Podcast

The Meb Faber Show Podcast

Welcome to my podcast, The Meb Faber Show, where the focus is on helping you grow and preserve your wealth.

Each week I’ll discuss the craft of investing, helping you uncover new and profitable ideas in the global equity, bond, and real asset markets. You can also expect to hear from some of the top investment professionals in the world as my guests.

So join us for real market wisdom that can make you wealthier and wiser. Better investing starts here.

If you have suggestions, or would like to sponsor the podcast, please contact us at feedback@themebfabershow.com

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Disclaimer: All opinions expressed by website participants are solely their current opinions and do not reflect the opinion of Cambria Investments, Inc. (“Cambria”) or affiliates. The website participants opinions are based upon information they consider reliable but neither Cambria or its affiliates warrant its completeness of accuracy, and it should not be relied on as such.

Past performance is not indicative of future results. Strategies or investments discussed may fluctuate in price or value. Investment or strategies mentioned in this website may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you.

New to The Meb Faber Show?

Below are seven of the most popular episodes we’ve aired (in no particular order). They’re a good place to start. Below that, you’ll find all our podcasts in chronological order.

Ed Thorp – A fascinating look back over the career of one of the most influential and successful quantitative investors of all time

Episode #39: Ed Thorp, “If You Bet Too Much, You’ll Almost Certainly Be Ruined”

Steve Sjuggerud – Steve delves into one of the greatest investment opportunities in years – a specific way to play China

Episode #49: Steve Sjuggerud, “This Is Not What The Peak Of A Bull Market Looks Like”

William Bernstein – Time-worn market wisdom from one of investing’s most respected veterans

Episode #60: William Bernstein, “The More Comfortable You Are Buying Something, In General, The Worse The Investment It’s Going To Be”

Jason Calacanis – A deep dive into the world of angel investing and how you can participate

Episode #69: Jason Calacanis, “This Is A Little, Secret Way… A Dark Art Of Becoming Truly Wealthy… Massive Wealth”

Dan Rasmussen – Dan pulls back the curtain on the private equity markets and tells us about replicating leveraged buyout returns

Episode #90: Dan Rasmussen, “The Crown Jewel Of The Alternative Universe Is Private Equity”

Paul Merriman – Powerful market principles with one of the greatest educators in investing

Episode #101: Episode #101: Paul Merriman, “The People That Have Come Out Ahead Are the People Who Have Put Their Trust in the System Over the Long-Term”

Tom Barton – Amazing stories from one of the most successful short-sellers in history

Episode #125: Tom Barton, “The Biggest Problem Investors Have is Things Change…and They Don’t Change”

The Meb Faber Show Episode List

(from most recent…)

Episode #535: KraneShares’ Brendan Ahern on China’s Economic Landscape: Is It Still Investable?

Episode #534: Michael Melissinos – Mastering the Art of Trend-Following

Episode #533: Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends

Episode #532: Hendrik Bessembinder – Do Stocks Outperform T-Bills?

Episode #531: GMO’s Catherine LeGraw – Capitalizing on Global Asset Allocation in 2024

Episode #530: Professor Kenneth French on Risk, Return, and Rationality

Episode #528: Cliff Asness – Timely & Timeless Investment Wisdom

Episode #527: Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy

Episode #525: Grant Williams & Peter Atwater: The Market is ‘Long Abstraction, Short Reality’

Episode #524: Tim Ranzetta, NGPF – Teaching America Personal Finance

Episode #523: Whitney Baker on The Death of (Upside) American Exceptionalism

Episode #522: Wes Gray & Robert Elwood on How to Convert a Separately Managed Account (SMA) to an ETF

Episode #521: GMO’s Tina Vandersteel on a “Once-in-a-Generation” Opportunity

Episode #520: Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla

Episode #519: Ben Mackovak on The Secret Sauce of Investing in Banks

Episode #518: Jared Dillian on the Keys to Live a Stress-Free Financial Life

Episode #517: Bruno Caratori – The Bitcoin ETF is FINALLY Approved. Now What?

Episode #516: BlackRock’s Rick Rieder on The State of Markets & The US Debt Problem

Episode #515: Felix Zulauf – 2024 Macro Outlook Not Rosy

Episode #514: Liz Simmie, Honeytree – A Quantamental Approach to ESG

Episode #513: J.P. Morgan’s Gabriela Santos Likes International Stocks for 2024

Episode #512: Alfonso “Alf” Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade

Mebisode: Combining the Best Characteristics of the Tortoise and the Hare

Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market

Episode #510: Radio Show – Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate

Episode #509: Austin Root, Stansberry Asset Management – The Case For Productive Assets

Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market

Episode #507: Thomas George, Grizzle – Disruption at a Reasonable Price

Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill

Episode #505: Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape

Episode #503: Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer

Episode #502: Mikhail Samonov – Lessons from Two Centuries of Financial History

Episode #501: John Davi, Astoria Advisors – Macro+Quant, Inflation & Global Diversification

Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing

Episode #499: Kevin Carter, EMQQ Global – India is Happening NOW

Episode #498: Liz Ann Sonders on The State of the Markets

Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation

Episode #496: Phil Bak, Armada ETFs – Masterclass in (Liquid) Real Estate Investing

Episode #495: Mohnish Pabrai on Cloning & Compounding

Episode #494: Stephanie Pomboy on the Corporate Credit Crunch

Episode #493: Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof!

Episode #492: Anthony Zhang, Vinovest – From Barrel to Bank: How to Invest in Whiskey

Episode #491: JD Gardner – Bridging the Behavior Gap

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing

Episode #489: Steve Klinsky, New Mountain Capital – Private Equity Titan

Episode #488: Blake Street – Financial Advisor to New Media: From Tik Tok to E-Sports & OnlyFans

Episode #487: Dr. Gio Valiante on Peak Performance: From Tiger Woods to Steve Cohen

Episode #486: Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity

Episode #485: Dan Niles on Big Tech Stocks and the AI Revolution

Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking

Episode #483: Burton Malkiel – Applying ‘A Random Walk’ to the World Today

Episode #482: Meketa’s Steve McCourt & Primark’s Michael Bell – Democratizing Private Equity

Episode #481: Sarah Stanley Fallaw – The Psychology of the Millionaire Next Door

Episode #480: Craig Wichner, Farmland LP – Cultivating Wealth with Sustainable Farmland Investing

Episode #479: Jim Chanos & Bethany McLean on Regulators, Enron, Earnings Adjustments, & The Golden Age of Fraud

Episode #478: Sam Zell – The Grave Dancer on Private REITs, the Macro Landscape, & Timeless Investing Wisdom

Episode #477: Richard Thaler & Cade Massey on the NFL Draft, Misbehaving GM’s, & Exploiting Inefficiencies

Episode #476: Ramit Sethi on his Netflix Series ‘How to Get Rich’

Episode #475: Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here’s Why

Episode #474: Wes Gray & Jack Vogel, Alpha Architect – BOXX, HIDE, & Why Trend Following is Timeless. PLUS: Embarrassing Career Moments

Episode #473: Jeroen Blokland, True Insights – Multi Asset Masterclass

Episode #472: Morgan Stanley’s Mike Wilson Says the Earnings Recession is Worse Than You Think

Episode #471: Gary Zimmerman, MaxMyInterest – SVB, FDIC, & How to Maximize ROI on Cash

Episode #470: How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley

Episode #469: Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, & Why The Price You Pay Matters…Even in Venture Capital

Episode #468: Kate Moore, BlackRock – How to Invest in Consumer Disruption, Natural Resources, & Automation

Episode #467: Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More

Episode #466: Sean Goldsmith, The Zero Proof – The Golden Age for Non-Alcoholic Beverages

Episode #465: Jim O’Shaughnessy, OSV – Unleashing The World’s Infinite Potential

Episode #464: Radio Show: The Gates Are Going Up! PLUS: The Set Up For Value & Trend-Following in 2023

Episode #463: J.P. Morgan’s Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a “Doomsday Machine”

Episode #462: Porter Stansberry on a Possible Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks

Episode #461: Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan

Episode #460: Louisa Nicola – How To Perform At Your Best Physically & Mentally

Episode #459: Louis-Vincent Gave, Gavekal – Investment Themes for 2023

Episode #458: Bob Elliott, Unlimited Funds – A Macro Masterclass

Episode #457: Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments

Episode #456: Marc Cohodes on SBF, Fraud, & The FTX Death Spiral

Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)

Episode #455: Eugene Fama: A Life in Finance

Episode #454: Rex Salisbury, Cambrian – a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech

Episode #453: Whitney Baker on Why “Immaculate Disinflation” is an Illusion

Episode #452: Jerry Parker & Salem Abraham – Lessons From A Lifetime of Trading

Episode #451: Hugh Hendry – The Acid Capitalist Unfiltered

Episode #450: Harris “Kuppy” Kupperman – Oil is the World’s Central Banker Now

Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Value Stocks? (The Best Investment Writing Volume 6)

Episode #449: Jim Rogers – The Adventure Capitalist’s View of Global Markets

Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)

Episode #448: Annie Duke – Why Great Investors Are Great Quitters

Episode #447: Dave Thornton, Vested – Could Index Investing Come to Venture Capital?

Episode #446: BlackRock’s Rick Rieder on the State of the Markets

Episode #445: Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles

Episode #444: Steve Romick, FPA Funds – Live at Future Proof!

Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)

Episode #443: Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade

Episode #442: David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing

Episode #441: Marlena Lee, DFA – Value, Fama & Weathering Bear Markets

Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)

Episode #440: Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach

Episode #439: Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal

Joachim Klement – Stocks in the long run… are still risky (The Best Investment Writing Volume 6)

Episode #438: Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked

Tim Alcorn, Baillie Gifford – Lessons from Bessembinder (The Best Investment Writing Volume 6)

Episode #437: Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money

Episode #436: Kevin Van Trump – Here’s What’s Going on With Ag Commodities

Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)

Episode #435: Radio Show with Michael Batnick & Ben Carlson of RWM

Episode #434: Lyn Alden – The Macro Landscape & Bull Case for Real Assets

Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)

Episode #433: Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets

Episode #432: Robert Keith, Beartooth Group – Investing for Financial & Environmental Returns Through Ranch Restoration in The American West

Erin Miles, Bridgewater Associates – Who Will Prove Most Vulnerable to the Pullback in Liquidity? (The Best Investment Writing Volume 6)

Episode #431: Scott Reynolds Nelson – How Wheat Made The Modern World

Episode #430: Frank Giustra & Ian Telfer – The Bull Case for Gold

Episode #429: Kevin Kelly – How To Invest in Genetic Editing, Residential Real Estate, & The Hotel Industry

Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6)

Episode #428: Eric Balchunas, Bloomberg – Bogle is One of the Investing GOATs

Episode #427: Mark Yusko – “With Every Investment We Become Richer or Wiser, Never Both”

Episode #426: The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely

Episode #425: Dan Ariely, Irrational Capital – Investing in Human Capital

Episode #424: Dr. Robin Goldstein & Daniel Sumner – The Economics of Weed

Episode #423: Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries?

Episode #422: Best Idea Show – Doron Junger, Sanvia Capital – US Biotech

Episode #421: Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low

Episode #420: Dan Cooper, ROC Investments – ROC: Return on Character

Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward

Episode #418: Mebisode – Red Light

Episode #417: Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market

Episode #416: Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History

Episode #415: Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments

Episode #414: Tim Laehy – All About Coinbase (COIN) With The Company’s Former CFO

Episode #413: Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least

Episode #412: Radio Show: Meb’s Got News!…YTD Stock & Bond Performance…$7 Gas in SoCal

Episode #411: Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3

Episode #410: Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition

Episode #409: Meb’s Corner – Ben Rollert, Composer – Democratizing Access To Quantitative Investment Strategies

Episode #408: Neil Dahlstrom, John Deere – Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture

Episode #407: Marc Chaikin, Chaikin Analytics – A Quantamental Approach To Investing

Episode #406: Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration & Esoteric Investment Opportunities

Episode #405: Gio Valiante – Prepare For The Masters With A Masterclass on Peak Performance in Athletics & Investing

Episode #404: Mebisode – How I Invest 2022

Episode #403: Ivy Zelman, Zelman & Associates – Here’s Why This Housing Expert Says The Market is “Euphoric” and Urges Caution

Episode #402: Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure

Episode #401: Clay Gardner, Titan – Investment Management Services for The Everyday Investor

Episode #400: Patrick Geddes, Aperio – Lessons From A Customized Indexing Pioneer Who Sold His Firm To BlackRock

Episode #399: Mary Childs, NPR’s Planet Money – Bond King Bill Gross

Episode #398: Adam Nash, Daffy – Why This Prominent Silicon Valley Operator & Investor Wants To Make Charitable Giving A Habit

Episode #397: Jeremy Grantham, GMO – Short-Term Pessimist, Long-Term Optimist

Episode #396: Wes Fulford, Viridi Funds – How To Get Exposure To Crypto In Public Markets

Episode #395: Rob Koyfman, Koyfin – Building The Go-To Investing Platform

Episode #394: Africa Startup Series – Peter Nguyni, EarlyBird Venture Lab – Accelerating African’s Startup Ecosystem

Episode #393: Duncan Kelm, Arrow Point Tax – Strategic Tax Planning & Tax Mitigation Strategies

Episode #392: Laurens Swinkels, Robeco – The Global Market Portfolio, (Realistic) Expected Returns & Global Factor Premiums

Episode #391: Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence

Episode #390: Radio Show – Meb’s Thoughts on Angel Investing After Making 250+ Investments

Episode #389: Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing

Episode #388: Scott Lynn & Masha Golovina, Masterworks – The World’s Largest Art Buyer on Inflation, NFT’s & Reaching Unicorn Status

Episode #387: Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in Emerging Markets

Episode #386: John Arnold, Arnold Ventures – Why The Greatest Natural Gas Trader Walked Away To Pursue Philanthropy

Episode #385: Startup Series – Jeff Shaw, Underground Cellar – Disrupting E-Commerce Wine Sales Through Gamification

Episode #384: Robert Cantwell, Upholdings – The Man Behind The First Hedge Fund to ETF Conversion

Episode #383: Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO

Episode #382: Dan Zwirn, Arena Investors – A Stoic Approach to Investing

Episode #381: Leonard Mlodinow, Theoretical Physicist & Author – How To Harness Your Emotions To Become A Better Investor

Episode #380: Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder

The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors

Episode #379: Peter Livingston, Unpopular Ventures, “The Best VC’s Actually Have A Lower Batting Average But A High Slugging Percentage”

Episode #378: Cullen Roche, Discipline Funds, “QE Is Not As Powerful As A Lot Of People Like To Think It Is”

Episode #377: Garrott McClintock, AcreTrader, Live From The 2021 Farmland Investing Summit!

Episode #376: Jason Wenk, Altruist, “How To Make Financial Advice Better, More Affordable, And Accessible To Everybody”

The Best Investment Writing Volume 5: Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics

Episode #375: Jonathan Fell, Ash Park Capital, “People Always Overestimate The Extent To Which Tobacco Is A Dying Business”

Episode #374: Phil Huber, Savant Wealth Management, “Expected Returns For That Classic 60/40 Stock Bond Mix Is Significantly Lower Today Than It Has Been In Recent Past”

Episode #373: Tim Maloney, Roundhill Investments, “We Hit The Right Theme At The Right Time”

Episode #372: Chas Cocke, LB Partners, “There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price”

The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation – Debunking Nine and a Half Myths of Investing

Episode #371: Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues

Episode #370: Ashley Flucas, Flucas Ventures, “This Is A Really Opportunistic Time For Someone Who’s Not Afraid And New In The Game To Get Started”

The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha – Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities

Episode #369: Africa Startup Series – Maya Horgan Famodu, Ingressive Capital, “Africa Holds The Fastest Growing Consumer Class, Fastest Growing Population & Fastest Growing Middle Class in The World”

Episode #368: Rodrigo Gordillo & Corey Hoffstein, “You Now Get To Have Your Beta Cake While Eating Your Alpha Too”

The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts

Episode #367: Robert Lawson, SMU, “Initially This Whole Thing Was A Tax Dodge So I Could Go Drink In Cuba”

Episode #366: Darius Dale, 42 Macro, “Reflation Is Now The Dominant Market Regime”

The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When?

Episode #365: Bryan Taylor, Global Financial Data, “There Are 100 Ways To Beat The Market; You Just Got To Figure Out What Works For You And Stick To That Plan”

Episode #364: Nancy Davis, Quadratic Capital Management, “Some Women Like To Buy Shoes And I Love To Buy Options”

The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns

Episode #363: Rick Bookstaber, Fabric, “Risk Is The Other Side Of The Coin From Opportunity”

Episode #362: Seth Stephens-Davidowitz, Data Scientist & Author, “You Do Have To Be Willing To Go Where The Data Takes You”

The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification

Episode #361: Jeff Hooke, Johns Hopkins, “The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years”

Episode #360: Erin Browne, PIMCO, “I Combine A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View”

The Best Investment Writing Volume 5: Amie Ko, Research Affiliates – A Quick Survey of “Broken” Asset Classes

Episode #359: Africa Startup Series – Aaron Fu, Sherpa Ventures, “We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa”

Episode #358: Africa Startup Series – Zachariah George, Launch Africa Ventures, “The Evolution of Tech In Africa Had To Always Start With Fintech”

The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited

Episode #357: Marko Papic, Clocktower Group, “If You Don’t Make Calls, Why Are You In This Industry?”

Episode #356: Jim Paulsen, The Leuthold Group, “The Wildcard Is Inflation and Whether It’s Truly Transitory”

The Best Investment Writing Volume 5: Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming

Episode #355: Sheel Mohnot, Better Tomorrow Ventures “We Think That We’re In The Very Early Innings of Fintech”

Episode #354: Shawn Merani, Parade Ventures, “The Seed And Pre-Seed Stage, You’re Betting On People”

The Best Investment Writing Volume 5: Brian Barish, Cambiar Investors – The Virus Plaguing Value

Episode #353: Artem Milinchuk, FarmTogether, “Everything Pointed Towards This Massive Democratization of Alternative Investing”

Episode #352: James Rasteh, Coast Capital, “The World Is Running Out Of Gold”

The Best Investment Writing Volume 5: Jack Vogel, Alpha Architect – Value Investing: An Examination of the 1,000 Largest Firms

Episode #351: Leigh Drogen, Starkiller Capital, “If This Thing Isn’t Dead Yet, It’s Not Going To Die”

Episode #350: Startup Series – Saad Alam, Hone Health, “40% Of Men Over 35 Have Hormone Imbalance With Testosterone”

The Best Investment Writing Volume 5: Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends

Episode #349: Anthony Zhang, Vinovest, “You Should Separate Your Drinking Preferences From Your Investment Preferences”

Episode #348: Zach Coelius, Coelius Capital, “I Like To Play Where It’s Still Qualitative”

Episode #347: Radio Show – Wes Gray & Patrick Cleary, Alpha Architect– All Things ETFs

Episode #346: William Bernstein, Efficient Frontier, “We Are Creatures That Seek Compelling Narratives”

Episode #345: Africa Startup Series – Dr. Abasi Ene-Obong, 54gene, “There Really Hasn’t Been Human Genomics Infrastructure In Africa”

Episode #344: Jared Dillian, The Daily Dirtnap, “I Think The Cardinal Sin In Investing Is Selling Too Soon”

Episode #343: Dr. Nathan Myhrvold, Intellectual Ventures, “Pizza In The United States Is What Convinced The World That Pizza Was A Great Thing”

Episode #342: Aaron Edelheit, Mindset Capital, “The Best Investors Are Those That View It As A Game”

Episode #341: Lyle Fitterer, Baird Asset Management, “You Could Even Argue That They’re Better Credits Than The Federal Government”

Episode #340: Startup Series – Michael Suffredini, Axiom Space, “The Only Thing I Know How To Do Is Build And Operate A Space Station”

Episode #339: George Davis, Hotchkis & Wiley, “We’re In Unchartered Territory Right Now”

Episode #338: Startup Series – Will Matthews, Fellow, “Semen Quality Is The Canary In The Coal Mine To Overall Health”

Episode #337: Professor Richard Thaler, University of Chicago, “When Somebody Would Fire Us, It Was Almost Always At Exactly The Wrong Time”

Episode #336: Startup Series – Hugh Thomas, Ugly Drinks, “This Is The Result Of Two 23-Year Olds In A Pub In London Having A Couple Of Beers”

Episode #335: Startup Series – Thomas Eiden, Atomic Alchemy, “There Is A Vast Shortage Of Man Made Radioactive Materials”

Episode #334: Peter Johnson, Jump Capital, “What I Think About Most Of The Time Is What Crypto Is Going To Mean To The World“

Episode #333: Startup Series – Rob Forster, Wonderbird Spirits, “Making Gin Is Truly An Art”

Episode #332: Mebisode – Journey to 100X

Episode #331: Phil Nadel, Forefront Venture Partners, “The Best Companies Are Founded By Folks Who Personally Feel The Pain Point”

Episode #330: Guillermo Cornejo, Riders Share, “Riders Share Is Like An AirBnB, But For Renting Motorcycles”

Episode #329: Samantha McLemore, Miller Value Partners, “We’re In Optimism With Pockets Of Euphoria”

Episode #328: Startup Series – Katie Echevarria Rosen Kitchens, FabFitFun, “Paying $50 And Getting Over $300 In Full-Size Products Is A Pretty Cool Thing”

Episode #327: Mario Gabelli, GAMCO Investors, “We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time”

Episode #326: Startup Series – Viktor Nebehaj, Freetrade, “We Want Everybody To Have Access To Investing”

Episode #325: Bhu Srinivasan, Author, Americana, “Is The Entrepreneur More Important Or Is The Movement And Moment More Important?”

Episode #324: Edward McQuarrie, Santa Clara University, “Sometimes Stocks Beat Bonds, Sometimes Bonds Beat Stocks”

Episode #323: John Montgomery, Bridgeway Capital Management, “A Factors-Based World View Resonated With Me”

Episode #322: Radio Show: Inflation or Deflation?…Foreign Stocks….Value and Momentum

Episode #321: Rajiv Jain, GQG Partners, “The Only Way To Survive Long-Term Is To Be Adaptive”

Episode #320: Shonda Warner, Chess Ag Full Harvest Partners, “The Interesting Thing About Ag Is That It’s There To Play Another Day”

Episode #319: Brandon Zick, Ceres Partners, “The Market Is $3 Trillion And Institutional Investors Own About 3% Of That”

Episode #318: Perth Tolle, Life + Liberty Indexes, “If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This”

Episode #317: Chris Cole, Artemis Capital Management, “You Want To Diversify Based On How Assets Perform In Different Market Regimes”

Episode #316: Dianne McKeever, Ides Capital, “My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist”

Episode #315: Warren Pies & Fernando Vidal, 3Fourteen Research, “I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years”

Episode #314: Dan Morehead, Pantera Capital Management, “Satoshi Created Bitcoin As A Result Of The 2008 Global Financial Crisis And It’s Really Coming Into It’s Own Now”

Episode #313: Rob Arnott, Research Affiliates, “Modern Monetary Theory Does Not Work”

Episode #312: Carter Malloy, AcreTrader, “In A Couple Of Minutes, You Can Invest As Little As $15,000 Or $20,000 In A Particular Farm” 

Episode #311: Radio Show: Valuation Update…Bond Returns….Meb’s Startup Investing

Episode #310: Kathryn Kaminski, AlphaSimplex, “When You’re A Systematic Investor, Your Process Makes The Decision”

Episode #309: Andrew Horowitz, Horowitz & Company, “I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out”

Episode #308: Best Idea Show – Maciej Wojtal, Amtelon Capital, “I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia”

Episode #307: Vikram Mansharamani, Harvard Lecturer and Author, “In All Bubbles, You Usually Have A ‘This Time It’s Different’ Story”

Episode #306: Jeff Seder, EQB, “We Ended Up The First Triple Crown Winner In 37 Years”

Episode #305: Marc Faber, The Gloom, Boom & Doom Report, “The Environment We’re In Favors Quick Profits And Long-Term Loss”

Episode #304: Damon Ficklin, Polen Capital, “Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots

Episode #303: Startup Series – Kevin Lozer, Holistiplan, “Streamline And Scale The Tax Planning Process For Advisors”

Episode #302: Lisa Rich, Hemisphere Ventures, Xplore, “There’s Never Been A More Exciting Time For The Space Industry”

Episode #301: Dr. Daniel Crosby, Orion Advisor Solutions, “You Want The Best Anxiety Adjusted Returns”

Episode #300: Best Idea Show – Geoffrey Batt, Euphrates Advisors, “You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies”

Episode #299: Sundeep Ahuja, Climate Capital, “Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around”

Episode #298: Boris Wertz, Version One, “I Really Think About The Next Decade As A Golden Decade For Technology”

Episode #297: Tim Ranzetta, Next Gen Personal Finance, “Every Student Wants To Learn About Money”

Episode #296: Jason Hsu, Rayliant Global Advisors, “As Investors, We’re Always Looking For Uncorrelated Sources Of Return”

Episode #295: Jacob Rubin, Philosophy Capital Management, “I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat”

Episode #294: Dan Rasmussen, Verdad Advisers, “A Lot Of These Regime Changes Happen Around Recessions And Crises”

Episode #293: Ted Seides, Capital Allocators, “I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust”

Episode #292: Tom Barton, White Rock Capital, “I Just Thought, Well, This Is The Dumbest Short Of All-Time”

Episode #291: Ron Lieber, The New York Times, “If You Look At Private Colleges And Universities, On Average, They’re Discounting Their Tuitions by 52%”

Episode #290: Bill Smead, Smead Capital Management, “There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble”

Episode #289: Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right?

Episode #288: Best Idea Show – Doug Pugliese, Alpha Architect, “Why Not Elect A 1042 Sale And Control When You Pay Those Taxes?”

Episode #287: Jonathan Hsu, Tribe Capital, “Our Specific Areas Of Expertise Are Around Being Able To Tell A Story Utilizing Your Own Data”

Episode #286: Jeremy Grantham, GMO, “What Day Is The Highest Level Of Optimism? It’s The Day The Market Hits The Peak”

Episode #285: Best Idea Show – David Marcus, Evermore Global Advisors, “Do You Sell Things That You Like To Buy Things That You Now Love?”

Episode #284: Michael Gayed, Toroso Investments, “I Don’t Know The Exact Mile Marker I Might Crash My Car, But I Do Know The Conditions That Favor The Accident”

Episode #283: Brian Barish, Cambiar Investors, “In The Digital Age We’re De-Physicalizing Things”

Episode #282: Salem Abraham, Abraham Trading Company, “Managing Risk Starts With Imagining the Unimaginable”

Episode #281: Adrian Helfert, Westwood Group, “We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum”

Episode #280: Startup Series – Matthew O’Connor, AdQuick, “People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry”

Episode #279: Kevin Davitt and John Hiatt, Cboe, “Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact”

Episode #278: Lucas White, GMO, “Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market”

Episode #277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso

The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors

Episode #276: Craig Wichner, Farmland LP, “There’s $2.7T Worth Of Farmland In The U.S…And That’s The Same Economic Value As All The Apartment Buildings In The U.S Or All The Office Buildings In The U.S.”

Episode #275: David Lau, DPL Financial Partners, “The Root Of All Evil When It Comes To Annuities Are Commissions”

Episode #274: Mitch Baruchowitz, Merida Capital Holdings, “Is The Trade Over? No…It’s Just Getting Going In Some Ways”

Episode #273: Startup Series – Adam Moelis, Yotta Savings, “Almost Half Of American’s Can’t Come Up With $400 In An Emergency And 78% Of People Live Paycheck To Paycheck”

Episode #272: Best Idea Show – Tobias Carlisle, Acquirers Fund, “There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement”

Episode #271: Startup Series – Gary Zimmerman, Max My Interest, “Several Of The Banks On Our Platform Offer Preferential Rates That Are Only Visible On The Max Platform”

Episode #270: Terri Spath, Sierra Investment Management, “We Use A Quantitative Rules Based Process To Go Risk On, Risk Off”

Episode #269: Startup Series – Scott Lynn, Masterworks, “I Think Art As An Asset Class Has To Be The Largest Asset Class That Has Never Been Securitized”

Episode #268: Best Idea Show – Doug Ludlow, MainStreet, “We’re Now Saving The Average Company Using Our Platform About $75,000 Per Year”

The Best Investment Writing Volume 4: Tyler, Portfolio Charts – The Benefits of Bond Convexity

Episode #267: Edward Altman, NYU, “We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever”

Episode #266: Best Idea Show – Kiyan Zandiyeh, Sturgeon Capital, “We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years”

The Best Investment Writing Volume 4: Martin Tarlie, GMO – Is the U.S. Stock Market Bubble Bursting?

Episode #265: Rusty Vanneman, Orion, “To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward”

Episode #264: Startup Series – Sammy Courtright, Ten Spot, “How Do We Get People To Feel Like They Work For The Same Company When They’re No Longer In The Same Place?”

Episode #263: Best Idea Show – Julian Klymochko, Accelerate Financial Technologies, “The Purpose, And What We’re Really Seeing The SPAC Emerge This Year For, Is To Truly Raise Growth Capital For Growth Businesses”

Episode #262: Ihor Dusaniwsky, S3 Partners, “When People Say ‘Shorts Only Kill The Stock Price’…No…There’s A Two Way Street In Their Activity”

The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification

Episode #261: Best Idea Show – Mike Lecours, fpPathfinder, “We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business”

Episode #260: Joel Greenblatt, Gotham Asset Management, “Nine Out Of Ten Families In The Top Fifth Of The Income Chain Have Retirement Savings, Nine In Ten In The Bottom Fifth Have None”

Episode #259: Startup Series – Shane Heath, MUD\WTR, “I Had Everything In My Head Already…I Felt Like I Was Just As Much Of A Customer Of My Own Product As Any Prospective Customer”

Episode #258: Best Idea Show – Wes Gray, Alpha Architect, “An ETF Centralizes Everything Into One Product”

Episode #257: Marc Levine, “A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win”

The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble

Episode #256: Best Idea Show – Jeremy Schwartz, Jesper Koll, WisdomTree, “Japan Is Trading At The Lowest Valuation In 30 Years”

Episode #255: Matt Peterson, Peterson Capital Management “We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity”

Episode #254: Startup Series – Ken Nguyen, Republic “In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public”

Episode #253: Carl Chang, Kairos Investment Management “Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow”

The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds

Episode #252: Cem Karsan, Aegea Capital, “30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically”

Episode #251: Robert Jacobson, Space Advisors “It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme”

Episode #250: Startup Series – Kevin Gibbon, Airhouse “We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands”

Episode #249: Ben Savage, Clocktower Technology Ventures “Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry”

The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias?

Episode #248: JC Parets, All Star Charts, “The Sooner We Can Find Out We’re Wrong The Better…Then We Can Go Move On To Something Else”

Episode #247: Startup Series – David Oates, Curtsy, “Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts”

Episode #246: Eric Sprott, Mark O’Dea, Oxygen, “I’m Trying To Look For Some Value That’s Not Appreciated By The Market”

Episode #245: Startup Series – Éva Goicochea, Maude, “The Ethos Of The Company Is To Make Sex More Human, More Normalized, Destigmatized…To Do That, It Started With Design”

Episode #244: Tom Basso, “Investing Is A Mental Game More Than It Is Having The Perfect Indicator Or…Even The Perfect Position Sizing”

Episode #243: Doug Ludlow, MainStreet “We’d Like To Be There As America And The World Starts To Rebuild, And Give Tools To These Companies…Access To Capital And Financing In A Way They Wouldn’t Have Had Before”

Episode #242: Startup Series – Ham Serunjogi, Chipper Cash “Africa Has The Highest Cost Of Sending Money In The World”

Episode #241: Doug Ramsey, The Leuthold Group “By Our Interpretation, We’re There, I Do Think It’s Time To Be Rotating Away From Large Cap Growth”

Episode #240: Startup Series – Stefan Batory, Booksy, “This Is Probably The Last Major Vertical That’s Not Digitalized…And This Is A Massive Space”

Episode #239: Startup Series – Chris Fernandez, EnsoData, “There Was One Particular Area That Felt Like It Was At Least 5 Years Behind…And That Was The Application Of AI To Waveform Data”

Episode #238: Startup Series – Mark Straub, Smile Identity, “Face Recognition Is, In A Sense, Deep Technology”

Episode #237: Startup Series – Ryan McQuaid, PlushCare, “If You Look At Virtual Visits Last Year, They’re Only 1-2% Of All Addressable Visits”

Episode #236: Startup Series – Stuart Landesberg, Grove Collaborative, “I Believe Deeply That Having A Truly Mission Driven Business Is A Sustainable Competitive Advantage”

Episode #235: Startup Series – Ajay Prakash, Rinse, “The Barriers To Entry Are Super Low…But The Barriers To Scale Are Incredibly High”

Episode #234: Harindra de Silva, Analytic Investors of Wells Fargo Asset Management, “Just Because A Factor Hasn’t Been Working For 3 Years…Don’t Ignore It…Continue To Evaluate It”

Episode #233: Lisa Rich, Hemisphere Ventures, Xplore, “Opening Up The Door For Access To Space”

Episode #232: Startup Series – Luis Perez, Remoov, “We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back”

Episode #231: Julian Klymochko, Accelerate Financial Technologies “The Democratization Of Alternatives, It’s Happening, But It’s Something That Does Not Happen Overnight”

Episode #230: Startup Series – Ryan Lupberger, Cleancult “There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste”

Episode #229: Startup Series – Evan Brandoff, LeagueSide, “There’s No Better Way To Engage With Families In The Community Than Through Youth Sports”

Episode #228: Danilo Santiago, Rational Investment Methodology, “The Market Will Tend To Overpay When Earnings Are Good And Underpay When The Company Gets In Some Kind Of Trouble”

Episode #227: Startup Series – Alex Smereczniak, 2ULaundry, “Quality Has to Be At The Forefront of Everything That We’re Doing”

Episode #226: Vineer Bhansali, LongTail Alpha, “The Bigger Question To Me Is Not Whether Tail Risk Hedging Is Good Or Bad, But Whether It Is Good Or Bad For Your Current Portfolio Posture”

Episode #225: Eric Crittenden, Standpoint Asset Management, “I Enjoy Trying To Win A Marathon Rather Than Winning Sprints”

Episode #224: Startup Series – Eric Kinariwala, Capsule, “The Pharmacy Sits At The Center Of The Healthcare System”

Episode #223: Steven Jorgenson, Starbridge Venture Capital, “The Launch Sector is Literally Less Than 2% Of The Space Industry”

Episode #222: Dakin Sloss, Prime Movers Lab, “Power Law Is The Key To Understanding Venture Capital”

Episode #221: Chris Davis, Davis Advisors, “As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions [Tend To] Produce”

Episode #220: Andrew Beer, Dynamic Beta Investments, “Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk?”

Episode #219: Paul Collier, Oxford, “What Capitalism Offers Is A Combination Of Competition And Collaboration”

Episode #218: Adam Karr, Orbis Investments, “One Of The Most Important Decisions You Make Is The Price That You Pay”

Episode #217: Mary Wheeler, BioRock Ventures, “2019…There Were 20 $1B IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare”

Episode #216: David Samra, Artisan Partners, “The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value”

Episode #215: Startup Series – David Chan, FarmTogether, “How Do We Make Farmland As An Asset Class More Accessible?”

Episode #214: Jake Gibson, Better Tomorrow Ventures, “We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come”

Episode #213: Startup Series – David Sanderson, Reelgood, “The Average Household In The US Uses 5 Streaming Services”

Episode #212: Startup Series – Eric Satz, AltoIRA, “I Want Everybody To Be Able To Invest In Alternative Assets”

Episode #211: Startup Series – Julie Novack, PartySlate, “We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect”

Episode #210: Jonathan Treussard, Research Affiliates, “Be Aware Of The Cracks Under Your Feet”

Episode #209: Startup Series – Andrew Schulz, NoiseAware, “A Lot Of Our Competitive Advantage Is How We Quantify Sound”

Episode #208: How Long Can You Handle Underperforming?

Episode #207: Startup Series – Jeremy Yamaguchi, Lawn Love, “It’s…One Of The Last Markets In The US…That Has Been…Resistant To Technology”

Episode #206: Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests, and Investing in the time of Corona

Episode #205: Derren Geiger, Cornerstone Acquisition and Management, “E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality”

Episode #204: Startup Series – Doug Hapeman and Matt Milford, Foresight Mental Health, “We Have This Vision Of Recreating Mental Healthcare With Technology To Make People Happier and Healthier”

Episode #203: Startup Series – Sanchal Ranjan, ZiffyHomes, “We Give You A Different Lifestyle To Work And Play”

Episode #202: Joe Davis, Vanguard, “The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation”

Episode #201: The Case For Global Investing

Episode #200: Radio Show: Decade End Returns and Valuations…Process vs. Performance…VC Power Laws

Episode #199: Peter Livingston, Unpopular Ventures, “All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do”

Episode #198: Startup Series – Rabi Gupta and Satwick Saxena, EvaBot, “EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts”

Episode #197: Rick Rule, Global Resource Investments, “In Resources You Are Either A Contrarian Or You Are Going To Be A Victim”

Episode #196: Minnie Ingersoll, TenOneTen, “I Do Believe That Innovation In Our Country Is The Huge Bright Spot”

The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors

Episode #195: Top Podcasts 2019 – Replay: Bill Smead, Cam Harvey, Raoul Pal

The Best Investment Writing Volume 3: Frazer Rice, Calamos Wealth Management, Preparing For The Hurricane Of Wealth

Episode #194: Doug McCormick, HCI Equity Partners, “I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested”

The Best Investment Writing Volume 3: Wes Gray, Alpha Architect, Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.

Episode #193: Chris Brightman, Research Affiliates, “Here We Are With Emerging Markets Again Trading At A Shiller PE Multiple Less Than Half Of The US Stock Market”

The Best Investment Writing Volume 3: Ben Johnson, Morningstar, When Markets Are Tough, Don’t Look

Episode #192: Tim Hayes, Ned Davis Research, “The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009”

The Best Investment Writing Volume 3: Todd Tresidder, Financial Mentor, Bubbles, Bubbles Everywhere – How To Protect Yourself

Episode #191: Simon Hallett, Harding Loevner, “Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance”

Episode #190: Radio Show: Buying Stocks At All Time Highs…Fund Manager Sentiment…Year End Questions for Advisors and Brokers

Episode #189: John Parise, Copper Beech Financial Group, “70% Of Wealth Is Lost In The 3rd Generation”

The Best Investment Writing Volume 3: Ray Micaletti, Columbus Macro, The Smart Money Indicator: A New Risk Management Tool

Episode #188: Andreas Clenow, ACIES Asset Management AG, “Trend Following Is…About Taking A Lot Of Bets On A Very Large Number Of Markets”

The Best Investment Writing Volume 3: Jack Forehand, Validea Capital, The Case Against Value Stocks

Episode #187: Kevin Carter, EMQQ, “The Thing That’s Emerging Are The People, It’s All About The Consumer”

The Best Investment Writing Volume 3: Scott Bell, Gross Domestic Product, The Asset of Gratitude

Episode #186: Carter Malloy, AcreTrader, “I Looked At Farmland And Realized…It’s Wildly Inefficient”

The Best Investment Writing Volume 3: Larry Swedroe, Buckingham Strategic Wealth, Investment Strategy in an Uncertain World

Episode #185: Ben Claremon, Cove Street, “Value Investing Will Always Have A Place”

Episode #184: You Could Have Missed…

Episode #183: Ben Inker, GMO, “The Problem With Good Returns In The Near Term Is They Have To Be Paid Back Sometime”

The Best Investment Writing Volume 3: Gary Antonacci, Dual Momentum Investing, Extended Backtest of Global Equities Momentum

Episode #182: Larry Hite, “I Want To Be In A Position Where Something Great Can Happen…If I Don’t Get That, I Don’t Want To Play”

Episode #181: Radio Show: Zero Trading Commissions…Valuations…And Trend Following

Episode #180: Rodrigo Gordillo, ReSolve Asset Management, “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust”

The Best Investment Writing Volume 3: Justin J. Carbonneau, Validea, 10 Reasons Why It’s Tough to be a True “Intelligent Investor”

Episode #179: Dan Ferris, Stansberry Research, “What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline”

Episode #178: Nobody Wants To Invest In Your Sh*t

Episode #177: Alex Rubalcava, Stage Venture Partners, “We Want To Help Build Companies That Are Solving Hard Problems That Matter”

The Best Investment Writing Volume 3: Wes Gray, Alpha Architect, Factor Investing Fact Check: Are Value and Momentum Dead?

Episode #176: Adam Tkaczuk, Sterling Point Capital, “We Think There Is About A 3% Per Year Tax Benefit To This”

Episode #175: The Biggest Valuation Spread In 40 Years?

Episode #174: Amlan Roy, State Street Global Advisors, “Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old”

The Best Investment Writing Volume 3: Bob Seawright, Madison Avenue Securities, Dear Future Me

Episode #173: Tom Williams, Heron Rock Fund, “I Want To Be That First Call In The Darkest Of Days”

Episode #172: Cam Harvey, Duke University, “This is a Time of Considerable Risk of a Drawdown”

The Best Investment Writing Volume 3: Corey Hoffstein, Newfound Research, Factor Fimbulwinter

Episode #171: Raoul Pal, RealVision, “Buy Bonds. Buy Dollars. Wear Diamonds.”

Episode #170: Bill Martin, Raging Capital Management, “On The Short Side, Position Sizing Is The Biggest Driver Of Success”

The Best Investment Writing Volume 3: Aswath Damodaran, NYU, The Perils of Investing Idol Worship: The Kraft Heinz Lessons!

Episode #169: Jeremy Jacobson, Go Curry Cracker, “We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years”

Episode #168: Brian Livingston, MuscularPortfolios.com, “What’s True Is That We Have To Adapt To Modern Markets”

The Best Investment Writing Volume 3: Rob Arnott, Research Affiliates, Yes. It’s a Bubble. So What?

Episode #167: The Cannabis Opportunity

Episode #166: Radio Show: Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k)

Episode #165: Chris Mayer, Woodlock House Family Capital, “I Do Think The Biggest Challenge…Is Keeping It, Holding On To It”

The Best Investment Writing Volume 3: Mike Philbrick, ReSolve Asset Management, Diversification: What Most Novice Investors Miss About Trend Following

Episode #164: Startup Series – Jake Shapiro, RadioPublic, “It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening”

Episode #163: Albert Meyer, Bastiat Capital, “You’re Held In Higher Regard When You Don’t Dilute Shareholders”

The Best Investment Writing Volume 3: Paul Novell, Investing for a Living, When Models Fail

Episode #162: Chase Nobles, Kush.com, “I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis”

Episode #161: Brandon Zick, Ceres Partners, “In Row Crops You’re Generating A Lot Of Current Income”

The Best Investment Writing Volume 3: Jack Vogel, Alpha Architect, Trust The Process

Episode #160: John Huber, Saber Capital Management, “Stock Prices Fluctuate Much More Than The Underlying Businesses”

Episode #159: Ashby Monk, Stanford Global Projects Center, “The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation”

Episode #158: Tobias Carlisle, Acquirers Funds, “The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap”

Episode #157: Randy Swan, Swan Global Investments, “Always Invested, Always Hedged”

Episode #156: Steve Glickman,  Develop LLC, “I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones”

Episode #155: Aswath Damodaran, New York University, “They [Uber And The Ride Sharing Companies Collectively] Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think They’ve Figured Out A Business Model That Can Convert That Growth Into Profits”

Episode #154: Frank Curzio, Curzio Research, “You Have To Be Able To Adapt To Different Strategies In Different Markets Because They’re Ever Changing”

Episode #153: Kim Shannon, Sionna Investment Managers, “I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value”

Episode #152: Kevin Smith & Tavi Costa, Crescat Capital, “We Believe We’re In The Early Stages Of A Bear Market”

Episode #151: Startup Series – Divya Narendra, SumZero, “Valuation Is Probably The Most Critical Component Of SumZero’s Thesis”

Episode #150: Bill Smead, Smead Capital Management, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30 to 45-Year-Old Age Range”

Episode #149: Phil Haslett, EquityZen, “Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That Kind Of Profile”

Episode #148: Paul Lountzis, Lountzis Asset Managementm “The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis”

Episode #147: The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account)

Episode #146: Neil Littman, Bioverge, “The More Risk You Kill, Inherently, The More Value You Create”

Episode #145: Cloning The Largest Hedge Fund In The World: Bridgewater’s All Weather

Episode #144: Marty Bergin, Dunn Capital Management, “Adapt Or Die”

Episode #143: David Eifrig, Retirement Trader, “Most People Run Losses Into The Ground”

Episode #142: Ryan Ansin, Revolutionary Clinics, “I Don’t Believe That It’s Easy To Back Into Revenue In This Industry, There Are Just A Thousand Things That Can Go Wrong”

Episode #141: Radio Show: 34 of 40 Countries Have Negative 52 Week Momentum…Big Tax Bills for Mutual Fund Investors…and Listener Q&A

Episode #140: Ralph Acampora, New York Institute of Finance, “Don’t Ever Fight Papa Dow”

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”

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”

Episode #136: Steve Romick, FPA Crescent Fund, “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 Money Over Time”

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”

Episode #133: Todd Harrison, CB1 Capital, “Humanity Has Had a 30,000 Year Relationship with Cannabis”

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 #131: David Rosenberg, Rosenberg Research, “If Next Year is Not a Recession, It’s Going to Feel Like It”

Episode #130: Eric Falkenstein, Economist, “I Think in the Long Run (Cryptocurrencies) Are Going to Work”

Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches

Episode #128: Claude Lamoureux, Pension Fund Expert, When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better

Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A

Episode #126: Karen Finerman, Metropolitan Capital Advisors, ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing

Episode #125: Tom Barton, White Rock Capital, “The Biggest Problem Investors Have is Things Change…and They Don’t Change”

Bonus Episode: Wes Gray, Alpha Architect, Factor Investing is More Art, and Less Science

Episode #124: Howard Marks, Oaktree Capital, “It’s Not What You Buy, It’s What You Pay for It That Determines Whether Something Is a Good Investment”

Bonus Episode: Russel Kinnel, Morningstar, Mind the Gap

Episode #123: Fabrice Grinda, FJ Labs, “We’re Still at the Very Beginning of the Tech Revolution… We Are Day One”

Bonus Episode: Rick Friedman & Anna Chetoukhina, GMO, FAANG SCHMAANG

Episode #122: Phil Haslett, EquityZen, “It’s a Place to Connect Interested Buyers and Interested Sellers…in Late-Stage, Pre-IPO Tech Shares”

Bonus Episode: Michael Philbrick, ReSolve Asset Management, Skis and Bikes: The Untold Story of Diversification

Episode #121: Pim van Vliet, Robeco Global, “The Reality Is High-Risk Stocks Earn Low Returns”

Bonus Episode: Leigh Drogen, Estimize, Revenge of the Humans

Episode #120: Radio Show: Our New Trinity ETF… Egregious Hedge Fund Fees… and R&D Spending is on the Rise

Bonus Episode: Jeremy Schwartz – Net Buybacks Supplement Dividend Yields and Support Future Per Share Growth

Episode #119: Tom Dorsey, Dorsey, Wright & Associates, “Fundamentals Answer the First Question ‘What Should I Buy?’ The Technical Side Answers the Question ‘When?’”

Bonus Episode: Elroy Dimson, London Business School, The Evolution of Equity Markets

Episode #118: Radio Show: Record-Setting US Valuations… Emerging Market Opportunities… VC Bad Behavior… and Listener Q&A

Bonus Episode: Ehren Stanhope, O’Shaughnessy Asset Management, Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative

Episode #117: Steve Lockshin, AdvicePeriod, “We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients”

Bonus Episode: Todd Tresidder, Financial Mentor, The Great Financial Forecasting Hoax

Episode #116: Sarah Ketterer, Causeway Capital, “Without a Quant Risk Model, I’d Argue an Investment Manager Is Completely Blind”

Episode #115: Steve Glickman, Economic Innovation Group, Opportunity Zones: “Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever”

Episode #114: David Gladstone, Gladstone Capital, “Farmland Is One of the Most Stable Assets One Can Own”

Episode #113: Stanley Altshuller, Novus Partners, “I’m Bullish On Active Management, But I Think That You Need A Correction For People To Remember Why Hedge Funds Exist In The First Place”

Episode #112: Peter Ricchiuti, Tulane University, “You’re Better Off Investing When Things Look Miserable”

Episode #111: Radio Show: Which Portfolio Hedge for This Market?… Is Short-Termism Harming Your Investments?… and Listener Q&A

Episode #110: Bryan Taylor, Global Financial Data, “At Some Point, the Stresses Are Going to Be So Great that Some of the Countries (In the European Union) Are Eventually Forced to Leave”

Episode #109: Matt Hougan, Bitwise Asset Management, “Anyone Who Tells You They Know What’s Going to Happen in Crypto Is Probably Lying to You”

Episode #108: Radio Show: What’s More Important – Savings or Returns… What Meb’s Doing with U.S. Bonds… and Listener Q&A

Episode #107: James Montier, GMO, “There Really Is A Serious Challenge to Try to Put Together an Investment Portfolio That’s Going to Generate Half-Decent Returns On A Forward-Looking Basis”

Episode #106: Brian Singer, William Blair and Company, “We Don’t Know What Will Trigger the Decline, but When It Happens, Our Fear Is That It’s Sharper and Deeper Than Investors Would Otherwise Expect”

Episode #105: Olivia Judson, Author, “Life Has Transformed the Planet, Which Has Gone On to Alter the Future Course of Life”

Episode #104: Ken Fisher, Fisher Investments, “If You’re Worried About What Things Are Going to Be Worth Next Week…You’re Going to Make Yourself Way Poorer 20 Years from Now”

Episode #103: The Asset Allocation Pyramid

Episode #102: Radio Show: The “Stay Rich” Portfolio… A Senator Wants to Ban Share Repurchases… and Listener Q&A

Episode #101: Paul Merriman, Merriman, “The People That Have Come Out Ahead Are the People Who Have Put Their Trust in the System Over the Long-Term”

Episode #100: Elroy Dimson, London Business School, “High Valuations Don’t Necessarily Mean That We’re Going To See Asset Prices Collapse”

Episode #99: Radio Show: Meb’s Bullish On Emerging Markets… Strategies For Limited 401K Options… And Listener Q&A

Episode #98: Ed Yardeni, Yardeni Research, “We’ve Got Good Growth With Low Inflation And That’s A Very Good Environment For Stocks And Okay Environment For Bonds”

Episode #97: Phil Nadel, Forefront Venture Partners, “If You Try To Pick Winners, And You Only Invest In A Handful Of Companies, Odds Are You’re Going To Lose Your Money”

Episode #96: Craig Leupold & Jim Sullivan, Green Street Advisors, “From A Commercial Property Standpoint, We See Values Drifting Sideways Over The Next 12 Months”

Episode #95: Radio Show: The Short-Vol Trade Blows Up… Meb’s Rare Coin Purchases… And Listener Q&A

Episode #94: Michelle Leder, footnoted*, “There Are Some Companies That We Know Are Sort Of Bad Eggs”

Episode #93: John Reese, Validea.com, “There Is No Strategy That Outperformed The Stock Market Every Single Year”

Episode #92: Andrew Tobias, Journalist & Author, “There Are Just A Few Things You Really Need To Know About Investing, And They Don’t Ever Change”

Episode #91: Radio Show: Meb’s Most Popular Tweet Of All Time… Signs Of The Top… Listener Q&A

Episode #90: Dan Rasmussen, Verdad, “The Crown Jewel Of The Alternative Universe Is Private Equity”

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

Episode #88: Eric Clark, Accuvest Global Advisors, “I Still Believe That Alpha Is Available And Possible, And Beating A Benchmark Is Possible”

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

Episode #86: A Quantitative Approach To Tactical Asset Allocation

Episode #85: Radio Show: Bitcoin Futures Are Here – What Now?

Episode #84: Howard Lindzon, Social Leverage, “I Think There’s So Many Ways The Markets Are Rigged That I Think It’s Best To Just Follow Along The Trends”

Episode #83: Randy Swan, Swan Global Investments, “What Do You Do When Things Are Fundamentally Overvalued, But You Want To Remain Invested In The Market?”

Episode #82: Vineer Bhansali, PIMCO, “The Market Is Severely Underpricing The Probability Of A Sharp, Catastrophic Loss To The Downside”

Episode #81: Radio Show: Notes From Meb’s Office Hours – Listeners Are All Making The Same Mistakes

Episode #80: Claude Erb, TCW Group Inc, “It Is Possible That We’re In The Middle Of A Period In Which Gold Becomes The New Frankincense”

Episode #79: Jason Goepfert, Sundial Capital Research, “I Would Not Be Surprised At All To See A Multi-Day 5%-15% Decline”

Episode #78: Alex Rubalcava, Stage Venture Partners, “If You’re Going To Be An Angel Investor… You Have To Be Devoting Significant Time To It”

Episode #77: Tobias Carlisle, Carbon Beach Asset Management, “In Order To Find Something Genuinely Undervalued…There’s Always Something That You Don’t Like”

Episode #76: Phil DeMuth, Conservative Wealth Management, “Nothing In My Global Outlook Is Telling Me It’s Time To Pull Up The Anchor And Set Sail”

Episode #75: Michael McDaniel, Riskalyze, “One Of The Biggest Conditions That Will Lead To Success Is Simply Being Invested”

Episode #74: Jeff Sherman, DoubleLine, “There’s This ‘Buy-The-Dip’ Mentality… Do You Play In It, Or Just Shake Your Head?”

Episode #73: Jeff Porter & Barbara Schelhorn, Sullivan Bruyette Speros & Blayney, “Why Financial Planning? Because Investing Alone Won’t Get You There “

Episode #72: Radio Show: Investor Sentiment – What Is It Telling Us About This Bull’s Length?

Episode #71: Radio Show, “How To Outperform One Of Investing’s Most Beloved Strategies”

Episode #70: Radio Show: The 13F Guru Meb Would Follow Today

Episode #69: Jason Calacanis, Angel Investor, “This Is A Little, Secret Way… A Dark Art Of Becoming Truly Wealthy… Massive Wealth”

Episode #68: Corey Hoffstein, Newfound Research, “Risk Cannot Be Destroyed, Only Transformed”

Episode #67: Simon Black,Sovereign Man, “I See A Lot Of Red Flags”

Episode #66: Radio Show: U.S. Equities: At What Valuation To Sell?

Episode #65: Emil Van Essen, Emil van Essen Managed Futures, “The Days Of $80 Oil – That’s A Long Way Away”        

Episode #64: David Varadi, QuantX Funds, “Managing Risk is Absolutely Critical”

Episode #63: Gary Beasley And Gregor Watson, Roofstock, “We’re Trying To Really Change The Way People Invest In Real Estate”

Episode #62: Ron Lieber, Journalist, “We’re Not Having The Right Kinds Of Conversations With Our Kids About (Money)”

Episode #61: Jack Vogel, Alpha Architect, “(Factor Timing?) It’s Next To Near Impossible”

Episode #60: William Bernstein, Efficient Frontier, “The More Comfortable You Are Buying Something, In General, The Worse The Investment It’s Going To Be”

Episode #59: Radio Show: The Death Of Value Investing

Episode #58: Axel Merk, Merk Investments, “Is Your Portfolio Robust Enough For Whatever Might Be Coming Your Way?”

Episode #57: Radio Show: 17 Different Million-Dollar Fintech Ideas

Episode 56: Dave Nadig, ETF.com, “This Is A Big Year For ETFs”

Episode #55: Ed Easterling, Crestmont Research, “In Reality, Normal Is Actually Volatile. Normal Is Not Mellow”

Episode #54: Elizabeth Dunn, University of British Columbia, “How Can I Use My Money Most Effectively In Order To Promote My Happiness?”

Episode #53: Radio Show: Cheapest Countries Right Now For New Dollars

Episode #52: Jason Hsu, Rayliant Global Advisors, “This Is A Market Where The Average Human Tendencies Are Precisely The Wrong Thing To Do”

Episode #51: Mark Kritzman, Windham Capital Management, “We Have To Question The Assumptions That Underpin Our Models… Nothing Is Simple”

Episode 50: Radio Show: Faber Spin-Off Executed

Episode 49: Steve Sjuggerud, True Wealth, “This Is Not What The Peak Of A Bull Market Looks Like”

Episode 48: Van Simmons, David Hall Rare Coins, “The Rare Coin Market Can Go Up Dramatically, Quickly”

Episode 47: Ric Edelman, Edelman Financial Service, “47% Of The Occupations In America Will Be Gone Within 15 Years”

Episode 46: Raoul Pal, Real Vision TV, “The Biggest Emerging Macro Story In The World”

Episode 45: Gary Antonacci, Dual Momentum, “You Get A Synergy That Happens When You Use Dual Momentum”

Episode 44: Invest With The House

Episode 43: Learning To Play Offense And Defense

Episode 42: Listener Q&A

Episode 41: Doug Ramsey, The Leuthold Group, “Valuation Tells Me I Should Be Lighter Than Normal On U.S. Equities And Tilting More Towards Foreign”

Episode 40:  Listener Q&A

Episode 39:  Ed Thorp, Hedge Fund Manager, Author, & Professor, “If You Bet Too Much, You’ll Almost Certainly Be Ruined”

Episode 38:  EVBettor, “Special Super Bowl Show: It’s Higher-Stakes Poker Is What You’re Playing”

Episode 37: John Bollinger, Bollinger Capital Managementm “People Have This Time-Frame Confusion That I Think Does A Huge Amount Of Damage”

Episode 36: Listener Q&A

Episode 35: Jerry Parker, Chesapeake Capital, “To Me It Just Boiled Down To One Question… Will The Big Winners Pay For The Small Losses?”

Episode 34: Holiday Collection

Episode 33: Listener Q&A

Episode 32: Brew And Brett, PeerStreet, “We Have Long-Term Aspirations Of Disrupting The Entire Mortgage Finance And Securitization Market”

Episode 31: Mark Yusko, Morgan Creek Capital Management, “Asset Allocation Matters Most”

Episode 30:  Listener Q&A

Episode 29:  Tom McClellan, The McClellan Market Report, “Now Everybody Knows What the Outcome Is, They Can Get Back to Focusing on Real Things That Actually Matter”

Episode 28:  Larry Swedroe, Buckingham, “There is Literally No Logical Reason for Anyone to Have a Preference for Dividends”

Episode 27:  Porter Stansberry, Stansberry Research, “There’s Going to Be a Big Bill of Bad Debt to Pay”

Episode 26:  Jeremy Schwartz, WisdomTree Investments, “You Should Be Hedged A Lot More Than You Are”

Episode 25:   Listener Q&A

Episode 24:  Learning To Love Investment Bubbles

Episode 23:  Gregg Fisher, Gerstein Fisher, “Sometimes The Best Investment Strategy Isn’t The Right Investment Strategy”

Episode 22: Listener Q&A

Episode 21: Michael Covel, Author, “We Can’t Make A Prediction Worth A Damn”

Episode 20: Listener Q&A

Episode 19: Jonathan Clements, Author, “If Money Can Buy Happiness, Then Why Doesn’t It?” “Because People Don’t Spend It Right.”

Episode 18: Rob Arnott, Research Affiliates, “People Need To Ratchet Down Their Return Expectations”

Episode 17 – Michael Philbrick, Adam Butler, and Rodrigo Gordillo, ReSolve Asset Management, “It’s About Risk Allocation, Not Capital Allocation” 

Special Episode – Cambria Digital Launch

Episode 16 –  Listener Q&A

Episode 15 – The Trinity Portfolio

Episode 14 – Eric Crittenden, Standpoint Asset Management  “It’s Not Greed And Fear That Drives The Investment World; It’s Envy”

Episode 13 – Want Buffett’s Returns? Here’s How To Get Them

Episode 12 – Why ‘Shareholder Yield’ Beats ‘Dividend Yield’

Episode 11 – Sam Stovall, S&P Global Market Intelligence, “The Seven Rules of Wall St.”

Episode 10 – Listener Q&A Episode

Episode 9 – Pete Mladina, Northern Trust, “What You Thought Was Skill Was Just Risk Premia”

Episode 8 – Starved for Yield

Episode 7 – Playing Defense Against Black Swans

Episode 6 – Three Concepts that Investors Get Wrong

Episode 5 – Jared Dillian, The Daily Dirtnap, “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite”

Episode 4 – Wes Gray, Alpha Architect, “Even God Would Get Fired as an Active Investor”

Episode 3 – Where Are Best Global Values Right Now?

Episode 2 – Patrick O’Shaughnessy, O’Shaughnessy Asset Management, An Unexpected Drop-in from Patrick O’Shaughnessy

Episode 1 – Global Asset Allocation – Investing 101