Episode #295: Jacob Rubin, Philosophy Capital Management, “I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat”

Episode #295: Jacob Rubin, Philosophy Capital Management, “I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat”   Guest: Jacob Rubin is the Founder and Managing Member at Philosophy Capital Management LLC, launched April 1, 2020. Prior to Philosophy, Jacob was a Managing Director at Lonestar Capital and...

Episode #294: Dan Rasmussen, Verdad Advisers, “A Lot Of These Regime Changes Happen Around Recessions And Crises”

Episode #294: Dan Rasmussen, Verdad Advisers, “A Lot Of These Regime Changes Happen Around Recessions And Crises”   Guest: 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. Date Recorded: 3/1/2021    ...

Episode #293: Ted Seides, Capital Allocators, “I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust”

Episode #293: Ted Seides, Capital Allocators, “I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust”   Guest: Ted Seides, CFA, is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from the perspective of asset owners,...

Episode #292: Tom Barton, White Rock Capital, “I Just Thought, Well, This Is The Dumbest Short Of All-Time”

Episode #292: Tom Barton, White Rock Capital, “I Just Thought, Well, This Is The Dumbest Short Of All-Time”   Guest: Tom Barton is the Founder, President, and General Partner of White Rock Capital. He helped build the first multibillion-dollar short-selling hedge fund at Feshbach Brothers in the 1980s, where he exposed dozens of stock frauds. Then he...

Episode #291: Ron Lieber, The New York Times, “If You Look At Private Colleges And Universities, On Average, They’re Discounting Their Tuitions by 52%”

Episode #291: Ron Lieber, The New York Times, “If You Look At Private Colleges And Universities, On Average, They’re Discounting Their Tuitions by 52%”   Guest: Ron Lieber is the author of The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make. He has been the “Your...

Episode #290: Bill Smead, Smead Capital Management, “There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble”

Episode #290: Bill Smead, Smead Capital Management, “There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble”   Guest: Bill Smead is the Chief Investment Officer for Smead Capital Management. He is the final decision-maker for investment and portfolio decisions and is responsible for reviewing...

Episode #289: Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right?

Episode #289: Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right?   Guest: Episode #289 has no guest, it’s a Mebisode. Date Recorded: 02/04/2020     |     Run-Time: 22:06 Summary: Episode 289 is a Mebisode. In this episode, you’ll hear Meb put today's stock valuations into historical perspective. He addresses the claim that stock valuations should be high because bond yields...

Episode #288: Best Idea Show – Doug Pugliese, Alpha Architect, “Why Not Elect A 1042 Sale And Control When You Pay Those Taxes?”

Episode #288: Best Idea Show - Doug Pugliese, Alpha Architect, “Why Not Elect A 1042 Sale And Control When You Pay Those Taxes?”   Guest: Doug Pugliese is Head of 1042 QRP Solutions at Alpha Architect, where he manages the firm’s qualified replacement property investment strategies practice. In this role, Doug and his team provide business sellers...

Episode #287: Jonathan Hsu, Tribe Capital, “Our Specific Areas Of Expertise Are Around Being Able To Tell A Story Utilizing Your Own Data”

Episode #287: Jonathan Hsu, Tribe Capital, "Our Specific Areas Of Expertise Are Around Being Able To Tell A Story Utilizing Your Own Data"   Guest: Jonathan Hsu is the co-founder and General Partner at Tribe Capital, a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Previously, he was a Partner...

Episode #286: Jeremy Grantham, GMO, “What Day Is The Highest Level Of Optimism? It’s The Day The Market Hits The Peak”

Episode #286: Jeremy Grantham, GMO, “What Day Is The Highest Level Of Optimism? It’s The Day The Market Hits The Peak”   Guest: Jeremy Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is a member of the GMO Board of Directors and has...