Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)
Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)
Author: Ehren Stanhope is a Principal and...
Episode #435: Radio Show with Michael Batnick & Ben Carlson of RWM
Episode #435: Radio Show with Michael Batnick & Ben Carlson of RWM
Guests: Michael Batnick, CFA. Michael Batnick is the Director of Research at Ritholtz...
Episode #434: Lyn Alden – The Macro Landscape & Bull Case for Real Assets
Episode #434: Lyn Alden – The Macro Landscape & Bull Case for Real Assets
Guest: Lyn Alden is the founder of Lyn Alden Investment Strategy,...
Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)
Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)
Author: Michael Mauboussin is Head of Consilient Research on Counterpoint...
Episode #433: Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets
Episode #433: Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets
Guest: Dwight Anderson launched Ospraie Management in 1999 in partnership...
Episode #432: Robert Keith, Beartooth Group – Investing for Financial & Environmental Returns Through Ranch Restoration in The American West
Episode #432: Robert Keith, Beartooth Group – Investing for Financial & Environmental Returns Through Ranch Restoration in The American West
Guest: Robert Keith is the...
Erin Miles, Bridgewater Associates – Who Will Prove Most Vulnerable to the Pullback in Liquidity? (The Best Investment Writing Volume 6)
Erin Miles, Bridgewater Associates – Who Will Prove Most Vulnerable to the Pullback in Liquidity? (The Best Investment Writing Volume 6)
Author: Erin Miles joined Bridgewater...
Episode #431: Scott Reynolds Nelson – How Wheat Made The Modern World
Episode #431: Scott Reynolds Nelson – How Wheat Made The Modern World
Guest: Scott Reynolds Nelson is the author of Oceans of Grain: How American...
Richard Ennis – The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium (The Best Investment Writing Volume 6)
Richard Ennis – The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium (The Best Investment Writing Volume 6)
Author: Richard Ennis, CFA, managed money at...
Episode #430: Frank Giustra & Ian Telfer – The Bull Case for Gold
Episode #430: Frank Giustra & Ian Telfer – The Bull Case for Gold
Guests: Frank Giustra & Ian Telfer are mining executives that built...
