What If You Owned No US Stocks?
Stocks for the Long Run is one of my favorite books. If you were to ask me what the single most universally held belief in all of investing is, I'd say it is that "stocks are the best way to build wealth". I don't disagree. After all the largest fund I manage is a long only US stocks fund!
But...
Episode #473: Jeroen Blokland, True Insights – Multi Asset Masterclass
Episode #473: Jeroen Blokland, True Insights - Multi Asset Masterclass
Guest: Jeroen Blokland is the founder of True Insights, an independent research provider, and previously spent over a decade at Robeco.
Date Recorded: 3/22/2023 | Run-Time: 1:00:58
Summary: Today’s episode kicks off with an overview of the recent stress we’ve seen in financial markets and the implications for your portfolio. He shares...
Episode #472: Morgan Stanley’s Mike Wilson Says the Earnings Recession is Worse Than You Think
Episode #472: Morgan Stanley's Mike Wilson Says the Earnings Recession is Worse Than You Think
Guest: Mike Wilson is Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley.
Date Recorded: 3/8/2023 | Run-Time: 46:39
Summary: In today’s episode, Mike starts by touching on the price action we’ve seen so far in 2023, which he says is driven by global liquidity instead of...
Episode #471: Gary Zimmerman, MaxMyInterest – SVB, FDIC, & Improving ROI on Cash
Episode #471: Gary Zimmerman, MaxMyInterest - SVB, FDIC, & Improving ROI on Cash
Guest: Gary Zimmerman is the Managing Partner of Six Trees Capital LLC and Founder of MaxMyInterest, a software platform that allocates individuals’ cash among their own bank accounts so that they earn the most interest possible while staying within the limits for FDIC government-deposit insurance.
Date Recorded: 3/14/2023 ...
Episode #470: How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley
Episode #470: How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley
Date Recorded: 3/6/2023 | Run-Time: 1:10:27
Guests: Carter Malloy is the founder & CEO of AcreTrader. Mark Foley is the Director of Timberland Investments for AcreTrader.
Summary: In today’s episode, we’re talking all about timberland. Carter starts the show updating us on the huge success they’ve had with...
Episode #469: Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, & Why The Price You Pay Matters…Even in Venture Capital
Episode #469: Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, & Why The Price You Pay Matters...Even in Venture Capital
Guest: Jason Calacanis is a serial entrepreneur, angel investor, podcaster, and writer.
Date Recorded: 2/10/2023 | Run-Time: 1:07:41
Summary: In today’s episode, Jason shares why he’s more excited about the startup landscape than he’s been in the past 10...
Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)
Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)
Run-Time: 16:05
Summary: In today’s episode, Meb Faber, Cambria Chief Investment Officer, reads a profile of Cambria's shareholder yield ETFs:
US focused Cambria Shareholder Yield ETF (SYLD)
International developed market focused Cambria Foreign Shareholder Yield ETF (FYLD)
International emerging market focused Cambria Emerging Shareholder Yield ETF (EYLD)
Links
Think Income...
Episode #468: Kate Moore, BlackRock – How to Invest in Consumer Disruption, Natural Resources, & Automation
Episode #468: Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation
Guest: Kate Moore, Managing Director, is a member of the Global Allocation investment team and Head of Thematic Strategy. Her investment mandate includes identifying opportunities to exploit structural change, policy evolution, and dislocations across global industries.
Date Recorded: 2/8/2023 | Run-Time: 55:37
Summary: In today’s...
Episode #467: Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More
Episode #467: Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More
Guest: Leigh Drogen is the GP and CIO of Starkiller Capital, an institutional investment management firm applying quantitative strategies to the blockchain based digital asset space.
Corey Hoffstein is a co-founder of and Chief Investment Officer at Newfound Research and a research partner...
Episode #466: Sean Goldsmith, The Zero Proof – The Golden Age for Non-Alcoholic Beverages
Episode #466: Sean Goldsmith, The Zero Proof – The Golden Age for Non-Alcoholic Beverages
Guest: Sean Goldsmith is the founder of The Zero Proof, a leading curator, wholesaler, and online retailer of premium non-alcoholic wine and spirits.
Date Recorded: 1/25/2023 | Run-Time: 47:03
Summary: Sean kicks off today’s episode with an overview of the non-alcoholic beverage industry, which has seen a recent...