How Long Can You Handle Underperforming? (or, How To Beat 94% Of All Mutual Funds)

Today, we have good news and bad news. Well, not so much “bad” news, as sobering news. Of course, the silver lining of this is when you understand this sobering news and allow it to temper your investing expectations, you’re more likely to benefit from the good news. Enough vague introduction, let’s jump in with the good news. Most people invest in stocks....

Episode #201: The Case For Global Investing

Episode #201: The Case For Global Investing Guest: Episode #201 has no guest, It’s a Mebisode. Date Recorded: 02/04/2020 Sponsor: AcreTrader     Run-Time: 45:34 To listen to Episode #201 on iTunes, click here To listen to Episode #201 on Stitcher, click here To listen to Episode #201 on Pocket Casts, click here To listen to Episode #201 on Google Play, click here To stream Episode #201, click here Comments or...

Episode #200: Radio Show: Decade End Returns and Valuations…Process vs. Performance…VC Power Laws

Episode #200: Radio Show: Decade End Returns and Valuations…Process vs. Performance…VC Power Laws Guest: Episode 200 has no guest but is co-hosted by Justin Bosch. Date Recorded: 02/03/2020 Sponsor: AcreTrader     Run-Time: 53:26 To listen to Episode #200 on iTunes, click here To listen to Episode #200 on Stitcher, click here To listen to Episode #200 on Pocket Casts, click here To listen to Episode #200 on Google...

Episode #199: Peter Livingston, “All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do”

Episode #199: Peter Livingston, “All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do”           Guest: Peter Livingston is an angel investor and is the founder and General Partner of Unpopular Ventures. His experience is almost entirely in startups. He was the first engineer at iRhythm, and later, founder and CEO of Lifesquare. He has been investing...

Episode #198: Rabi Gupta and Satwick Saxena, “EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts”

Episode #198: Rabi Gupta and Satwick Saxena, “EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts”                 Guests: Rabi Gupta and Satwick Saxena are co-founders of EvaBot, a company founded in 2016 that puts a new spin on gift giving by harnessing technology to deliver personalized gifts tailored to recipient preferences. Date Recorded: 1/21/20 Run-Time: 53:48 To listen to Episode #198...

Episode #197: Rick Rule, “In Resources You Are Either A Contrarian Or You Are Going To Be A Victim”

Episode #197: Rick Rule, “In Resources You Are Either A Contrarian Or You Are Going To Be A Victim”             Guest: Rick Rule is a leading resource investor specializing in mining, energy, water utilities, forest products and agriculture, and has originated and participated in hundreds of debt and equity transactions with private, pre-public and public companies. He is the Founder...

The Case for Global Investing

The below is a summary of a 104(!) tweetstorm I did on twitter the other day...people complained it was hard to read through their monocle glasses so I recreated it here...enjoy! ---- Here are my 6 favorite research pieces of 2019 making the case for global investing... First up, @CreditSuisse with their "Global Investment Returns Yearbook 2019" This is the yearly update to...

Episode #196: Minnie Ingersoll, “I Do Believe That Innovation In Our Country Is The Huge Bright Spot”

Episode #196: Minnie Ingersoll, “I Do Believe That Innovation In Our Country Is The Huge Bright Spot”             Guest: Minnie Ingersoll is a long-time Silicon Valley product leader and operations executive with experience building and scaling impact through elegant technical solutions and great teams. She recently moved back to LA after 20+ years in the Bay Area and is excited to...

The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors

The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors Run-Time: 5:38:52 What is this Episode? Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it. This year, we’re bringing you the...