Episode #67: Simon Black, Sovereign Man, “I See A Lot Of Red Flags”
Episode #67: Simon Black,Sovereign Man, “I See A Lot Of Red Flags”
Guest: Simon Black is an international investor, entrepreneur, founder of Sovereign Man and the editor of its flagship international diversification service, Sovereign Man: Confidential. He has started his own private investment bank, founded one of the largest agricultural production companies in South America, and...
Episode #66: Radio Show: U.S. Equities: At What Valuation To Sell?
Episode #66: Radio Show: U.S. Equities: At What Valuation To Sell?
Guest: Episode #66 has no guest, but is co-hosted by Jeff Remsburg.
Date Recorded: 8/7/17 | Run-Time: 57:03
Summary: We start with Meb referencing the just-published book, The Best Investment Writing, which he edited. It’s a great collection of essays from some of the smartest...
Episode #65: Emil Van Essen, Emil van Essen Managed Futures, “The Days Of $80 Oil – That’s A Long Way Away”
Episode #65: Emil Van Essen, Emil van Essen Managed Futures, “The Days Of $80 Oil – That’s A Long Way Away”
Guest: Emil van Essen is the CEO and CIO of Emil van Essen Managed Futures. He’s a commodity trading advisor with more than 25 years of investment experience. He has also won awards for...
You Don’t Have to Play
I've spent the last day marinating over this quiz I posted to my Twitter followers. I asked a series of three simple questions you can see below. The answers are surprising to me...there were 1,200 to 2,200 votes so a decent sample size. The Qs and As:
Do you currently own US stocks? 87% said Yes
Would you continue...
Episode #64: David Varadi, QuantX Funds, “Managing Risk is Absolutely Critical”
Episode #64: David Varadi, QuantX Funds, “Managing Risk is Absolutely Critical”
Guest: David Varadi is the Co-Founder and Portfolio Manager of QuantX Funds and has been the Director of Research at Blue Sky Asset Management since 2014. Previously, David was the Vice President of Economic Research and Strategic Development for Flexible Plan Investments overseeing quantitative strategy...
Free Books!
To celebrate the launch of the newest book, I made all of my self-published books free to download on Amazon this week...enjoy the summer reading!
Best Investment Writing Vol 1
The Best Investment Writing
If you've been following this blog (and now Twitter and podcast) for long enough, you know I struggle with curation.
My frustration with all the investment noise out there prompted us to start The Idea Farm, and we started doing an annual post of the best investment reads of the year. Fast forward, and well, it's now a book that...
