Episode #9: Pete Mladina, Northern Trust, “What You Thought Was Skill Was Just Risk Premia”

Episode #9: Pete Mladina, Northern Trust, “What You Thought Was Skill Was Just Risk Premia”               Guest: Pete Mladina is the Director of Portfolio Research for Wealth Management at Northern Trust. He is responsible for the application of leading research to the Wealth Management investment process. In addition, Pete has written many academic papers, and is a...

Episode #8: Starved for Yield?

Episode #8: Starved for Yield? Time to Go Global   Guest: Episode #8 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 7/8/16     |     Run-Time: 30:46 Topics:  Episode #8 marks Meb’s first “listener feedback” episode. We’ve received numerous bond-related questions from listeners, but they all tend to reduce to something along the lines of:...

Episode #7: Playing Defense Against Black Swans

Episode #7: Playing Defense Against Black Swans   Guest: Episode #7 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 7/7/16     |     Run-Time: 30:10 Topics:  With Brexit rattling the markets recently, it’s a good time to revisit the discussion of “black swans” (not that Brexit was a black swan, despite catching many investors off-guard)....

Episode #6: Three Concepts That Investors Get Wrong

Episode #6: Three Concepts That Investors Get Wrong   Guest: Episode 6 is a Mebisode. Date: 6/24/16     |     Run-Time: 28:12 Topics:  Do you know which three concepts most investors – retail and professional alike – get wrong? One is asset allocation; two is a bit different – it’s actually a lack of awareness of a type of...

Episode #5: Jared Dillian, The Daily Dirtnap, “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite”

Episode #5: Jared Dillian, The Daily Dirtnap, “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite”   Guest: Jared Dillian is the editor and publisher of The Daily Dirtnap, strategist at Mauldin economics and author of the free 10th Man newsletter. In a previous life, Jared was head of ETF trading...

Episode #4: Wes Gray, Alpha Architect, “Even God Would Get Fired as an Active Investor”

Episode #4: Wes Gray, Alpha Architect, “Even God Would Get Fired as an Active Investor”   Guest: Wes Gray is the CEO/CIO of Alpha Architect. Wes was a Captain in the U.S. Marine Corps, holds a PhD, and was a finance professor at Drexel University. He has also published four books, multiple academic articles, and is a...

Episode #3: Co-host: Jeff Remsburg – Where Are Best Global Values Right Now?

Episode #3: Co-host: Jeff Remsburg – Where Are Best Global Values Right Now?   Guest: Episode #3 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 6/15/16     |     Run-Time: 58:56 Topics: Is right now a good time to be in U.S. stocks? What about global stocks? Well, the answer in large part depends on...

Episode #2: Patrick O’Shaughnessy, O’Shaughnessy Asset Management, An Unexpected Drop-in from Patrick O’Shaughnessy

Episode #2: Patrick O’Shaughnessy, O’Shaughnessy Asset Management, An Unexpected Drop-in from Patrick O’Shaughnessy    Guest: Patrick O’Shaughnessy of O’Shaughnessy Asset Management, a $5B+ asset management group. Patrick is also an author, having written the book Millennial Money while frequently posting on his blog, “The Investor’s Field Guide.” Date: 6/8/16     |     Run-Time: 1:28:28 Summary: Meb and Patrick cover...