The Biggest Valuation Spread in 40 Years?

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Earlier this week, I was in line at my local coffee shop. Ahead of me were two young mothers chatting as their toddlers swirled...

Episode #139: Taz Turner and Nate Nienhuis, CordovaCann, “We’re Really Driving At What We Feel Is The Holy Grail of Cannabis”

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Episode #139: Taz Turner and Nate Nienhuis, CordovaCann, “We’re Really Driving At What We Feel Is The Holy Grail of Cannabis” ...

Episode #138: Yariv Haim, Sparrows Capital, “You Should Never Try To Reassess Your Risk Appetite When Markets Crash”

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Episode #138: Yariv Haim, Sparrows Capital, “You Should Never Try To Reassess Your Risk Appetite When Markets Crash”   Guest: Yariv Haim...

Episode #137: Emily and Morgan Paxhia, Poseidon Asset Management, “The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around Today”

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Episode #137: Emily and Morgan Paxhia, Poseidon Asset Management, “The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around...

You Would Have Missed 961% In Gains Using The CAPE Ratio, And That’s A Good Thing

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(This is an update to a post from 2016.) 961%. That’s the amount of gains you would have missed had you followed the market timing strategy I’m...

Episode #136: Steve Romick, FPA Funds, “Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You’ve Made An Investment Where It’s Hard To Lose...

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Episode #136: Steve Romick, FPA Funds, “Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You’ve Made An Investment...

Episode #135: Karan Wadhera, Casa Verde Capital, “We’re Still In Very, Very Early Innings For What’s Going To Be An Incredible Ride”

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Episode #135: Karan Wadhera, Casa Verde Capital, “We’re Still In Very, Very Early Innings For What’s Going To Be An Incredible Ride”   ...

Episode #134: Chris Cole, Artemis Capital Management, “Volatility Is The Instrument That Makes Us Face Truth”

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Episode #134: Chris Cole, Artemis Capital Management, “Volatility Is The Instrument That Makes Us Face Truth”      Guest: Chris Cole is the founder...

Top Investment Podcasts of 2018

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If you’re looking to escape the family over the holidays…good news!  I asked my podcast buds for their top downloaded podcasts of 2018…you can...