Episode #151: Divya Narendra, “Valuation Is Probably The Most Critical Component Of SumZero’s Thesis”

Episode #151: Divya Narendra, “Valuation Is Probably The Most Critical Component Of SumZero’s Thesis” Guest: Before founding SumZero, Divya was an Associate at Sowood Capital Management, a $3.5B multi-strat hedge fund located in Boston, MA. At Sowood, Divya analyzed investment opportunities across the capital structure. Prior to this, he was an analyst in...

Episode #150: Bill Smead, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30...

Episode #150: Bill Smead, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30 to 45-Year-Old Age Range” Guest: Bill Smead is the founder of Smead Capital Management, where he oversees the firm. As Chief Investment...

Episode #149: Phil Haslett, “Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The...

Episode #149: Phil Haslett, “Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That Kind Of Profile” Guest: Phil Haslett is a founder and Chief Revenue Officer of EquityZen, a...

Episode #148: Paul Lountzis, “The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis”

Episode #148: Paul Lountzis,“The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis” Guest: Paul Lountzis is the Founder and President of Lountzis Asset Management, LLC. Prior to forming Lountzis, he was an analyst at Royce & Associates from 1989 through 1990, where he evaluated small and mid-cap...

Episode #147: The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account)

Episode #147: The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account) Guest: Episode #147 has no guest, It’s a Meb Short. Date Recorded: 2/27/19 Run-Time: 15:07 To listen to Episode #147 on iTunes, click here To listen to Episode #147 on...

Episode #146: Neil Littman, “The More Risk You Kill, Inherently, The More Value You Create”

Episode #146: Neil Littman, “The More Risk You Kill, Inherently, The More Value You Create” Guest: Neil Littman is the Founder of Bioverge, a highly curated impact investment platform exclusively dedicated to healthcare. Bioverge enables a motivated public to finance and support the health-related causes and companies most important to...

Episode #145: Cloning The Largest Hedge Fund In The World: Bridgewater’s All Weather

Episode #145: Cloning The Largest Hedge Fund In The World: Bridgewater’s All Weather Guest: Episode #145 has no guest, It’s a Meb Short. Date Recorded: 2/27/19 Run-Time: 11:32 To listen to Episode #145 on iTunes, click here To listen to Episode #145 on Stitcher, click here

Episode #144: Marty Bergin, “Adapt Or Die”

Episode #144: Marty Bergin, “Adapt Or Die” Guest: Marty Bergin is the President and Owner of Dunn Capital Management. He oversees all mission-critical operations of the firm, including the firm’s research and development efforts as well as the construction and management of the firm’s managed futures portfolios. Marty, who has a deep background in...