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...

Episode #170: Bill Martin, “On The Short Side, Position Sizing Is The Biggest Driver Of Success”

Episode #170: Bill Martin, “On The Short Side, Position Sizing Is The Biggest Driver Of Success”               Guest: Bill Martin is the Chairman and CIO of Raging Capital Management, a long/short equity hedge fund founded in 2006. His entrepreneurial experience includes founding finance website, Raging Bull, where he served as the original CEO, and InsiderScore, an institutional analytics business Bill co-founded,...

The Best Investment Writing Volume 3: Aswath Damodaran – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!

The Best Investment Writing Volume 3: Aswath Damodaran – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!             Author: Aswath Damodaran holds the Kerschner Family Chair in Finance Education and is Professor of Finance at New York University Stern School of Business. Professor Damodaran's contributions to the field of Finance have been recognized many times over. He has been...

Episode #169: Jeremy Jacobson, “We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years”

Episode #169: Jeremy Jacobson, “We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years”           Guest: Jeremy Jacobson is a former engineer who retired at age 37 after building a saving and investing plan that allowed for early retirement. He and his wife now share their journey on the Go Curry Cracker blog, covering everything from travel tips...

FAQs on Share Buybacks for Lawmakers, Journalists, and Investors

Below are some of the best reads on the topic of capital allocation, with a specific nod to share buybacks.  Given the amount of misinformation surrounding this topic, we curated the best literature across academia, Wall Street, and traditional media. (If there is anything wonderful I missed, please let me know) Enjoy! AQR: Buyback Derangement Syndrome, 2018 Warren Buffet: Annual letter,  2018 Aswath Damodaran:...

Episode #168: Brian Livingston, “What’s True Is That We Have To Adapt To Modern Markets”

Episode #168: Brian Livingston, “What’s True Is That We Have To Adapt To Modern Markets”           Guest: Brian Livingston spent two decades as an investigative journalist revealing the secrets of the computer industry, and has now turned his attention to the investment industry. He is the CEO of MuscularPortfolios.com, author of Muscular Portfolios: The Investing Revolution for Superior Returns with Lower...

What Are You Earning On Your Savings Account? (Do You Even Know?)

For those of you with a Cambria Trinity account partnered with Betterment, some exciting news! Betterment recently announced Betterment Everyday, a savings account that earns up to 2.69% APY with up to $1mm in FDIC protection. Betterment Everyday Savings has no fees on the savings account balance. Betterment will soon be adding Checking too, where debit card ATM fees are reimbursed worldwide,...

The Best Investment Writing Volume 3: Rob Arnott – Yes. It’s a Bubble. So What?

The Best Investment Writing Volume 3: Rob Arnott – Yes. It’s a Bubble. So What?             Author: Rob Arnott is the founder and chairman of the board of Research Affiliates, which he established in 2002. He is also portfolio manager on the PIMCO All Asset and All Asset All Authority family of funds and the PIMCO RAE suite of funds. He...