Episode #175: The Biggest Valuation Spread In 40 Years?
Episode #175: The Biggest Valuation Spread In 40 Years?
Guest: Episode #175 has no guest, It’s a Meb Short.
Date Recorded: 2/27/19
Run-Time: 7:51
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Episode #174: Amlan Roy, “Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old”
Episode #174: Amlan Roy, “Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old”
Guest: Dr Amlan Roy is Head of Global Macro Policy Research and Senior MD at State Street's Asset Management Division (SSGA). He leads a Research team focused on Macroeconomics, Policy & Politics, Retirement & Demographics serving external and internal clients of State...
The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me
The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me
Author: Bob Seawright is the Chief Investment & Information Officer of Madison Avenue Securities, LLC, an investment advisory firm and broker-dealer headquartered in San Diego, California. He is author of the blog, Above the Market, that has received “best of” recognition from a wide variety of sources, including...
Episode #173: Tom Williams, “I Want To Be That First Call In The Darkest Of Days”
Episode #173: Tom Williams, “I Want To Be That First Call In The Darkest Of Days”
Guest: Tom Williams is the founder of Heron Rock Fund, a venture fund with 32 current investments and 45 prior investments across various stages and sectors. Prior to Heron Rock, he founded BetterCompany, and co-founded Miavita, an online health & nutrition website that was...
Learning How to Invest
I get asked all the time by friends and investors variants of the same question:
“What book should I read to learn about investing”?
I still don’t have a good, single answer.
A couple years ago we put together a survey asking our readers for just one answer to the above question, and received thousands of responses. I took the time to...
Episode #172: Cam Harvey, “This is a Time of Considerable Risk of a Drawdown”
Episode #172: Cam Harvey, “This is a Time of Considerable Risk of a Drawdown”
Guest: Campbell R. Harvey is Professor of Finance at the Fuqua School of Business, Duke University and a Research Associate of the National Bureau of Economic Research in Cambridge, Massachusetts. He served as President of the American Finance Association in 2016. Harvey received the 2016 and...
The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter
The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter
Author: Corey Hoffstein is a co-founder and CIO of Newfound Research. He is a frequent speaker on industry panels and contributes to ETF.com, ETF Trends, and Forbes.com’s Great Speculations blog. He was named a 2014 ETF All Star by ETF.com.
Run-Time: 17:41
What is this Episode? Last year when we published...
Episode #171: Raoul Pal, “Buy Bonds. Buy Dollars. Wear Diamonds.”
Episode #171: Raoul Pal, “Buy Bonds. Buy Dollars. Wear Diamonds.”
Guest: Raoul Pal is the CEO and co-founder of RealVision and the author of the exclusive research newsletter, Global Macro Investor. Previously, he co-managed the GLG Global Macro Fund in London for GLG Partners, one of the largest hedge fund groups in the world. Prior to that he was with...
