Episode #226: Vineer Bhansali, LongTail Alpha, “The Bigger Question To Me Is Not Whether Tail Risk Hedging Is Good Or Bad, But Whether It Is Good Or Bad For...

Episode #226: Vineer Bhansali, LongTail Alpha, “The Bigger Question To Me Is Not Whether Tail Risk Hedging Is Good Or Bad, But Whether It Is Good Or Bad For Your Current Portfolio Posture”             Guest: Vineer Bhansali is Founder and CIO of LongTail Alpha. He has over two decades of experience in both developing many of the tail risk management frameworks...

Episode #225: Eric Crittenden, Standpoint Asset Management, “I Enjoy Trying To Win A Marathon Rather Than Winning Sprints”

Episode #225: Eric Crittenden, Standpoint Asset Management, “I Enjoy Trying To Win A Marathon Rather Than Winning Sprints”           Guest: Eric Crittenden is Chief Investment Officer of Standpoint Asset Management. He has over 20 years of experience designing and managing investment strategies, with an expertise in systematic trading in both mutual funds and hedge funds. Date Recorded: 5/21/2020 Run-Time: 1:04:55 To listen to Episode...

Episode #224: Eric Kinariwala, Capsule, “The Pharmacy Sits At The Center Of The Healthcare System”

Episode #224: Eric Kinariwala, Capsule, “The Pharmacy Sits At The Center Of The Healthcare System”               Guest: Eric Kinariwala is Founder and CEO of Capsule, a pharmacy startup disrupting the industry by rebuilding the model from the ground up with the help of technology to completely transform the experience for everyone involved. Date Recorded: 5/13/2020 Sponsor: YCharts     Run-Time: 41:26 To listen to Episode #224 on...

Episode #223: Steven Jorgenson, Starbridge Venture Capital, “The Launch Sector is Literally Less Than 2% Of The Space Industry”

Episode #223: Steven Jorgenson, Starbridge Venture Capital, “The Launch Sector is Literally Less Than 2% Of The Space Industry”           Guest: Steven Jorgenson is Managing General partner of Starbridge Venture Capital. Starbridge is focused on space related technologies, investing in early stage companies with large terrestrial market potential, defined milestones, clear paths to liquidity, and whose products work to expand the...

Episode #222: Dakin Sloss, Prime Movers Lab, “Power Law Is The Key To Understanding Venture Capital”

Episode #222: Dakin Sloss, Prime Movers Lab, “Power Law Is The Key To Understanding Venture Capital”           Guest: Dakin Sloss is Founder and General Partner of Prime Movers Lab. Over the course of the last decade, he has created billions of dollars of enterprise value including founding two breakthrough start-ups, a dozen personal angel investments, and coaching 10+ Prime Movers. Most...

Episode #221: Chris Davis, Davis Advisors, “As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions [Tend To] Produce”

Episode #221: Chris Davis, Davis Advisors, “As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions Produce”           Guest: Chris Davis joined Davis Advisors in 1989. He has more than 28 years experience in investment management and securities research. He is a portfolio manager for the Davis Large Cap Value Portfolios and...

Episode #220: Andrew Beer, Dynamic Beta Investments, “Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk?”

Episode #220: Andrew Beer, Dynamic Beta Investments, “Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk?”           Guest: Andrew Beer serves as Managing Member of New-York-based Dynamic Beta Investments, a firm running liquid portfolios that seek to match or outperform portfolios of leading hedge funds based on over a decade of research. Date...

Episode #219: Paul Collier, “What Capitalism Offers Is A Combination Of Competition And Collaboration”

Episode #219: Paul Collier, “What Capitalism Offers Is A Combination Of Competition And Collaboration”             Guest: Sir Paul Collier is Professor of Economics and Public Policy at the University of Oxford’s Blavatnik School of Government and a Professorial Fellow of St Antony’s College. Throughout his career, he has authored a number of publications and books. From 1998–2003 he took a five-year...

Hiring

My company Cambria is looking to hire 2-4 people. Strong preference for kick ass candidates from anywhere in the US that believe in the Cambria story. Email us at info@cambriainvestments.com to apply. See below for description Investment Consultant (aka what industry calls a Wholesaler, which for the foreseeable future is remote) Responsibilities: Build, grow, and maintain advisor relationships by developing a thorough understanding...