Episode #253: Carl Chang, Kairos Investment Management “Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow”

Episode #253: Carl Chang, Kairos Investment Management “Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow”           Guest: Carl Chang is founder and CEO of Kairos Investment Management. Date Recorded: 9/16/2020 Sponsor: OurCrowd     Run-Time: 50:25 To listen to Episode #253 on iTunes, click here To listen to Episode #253 on Stitcher, click here To listen to Episode...

The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds

The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha  – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds             Author: Vineer Bhansali is Founder and CIO of LongTail Alpha. He has over two decades of experience in both developing many of the tail risk management frameworks in use by the industry today, and in managing portfolios and funds...

Episode #252: Cem Karsan, Aegea Capital, “30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically”

Episode #252: Cem Karsan, Aegea Capital, “30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically”           Guest: Cem Karsan is Founder and Senior Managing Partner of Aegea Capital Management, LLC, as well as its Head of Research and Risk Management.  Date Recorded: 9/23/2020 Sponsor: Ikon Pass         Run-Time: 56:03 To listen to Episode #252 on...

Cambria Fund Profile Series – Cambria Global Value ETF (GVAL)

Cambria Fund Profile Series – Cambria Global Value ETF (GVAL)     Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management. Meb has authored numerous books, whitepapers and blog posts, and is the host of The Meb Faber Show podcast. Date Recorded: 9/7/2020 Run-Time: 14:42 To listen to the episode on iTunes, click here To listen to the episode on Stitcher,...

Episode #251: Robert Jacobson, Space Advisors “It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme”

Episode #251: Robert Jacobson, Space Advisors “It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme”           Guest: Robert Jacobson is a multi-faceted entrepreneur, advisor, and space advocate who believes that space is the key to humanity’s successful future. He has served as a principal with Space...

Episode #250: Kevin Gibbon, Airhouse “We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands”

Episode #250: Kevin Gibbon, Airhouse “We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands”           Guest: Kevin Gibbon is co-founder and CEO of Airhouse, a startup company that helps direct-to-consumer companies get orders from factory to front door by allowing them to outsource and simplify operations and logistics. Date Recorded: 8/27/2020 Sponsor: Cleancult       Run-Time: 1:00:07 To listen to Episode #250 on iTunes, click...

Episode #249: Ben Savage, Clocktower Technology Ventures “Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry”

Episode #249: Ben Savage, Clocktower Technology Ventures “Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry”           Guest: As Partner, Ben Savage manages Clocktower Technology Ventures and is responsible for all of Clocktower Group’s private market activities. Date Recorded: 9/2/2020 Sponsor: Ikon Pass         Run-Time: 1:29:24 To listen to Episode #249 on iTunes,...

The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias?

The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias?             Authors: Anil Rao is an Executive Director in the Equity Solutions Research team. He works with asset owners and managers on using MSCI indexes and analytics for portfolio management. Raman Aylur Subramanian is Head of Equity Solutions...

Episode #248: JC Parets, All Star Charts, “The Sooner We Can Find Out We’re Wrong The Better…Then We Can Go Move On To Something Else”

Episode #248: JC Parets, All Star Charts, “The Sooner We Can Find Out We’re Wrong The Better…Then We Can Go Move On To Something Else”           Guest: JC Parets is Founder and Chief Strategist of All Star Charts. Date Recorded: 9/2/2020 Sponsor: Ikon Pass         Run-Time: 1:01:46 To listen to Episode #248 on iTunes, click here To listen to Episode #248 on Stitcher, click here To listen...

Episode #247: David Oates, Curtsy, “Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts”

Episode #247: David Oates, Curtsy, “Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts”           Guest: David Oates is the CEO and Co-Founder of Curtsy, an app making it easy to buy and sell, and re-sell clothes whether you’re cleaning out your closet or looking to fund your next great outfit. Date Recorded: 8/26/2020     Run-Time: 44:51 To...