Episode #378: Cullen Roche, Discipline Funds, “QE Is Not As Powerful As A Lot Of People Like To Think It Is”

Episode #378: Cullen Roche, Discipline Funds, “QE Is Not As Powerful As A Lot Of People Like To Think It Is" Guest: Cullen Roche is the Founder of Discipline Funds. Discipline Funds is a financial advisory firm with a focus on helping people be more disciplined with their finances. He is also the author of Pragmatic...

Episode #377: Garrott McClintock, AcreTrader, Live From The 2021 Farmland Investing Summit!

Episode #377: Garrott McClintock, AcreTrader, Live From The 2021 Farmland Investing Summit!    Guest: Garrott McClintock is the Chief Operating Officer for AcreTrader. Garrott has deep roots in the Mississippi Delta, where he grew up as a fifth-generation family farmer. Previously, he was a partner at Oxbow Agriculture, where he co-managed over $200 million worth of farmland...

Episode #376: Jason Wenk, Altruist, “How To Make Financial Advice Better, More Affordable, And Accessible To Everybody”

Episode #376: Jason Wenk, Altruist, “How To Make Financial Advice Better, More Affordable, And Accessible To Everybody”   Guest: Jason Wenk is the founder and CEO of Altruist, an all-in-one financial advisor platform. Date Recorded: 11/10/2021     |     Run-Time: 1:26:06 Summary: In today’s episode, we’re talking with one of the most successful fintech startups around! Jason is building an alternative...

The Best Investment Writing Volume 5: Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics

The Best Investment Writing Volume 5: Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics               Author: Dan Rasmussen is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity. Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates....

Episode #375: Jonathan Fell, Ash Park Capital, “People Always Overestimate The Extent To Which Tobacco Is A Dying Business”

Episode #375: Jonathan Fell, Ash Park Capital, “People Always Overestimate The Extent To Which Tobacco Is A Dying Business”   Guest: Jonathan Fell is a founder of Ash Park, managing the Ash Park Global Consumer Franchise funds, focused on long-term, high-quality investments in the fast-moving consumer goods industry. Prior to 2013, he was team head of...

Episode #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”

Episode #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”   Guest: Phil Huber is the Chief Investment Officer for Savant Wealth Management, an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the...

Episode #373: Tim Maloney, Roundhill Investments, “We Hit The Right Theme At The Right Time”

Episode #373: Tim Maloney, Roundhill Investments, “We Hit The Right Theme At The Right Time”   Guest: Tim Maloney is the co-founder and Chief Investment Officer for Roundhill Investments, a registered investment adviser and ETF sponsor focused on thematic and sector-specific investing. Date Recorded: 11/10/2021     |     Run-Time: 56:39 Summary: In today’s episode, we’re getting meta! Tim begins with an...

Episode #372: Chas Cocke, LB Partners, “There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price”

Episode #372: Chas Cocke, LB Partners, “There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price”   Guest: Chas Cocke is the founder and CIO at LB Partners. Previously, Chas was one of the founding Partners of Investure and led various aspects of its business since its inception. Prior to Investure,...

The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation – Debunking Nine and a Half Myths of Investing

The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing   Author:  Laurence B. Siegel is the Gary P. Brinson director of research at the CFA Institute Research Foundation, senior advisor to OCP Capital LLC, and an independent consultant, writer, and speaker specializing in investment management. Run-Time:...

Episode #371: Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues

Episode #371: Frank Holmes, U.S. Global Investors, HIVE Blockchain - JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues   Guest: Frank Holmes is the CEO and chief investment officer of U.S. Global Investors (NASDAQ: GROW). Mr. Holmes purchased a controlling interest in U.S. Global Investors in 1989 and became the firm’s chief investment officer...