Episode #421: Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low
Episode #421: Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low
Guest: Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree.
Date Recorded: 6/1/2022 | Run-Time: 1:25:12
Summary: In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and why Jeff...
Episode #420: Dan Cooper, ROC Investments – ROC: Return on Character
Episode #420: Dan Cooper, ROC Investments – ROC: Return on Character
Guest: Dan Cooper is the founder and CEO of ROC Investments, which allocates capital on the basis of the behaviors of the CEOs and their senior executive teams.
Date Recorded: 5/11/2022 | Run-Time: 50:11
Summary: Dan shares how he ran a strategy focused on investing in companies with...
Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward
Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward
Guest: Peter Zeihan is an expert in geopolitics: the study of how place impacts financial, economic, cultural, political and military developments. His newest book is The End of the World Is Just the Beginning: Mapping the Collapse of Globalization.
Date Recorded: 5/24/2022 | Run-Time: 1:00:50
Summary: In...
Episode #418: Mebisode – Red Light
Episode #418: Mebisode – Red Light
Run-Time: 10:45
Summary: In this Mebisode, Meb reads his post from February 2022 titled “Red Light," which discussed the risk of an expensive market entering a downtrend. As he said in the piece, "historically speaking, markets have performed poorly when in a downtrend, characterized by higher volatility and drawdowns."
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Episode #417: Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market
Episode #417: Andrew Peck, Baron Capital – A Growth Manager's Take on The Market
Guest: Andrew Peck is the co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing; it has over $50 billion in assets under management. Andrew serves as the Portfolio Manager for the Baron Asset Fund, Baron...
Episode #416: Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History
Episode #416: Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History
Guest: Jan van Eck serves as the President & CEO and an owner of VanEck, which offers value-added exposures to emerging industries, asset classes and markets as well as differentiated approaches to traditional strategies. ask rep for aum
Date Recorded: 5/4/2022 | ...
Episode #415: Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments
Episode #415: Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments
Guest: Sajid Rahman is the co-founder & CEO of Digital Healthcare Solutions and Managing Partner of MyAsiaVC, an early stage venture fund.
Date Recorded: 4/27/2022 | Run-Time: 57:14
Summary: In today’s episode, we talk with someone who’s made over 1,400...
Episode #414: Tim Laehy – All About Coinbase (COIN) With The Company’s Former CFO
Episode #414: Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO
Guest: Tim Laehy is the CFO at Crexi, a marketplace for buying, selling, and leasing commercial real estate online. He was previously the CFO at Coinbase and has extensive experience as a public & private company CFO, leading three successful IPO's and...
Episode #413: Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
Episode #413: Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
Guest: Antti Ilmanen is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In this role, he manages the team responsible for advising institutional investors and sovereign wealth funds and develops the firm's...
Episode #412: Radio Show: Meb’s Got News!…YTD Stock & Bond Performance…$7 Gas in SoCal
Episode #412: Radio Show: Meb's Got News!...YTD Stock & Bond Performance...$7 Gas in SoCal
Guests: Meb Faber, Justin Bosch & Colby Donovan
Date Recorded: 5/3/2022 | Run-Time: 37:14
Summary: Episode 412 has a radio show format. We cover:
The Idea Farm is now free!!!
YTD stock & bond returns
Trend-following as a diversifier for 60/40 portfolios
Inflation and rising food...