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Episode #498: Liz Ann Sonders on The State of the Markets
...ober 19th, the market crashes and we start buying aggressively. So naïve 22-year-old me thinks, “Why is everybody freaking out? You just figure out beforehand that a crash is coming, take all your money out, the crash happens and you go in at lower prices.” Little did I know how hard that was. Meb: It reminds me when we started Cambria, this is right before the global financial crisis and we had written a trend falling paper, very basic stuff, and...
Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation
...nagement or its affiliates. For more information, visit cambriainvestments.com. Meb: Welcome, podcast listeners. We have a special episode today. Our guest is Ulrike Hoffmann-Burchardi, a Portfolio Manager at Tudor Investment Corporation, where she oversees a global equity portfolio inside Tudor’s flagship fund. Her area of focus is around digital, data, and disruptive innovation. Barron’s named her as one of the 100 most influential women in fina...
Episode #496: Phil Bak, Armada ETFs – Masterclass in (Liquid) Real Estate Investing
...for innovation, but what sort of drew you to this was the wedge on Haus, H-A-U-S, the ETF first there or what brought you in? Phil: So like I said, I was doing some soul-searching and thinking deeply about asset management and innovation and fintech and where things are. And the thing about REITs, they’re very tangible. Every REIT owns real estate and you can visit the properties, and I have, and the valuations could fluctuate, but there’s a base...
Episode #495: Mohnish Pabrai on Cloning & Compounding
...dozen other countries, and they have a very good relationship with the Coca-Cola Company. Coca-Cola Company owns 20% of the business, sits on the board. And you can look at Coke bottlers around the world, economics are very similar, they should trade at similar multiples. If the growth rates are different, you can put different multiples on them. This thing was an outlier. And the Coke bottler, only about 1/3 of their volume, maybe 35% or 40% was...
Episode #494: Stephanie Pomboy on the Corporate Credit Crunch
...akthrough Meetings program, which will be facilitating more than 10,000 one-on-one meetings. Financial advisors and LPs get your ticket free plus a $750 reimbursement by applying for the hosted meetings program by the August 15th deadline. You heard that right. A free ticket plus 750 bucks by applying to the hosted meetings program by August 15th. Get out of the hotel meeting rooms and conference halls and instead get out into the sunshine and ont...
Episode #493: Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future...
.... So yeah, we’re excited about that. Virgil Wealth is coming out with an In-N-Out Burger truck, a food truck burger. Super excited about that. And this is going to be coming out in the August single digit dates. I don’t know if it’s the sixth or the eighth, whenever it’s coming out. From there, you only have until August 15th to secure tickets. And if you’re on the fence, let me entice you with a carrot so to speak. Advisor Circle is putting on th...
Episode #492: Anthony Zhang, Vinovest – From Barrel to Bank: How to Invest in...
...Breakthru meetings program, which will be facilitating more than 10,000 one-on-one meetings. Financial advisors and LPs, get your ticket free plus a $750 reimbursement by applying for the Hosted Meetings program by the August 15th deadline. You heard that right, a free ticket plus 750 bucks by applying to the Hosted Meetings program by August 15th. Get out of the hotel meeting rooms and conference halls, and instead get out into the sunshine and o...
Episode #491: JD Gardner – Bridging the Behavior Gap
...tart with? JD: The easiest one to start with is juicy. So this is a- Meb: J-U-C-Y, listeners. JD: J-U-C-Y, yes. So this is something that you mentioned 5% T-Bills. We absolutely love that. So where we see a huge opportunity in the market and why we launched this is because we felt like if the market for T-Bills is 5% right now, let’s just put 85% of the portfolio in T-Bills and then let’s put an option overlay on the other 15%, and I’m like, “The...
Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of...
..., which is what made it a little unusual. But go back to ’70s, you had a 10-year-long, maybe a 15-year-long period, where both stocks and bonds lost an enormous amount of money, and your bonds did not save your bacon. And, if you had read that, you wouldn’t have considered what happened in 2020 to be the black swan that everyone called it. That’s the best example I can think of. But it’s true throughout all of not just financial history, but geopo...
Episode #489: Steve Klinsky, New Mountain Capital – Private Equity Titan
...shboard every year and update it. It’s on our website. You can go back year-by-year and track the job creation. But what it really is, I wrote a big article on Harvard Business Review last year, about a company of ours called Blue Yonder that Harvard Business View printed as a case study of how private equity can build businesses. A company like that started as a little $600 million company called Red Prairie. We turned it into the world’s leading...
