Episode #139: Taz Turner and Nate Nienhuis, CordovaCann, “We’re Really Driving At What We Feel Is The Holy Grail of Cannabis”

Episode #139: Taz Turner and Nate Nienhuis, CordovaCann, “We’re Really Driving At What We Feel Is The Holy Grail of Cannabis”   Guests: Taz Turner is the Chairman and CEO of CordovaCann. Nate Nienhuis is a Director and COO of CordovaCann.  Date Recorded:...

Episode #138: Yariv Haim, Sparrows Capital, “You Should Never Try To Reassess Your Risk Appetite When Markets Crash”

Episode #138: Yariv Haim, Sparrows Capital, “You Should Never Try To Reassess Your Risk Appetite When Markets Crash”   Guest: Yariv Haim has over ten years of experience in strategic investments, risk management and asset allocation. Yariv is the key executive and investment manager at Sparrows...

Episode #137: Emily and Morgan Paxhia, Poseidon Asset Management, “The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around Today”

Episode #137: Emily and Morgan Paxhia, Poseidon Asset Management, “The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around Today”   Guests: Emily and Morgan Paxhia are co-founders and managing partners of Poseidon Asset Management. 

You Would Have Missed 961% In Gains Using The CAPE Ratio, And That’s A Good Thing

(This is an update to a post from 2016.) 961%. That’s the amount of gains you would have missed had you followed the market timing strategy I’m going to describe in the following article that utilizes the CAPE ratio. Yes, that’s significant. But there’s far more to this story,...

Episode #136: Steve Romick, FPA Funds, “Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You’ve Made An Investment Where It’s Hard To Lose...

Episode #136: Steve Romick, FPA Funds, “Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You’ve Made An Investment Where It’s Hard To Lose Money Over Time”     Guest: Steve Romick serves as Portfolio Manager for the FPA Crescent Fund, Source Capital, Inc. and the FPA Multi-Advisor Strategy. He was named Morningstar’s...

Episode #135: Karan Wadhera, Casa Verde Capital, “We’re Still In Very, Very Early Innings For What’s Going To Be An Incredible Ride”

Episode #135: Karan Wadhera, Casa Verde Capital, “We’re Still In Very, Very Early Innings For What’s Going To Be An Incredible Ride”     Guest: Karan Wadhera is a managing partner at Casa Verde Capital. He spent over a decade in Asia as a senior executive with Goldman Sachs and Nomura and has had significant international experience. Date Recorded:...

Episode #134: Chris Cole, Artemis Capital Management, “Volatility Is The Instrument That Makes Us Face Truth”

Episode #134: Chris Cole, Artemis Capital Management, “Volatility Is The Instrument That Makes Us Face Truth”      Guest: Chris Cole is the founder of Artemis Capital Management L.P. Artemis focuses on volatility trading through two private investment vehicles. Chris founded the firm following verified and substantial proprietary account gains during the 2008 financial crisis. Date Recorded: 12/3/18     | ...

Top Investment Podcasts of 2018

If you’re looking to escape the family over the holidays…good news!  I asked my podcast buds for their top downloaded podcasts of 2018…you can find the list below... Here is 2017, 2016, and 2015.  Here is also a list of potpourri when I queried followers on Twitter for their favorites... Here is the list in playlist format where you can listen to all of...

Episode #133: Todd Harrison, CB1 Capital, “Humanity Has Had a 30,000 Year Relationship with Cannabis”

Episode #133: Todd Harrison, CB1 Capital, “Humanity Has Had a 30,000 Year Relationship with Cannabis”   Guest: Todd Harrison is the Founding Partner and Chief Investment Officer at CB1 Capital. Before CB1, he spent almost three decades on Wall Street managing risk and researching financial market strategies. He was also the Founder and CEO of Emmy Award...