Episode #90: Dan Rasmussen, “The Crown Jewel of the Alternative Universe is Private Equity”

Episode #90: “The Crown Jewel of the Alternative Universe is Private Equity” Guest: Dan Rasmussen. Dan is the Founder and Portfolio Manager of Verdad. Before starting Verdad, he worked at Bain Capital and Bridgewater Associates. Dan graduated from Harvard summa cum laude and Phi Beta Kappa and received an MBA from the Stanford Graduate School of Business. He is the New...

Farm Redesign

I forgot to post this but we did a total Idea Farm redesign!  Check it out and let me know what you think....here was the notice update below: Is your New Year's Resolution to become a better investor in 2018? How about putting that commitment to work by signing up for a free 30-day free trial to The Idea Farm? The Idea...

Episode #89: Blair Hull, “Emotions Will Kill You in This Game”

Episode #89: “Emotions Will Kill You in This Game” Guest: Blair Hull. Blair founded Hull Investments, LLC in 1999 and currently serves as the firm's Chairman. He was also the founder of Hull Trading Company and served as that firm’s Chairman and Chief Executive Officer. A global leader in the application of computer technology to listed derivatives trading, Hull Trading...

Office Hours Summary…You Are Not Alone

Today, we’re going to do something that’s going to put you on the road to significantly better investing results. On top of that, I believe it will set you apart from 99% of all the other investors. It’s not theoretical. It won’t ask you to accept more risk. And it’s not complex. On the contrary, it’s actionable right this second, completely...

Episode #88: Eric Clark, “I Still Believe that Alpha Is Available and Possible, and Beating a Benchmark is Possible”

Episode #88: “I Still Believe that Alpha Is Available and Possible, and Beating a Benchmark is Possible”       Guest: Eric Clark. Eric serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors. His focus is on AGA’s suite of Alpha Brands strategies. As a member of the Investment Committee, his responsibilities include research, investment analysis,...

The Top Investment Podcasts of 2017

If you’re looking to escape the family over the holidays…good news!  I asked my podcast buds for their top downloaded podcasts of 2017…you can find the list below, with mine at the end. Here is 2016 and 2015. Let me know if I missed any great ones! Happy holidays!   Capital Allocators - Ted Seides Scott Malpass Andy Golden Tom Russo Steve Galbraith    Ritholtz Masters in Business Ray...

Tweets of the Year

We went and aggregated all our "tweets of the week"....fun to reflect back on this crazy year!    

Tweets of the Week

Episode #87: Mike Venuto, “I Would Suggest Seeking Out High Active-Share, Global Growth Themes”

Episode #87: “I Would Suggest Seeking Out High Active-Share, Global Growth Themes” Guest: Michael Venuto. Mike is an ETF industry veteran with over a decade of experience in the design and implementation of ETF-based investment strategies. He is the Managing Director of Tidal Growth Consultants as well as Co-Founder and Chief Investment Officer of Toroso Investments, LLC. Previously, he was...