Episode #181: Radio Show: Zero Trading Commissions…Valuations…And Trend Following

Episode #181: Radio Show: Zero Trading Commissions…Valuations…And Trend Following   Guest: Episode 181 has no guest but is co-hosted by Justin Bosch. Date Recorded: 10/11/19     |     Run-Time: 36:36 Summary: Episode 181 has a radio show format. We cover a variety of topics, including the new ETF rule: Major brokerage firms dropping ETF trading commissions to $0 New...

Episode #180: Rodrigo Gordillo, ReSolve Asset Management, “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust”

Episode #180: Rodrigo Gordillo, ReSolve Asset Management, “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust”   Guest: Rodrigo Gordillo is a Co-Founder, Managing Partner & Portfolio Manager of ReSolve Asset Management. He has co-authored the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – and Bad as well several...

The Best Investment Writing Volume 3: Justin J. Carbonneau – 10 Reasons Why It’s Tough to be a True “Intelligent Investor”

The Best Investment Writing Volume 3: Justin J. Carbonneau – 10 Reasons Why It’s Tough to be a True “Intelligent Investor”   Author: Justin J. Carbonneau is VP of Validea, in charge of sales, partnerships and media relations and has been involved with the company since its very beginning. Justin is also one of the partners at Validea...

Episode #179: Dan Ferris, Stansberry Research, “What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline”

Episode #179: Dan Ferris, Stansberry Research, “What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline”   Guest: Dan Ferris is the editor of Extreme Value and host of the Stansberry Investor Hour podcast. Dan joined Stansberry Research in 2000. He became editor of Extreme Value in 2002. Dan was among the...

Episode #178: Nobody Wants To Invest In Your Sh*t

Episode #178: Nobody Wants To Invest In Your Sh*t   Guest: Episode #178 has no guest, It’s a Meb Short. Date Recorded: 2/27/19     |     Run-Time: 13:34 Summary: Episode 178 is a Meb Short. In this episode, you’ll hear Meb discuss the transactional nature of investing, finding an investment approach that works, and deploying an objective framework to...

Episode #177: Alex Rubalcava, Stage Venture Partners, “We Want To Help Build Companies That Are Solving Hard Problems That Matter”

Episode #177: Alex Rubalcava, Stage Venture Partners, “We Want To Help Build Companies That Are Solving Hard Problems That Matter”   Guest: Alex Rubalcava is a General Partner and Co-Founder of Stage Venture Partners. With experience in both public equity and venture capital investing, Alex has been a professional investor since 2002. He started his career as...

The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are Value and Momentum Dead?

The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are Value and Momentum Dead?   Author: Wes Gray is the CEO/CIO of Alpha Architect. He has published multiple academic papers and four books, including Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). After serving as a Captain...

Episode #176: Adam Tkaczuk, Sterling Point Capital, “We Think There Is About A 3% Per Year Tax Benefit To This”

Episode #176: Adam Tkaczuk, Sterling Point Capital, “We Think There Is About A 3% Per Year Tax Benefit To This”   Guest: Adam Tkaczuk has served as a financial and tax consultant for Fortune 500 firms including Johnson Controls and Tyco International Ltd. (#242 and #288 on the Fortune 500 list) as well as family owned and...

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