Episode #153: Kim Shannon, “I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value”

        Episode #153: Kim Shannon, “I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value” Guest: Kim Shannon is the founder, president, and co-chief investment officer of Sionna Investment Managers. She was previously chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada. Kim serves as a board member with the...

Episode #152: Kevin Smith & Tavi Costa, “We Believe We’re In The Early Stages Of A Bear Market”

Guests: Kevin Smith is the founder and CIO of Crescat Capital. He has been the portfolio manager of Crescat’s three investment strategies since their respective inceptions. Prior to founding Crescat, he worked as a financial advisor with Kidder Peabody. Tavi Costa has been an analyst on Crescat’s...

Episode #151: Divya Narendra, “Valuation Is Probably The Most Critical Component Of SumZero’s Thesis”

Episode #151: Divya Narendra, “Valuation Is Probably The Most Critical Component Of SumZero’s Thesis” Guest: Before founding SumZero, Divya was an Associate at Sowood Capital Management, a $3.5B multi-strat hedge fund located in Boston, MA. At Sowood, Divya analyzed investment opportunities across the capital structure. Prior to this, he was an analyst in...

Episode #150: Bill Smead, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30...

Episode #150: Bill Smead, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30 to 45-Year-Old Age Range” Guest: Bill Smead is the founder of Smead Capital Management, where he oversees the firm. As Chief Investment...

Episode #149: Phil Haslett, “Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The...

Episode #149: Phil Haslett, “Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That Kind Of Profile” Guest: Phil Haslett is a founder and Chief Revenue Officer of EquityZen, a...

Episode #148: Paul Lountzis, “The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis”

Episode #148: Paul Lountzis,“The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis” Guest: Paul Lountzis is the Founder and President of Lountzis Asset Management, LLC. Prior to forming Lountzis, he was an analyst at Royce & Associates from 1989 through 1990, where he evaluated small and mid-cap...

Episode #147: The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account)

Episode #147: The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account) Guest: Episode #147 has no guest, It’s a Meb Short. Date Recorded: 2/27/19 Run-Time: 15:07 To listen to Episode #147 on iTunes, click here To listen to Episode #147 on...