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Podcast Episode #24: Learning to Love Investment Bubbles

Guest: Episode 24 is just Meb. Date: 10/3/16 Run-Time: 21:11 Topics: Episode 24 brings us back to our most controversial episode format: the “solo Meb” show. Listeners seem to either love and loathe this style of show. If you fall into the “loathe” camp, it’s…

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Modern Dow Theory

I love the research from The Leuthold Group.  Their Green Book is a like a present showing up every month in my inbox.  I was going to write a white paper on Dow Theory, a simple trend following approach that has been around for 100+…

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How I Invest My Money

  What percentage of mutual fund managers have $0 invested in their own fund? According to Russ Kinnel at Morningstar FundInvestor, the answers will surprise you.  Below is the percent of managers that have nothing, zero, zip, invested alongside the client money they manage:  …

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Should Harvard’s Endowment be Managed by a Robot?

I used to write about the top college endowments quite a bit – turn back seven years and my first book was on the topic – The Ivy Portfolio.  So when Harvard recently made news by announcing returns for the $36 billion endowment were a disappointing -2% in…

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Podcast Episode #22: “Listener Q&A”

Episode #22: “Listener Q&A” Guest: Episode #22 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 9/27/16 Run-Time: 59:49 Topics:  Episode #22 is another “Listener Q&A” episode. Meb has been traveling again, this time giving several speeches. So we start the episode…

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