Podcast Update!
Excited news to share…
After almost 550 episodes, the podcast has its own website!
You may have noticed we stopped posting podcast episodes here on the...
What If You Owned No US Stocks?
“I view diversification not only as a survival strategy but as an aggressive strategy because the next windfall might come from a surprising place.”...
What is the Best Performing Stock of All Time?
What's the best performing stock of all time?
We're talking about a total percentage gain of 265,528,901%.
$1,000 invested in this stock would be worth over...
Episode #535: KraneShares’ Brendan Ahern on China’s Economic Landscape: Is It Still Investable?
Guests: Brendan Ahern is the Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other uncorrelated strategies. He also produces...
Episode #534: Michael Melissinos – Mastering the Art of Trend-Following
Guests: Michael Melissinos is the founder of Melissinos Trading, an investment firm that employs a systematic trend-following approach.
Recorded: 5/15/2024 | Run-Time: 40:04
Summary: In...
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...
