Episode #162: Chase Nobles, Kush.com, “I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis”

Episode #162: Chase Nobles, Kush.com, “I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis”   Guest: Chase Nobles is the co-founder and co-CEO of Kush.com, a managed marketplace dedicated to helping the legal hemp and cannabis industries thrive through a carefully curated network of verified and...

Episode #161: Brandon Zick, Ceres Partners, “In Row Crops You’re Generating A Lot Of Current Income”

Episode #161: Brandon Zick, Ceres Partners, “In Row Crops You’re Generating A Lot Of Current Income”   Guest: Brandon Zick focuses on managing all assets of the farm portfolio, performing valuation analysis and due diligence of property acquisitions, deal sourcing and negotiating acquisition terms, tenant sourcing and ongoing relationship management and oversees all portfolio management of the...

The Best Investment Writing Volume 3: Jack Vogel – Trust The Process

The Best Investment Writing Volume 3: Jack Vogel – Trust The Process   Author: Jack Vogel is the CIO of Alpha Architect. He conducts research in empirical asset pricing and behavioral finance. His academic background includes experience as an instructor and research assistant at Drexel University in both the Finance and Mathematics departments, as well as a...

Episode #160: John Huber, Saber Capital Management, “Stock Prices Fluctuate Much More Than The Underlying Businesses”

Episode #160: John Huber, Saber Capital Management, “Stock Prices Fluctuate Much More Than The Underlying Businesses”   Guest: John Huber is the portfolio manager of Saber Capital Management, LLC. Saber manages Saber Investment Fund, LP, an investment partnership modeled after the original Buffett partnerships. Saber’s objective is to compound capital over the long-term by making concentrated investments...

Episode #159: Ashby Monk, Stanford Global Projects Center, “The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation”

Episode #159: Ashby Monk, Stanford Global Projects Center, “The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation”   Guest: Dr. Ashby Monk is the Executive and Research Director of the Stanford Global Projects Center. Outside of Stanford, he is the co-founder and Chairman of Long Game Savings. Date Recorded: 5/28/19     |   ...

Episode #158: Tobias Carlisle, Acquirers Funds, “The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap”

Episode #158: Tobias Carlisle, Acquirers Funds, “The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap”   Guest: Tobias Carlisle is founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm’s deep value strategy. Tobias is the creator of The Acquirer’s Multiple®. He is also...

Episode #157: Randy Swan, Swan Global Investments, “Always Invested, Always Hedged”

Episode #157: Randy Swan, Swan Global Investments, “Always Invested, Always Hedged”   Guest: Randy Swan is the founder, CEO and Lead Portfolio Manager of Swan Global Investments and the creator of the proprietary Defined Risk Strategy (Swan DRS). In 1997, recognizing the limitations of Modern Portfolio Theory and the difficulty of market timing and picking stocks, Randy...

Episode #156: Steve Glickman, Develop LLC, “I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones”

Episode #156: Steve Glickman, Develop LLC, “I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones”   Guest: Steve Glickman is the Founder and Chief Executive Officer of Develop LLC, the first full service, independent advisory firm dedicated to building and supporting Opportunity Zone Funds, and he is one...