Episode #51: Mark Kritzman, Windham Capital Management, “We Have To Question The Assumptions That Underpin Our Models… Nothing Is Simple”
Episode #51: Mark Kritzman, Windham Capital Management, “We Have To Question The Assumptions That Underpin Our Models… Nothing Is Simple”
Guest: Mark Kritzman is a Founding Partner and Chief Executive Officer of Windham Capital Management, LLC, the Chairman of Windham’s investment committee, and a driving force behind Windham Labs. He is responsible for managing research activities...
A Bar Too High
For stocks to meet expectations over next 10 years, valuations must rise to highest they've ever been in history.
That's quite a statement. But it's not my math. The formula comes from the founder of index investing and steward of the largest buy and hold investment company in the world...John Bogle.
Some background:
Last year we penned a post on "The John...
BBQ and Brews
Hosting a fun fintech meetup next week if you find yourself in LA...Wed May 17th, come say hello!
RSVP and DETAILS HERE
The Forever Fund
Most investors say they are investing for the long haul. They say they have a 10-50 year time horizon, but act emotionally on a time frame of weeks, quarters, and years. So how do you combat these behavioral temptations of chasing performance? How do you incentivize investors to behave in their own best interest?
Our friends at Ritholtz have a...
Episode #50: Radio Show: Faber Spin-Off Executed
Guest: Episode #50 has no guest, but is co-hosted by Jeff Remsburg.
Date Recorded: 5/1/17 | Run-Time: 1:09:46
Summary: We discuss current market news, Tweets Meb finds interesting, various research papers of note, and anything else on Meb’s mind.
But first things first: A huge congratulations to new father, Meb Faber. His “spin-off” came in the...
Paying For A Filet, And Getting Bologna
Most of you reading this are old enough to remember the Beech-Nut fake apple juice scandal in the 1980s. (I'm not, but Jeff wrote the intro and he's a couple years older than me...)
In short, Beech-Nut was marketing “100% apple juice” yet its product didn’t quite make good on this claim. Not only did the drink not consist of...
The Dividend Growth Myth
A few weeks ago, I was sipping coffee, thumbing through Barron's as I do every weekend. It’s a way in which I keep a pulse on what’s going on in our space.
Though I never consciously pay attention to ads, on that particular morning, one caught my eye – a big full pager from Schwab, below. They were trumpeting...
Episode #49: Steve Sjuggerud, Stansberry Research, “This Is Not What The Peak Of A Bull Market Looks Like”
Episode #49: Steve Sjuggerud, Stansberry Research, “This Is Not What The Peak Of A Bull Market Looks Like”
Guest: Dr. Steve Sjuggerud is the editor of True Wealth, an investment advisory specializing in safe, alternative investments overlooked by Wall Street. It's based on the simple idea that you don't have to take big risks to make...
