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Episode #20: “Listener Q&A”

Episode #20: “Listener Q&A” Guest: Episode #20 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 9/12/16 Run-Time: 39:29 Topics:  Episode #20 is another “Listener Q&A” episode. Meb starts by telling us about his frustration after doing a guest panel on CNBC…

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The Coppock Curve Applied to Global Markets

I get most of my quant research done while trying to avoid other less interesting work.  So I was curious when I saw my friend John Hussman writing about an obscure technical indicator called the Coppock Curve.  I filed it away as “interesting”, sent it…

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The John Bogle Stock Valuation Model

I think John Bogle is a national treasure.  That doesn’t mean I agree with him of course on everything (huge difference of opinion in foreign stock investing).  But he’s been a strong positive influence on our industry for 40 years.  I was scanning this recent…

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Episode #17: It’s About Risk Allocation, Not Capital Allocation

Guests: Michael Philbrick, Adam Butler, and Rodrigo Gordillo. Mike, Adam, and Rodrigo run ReSolve Asset Management. Mike has over 20 years of experience in investment management, including 6 years as a Portfolio Manager. He is responsible for investment decisions, coaching, and strategic leadership, and has…

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