Episode #175: The Biggest Valuation Spread In 40 Years?
Episode #175: The Biggest Valuation Spread In 40 Years?
Guest: Episode #175 has no guest, It’s a Mebisode.
Date Recorded: 2/27/19 | Run-Time: 7:51
Summary: Episode 175 is a Meb Short. In this episode, you’ll hear Meb discuss a key development to be aware of in global markets, the valuation spread between the most and least...
Episode #174: Amlan Roy, State Street Global Advisors, “Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old”
Episode #174: Amlan Roy, State Street Global Advisors, “Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old”
Guest: Dr. Amlan Roy is Head of Global Macro Policy Research and Senior MD at State Street Global Advisors Asset Management Division (SSGA). He leads a Research team focused on Macroeconomics, Policy & Politics,...
The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me
The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me
Author: Bob Seawright is the Chief Investment & Information Officer of Madison Avenue Securities, LLC, an investment advisory firm and broker-dealer headquartered in San Diego, California. He is author of the blog, Above the Market, that has received “best of” recognition from a wide...
Episode #173: Tom Williams, Heron Rock Fund, “I Want To Be That First Call In The Darkest Of Days”
Episode #173: Tom Williams, Heron Rock Fund, “I Want To Be That First Call In The Darkest Of Days”
Guest: Tom Williams is the founder of Heron Rock Fund, a venture fund with 32 current investments and 45 prior investments across various stages and sectors. Prior to Heron Rock, he founded BetterCompany, and co-founded Miavita, an...
Learning How to Invest
I get asked all the time by friends and investors variants of the same question:
“What book should I read to learn about investing”?
I still don’t have a good, single answer.
A couple years ago we put together a survey asking our readers for just one answer to the above question, and received thousands of responses. I took the time to...
Episode #172: Cam Harvey, Duke University, “This is a Time of Considerable Risk of a Drawdown”
Episode #172: Cam Harvey, Duke University, “This is a Time of Considerable Risk of a Drawdown”
Guest: Campbell R. Harvey is Professor of Finance at the Fuqua School of Business, Duke University and a Research Associate of the National Bureau of Economic Research in Cambridge, Massachusetts. He served as President of the American Finance Association in...
The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter
The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter
Author: Corey Hoffstein is a co-founder and CIO of Newfound Research. He is a frequent speaker on industry panels and contributes to ETF.com, ETF Trends, and Forbes.com’s Great Speculations blog. He was named a 2014 ETF All Star by ETF.com.
Run-Time: 17:41
What is this Episode? Last...
Episode #171: Raoul Pal, RealVision, “Buy Bonds. Buy Dollars. Wear Diamonds.”
Episode #171: Raoul Pal, RealVision, “Buy Bonds. Buy Dollars. Wear Diamonds.”
Guest: Raoul Pal is the CEO and co-founder of RealVision and the author of the exclusive research newsletter, Global Macro Investor. Previously, he co-managed the GLG Global Macro Fund in London for GLG Partners, one of the largest hedge fund groups in the world. Prior...
