we welcome our guest, Aaron Fu, general partner for Sherpa Ventures, which focuses on pre-seed investments across Africa. He’s also the co-founder of Venture for Africa, a …
#358 – Africa Startup Series – Zachariah George, Launch Africa Ventures - The Evolution of Tech In Africa Had To Always Start With Fintech
In episode 358, we welcome our guest, Zachariah George, Managing Partner at Launch Africa Ventures, Africa’s leading early-stage VC fund, and the co-founder and CIO of Startupbootcamp …
The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#357 – Marko Papic, Clocktower Group - If You Don’t Make Calls, Why Are You In This Industry?
In episode 357, we welcome our guest, Marko Papic, Chief Strategist at the Clocktower Group, an alternative investment asset management firm, where …
#356 – Jim Paulsen, The Leuthold Group - The Wildcard Is Inflation and Whether It’s Truly Transitory
In episode 356, we welcome our guest, Jim Paulsen, Chief Investment Strategist of The Leuthold Group, an independent investment research firm.
In …
The Best Investment Writing Volume 5: Andrew Patterson, Vanguard - The Idea Multiplier: An acceleration in innovation is coming
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#355 – Sheel Mohnot, Better Tomorrow Ventures - We Think That We're In The Very Early Innings of Fintech
In episode 355, we welcome our guest, Sheel Mohnot, Better Tomorrow Ventures, a fintech-focused VC fund focused on pre-seed and seed companies around the globe.
In today’s episode, …
#354 – Shawn Merani, Parade Ventures - The Seed And Pre-Seed Stage, You’re Betting On People
In episode 354, we welcome our guest, Shawn Merani, founder and Managing Partner of Parade Ventures, a pre-seed & seed stage-focused venture capital firm.
In today’s episode, we hear …
The Best Investment Writing Volume 5: Brian Barish, Cambiar Investors – The Virus Plaguing Value
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#353 – Artem Milinchuk, FarmTogether - Everything Pointed Towards This Massive Democratization of Alternative Investing
In episode 353, we welcome our guest, Artem Mililchuk, founder and CEO of FarmTogether, an investment platform providing accredited investors with direct access to farmland.
In today’s …
#352 – James Rasteh, Coast Capital - The World Is Running Out Of Gold
In episode 352, we welcome our guest, James Rasteh, founder of Coast Capital, a fund that takes a private equity approach to investing in public markets.
In today’s episode, we talk about …
The Best Investment Writing Volume 5: Jack Vogel, Alpha Architect - Value Investing: An Examination of the 1,000 Largest Firms
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#351 – Leigh Drogen, Starkiller Capital - If This Thing Isn’t Dead Yet, It’s Not Going To Die
In episode 351, we welcome our guest, Leigh Drogen, General Partner of Starkiller Capital, an institutional investment firm employing both quantitative and fundamental strategies to …
#350 – Startup Series – Saad Alam, Hone Health – 40% Of Men Over 35 Have Hormone Imbalance With Testosterone
In episode 350, we welcome our guest, Saad Alam, founder and CEO of Hone Health, a company that helps you fix hormonal imbalances and low testosterone by offering at-home blood tests, 30 …
The Best Investment Writing Volume 5: Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#349 – Anthony Zhang, Vinovest - You Should Separate Your Drinking Preferences From Your Investment Preferences
In episode 349, we welcome our guest, Anthony Zhang, founder and CEO of Vinovest, a platform for investing in a managed portfolio of fine wines.
In …
#348 – Zach Coelius, Coelius Capital - I Like To Play Where It’s Still Qualitative
In episode 348, we welcome our guest, Zach Coelius, the Managing Partner of Coelius Capital and angel investor in early-stage startups.
In today’s episode, we’re chatting angel investing …
#347 – Radio Show – Wes Gray & Patrick Cleary, Alpha Architect – All Things ETFs
Episode 347 has a radio show format with Alpha Architect’s Wes Gray and Patrick Cleary. We cover a variety of ETF-related topics, including:
- Current state of the ETF space
- The …
#346 – William Bernstein, Efficient Fronter - We Are Creatures That Seek Compelling Narratives
In episode 346, we welcome our guest, Dr. William Bernstein, neurologist, author, and co-founder of Efficient Frontier Advisors.
Click here to …
#345 – Africa Startup Series – Dr. Abasi Ene-Obong, 54gene - There Really Hasn’t Been Human Genomics Infrastructure In Africa
In episode 345, we welcome our guest, Dr. Abasi Ene-Obong guest is the founder of 54gene, a company pioneering the inclusion of the African genome in research.
In today’s episode, we’re …
#344 – Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon
In episode 344, we welcome back our guest, Jared Dillian, author, DJ, and editor of The Daily Dirtnap.
Click here to listen to Jared's first episode on The Meb Faber Show.
In …
#343 – Dr. Nathan Myhrvold, Intellectual Ventures - Pizza In The United States Is What Convinced The World That Pizza Was A Great Thing
In episode 343, we welcome our guest, Dr. Nathan Myhrvold, one of the most prolific inventors with over 900 U.S. patents awarded. He graduated high …
#342 – Aaron Edelheit, Mindset Capital - The Best Investors Are Those That View It As A Game
In episode 342, we welcome our guest, Aaron Edelheit, CEO of Mindset Capital, a private investment firm.
In today’s episode, we start with Aaron’s time as the CEO of The American Home, …
#341 – Lyle Fitterer, Baird Asset Management - You Could Even Argue That They’re Better Credits Than The Federal Government
In episode 341, we welcome our guest, Lyle Fitterer, portfolio manager for Baird Asset Management, where he runs a $1.8 billion municipal bond fund.
#340 – Michael Suffredini, Axiom Space - The Only Thing I Know How To Do Is Build And Operate A Space Station
In episode 340, we welcome our guest, Michael Suffredini, CEO and co-founder of Axiom Space, which is building the world’s first internationally available commercial space station.
In …
#339 – George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now
In episode 339, we welcome our guest, George Davis, CEO and Portfolio Manager for Hotchkis & Wiley, a global investment manager serving …
#338 – Startup Series – Will Matthews, Fellow – Semen Quality Is The Canary In The Coal Mine To Overall Health
In episode 338, we welcome our guest, Will Matthews, the founder and CEO of Fellow, a company that’s rethinking the future of men’s fertility and runs the largest semen analysis lab in the …
#337 – Professor Richard Thaler, University of Chicago - When Somebody Would Fire Us, It Was Almost Always At Exactly The Wrong Time
In episode 337, we welcome our guest, Professor Richard Thaler, the co-founder of Fuller & Thaler, Professor at the University of Chicago, and …
#336 – Hugh Thomas, Ugly Drinks - This Is The Result Of Two 23-Year Olds In A Pub In London Having A Couple Of Beers
In episode 336, we welcome our guest, Hugh Thomas, founder of Ugly Drinks, a beverage company that makes drinks with no sugar, no sweetener, and no calories and is trying to expose the ugly …
#335 – Thomas Eiden, Atomic Alchemy - There Is A Vast Shortage Of Man Made Radioactive Materials
In episode 335, we welcome our guest, Thomas Eiden, founder of Atomic Alchemy, a company dedicated to producing radioisotopes used in nuclear medicine.
In today’s episode, we’re going …
#334 – Peter Johnson, Jump Capital - What I Think About Most Of The Time Is What Crypto Is Going To Mean To The World
In episode 334, we welcome our guest, Peter Johnson, a partner at Jump Capital, where he leads Jump’s investments in the FinTech, crypto, and blockchain sectors.
In today’s episode, …
#333 – Startup Series – Rob Forster, Wonderbird Spirits - Making Gin Is Truly An Art
In episode 333, we welcome our guest, Rob Forster, co-founder of Wonderbird Spirits, Mississippi's first grain-to-glass gin distillery.
In today’s episode, we hear how Rob stopped …
#332 – Mebisode – Journey to 100X
Episode 332 is a Mebisode. In this episode, you’ll hear Meb talk about his journey investing in over 250 private companies since 2014. He explains why he chose to do so and his framework …
#331 – Phil Nadel, Forefront Venture Partners - The Best Companies Are Founded By Folks Who Personally Feel The Pain Point
In episode 331, we welcome back our guest, Phil Nadel, co-founder of Forefront Venture Partners, one of the largest and most successful syndicates on …
#330 – Guillermo Cornejo, Riders Share - Riders Share Is Like An AirBnB, But For Renting Motorcycles
In episode 330, we welcome our guest, Guillermo Cornejo, founder and CEO of Riders Share, the first & largest motorcycle peer-to-peer rentals platform in the United States.
In today’s …
#329 – Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria
In episode 329, we welcome our guest, Samantha McLemore founder of Patient Capital Management and a Co-Portfolio Manager at Miller Value Partners.
#328 – Startup Series – Katie Echevarria Rosen Kitchens, FabFitFun - Paying $50 And Getting Over $300 In Full-Size Products Is A Pretty Cool Thing
In episode 328, we welcome our guest, Katie Echevarria Rosen Kitchens, co-founder of FabFitFun, a lifestyle membership that provides a curated …
#327 – Mario Gabelli, GAMCO Investors - We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time
In episode 327, we welcome our guest, Mario Gabelli, Chairman and Chief Executive Officer of GAMCO Investors, the firm he founded in 1977.
In today’s episode, we hear the framework behind …
#326 – Starup Series – Viktor Nebehaj, Freetrade - We Want Everybody To Have Access To Investing
In episode 326, we welcome our guest, Viktor Nebehaj, co-founder of Freetrade, whose mission is to get everyone investing by making it simple and commission-free with a stockbroker you can …
Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)
In today’s episode of the Cambria Fund Profile Series, Meb discusses Cambria’s shareholder yield ETFs, US focused Cambria Shareholder Yield ETF …
#325 – Bhu Srinivasan, Author, Americana - Is The Entrepreneur More Important Or Is The Movement And Moment More Important?
In episode 325, we welcome our guest, Bhu Srinivasan, author of AMERICANA: A 400-Year History of American Capitalism and founder and CEO of SCORETRADE, which is developing the fastest and …
#324 – Edward McQuarrie, Santa Clara University - Sometimes Stocks Beat Bonds, Sometimes Bonds Beat Stocks
In episode 324, we welcome our guest, Dr. Edward McQuarrie, Professor Emeritus at Santa Clara University. In today’s episode, we hear why the ‘stocks for the long-run’ thesis may not be …
#323 – John Montgomery, Bridgeway Capital Management - A Factors-Based World View Resonated With Me
In episode 323, we welcome our guest, John Montgomery, founder and Chief Investment Officer of Bridgeway Capital Management, a $5 billion quantitative manager that donates 50% of its …
#322 – Radio Show – Inflation or Deflation?…Foreign Stocks….Value and Momentum
Episode 322 has a radio show format. We cover a variety of topics, including: - Preparing your portfolio for the possibility of both inflation and …
#321 – Rajiv Jain, GQG Partners - “Everything Is Temporary And The Only Way To Survive Long-Term Is To Be Adaptive”
In episode 321, we welcome our guest, Rajiv Jain, Chairman and Chief Investment Officer of GQG Partners, a boutique investment management firm focused on global and emerging markets …
#320 – Shonda Warner, Chess Ag Full Harvest Partners - The Interesting Thing About Ag Is That It’s There To Play Another Day
In episode 320, we welcome our guest, Shonda Warner, founder of Chess Ag Full Harvest Partners, an asset management company focused on agricultural …
#319 – Brandon Zick, Ceres Partners - The Market Is $3 Trillion And Institutional Investors Own About 3% Of That
In episode 319, we welcome our guest, Brandon Zick, Chief Investment Officer of Ceres Partners, a specialist investment manager focused exclusively …
#318 – Perth Tolle, Life + Liberty Indexes – If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This
In episode 318, we welcome our guest, Perth Tolle, founder of Life + Liberty Indexes. In today’s episode, we’re talking about freedom! Perth shares …
#317 – Chris Cole, Artemis Capital Management - You Want To Diversify Based On How Assets Perform In Different Market Regimes
In episode 317, we welcome our guest, Chris Cole, Founder and Chief Investment Officer of Artemis Capital Management, which aims to transform stock …
#316 – Dianne McKeever, Ides Capital - My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist
In episode 316, we welcome our guest, Dianne McKeever, Co-founder and Chief Investment Officer of Ides Capital, which has been cited as the only woman-led activist fund.
In today’s episode, …
#315 – Warren Pies & Fernando Vidal, 3Fourteen Research - I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years
In episode 315, we welcome our guests, Warren Pies and Fernando Vidal, co-founders of 3Fourteen Research, which combines expert qualitative insights with true quantitative discipline. In …
#314 – 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
In episode 314, we welcome our guest, Dan Morehead, Co-founder and Chief Investment Officer of Pantera Capital Management, the first institutional asset manager to invest exclusively in …
#313 – Rob Arnott, Research Affiliates - Modern Monetary Theory Does Not Work
In episode 313, we welcome our guest, Rob Arnott, founder and Chairman of Research Affiliates. In today’s episode, we start with the U.S. stock market and why today’s valuations meet …
#312 – Carter Malloy, AcreTrader - In A Couple Of Minutes, You Can Invest As Little As $15,000 Or $20,000 In A Particular Farm
In episode 312, we welcome our guest, Carter Malloy, founder and CEO of AcreTrader, a farmland real estate investment company offering low minimum, passive farm investments. In today’s …
#311 – Radio Show – Valuation Update…Bond Returns….Meb’s Startup Investing
Episode 311 has a radio show format. We cover a variety of topics, including: · The importance of having an investment plan · Valuations update · How Meb approaches startup investing · …
#310 – Kathryn Kaminski, AlphaSimplex - When You’re A Systematic Investor, Your Process Makes The Decision
In episode 310, we welcome our guest, Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the …
#309 – Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out
In episode 309, we welcome our guest Andrew Horowitz, President and Founder of Horowitz & Company and host of The Disciplined Investor Podcast. In today’s episode, we start with …
#308 – Best Idea Show – Maciej Wojtal, Amtelon Capital – I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia
In episode 308, we welcome our guest, Maciej Wojtal, founder and CIO of Amtelon Capital, an investment fund focused on Iranian equities. In today's episode, we're covering Maciej’s best …
#307 – Vikram Mansharamani, Harvard Lecturer and Author - In All Bubbles, You Usually Have A ‘This Time It’s Different’ Story
In episode 307, we welcome our guest, Vikram Mansharamani, a Harvard lecturer, author, and global trend spotter who shows people how to anticipate the future, manage risk, and spot …
#306 – Jeff Seder, EQB - We Ended Up The First Triple-Crown Winner in 37 Years
In episode 306, we welcome our guest, Jeff Seder, founder of EQB, a high-tech sports medicine startup that consults with the majority of the major …
#305 – Marc Faber, The Gloom, Boom & Doom Report – The Environment We’re In Favors Quick Profits And Long-Term Loss
In episode 305, we welcome our guest, Marc Faber, Editor and Publisher of The Gloom, Boom & Doom Report, which highlights unusual investment opportunities around the world. In today’s …
#304 – Damon Ficklin, Polen Capital – Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots
In episode 304, we welcome our guest, Damon Ficklin, Polen Capital’s head of the Large Company Growth Team and the lead portfolio manager of the …
#303 – Kevin Lozer, Holistiplan – Streamline And Scale The Tax Planning Process For Advisors
In episode 303, we welcome our guest, Kevin Lozer, co-founder of Holistiplan, a tax planning software for financial advisors. In today’s episode, …
#302 – Lisa Rich, Hemisphere Ventures, Xplore – There’s Never Been A More Exciting Time For The Space Industry
In episode 302, we welcome back our guest, Lisa Rich, managing partner of Hemisphere Ventures and founder and COO of Xplore. In today’s episode, we’re chatting about the space sector, …
#301 – Dr. Daniel Crosby, Orion Advisor Solutions – You Want The Best Anxiety Adjusted Returns
In episode 301, we welcome our guest, Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, where he helps organizations understand …
#300 – Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies
In episode 300, we welcome our guest, Geoffrey Batt, managing partner and founder of the Euphrates Advisors, where he invests in Iraqi equities. In today's episode, we're covering …
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