Episode #198: Rabi Gupta and Satwick Saxena, EvaBot, “EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts”

Episode #198: Rabi Gupta and Satwick Saxena, EvaBot, “EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts”   Guests: Rabi Gupta and Satwick Saxena are co-founders of EvaBot, a company founded in 2016 that puts a new spin on gift giving by harnessing technology to deliver personalized gifts tailored to recipient preferences. Date Recorded: 1/21/20...

Episode #197: Rick Rule, Global Resource Investments, “In Resources You Are Either A Contrarian Or You Are Going To Be A Victim”

Episode #197: Rick Rule, Global Resource Investments, “In Resources You Are Either A Contrarian Or You Are Going To Be A Victim”   Guest: Rick Rule is a leading resource investor specializing in mining, energy, water utilities, forest products and agriculture, and has originated and participated in hundreds of debt and equity transactions with private, pre-public and...

The Case for Global Investing

The below is a summary of a 104(!) tweetstorm I did on twitter the other day...people complained it was hard to read through their monocle glasses so I recreated it here...enjoy! ---- Here are my 6 favorite research pieces of 2019 making the case for global investing... First up, @CreditSuisse with their "Global Investment Returns Yearbook 2019" This is the yearly update to...

Episode #196: Minnie Ingersoll, TenOneTen, “I Do Believe That Innovation In Our Country Is The Huge Bright Spot”

Episode #196: Minnie Ingersoll, TenOneTen, “I Do Believe That Innovation In Our Country Is The Huge Bright Spot”   Guest: Minnie Ingersoll is a long-time Silicon Valley product leader and operations executive with experience building and scaling impact through elegant technical solutions and great teams. She recently moved back to LA after 20+ years in the Bay...

The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors

The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors   Run-Time: 5:38:52 What is this Episode? Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it. This year,...

Episode #195: Top Podcasts 2019 – Replay: Bill Smead, Cam Harvey, Raoul Pal

Episode #195: Top Podcasts 2019 - Replay: Bill Smead, Cam Harvey, Raoul Pal   Guests: Episode 195 is a replay of The Meb Faber Show’s top podcasts of 2019. Guests include Bill Smead, Cam Harvey, and Raoul Pal Run-Time: 3:55:41 Summary: Episode 195 is a replay of The Meb Faber Show’s top podcasts of 2019. Guests include Bill Smead,...

The Best Investment Writing Volume 3: Frazer Rice – Preparing For The Hurricane Of Wealth

The Best Investment Writing Volume 3: Frazer Rice – Preparing For The Hurricane Of Wealth   Author: Frazer Rice is a Senior Wealth Strategist, based out of Calamos Wealth Management’s Midtown offices in Rockefeller Center. Frazer provides Wealth Strategy guidance to individuals, families, institutions, endowments, and small businesses. He also serves as an in-house resource for advisory...

Episode #194: Doug McCormick, HCI Equity Partners, “I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested”

Episode #194: Doug McCormick, HCI Equity Partners, “I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested”   Guest: Doug McCormick is a Co-Founder and Managing Partner at HCI Equity Partners and oversees the origination, management and development of the firm’s investments. He joined the HCI team in 1999 and has served...

The Best Investment Writing Volume 3: Wes Gray – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.

The Best Investment Writing Volume 3: Wes Gray – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.   Author: Wes Gray. Wes is the CEO/CIO of Alpha Architect. He has published multiple academic papers and four books, including Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). After serving...