In episode 257 we welcome our guest, Marc Levine. In today’s episode, we’re approaching investing from the institutional, pension side of things.
We talk to Marc about his role at ISBI. When he was there, there were 80 or so hedge funds in the portfolio. He discusses the mood in the boardroom when he made the decision to fire the vast majority of them and index the portfolio instead.
We get into his interesting way of thinking of investors in the context of a ‘Tribal’ model, and why he feels investors should honor all 4 tribes. We even get his thoughts on 13F investing.
All this and more in episode 257 with Marc Levine.
Today we’re looking back at some of our most popular episode in the first half of 2022 covering a range of topics with some amazing guests. I know …
Today’s guest is Dan Ariely, a Founding Partner of Irrational Capital, leading behavioral economist, and author of six books. Dan’s Ted Talks have been viewed over 10 million times.
In …
Today’s guests are Robin Goldstein and Daniel Sumner, two economists and the authors of the new book, Can Legal Weed Win?: The Blunt Realities of …
In this Mebisode, Meb reads his post from January 2022, which looks to see if a shareholder yield strategy works within different sectors. To read …
Today’s guest is Doron Junger, founder and Portfolio Manager for Sanvia Capital, a biotech investment firm, which originally started as a Millennium …
Today’s guest is Jeff Weniger, the Head of Equity Strategy at WisdomTree.
In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and …
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