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
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
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 #250: Kevin Gibbon, Airhouse “We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands”
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 #246: Eric Sprott, Mark O’Dea, Oxygen, “I’m Trying To Look For Some Value That’s Not Appreciated By The Market”
Episode #244: Tom Basso, “Investing Is A Mental Game More Than It Is Having The Perfect Indicator Or…Even The Perfect Position Sizing”
Episode #242: Ham Serunjogi, Chipper Cash “Africa Has The Highest Cost Of Sending Money In The World”
Episode #240: Stefan Batory, Booksy, “This Is Probably The Last Major Vertical That’s Not Digitalized…And This Is A Massive Space”
Episode #238: Mark Straub, Smile Identity, “Face Recognition Is, In A Sense, Deep Technology”
Episode #237: Ryan McQuaid, PlushCare, “If You Look At Virtual Visits Last Year, They’re Only 1-2% Of All Addressable Visits”
Episode #235: Ajay Prakash, Rinse, “The Barriers To Entry Are Super Low…But The Barriers To Scale Are Incredibly High”
Episode #233: Lisa Rich, Hemisphere Ventures, Xplore, “Opening Up The Door For Access To Space”
Episode #232: Luis Perez, Remoov, “We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back”
Episode #230: Ryan Lupberger, Cleancult “There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste”
Episode #229: Evan Brandoff, LeagueSide, “There’s No Better Way To Engage With Families In The Community Than Through Youth Sports”
Episode #227: Alex Smereczniak, 2ULaundry, “Quality Has to Be At The Forefront of Everything That We’re Doing”
Episode #225: Eric Crittenden, Standpoint Asset Management, “I Enjoy Trying To Win A Marathon Rather Than Winning Sprints”
Episode #224: 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 #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 #215: David Chan, FarmTogether, “How Do We Make Farmland As An Asset Class More Accessible?”
Episode #213: David Sanderson, Reelgood, “The Average Household In The US Uses 5 Streaming Services”
Episode #212: Eric Satz, AltoIRA, “I Want Everybody To Be Able To Invest In Alternative Assets”
Episode #210: Jonathan Treussard, Research Affiliates, “Be Aware Of The Cracks Under Your Feet”
Episode #209: Andrew Schulz, NoiseAware, “A Lot Of Our Competitive Advantage Is How We Quantify Sound”
Episode #208: How Long Can You Handle Underperforming?
Episode #207: 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 #203: 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: 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
The Best Investment Writing Volume 3: Wes Gray, Alpha Architect, Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.
The Best Investment Writing Volume 3: Ben Johnson, Morningstar, When Markets Are Tough, Don’t Look
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 #181: Radio Show: Zero Trading Commissions…Valuations…And Trend Following
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 Advisorsm “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: 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 #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 #152: Kevin Smith & Tavi Costa, Crescat Capital, “We Believe We’re In The Early Stages Of A Bear Market”
Episode #151: Divya Narendra, SumZero, “Valuation Is Probably The Most Critical Component Of SumZero’s Thesis”
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 #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 #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 #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 #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
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
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
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 #114: David Gladstone, Gladstone Capital, “Farmland Is One of the Most Stable Assets One Can Own”
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 #108: Radio Show: What’s More Important – Savings or Returns… What Meb’s Doing with U.S. Bonds… and Listener Q&A
Episode #105: Olivia Judson, Author, “Life Has Transformed the Planet, Which Has Gone On to Alter the Future Course of Life”
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 #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 #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 #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 #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 #81: Radio Show: Notes From Meb’s Office Hours – Listeners Are All Making The Same Mistakes
Episode #79: Jason Goepfert, Sundial Capital Research, “I Would Not Be Surprised At All To See A Multi-Day 5%-15% Decline”
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 #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 #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 #53: Radio Show: Cheapest Countries Right Now For New Dollars
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 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 36: Listener Q&A
Episode 34: Holiday Collection
Episode 33: Listener Q&A
Episode 31: Mark Yusko, Morgan Creek Capital Management, “Asset Allocation Matters Most”
Episode 30: Listener Q&A
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 18: Rob Arnott, Research Affiliates, “People Need To Ratchet Down Their Return Expectations”
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 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
