Episode #119: Tom Dorsey, Dorsey, Wright & Associates, “Fundamentals Answer the First Question ‘What Should I Buy?’ The Technical Side Answers the Question ‘When?’”

Episode #119: Tom Dorsey, Dorsey, Wright & Associates, “Fundamentals Answer the First Question ‘What Should I Buy?’ The Technical Side Answers the Question ‘When?’”   Guest: Tom Dorsey co-founded Dorsey, Wright & Associates in 1987 and joined Nasdaq Global Information Services with Nasdaq’s acquisition of his company in 2015. Tom is the author of Point & Figure...

Bonus Episode: Elroy Dimson – The Evolution of Equity Markets

Bonus Episode: Elroy Dimson – The Evolution of Equity Markets               Author: Professor Elroy Dimson chairs the Centre for Endowment Asset Management at Cambridge Judge Business School and is Emeritus Professor of Finance at London Business School. His research focuses on investing for the long term, and he and his co-authors have become well known for their...

Episode #118: Radio Show: Record-Setting US Valuations… Emerging Market Opportunities… VC Bad Behavior… and Listener Q&A

Episode #118: Radio Show: Record-Setting US Valuations...  Emerging Market Opportunities... VC Bad Behavior… and Listener Q&A   Guest: Episode #118 has no guest but is co-hosted by Jeff Remsburg. Date Recorded: 8/15/18     |     Run-Time: 1:11:28 Summary:  In this Radio Show, we cover numerous Tweets of the Week from Meb, as well as some write-in questions. We start...

Bonus Episode: Ehren Stanhope – Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative

Bonus Episode: Ehren Stanhope – Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative   Author: Ehren Stanhope is a Principal at O'Shaughnessy Asset Management. He examines investment themes that are informed by deep historical research and are timely given the current market environment. Run-Time: 19:45 What is this Episode? We recently published The Best Investment Writing, Volume 2....

Episode #117: Steve Lockshin, AdvicePeriod, “We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients”

Episode #117: Steve Lockshin, AdvicePeriod, “We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients”   Guest: Steve Lockshin is a Founder and Principal of AdvicePeriod and former Chairman of Convergent Wealth Advisors, a company he founded in 1994.  Steve helped pioneer the independent advisory industry, building one of...

Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax

Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax   Author: Todd Tresidder is a financial expert, having created Financial Mentor which gives you a step-by-step blueprint for building wealth that actually works. More than 55,000 people have already used this blueprint to jumpstart their financial freedom. To learn more, visit Financial Mentor. Run-Time: 20:00 What is this...

Episode #116: Sarah Ketterer, Causeway Capital, “Without a Quant Risk Model, I’d Argue an Investment Manager Is Completely Blind”

Episode #116: Sarah Ketterer, Causeway Capital, “Without a Quant Risk Model, I’d Argue an Investment Manager Is Completely Blind”   Guest: Sarah Ketterer is the Chief Executive Officer at Causeway Capital, Portfolio Manager for the firm's Fundamental and Absolute Returns strategies, and is responsible for investment research across all sectors. She is a member of the Operating...

“Nobody Ever Got Fired for Buying Vanguard…” Well, Maybe They Should Be?

"Nobody ever got fired for buying IBM". The etymology of this phrase comes from the early days of the computing era, when the technology was beginning to change the corporate landscape. It reflected one of the career risks of that day…and by extension, a way to avoid it. If a purchasing manager bought a computer from a well-known, large, “safe” brand...