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 To listen to Episode #132 on iTunes, click here To listen to Episode #132 on Stitcher, click here To listen...

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...

Tweets of the Week

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 To listen to Episode #129 on Stitcher, click here To listen to Episode #129 on Pocket Casts, click here To listen to Episode #129 on Google Play,...

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...

Tweets of Week

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...

Episode #125: Tom Barton, “The Biggest Problem Investors Have is Things Change…and They Don’t Change”

Episode #125: “The Biggest Problem Investors Have is Things Change…and They Don’t Change”         Guest: Tom Barton. Tom is the Founder, President, and General Partner of White Rock Capital. He helped build the first multibillion-dollar short-selling hedge fund at Feshbach Brothers in the 1980s, where he exposed dozens of stock frauds. Then he became an early-stage investor, going long on health...