Robo Allocator Update
Year end summary of the whole robo and cyborg space....and much like everywhere else in the asset management industry, Vanguard is dominating and has likely passed $100B in their advisory product...if there are any errors please email me and I'll update.
Click on the table to enlarge...
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 #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”
Guest: Howard Lindzon focuses on the innovation in personal finance and do-it-yourself investing. He makes early stage investments through Social Leverage. His current start-up is called StockTwits and he is a...
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 #83: Randy Swan, Swan Global Investments, “What Do You Do When Things Are Fundamentally Overvalued, But You Want To Remain Invested In The Market?”
Guest: Randy Swan is the founder, CEO and Lead Portfolio Manager of Swan Global Investments and the creator of the proprietary Defined Risk Strategy (Swan DRS). In 1997, recognizing the limitations...
Episode #82: Vineer Bhansali, PIMCO, “The Market Is Severely Underpricing The Probability Of A Sharp, Catastrophic Loss To The Downside”
Episode #82: Vineer Bhansali, PIMCO, “The Market Is Severely Underpricing The Probability Of A Sharp, Catastrophic Loss To The Downside”
Guest: Vineer Bhansali's 24-year investment career started at Citibank, where he founded and managed the Exotic and Hybrid Options Trading Desk. He later joined Salomon Brothers in its Fixed Income Arbitrage Group, followed by the CSFB...
Nominations Open for Best Investment Writing Vol 2!
I had a blast putting together the first version of The Best Investment Writing, and think it came out AWESOME. If you haven't read it, pick up a copy or give one for the holidays...it's jam packed with some of the top investment research pieces in the past year.
Now, we're ready for Volume 2! Below, you can submit your nomination...
Episode #81: Radio Show: Notes from Meb’s Office Hours – Listeners Are All Making the Same Mistakes
Episode #81: Radio Show: Notes from Meb’s Office Hours – Listeners Are All Making the Same Mistakes
Guest: Episode #81 has no guest, but is co-hosted by Jeff Remsburg.
Date Recorded: 11/13/17 | Run-Time: 1:06:04
Summary: Meb starts with a note of thanks to listeners. It involves a milestone Cambria just passed as a company.
Next,...
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 #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”
Guest: Claude Erb is a retired managing director, TCW Group Inc., Los Angeles, who coauthored “The Golden Dilemma,” which examined gold’s role in diversified portfolios and concluded among other findings there...
