Episode #132: Radio Show: Since 1989 80% of Stocks Had a Collective Return of 0%… A Goldman Bear-Market Indicator at Its Highest Point in Decades… and Listener Q&A
Episode #132: Radio Show: Since 1989 80% of Stocks Had a Collective Return of 0%… A Goldman Bear-Market Indicator at Its Highest Point in Decades… and Listener Q&A
Guest: Episode #132 has no guest but is co-hosted by Jeff Remsburg.
Date Recorded: 11/30/18
Sponsor: EquityZen
Run-Time: 1:01:31
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Episode #131: David Rosenberg, “If Next Year is Not a Recession, It’s Going to Feel Like It”
Episode #131: “If Next Year is Not a Recession, It’s Going to Feel Like It”
Guest: David Rosenberg. David is Gluskin Sheff + Associates Inc.’s Chief Economist and Strategist with a focus on providing a top-down perspective to the Firm’s investment process and Asset Mix Committee. Prior to joining Gluskin Sheff in 2009, David was Chief North American Economist at...
Episode #130: Eric Falkenstein, “I Think in the Long Run (Cryptocurrencies) Are Going to Work”
Episode #130: “I Think in the Long Run (Cryptocurrencies) Are Going to Work”
Guest: Eric Falkenstein. Eric was a TA for Hyman Minsky, which motivated him to be a macroeconomist. After grad school, he worked at KeyCorp bank in Cleveland, first as an economist, then he set up their value-at-risk system for their trading desk. After that, he led the...
Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches
Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches
Guest: Episode #129 has no guest. It’s a “just Meb” show.
Date Recorded: 11/12/18
Sponsor: EquityZen
Run-Time: 1:06:34
To listen to Episode #129 on iTunes, click here
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To listen to Episode #129 on Pocket Casts, click here
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Episode #128: Claude Lamoureux, When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better
Episode #128: When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better
Guest: Claude Lamoureux. Claude is an actuary by training, and from 1990 to 2007, he was President and Chief Executive Officer of the Ontario Teachers Pension Plan. Prior to 1990, Claude spent 25 years as a senior financial...
Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A
Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A
Guest: Episode #127 has no guest but is co-hosted by Jeff Remsburg.
Date Recorded:10/22/18
Run-Time: 1:02:21
To listen to Episode #127 on iTunes, click here
To listen to Episode #127 on Stitcher, click here
To listen to Episode #127 on Pocket Casts, click here
To listen to Episode #127...
Episode #126: Karen Finerman, ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing
Episode #126: ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing
Guest: Karen Finerman. Karen began her career as a trader at First City Capital, a risk arbitrage fund. She later joined Donaldson, Lufkin and Jenrette where she became Lead Research Analyst for the Risk Arbitrage department. In 1992, she co-founded New York-based hedge fund Metropolitan Capital Advisors, where she currently...
