Episode #533: Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends
Guests: Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds.
Recorded: 5/1/2024 | Run-Time: 01:16:52
Summary: In today’s episode, we...
Episode #532: Hendrik Bessembinder – Do Stocks Outperform T-Bills?
Guest: Hendrik Bessembinder, a professor at Arizona State University.
Recorded: 4/24/2024 | Run-Time: 43:38
Summary: In today’s episode, Meb and Hank discuss Hank's research on...
Episode #531: GMO’s Catherine LeGraw – Capitalizing on Global Asset Allocation in 2024
Guest: Catherine LeGraw is a member of GMO’s Asset Allocation Team.
Recorded: 4/17/2024 | Run-Time: 45:15
Summary: In today’s episode, Catherine explains why this is...
Episode #530: Professor Kenneth French on Risk, Return, and Rationality
Guest: Kenneth French is the Roth Family Distinguished Professor of Finance at the Tuck School of Business at Dartmouth College. He is an expert...
When To Take On Bond Risk….
Wrote a fun little piece on bonds: "T-Bills and Chill....Most of the Time"
It never made much sense to me to take on a...
Global Stock Market CAPE Ratios
For the full list by country head on over to The Idea Farm...it's free!
Source Global Financial Data
What If You Replaced All of Your Bonds With…..Gold?!
Here's a crazy stat that no one will believe.
The universal investment benchmark is the 60/40 portfolio of stocks and bonds.
What if you replaced the...
Episode #527: Cliff Asness – Timely & Timeless Investment Wisdom
Guest: Cliff Asness is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management.
Recorded: 3/20/2024 | Run-Time: 01:05:24
Summary: In today’s episode,...
Episode #526: Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy
Guest: Steve Edmundson is the Chief Investment Officer at the Public Employees' Retirement System of Nevada (NVPERS), overseeing over $60 billion in assets.
Recorded: 3/18/2024 | ...
Episode #525: Grant Williams & Peter Atwater: The Market is ‘Long Abstraction, Short Reality’
Guest: Grant Williams is the author of the newsletter Things That Make you Go Hmmm… and host of The Grant Williams Podcast. He was...
