Episode #14: “It’s Not Greed and Fear that Drives the Investment World; It’s Envy”

  Guest: Eric Crittenden. Eric is the Chief Investment Officer of Longboard Asset Management. He brings nearly two decades of experience in disciplined, rules-based investment strategies to his position. Eric drives Longboard’s focus on offering high-quality alternative mutual funds that seek to deliver long-term results. Numerous publications have cited his research on trend following investment strategies, including The Journal of...

Episode #13: Want Buffett’s Returns? Here’s How to Get Them

Episode #13: Want Buffett’s Returns? Here’s How to Get Them Guest: Episode #13 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 8/8/16 Run-Time: 48:20 Topics: Stock picking is hard—really hard. Fortunately, there’s a simple strategy you could begin following today to improve your success. It’s simple to implement, takes just minutes of your time, yet has the potential to...

Episode #12: “Why ‘Shareholder Yield’ Beats ‘Dividend Yield’”

Episode #12: “Why ‘Shareholder Yield’ Beats ‘Dividend Yield’” Guest: Episode #12 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 8/5/16 Run-Time: 36:38 Topics:  If you’re a dividend investor, Episode 12 is for you. Yes, historical market data tells us that dividend stocks outperform the broad market. But that’s where too many investors stop. That same historical market data suggests...

Episode #11: Sam’s Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market

Episode #11: Sam’s Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market     Guest: Sam Stovall. Sam is Managing Director, U.S. Equity Strategy of S&P Global Market Intelligence. He serves as analyst, publisher and communicator of S&P’s outlooks for the economy, market, and sectors. He is the Chairman of the S&P Investment Policy Committee, where he focuses on...

How Much Would Hillary Clinton Be Worth Today If She Continued Trading Cattle Futures?

Long time readers know I don't really talk politics on here - unless of course they have some sort of investment implications.  We once wrote a paper titled "Politics and Profit: Combining the Presidential Cycle and the January Effect" that is by far our least read paper. I'm a registered independent, and with the two choices available today I'll...

Podcast Episode #10: “Listener Q&A”

Episode #10: “Listener Q&A” Guest: Episode #10 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 8/1/16 Run-Time: 45:58 Topics:  Episode #10 is our second “Listener Q&A” episode. This time, instead of spending the entire episode answering one question, Meb tackles many. Here’s a sample of a few of the topics you’ll hear him address: How should young investors balance...

The 25 Best Recipes in the World

I'm a quant so I like to screen, sort, and rank till I'm blue in the face.  So, since cooking is basically just formulas, I've always wondered why cooking doesn't work the same way.  Why can I crowdsource cooking to find the best recipes?  I get that we don't all have the same tastes, but you should be able...

Episode #9: Guest: Pete Mladina, “What You Thought Was Skill Was Just Risk Premia”

Episode #9: “What You Thought Was Skill Was Just Risk Premia”   Guest: Pete Mladina. Pete is the Director of Portfolio Research for Wealth Management at Northern Trust. He is responsible for the application of leading research to the Wealth Management investment process. In addition, Pete has written many academic papers, and is a guest lecturer on financial markets and investments at...