Episode #132: Radio Show: Since 1989 80% of Stocks Had a Collective Return of 0%… A Goldman Bear-Market Indicator at Its Highest Point in Decades… and Listener Q&A
Episode #132: Radio Show: Since 1989 80% of Stocks Had a Collective Return of 0%… A Goldman Bear-Market Indicator at Its Highest Point in Decades… and Listener Q&A
Guest: Episode #132 has no guest but is co-hosted by Jeff Remsburg.
Date Recorded: 11/30/18 | Run-Time: 1:01:31
Summary: Episode 132 has a radio show format. In this...
Episode #131: David Rosenberg, Rosenberg Research, “If Next Year is Not a Recession, It’s Going to Feel Like It”
Episode #131: David Rosenberg, Rosenberg Research, “If Next Year is Not a Recession, It’s Going to Feel Like It”
Guest: David Rosenberg. David is Gluskin Sheff + Associates Inc.’s Chief Economist and Strategist with a focus on providing a top-down perspective to the Firm’s investment process and Asset Mix Committee. Prior to joining Gluskin Sheff in...
Episode #130: Eric Falkenstein, Economist, “I Think in the Long Run (Cryptocurrencies) Are Going to Work”
Episode #130: Eric Falkenstein, Economist, “I Think in the Long Run (Cryptocurrencies) Are Going to Work”
Guest: Eric Falkenstein. Eric was a TA for Hyman Minsky, which motivated him to be a macroeconomist. After grad school, he worked at KeyCorp bank in Cleveland, first as an economist, then he set up their value-at-risk system for their...
Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches
Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches
Guest: Episode #129 has no guest. It’s a Mebisode.
Date Recorded: 11/12/18 | Run-Time: 1:06:34
Summary: Episode 129 is a solo-Meb show. Meb has been out on the road, giving speeches. In this “Mebisode,” you’ll hear Meb’s most recent talk. It covers forward-looking...
Episode #128: Claude Lamoureux, “When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better”
Episode #128: Claude Lamoureux, "When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better"
Guest: Claude Lamoureux. Claude is an actuary by training, and from 1990 to 2007, he was President and Chief Executive Officer of the Ontario Teachers Pension Plan. Prior to 1990, Claude spent 25 years as a...
Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A
Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A
Guest: Episode #127 has no guest but is co-hosted by Jeff Remsburg.
Date Recorded: 10/22/18 | Run-Time: 1:02:21
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Episode #126: Karen Finerman, Metropolitan Capital Advisors, “‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing”
Episode #126: Karen Finerman, Metropolitan Capital Advisors, "‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing"
Guest: Karen Finerman. Karen began her career as a trader at First City Capital, a risk arbitrage fund. She later joined Donaldson, Lufkin and Jenrette where she became Lead Research Analyst for the Risk Arbitrage department. In 1992, she co-founded New...
