All Episodes
The Meb Faber Show - Better Investing — 713 episodes
Luke Gromen: The Bull Market That Loses You Money | #645
Teaser: Investing in America: The Rise Of A 250-Year Bull Market
Cambria Fund Profile – Cambria Global Value ETF (GVAL)
Liaquat Ahamed on the Railroad Bubble That Crashed the World | #642
Zombie Stocks and Hidden Value With Bob Robotti | #641
Muddy Waters’ Carson Block on How AI Could Unwind the S&P 500 | #640
Joseph Moore: How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t) | #639
The Secret Sauce Behind 250 Years of American Success (McKinsey’s Rebecca Anderson) | #638
Ben Carlson: The Numbers That Break Your Brain About Long Term Investing | #637
Meb Faber's Investing in America, Out July 4th (Investing in America Series) | #636
Bryan Taylor: The Four Forces That Drive Every Market (Investing in America Series) #635
Jim Grant: AI Is “One of the Greatest Bubbles of All Time” (Investing in America Series) #634
Charley Ellis on How America Actually Got Built (Investing in America Series) | #633
William Goetzmann: From Babylon to Bubbles — A 5,000-Year History of Finance (Investing in America Series) #632
Meb Faber: Warren Buffett Didn't Follow His Own Advice | #631
Tom Lee: The Market Can Climb Higher—But Expect Turbulence | #630
Why Bonds Are Back: PIMCO’s Marc Seidner on the Best Fixed Income Setup in Years | #629
Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628
Will Guidara on The ROI of Unreasonable Hospitality | #627
Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
The King of Coins & Collectibles - Van Simmons | #624
The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623
The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622
Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621
MEBISODE: Even Berkshire Underperformed
Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? | #619
200 Years of Markets in 60 Minutes (Deutsche Bank’s Jim Reid) | #618
Dan Rasmussen & D.A. Wallach on Biotech’s Surge, China, IPOs, US Valuations & Japan | #617
Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility | #616
Russell Napier: Financial Repression Is Back — And Investors Aren’t Ready | #615
Richard Bernstein - The Case for Dividends in a Bubble Era | #614
Marc Faber on Democracy, Debt, and Surviving the Next Market Regime | #613
Build YOUR Perfect Portfolio (w/ Cullen Roche) | #612
What the Data Says About Founder-Led Outperformance (w/ Jack Ablin of Cresset Asset Management) | #611
David McWilliams on The Story of Money—and Why It Matters for Markets | #610
BlackRock’s Rick Rieder - Rethinking Risk Into 2026 | #609
What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) | 608
AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
Kathryn Kaminski - Don’t Fire Your Diversifier | #604
Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603
Mebisode: When to Sell
Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602
Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601
Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600
Morgan Housel on The Illusion of Wealth and Happiness | #599
Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598
Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597
Innovative Tax Strategies in Bond Investing [Alex Morris] | #596
Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595
The Parallels of Past and Present in Finance - Mark Higgins | #594
A Golden Moment for Asset Allocation? | Mike Philbrick | #593
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592
Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591
Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590
Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589
Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588
Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587
Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586
Kim Flynn - Unlocking Alternative Investments | #585
Cole Wilcox on The Power Law of Investing | #584
Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583
BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581
Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580
UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579
Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578
UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577
Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes)
Barry Ritholtz - Debunking Investment BULLSH$T! | #575
Buy Stock Where You Shop With Grifin | Aaron Froug | #574
Jacqueline Faber: A Journey into Dark Academia | #573
MEBISODE: Can We All Invest Like Yale?
Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572
Former Merrill Strategist Chuck Clough – This Time is Different | #571
Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567
Wendy Li on How To Invest Like Elite Endowments | #566
Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565
The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564
Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563
Fran Kinniry on The Past, Present & Future of Vanguard | #562
Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561
Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More | #560
Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559
Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557
📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556
Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555
Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF
Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553
Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552
Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549
Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545
Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548
Introducing The Best Investment Writing
Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547
Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546
Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543
Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542
Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541
The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber
Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539
UBS' Jason Draho - Another Roaring '20s for the US? | #538
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537
Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537
MEBISODE: The Bear Market in Diversification | #536
KraneShares' Brendan Ahern: Is China Investable? | #535
Michael Melissinos - Mastering the Art of Trend-Following | #534
Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533
Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532
GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531
Professor Kenneth French on Risk, Return, and Rationality | #530
MEBISODE: T-Bills and Chill…Most of the Time | #529
Cliff Asness: Timely & Timeless Investment Wisdom | #528
Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy | #527
MEBISODE: Should CalPERS Fire Everyone And Just Buy Some ETFs? | #526
Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' | #525
Tim Ranzetta, NGPF - Teaching America Personal Finance | #524
Whitney Baker on The Death of (Upside) American Exceptionalism | #523
How to Convert an SMA to an ETF with Wes Gray & Robert Elwood | #522
MEBISODE: A Better Approach to Dividend Investing
Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla | #520
Ben Mackovak on The Secret Sauce of Investing in Banks | #519
Jared Dillian on the Keys to Live a Stress-Free Financial Life | #518
Bruno Caratori - The Bitcoin ETF is FINALLY Approved. Now What? | #517
BlackRock's Rick Rieder on The State of Markets & The US Debt Problem | #516
Felix Zulauf – 2024 Macro Outlook Not Rosy | #515
Liz Simmie, Honeytree – A Quantamental Approach to ESG | #514
J.P. Morgan's Gabriela Santos Likes International Stocks for 2024 | #513
Alfonso "Alf" Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade | #512
Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511
Radio Show: Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate | #510
Austin Root, Stansberry Asset Management - The Case For Productive Assets | #509
Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508
Thomas George, Grizzle - Disruption at a Reasonable Price | #507
Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill | #506
Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape | #505
Mebisode – What If You Owned No US Stocks? | #504
Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer | #503
Mikhail Samonov – Lessons from Two Centuries of Financial History | #502
John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501
Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing | #500
Kevin Carter, EMQQ Global - India is Happening NOW | #499
Liz Ann Sonders on The State of the Markets | #498
Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation | #497
Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing | #496
Mohnish Pabrai on Cloning & Compounding | #495
Stephanie Pomboy on the Corporate Credit Crunch | #494
Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof! | #493
Anthony Zhang, Vinovest - From Barrel to Bank: How to Invest in Whiskey | #492
JD Gardner - Bridging the Behavior Gap | #491
Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing | #490
Steve Klinsky, New Mountain Capital – Private Equity Titan | #489
Blake Street – Financial Advisor to New Media: From Tik Tok to E-Sports & OnlyFans | #488
Dr. Gio Valiante on Peak Performance: From Tiger Woods to Steve Cohen | #487
Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity | #486
Dan Niles on Big Tech Stocks and the AI Revolution | #485
Rodrigo Gordillo & Corey Hoffstein - Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking | #484
Burton Malkiel - Applying 'A Random Walk' to the World Today | #483
Meketa's Steve McCourt & Primark's Michael Bell - Democratizing Private Equity | #482
Sarah Stanley Fallaw - The Psychology of the Millionaire Next Door | #481
Craig Wichner, Farmland LP - Cultivating Wealth with Sustainable Farmland Investing | #480
Jim Chanos & Bethany McLean on Lessons from Enron, Financial Fraud Throughout History, and the Fall of FTX, SVB & Wirecard | #479
Sam Zell - The Grave Dancer on Private REITs, the Macro Landscape, & Timeless Investing Wisdom | #478
Richard Thaler & Cade Massey on the NFL Draft, Misbehaving GM's, & Exploiting Inefficiencies | #477
Ramit Sethi on his Netflix Series 'How to Get Rich' | #476
Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here's Why | #475
Wes Gray & Jack Vogel, Alpha Architect - BOXX, HIDE, & Why Trend Following is Timeless. PLUS: Embarrassing Career Moments | #474
Jeroen Blokland, True Insights - Multi Asset Masterclass | #473
Morgan Stanley's Mike Wilson Says the Earnings Recession is Worse Than You Think | #472
Gary Zimmerman, MaxMyInterest - SVB, FDIC, & Improving ROI on Cash | #471
How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley | #470
Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, & Why The Price You Pay Matters...Even in Venture Capital | #469
Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More | #467
Sean Goldsmith, The Zero Proof – The Golden Age for Non-Alcoholic Beverages | #466
Jim O'Shaughnessy, OSV - Unleashing The World's Infinite Potential | #465
Radio Show: The Gates Are Going Up! PLUS: The Set Up For Value & Trend-Following in 2023 | #464
J.P. Morgan's Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a "Doomsday Machine" | #463
Porter Stansberry on a Potential Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks | #462
Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan | #461
Louisa Nicola – How To Perform At Your Best Physically & Mentally | #460
Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
Bob Elliott, Unlimited Funds – A Macro Masterclass | #458
Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments | #457
Marc Cohodes on SBF, Fraud, & The FTX Death Spiral | #456
Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)
Eugene Fama – A Life in Finance | #455
Rex Salisury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech | #454
Whitney Baker on Why "Immaculate Disinflation" is an Illusion | #453
Jerry Parker & Salem Abraham - Lessons From A Lifetime of Trading | #452
Hugh Hendry - The Acid Capitalist Unfiltered | #451
Harris “Kuppy” Kupperman - Oil is the World’s Central Banker Now | #450
Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Value Stocks? (The Best Investment Writing Volume 6)
Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)
Annie Duke – Why Great Investors Are Great Quitters | #448
Dave Thornton, Vested – Could Index Investing Come to Venture Capital? | #447
BlackRock's Rick Rieder on the State of the Markets | #446
Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
Steve Romick, FPA Funds – Live at Future Proof! | #444
Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)
Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443
David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing | #442
Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)
Marlena Lee, DFA – Value, Fama & How To Weather Bear Markets | #441
Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)
Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439
Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438
Joachim Klement – Stocks in the long run… are still risky (The Best Investment Writing Volume 6)
Tim Alcorn, Baillie Gifford – Lessons from Bessembinder (The Best Investment Writing Volume 6)
Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money | #437
Kevin Van Trump – Here’s What's Going on With Ag Commodities | #436
Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)
Radio Show with Michael Batnick & Ben Carlson of RWM | #435
Lyn Alden – The Macro Landscape & Bull Case for Real Assets | #434
Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)
Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets | #433
Robert Keith, Beartooth Group – Investing for Financial & Environmental Returns Through Ranch Restoration in The American West | #432
Erin Miles, Bridgewater Associates – Who Will Prove Most Vulnerable to the Pullback in Liquidity? (The Best Investment Writing Volume 6)
Scott Reynolds Nelson – How Wheat Made The Modern World | #431
Richard Ennis – The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium (The Best Investment Writing Volume 6)
Frank Giustra & Ian Telfer - The Bull Case for Gold | #430
Kevin Kelly – How To Invest in Genetic Editing, Residential Real Estate, & The Hotel Industry | #429
Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6)
Eric Balchunas, Bloomberg – Bogle is One of the Investing GOATs | #428
Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both" | #427
The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426
Dan Ariely, Irrational Capital – Investing in Human Capital | #425
Robin Goldstein & Daniel Sumner – The Economics of Weed | #424
Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries? | #423
Best Idea Show – Doron Junger, Sanvia Capital – US Biotech | #422
Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low | #421
Dan Cooper, ROC Investments – ROC: Return on Character | #420
Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward | #419
Mebisode – Red Light | #418
Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market | #417
Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History | #416
Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments | #415
Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO | #414
Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
Radio Show – Meb's Got News!...YTD Stock & Bond Performance...$7 Gas in SoCal | #412
Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3 | #411
Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition | #410
Meb’s Corner – Ben Rollert, Composer – Democratizing Access To Quantitative Investment Strategies | #409
Neil Dahlstrom, John Deere – Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture | #408
Marc Chaikin, Chaikin Analytics – A Quantamental Approach To Investing | #407
Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration & Esoteric Investment Opportunities | #406
Gio Valiante – Prepare For The Masters With A Masterclass in Peak Performance in Athletics & Investing | #405
Mebisode – How I Invest 2022 | #404
Ivy Zelman, Zelman & Associates – Here's Why This Housing Expert Says The Market is "Euphoric" and Urges Caution | #403
Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure | #402
Clay Gardner, Titan – Investment Management Services for The Everyday Investor | #401
Patrick Geddes, Aperio – Lessons From A Customized Indexing Pioneer Who Sold His Firm To BlackRock | #400
Mary Childs, NPR’s Planet Money – Bond King Bill Gross | #399
Adam Nash, Daffy – Why This Prominent Silicon Valley Operator & Investor Wants To Make Charitable Giving A Habit | #398
Jeremy Grantham, GMO – Short-Term Pessimist, Long-Term Optimist | #397
Wes Fulford, Viridi Funds – How To Get Exposure To Crypto In Public Markets | #396
Rob Koyfman, Koyfin – Building The Go-To Investing Platform | #395
Africa Startup Series – Peter Ngunyi, EarlyBird Venture Lab – Accelerating Africa’s Startup Ecosystem | #394
Duncan Kelm, Arrow Point Tax – Strategic Tax Planning & Tax Mitigation Strategies | #393
Laurens Swinkels, Robeco – The Global Market Portfolio, (Realistic) Expected Returns & Global Factor Premiums | #392
Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence | #391
Radio Show - Meb’s Thoughts on Angel Investing After Making 250+ Investments | #390
Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing | #389
Cambria Fund Profile Series — Cambria Value and Momentum ETF (VAMO)
Scott Lynn & Masha Golovina, Masterworks – The World's Largest Art Buyer on Inflation, NFT's & Reaching Unicorn Status | #388
Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in Emerging Markets | #387
John Arnold – Why The Greatest Natural Gas Trader Walked Away To Pursue Philanthropy | #386
Startup Series – Jeff Shaw, Underground Cellar - Disrupting E-Commerce Wine Sales Through Gamification | #385
Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion | #384
Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO | #383
Dan Zwirn, Arena Investors - A Stoic Approach to Investing | #382
Leonard Mlodinow - How To Harness Your Emotions To Become A Better Investor | #381
Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder | #380
The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors
Peter Livingston, Unpopular Ventures - The Best VC’s Actually Have A Lower Batting Average But A High Slugging Percentage | #379
Cullen Roche, Discipline Funds - QE Is Not As Powerful As A Lot Of People Like To Think It Is | #378
Garrott McClintock, AcreTrader - Live From The 2021 Farmland Investing Summit! | #377
Jason Wenk, Altruist - How To Make Financial Advice Better, More Affordable & Accessible To Everybody | #376
The Best Investment Writing Volume 5: Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics
Jonathan Fell, Ash Park Capital - People Always Overestimate The Extent To Which Tobacco Is A Dying Business | #375
Phil Huber, Savant Wealth Management - Expected Returns For That Classic 60/40 Stock Bond Mix Is Significantly Lower Today Than It Has Been In Recent Past | #374
Tim Maloney, Roundhill Investments – We Hit The Right Theme At The Right Time | #373
Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price | #372
The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing
Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues | #371
Ashley Flucas, Flucas Ventures - This Is A Really Opportunistic Time For Someone Who's Not Afraid And New In The Game To Get Started | #370
The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha - Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities
Africa Startup Series – Maya Horgan Famodu, Ingressive Capital - Africa Holds The Fastest Growing Consumer Class, Fastest Growing Population & Fastest Growing Middle Class in The World | #369
Rodrigo Gordillo & Corey Hoffstein - You Now Get To Have Your Beta Cake While Eating Your Alpha Too | #368
The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts
Robert Lawson on Why Socialism Sucks
Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime | #366
The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When?
Dr. Bryan Taylor, Global Financial Data - There Are 100 Ways To Beat The Market; You Just Got To Figure Out What Works For You And Stick To That Plan | #365
Nancy Davis, Quadratic Capital Management - Some Women Like To Buy Shoes And I Love To Buy Options | #364
The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns
Rick Bookstaber, Fabric – Risk Is The Other Side Of The Coin From Opportunity | #363
Seth Stephens-Davidowitz, Data Scientist & Author - You Do Have To Be Willing To Go Where The Data Takes You | #362
The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification
Jeff Hooke, Johns Hopkins - The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years | #361
Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View | #360
The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes
Africa Startup Series – Aaron Fu, Sherpa Ventures - We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa | #359
Africa Startup Series – Zachariah George, Launch Africa Ventures - The Evolution of Tech In Africa Had To Always Start With Fintech | #358
The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited
Marko Papic, Clocktower Group - If You Don’t Make Calls, Why Are You In This Industry? | #357
Jim Paulsen, The Leuthold Group - The Wildcard Is Inflation and Whether It’s Truly Transitory | #356
The Best Investment Writing Volume 5: Andrew Patterson, Vanguard - The Idea Multiplier: An acceleration in innovation is coming
Sheel Mohnot, Better Tomorrow Ventures - We Think That We're In The Very Early Innings of Fintech | #355
Shawn Merani, Parade Ventures - The Seed And Pre-Seed Stage, You’re Betting On People | #354
The Best Investment Writing Volume 5: Brian Barish, Cambiar Investors – The Virus Plaguing Value
Artem Milinchuk, FarmTogether - Everything Pointed Towards This Massive Democratization of Alternative Investing | #353
James Rasteh, Coast Capital - The World Is Running Out Of Gold | #352
The Best Investment Writing Volume 5: Jack Vogel, Alpha Architect - Value Investing: An Examination of the 1,000 Largest Firms
Leigh Drogen, Starkiller Capital - If This Thing Isn’t Dead Yet, It’s Not Going To Die | #351
Startup Series – Saad Alam, Hone Health – 40% Of Men Over 35 Have Hormone Imbalance With Testosterone | #350
The Best Investment Writing Volume 5: Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends
Anthony Zhang, Vinovest - You Should Separate Your Drinking Preferences From Your Investment Preferences | #349
Zach Coelius, Coelius Capital - I Like To Play Where It’s Still Qualitative | #348
Radio Show – Wes Gray & Patrick Cleary, Alpha Architect – All Things ETFs | #347
William Bernstein on The Delusions of Crowds | #346
Africa Startup Series – Dr. Abasi Ene-Obong, 54gene - There Really Hasn’t Been Human Genomics Infrastructure In Africa | #345
Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon | #344
Dr. Nathan Myhrvold, Intellectual Ventures - Pizza In The United States Is What Convinced The World That Pizza Was A Great Thing | #343
Aaron Edelheit, Mindset Capital - The Best Investors Are Those That View It As A Game | #342
Lyle Fitterer, Baird Asset Management - You Could Even Argue That They’re Better Credits Than The Federal Government | #341
Michael Suffredini, Axiom Space - The Only Thing I Know How To Do Is Build And Operate A Space Station | #340
George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now | #339
Startup Series – Will Matthews, Fellow – Semen Quality Is The Canary In The Coal Mine To Overall Health | #338
Professor Richard Thaler, University of Chicago - When Somebody Would Fire Us, It Was Almost Always At Exactly The Wrong Time | #337
Hugh Thomas, Ugly Drinks - This Is The Result Of Two 23-Year Olds In A Pub In London Having A Couple Of Beers | #336
Thomas Eiden, Atomic Alchemy - There Is A Vast Shortage Of Man Made Radioactive Materials | #335
Peter Johnson, Jump Capital - What I Think About Most Of The Time Is What Crypto Is Going To Mean To The World | #334
Startup Series – Rob Forster, Wonderbird Spirits - Making Gin Is Truly An Art | #333
Mebisode – Journey to 100X | #332
Phil Nadel, Forefront Venture Partners - The Best Companies Are Founded By Folks Who Personally Feel The Pain Point | #331
Guillermo Cornejo, Riders Share - Riders Share Is Like An AirBnB, But For Renting Motorcycles | #330
Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria | #329
Startup Series – Katie Echevarria Rosen Kitchens, FabFitFun - Paying $50 And Getting Over $300 In Full-Size Products Is A Pretty Cool Thing | #328
Mario Gabelli, GAMCO Investors - We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time | #327
Starup Series – Viktor Nebehaj, Freetrade - We Want Everybody To Have Access To Investing | #326
Bhu Srinivasan, Author, Americana - Is The Entrepreneur More Important Or Is The Movement And Moment More Important? | #325
Edward McQuarrie, Santa Clara University - Sometimes Stocks Beat Bonds, Sometimes Bonds Beat Stocks | #324
John Montgomery, Bridgeway Capital Management - A Factors-Based World View Resonated With Me | #323
Radio Show – Inflation or Deflation?…Foreign Stocks….Value and Momentum | #322
Rajiv Jain, GQG Partners - “Everything Is Temporary And The Only Way To Survive Long-Term Is To Be Adaptive” | #321
Shonda Warner, Chess Ag Full Harvest Partners - The Interesting Thing About Ag Is That It’s There To Play Another Day | #320
Brandon Zick, Ceres Partners - The Market Is $3 Trillion And Institutional Investors Own About 3% Of That | #319
Perth Tolle, Life + Liberty Indexes – If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This | #318
Chris Cole, Artemis Capital Management - You Want To Diversify Based On How Assets Perform In Different Market Regimes | #317
Dianne McKeever, Ides Capital - My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist | #316
Warren Pies & Fernando Vidal, 3Fourteen Research - I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years | #315
Dan Morehead, Pantera Capital Management - Satoshi Created Bitcoin As A Result Of The 2008 Global Financial Crisis And It’s Really Coming Into It’s Own Now | #314
Rob Arnott, Research Affiliates - Modern Monetary Theory Does Not Work | #313
Carter Malloy, AcreTrader - In A Couple Of Minutes, You Can Invest As Little As $15,000 Or $20,000 In A Particular Farm | #312
Radio Show – Valuation Update…Bond Returns….Meb’s Startup Investing | #311
Kathryn Kaminski, AlphaSimplex - When You’re A Systematic Investor, Your Process Makes The Decision | #310
Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out | #309
Best Idea Show – Maciej Wojtal, Amtelon Capital – I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia | #308
Vikram Mansharamani, Harvard Lecturer and Author - In All Bubbles, You Usually Have A ‘This Time It’s Different’ Story | #307
Jeff Seder, EQB - We Ended Up The First Triple-Crown Winner in 37 Years | #306
Marc Faber, The Gloom, Boom & Doom Report – The Environment We’re In Favors Quick Profits And Long-Term Loss | #305
Damon Ficklin, Polen Capital – Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots | #304
Kevin Lozer, Holistiplan – Streamline And Scale The Tax Planning Process For Advisors | #303
Lisa Rich, Hemisphere Ventures, Xplore – There’s Never Been A More Exciting Time For The Space Industry | #302
Dr. Daniel Crosby, Orion Advisor Solutions – You Want The Best Anxiety Adjusted Returns | #301
Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies | #300
Sundeep Ahuja, Climate Capital - Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around | #299
Boris Wertz, Version One - I Really Think About The Next Decade As A Golden Decade For Technology | #298
Tim Ranzetta, Next Gen Personal Finance - Every Student Wants To Learn About Money | #297
Jason Hsu, Rayliant Global Advisors - As Investors, We’re Always Looking For Uncorrelated Sources Of Return | #296
Jacob Rubin, Philosophy Capital Management – I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat | #295
Dan Rasmussen, Verdad Advisers - A Lot Of These Regime Changes Happen Around Recessions And Crises | #294
Ted Seides, Capital Allocators – I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust | #293
Tom Barton, White Rock Capital – I Just Thought, Well, This Is The Dumbest Short Of All-Time | #292
Ron Lieber, The New York Times - If You Look At Private Colleges And Universities, On Average, They’re Discounting Their Tuitions by 52% | #291
Bill Smead, Smead Capital Management - There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble | #290
Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right? | #289
Best Idea Show - Doug Pugliese, Alpha Architect - Why Not Elect A 1042 Sale And Control When You Pay Those Taxes? | #288
Jonathan Hsu, Tribe Capital - Our Specific Areas Of Expertise Are Around Being Able To Tell A Story Utilizing Your Own Data | #287
Jeremy Grantham, GMO - What Day Is The Highest Level Of Optimism? It’s The Day The Market Hits The Peak | #286
Best Idea Show - David Marcus, Evermore Global Advisors - Do You Sell Things That You Like To Buy Things That You Now Love? | #285
Michael Gayed, Toroso Investments - I Don’t Know The Exact Mile Marker I Might Crash My Car, But I Do Know The Conditions That Favor The Accident | #284
Brian Barish, Cambiar Investors- In The Digital Age We’re De-Physicalizing Things | #283
Salem Abraham, Abraham Trading Company - Managing Risk Starts With Imagining the Unimaginable | #282
Adrian Helfert, Westwood Group - We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum | #281
Matthew O’Connor, AdQuick - People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry | #280
Kevin Davitt, John Hiatt, Cboe - Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact | #279
Lucas White, GMO - Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market | #278
Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso | #277
The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors
Craig Wichner, Farmland LP - There’s $2.7T Worth Of Farmland In The U.S…And That’s The Same Economic Value As All The Apartment Buildings In The U.S Or All The Office Buildings In The U.S. | #276
David Lau, DPL Financial Partners - The Root Of All Evil When It Comes To Annuities Are Commissions |#275
Mitch Baruchowitz, Merida Capital Holdings - Is The Trade Over? No…It’s Just Getting Going In Some Ways | #274
Adam Moelis, Yotta Savings - Almost Half Of American’s Can’t Come Up With $400 In An Emergency And 78% Of People Live Paycheck To Paycheck | #273
Best Idea Show - Tobias Carlisle, Acquirers Fund - There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement | #272
Gary Zimmerman, Max My Interest - Several Of The Banks On Our Platform Offer Preferential Rates That Are Only Visible On The Max Platform | #271
Terri Spath, Sierra Investment Management - We Use A Quantitative Rules Based Process To Go Risk On, Risk Off | #270
Scott Lynn, Masterworks - I Think Art As An Asset Class Has To Be The Largest Asset Class That Has Never Been Securitized | #269
Best Idea Show - Doug Ludlow, MainStreet - We’re Now Saving The Average Company Using Our Platform About $75,000 Per Year | #268
The Best Investment Writing Volume 4: Tyler, Portfolio Charts - The Benefits of Bond Convexity
Edward Altman, NYU - We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever | #267
Best Idea Show - Kiyan Zandiyeh, Sturgeon Capital - We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years | #266
The Best Investment Writing Volume 4: Martin Tarlie, GMO - Is the U.S. Stock Market Bubble Bursting?
Rusty Vanneman, Orion - To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward | #265
Sammy Courtright, Ten Spot - How Do We Get People To Feel Like They Work For The Same Company When They’re No Longer In The Same Place? | #264
Best Idea Show - Julian Klymochko, Accelerate Financial Technologies - The Purpose, And What We’re Really Seeing The SPAC Emerge This Year For, Is To Truly Raise Growth Capital For Growth Businesses | #263
Ihor Dusaniwsky, S3 Partners - When People Say ‘Shorts Only Kill The Stock Price’…No…There’s A Two Way Street In Their Activity | #262
The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification
Best Idea Show - Mike Lecours, fpPathfinder - We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business | #261
Joel Greenblatt, Gotham Asset Management - Nine Out Of Ten Families In The Top Fifth Of The Income Chain Have Retirement Savings, Nine In Ten In The Bottom Fifth Have None | #260
Shane Heath, MUD\WTR - I Had Everything In My Head Already…I Felt Like I Was Just As Much Of A Customer Of My Own Product As Any Prospective Customer | #259
Best Idea Show - Wes Gray, Alpha Architect - An ETF Centralizes Everything Into One Product | #258
Marc Levine - A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win | #257
The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble
Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree - Japan Is Trading At The Lowest Valuation In 30 Years | #256
Matt Peterson, Peterson Capital Management - We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity | #255
Ken Nguyen, Republic - In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public | #254
Carl Chang, Kairos Investment Management - Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow | #253
The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds
Cem Karsan, Aegea Capital - 30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically | #252
Robert Jacobson, Space Advisors - It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme | #251
Kevin Gibbon, Airhouse - We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands | #250
Ben Savage, Clocktower Technology Ventures - Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry | #249
The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias?
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 | #248
David Oates, Curtsy - Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts | #247
Eric Sprott, Mark O’Dea, Oxygen - I’m Trying To Look For Some Value That’s Not Appreciated By The Market | #246
Éva Goicochea, Maude - The Ethos Of The Company Is To Make Sex More Human, More Normalized, Destigmatized…To Do That, It Started With Design | #245
Tom Basso - Investing Is A Mental Game More Than It Is Having The Perfect Indicator Or…Even The Perfect Position Sizing | #244
Doug Ludlow, MainStreet - We’d Like To Be There As America And The World Starts To Rebuild, And Give Tools To These Companies…Access To Capital And Financing In A Way They Wouldn’t Have Had Before | #243
Ham Serunjogi, Chipper Cash - Africa Has The Highest Cost Of Sending Money In The World | #242
Doug Ramsey, The Leuthold Group - By Our Interpretation, We’re There, I Do Think It’s Time To Be Rotating Away From Large Cap Growth | #241
Stefan Batory, Booksy - This Is Probably The Last Major Vertical That’s Not Digitalized…And This Is A Massive Space | #240
Chris Fernandez, EnsoData - There Was One Particular Area That Felt Like It Was At Least 5 Years Behind…And That Was The Application Of AI To Waveform Data | #239
Mark Straub, Smile Identity - Face Recognition Is, In A Sense, Deep Technology | #238
Ryan McQuaid, PlushCare - If You Look At Virtual Visits Last Year, They’re Only 1-2% Of All Addressable Visits | #237
Stuart Landesberg, Grove Collaborative - I Believe Deeply That Having A Truly Mission Driven Business Is A Sustainable Competitive Advantage | #236
Ajay Prakash, Rinse - The Barriers To Entry Are Super Low…But The Barriers To Scale Are Incredibly High | #235
Harindra de Silva, Analytic Investors of Wells Fargo Asset Management - Just Because A Factor Hasn’t Been Working For 3 Years…Don’t Ignore It…Continue To Evaluate It | #234
Lisa Rich, Hemisphere Ventures, Xplore - Opening Up The Door For Access To Space | #233
Luis Perez, Remoov - We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back | #232
Julian Klymochko, Accelerate Financial Technologies - The Democratization Of Alternatives, It’s Happening, But It’s Something That Does Not Happen Overnight | #231
Ryan Lupberger, Cleancult - There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste | #230
Evan Brandoff, LeagueSide - There’s No Better Way To Engage With Families In The Community Than Through Youth Sports | #229
Cambria Fund Profile Series – Cambria Tail Risk ETF (TAIL)
Danilo Santiago, Rational Investment Methodology - The Market Will Tend To Overpay When Earnings Are Good And Underpay When The Company Gets In Some Kind Of Trouble | #228
Alex Smereczniak, 2ULaundry - Quality Has to Be At The Forefront of Everything That We’re Doing | #227
Vineer Bhansali, LongTail Alpha - The Bigger Question To Me Is Not Whether Tail Risk Hedging Is Good Or Bad, But Whether It Is Good Or Bad For Your Current Portfolio Posture | #226
Eric Crittenden, Standpoint Asset Management - I Enjoy Trying To Win A Marathon Rather Than Winning Sprints | #225
Eric Kinariwala, Capsule - The Pharmacy Sits At The Center Of The Healthcare System | #224
Steven Jorgenson, Starbridge Venture Capital - The Launch Sector is Literally Less Than 2% Of The Space Industry | #223
Dakin Sloss, Prime Movers Lab - Power Law Is The Key To Understanding Venture Capital | #222
Chris Davis, Davis Advisors - As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions [Tend To] Produce | #221
Andrew Beer, Dynamic Beta Investments - Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk? | #220
Paul Collier, Oxford - What Capitalism Offers Is A Combination Of Competition And Collaboration | #219
Adam Karr, Orbis Investments - One Of The Most Important Decisions You Make Is The Price That You Pay | #218
Mary Wheeler, BioRock Ventures - 2019…There Were 20 $1B Biopharma IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare | #217
David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value | #216
David Chan, FarmTogether - How Do We Make Farmland As An Asset Class More Accessible? | #215
Jake Gibson, Better Tomorrow Ventures - We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come | #214
David Sanderson, Reelgood - The Average Household In The US Uses 5 Streaming Services | #213
Eric Satz, AltoIRA - I Want Everybody To Be Able To Invest In Alternative Assets | #212
Julie Novack, PartySlate - We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect | #211
Jonathan Treussard, Research Affiliates - Be Aware Of The Cracks Under Your Feet | #210
Andrew Schulz, NoiseAware - A Lot Of Our Competitive Advantage Is How We Quantify Sound | #209
How Long Can You Handle Underperforming? | #208
Jeremy Yamaguchi, Lawn Love - It’s…One Of The Last Markets In The US…That Has Been…Resistant To Technology | #207
Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests, and Investing in the time of Corona | #206
Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality | #205
Doug Hapeman and Matt Milford, Foresight Mental Health - We Have This Vision Of Recreating Mental Healthcare With Technology To Make People Happier and Healthier | #204
Sanchal Ranjan, ZiffyHomes - We Give You A Different Lifestyle To Work And Play | #203
Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation | #202
The Case For Global Investing | #201
Radio Show - Decade End Returns and Valuations…Process vs. Performance…VC Power Laws | #200
Peter Livingston, Unpopular Ventures - All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do | #199
Rabi Gupta and Satwick Saxena, EvaBot - EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts | #198
Rick Rule, Global Resource Investments - In Resources You Are Either A Contrarian Or You Are Going To Be A Victim | #197
Minnie Ingersoll, TenOneTen - I Do Believe That Innovation In Our Country Is The Huge Bright Spot | #196
The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors
Top Podcasts 2019 - Replay: Bill Smead, Cam Harvey, Raoul Pal | #195
The Best Investment Writing Volume 3: Frazer Rice, Calamos Wealth Management – Preparing For The Hurricane Of Wealth
Doug McCormick, HCI Equity Partners - I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested | #194
The Best Investment Writing Volume 3: Wes Gray, Alpha Architect – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.
Chris Brightman - Here We Are With Emerging Markets Again Trading At A Shiller PE Multiple Less Than Half Of The US Stock Market | #193
The Best Investment Writing Volume 3: Ben Johnson – When Markets Are Tough, Don't Look
Tim Hayes - The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009 | #192
The Best Investment Writing Volume 3: Todd Tresidder – Bubbles, Bubbles Everywhere – How To Protect Yourself
Simon Hallett - Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance | #191
Radio Show: Buying Stocks At All Time Highs…Fund Manager Sentiment…Year End Questions for Advisors and Brokers | #190
John Parise - 70% Of Wealth Is Lost In The 3rd Generation | #189
The Best Investment Writing Volume 3: Ray Micaletti – The Smart Money Indicator: A New Risk Management Tool
Andreas Clenow - Trend Following Is…About Taking A Lot of Bets On A Very Large Number Of Markets | #188
The Best Investment Writing Volume 3: Jack Forehand – The Case Against Value Stocks
Kevin Carter - The Thing That’s Emerging Are The People, It’s All About The Consumer | #187
The Best Investment Writing Volume 3: Scott Bell – The Asset of Gratitude
Carter Malloy - I Looked At Farmland And Realized…It’s Wildly Inefficient | #186
The Best Investment Writing Volume 3: Larry Swedroe – Investment Strategy in an Uncertain World
Ben Claremon - Value Investing Will Always Have A Place | #185
You Could Have Missed... | #184
Ben Inker - The Problem With Good Returns In The Near Term Is They Have To Be Paid Back Sometime | #183
The Best Investment Writing Volume 3: Gary Antonacci – Extended Backtest of Global Equities Momentum
Larry Hite - I Want To Be In A Position Where Something Great Can Happen…If I Don’t Get That, I Don’t Want To Play | #182
Radio Show: Zero Trading Commissions…Valuations…And Trend Following | #181
Rodrigo Gordillo - “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust” | #180
The Best Investment Writing Volume 3: Justin J. Carbonneau – 10 Reasons Why It’s Tough to be a True “Intelligent Investor”
Dan Ferris - What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline | #179
Nobody Wants To Invest In Your Sh*t | #178
Alex Rubalcava - We Want To Help Build Companies That Are Solving Hard Problems That Matter | #177
The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are Value and Momentum Dead?
Adam Tkaczuk - We Think There Is About A 3% Per Year Tax Benefit To This | #176
The Biggest Valuation Spread In 40 Years? | #175
Amlan Roy - Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old | #174
The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me
Tom Williams - I Want To Be That First Call In The Darkest Of Days | #173
Cam Harvey - This is a Time of Considerable Risk of a Drawdown | #172
The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter
Raoul Pal - Buy Bonds. Buy Dollars. Wear Diamonds. | #171
Bill Martin - On The Short Side, Position Sizing Is The Biggest Driver Of Success | #170
The Best Investment Writing Volume 3: Aswath Damodaran – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!
Jeremy Jacobson - We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years | #169
Brian Livingston - What’s True Is That We Have To Adapt To Modern Markets | #168
The Best Investment Writing Volume 3: Rob Arnott – Yes. It’s a Bubble. So What?
The Cannabis Opportunity | #167
Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k) | #166
Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It | #165
The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend Following
Jake Shapiro - It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening | #164
Albert Meyer - You’re Held In Higher Regard When You Don’t Dilute Shareholders | #163
The Best Investment Writing Volume 3: Paul Novell – When Models Fail
Chase Nobles - I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis | #162
Brandon Zick - In Row Crops You’re Generating A Lot Of Current Income | #161
The Best Investment Writing Volume 3: Jack Vogel – Trust The Process
John Huber - Stock Prices Fluctuate Much More Than The Underlying Businesses | #160
Ashby Monk - The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation | #159
Tobias Carlisle - The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap | #158
Randy Swan - Always Invested, Always Hedged | #157
Steve Glickman - I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones | #156
Aswath Damodaran - They [Uber And The Ride Sharing Companies Collectively] Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think They’ve Figured Out A Business Model That Can Convert That Growth Into Profits | #155
Frank Curzio - You Have To Be Able To Adapt To Different Strategies In Different Markets Because They're Ever Changing | #154
Kim Shannon - I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value | #153
Kevin Smith and Tavi Costa - We Believe We’re In The Early Stages Of A Bear Market | #152
Divya Narendra - Valuation Is Probably The Most Critical Component of SumZero’s Thesis | #151
Bill Smead - The United States Economy is Highly Likely To Be The Strongest The Next 10 Years It's Been Since The Baby Boomers Went Through The 30-45 Year-Old Age Range | #150
Phil Haslett - Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That Kind Of Profile | #149
Paul Lountzis - The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis | #148
The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account) | #147
Neil Littman - The More Risk You Kill, Inherently, The More Value You Create | #146
Cloning The Largest Hedge Fund In The World: Bridgewater's All Weather | #145
Marty Bergin - Adapt Or Die | #144
David Eifrig - Most People Run Losses Into The Ground | #143
Ryan Ansin - I Don't Believe That It's Easy To Back Into Revenue In This Industry, There Are Just A Thousand Things That Can Go Wrong | #142
Radio Show - 34 of 40 Countries Have Negative 52 Week Momentum...Big Tax Bills for Mutual Fund Investors...and Listener Q&A | #141
Ralph Acampora - Don't Ever Fight Papa Dow | #140
Taz Turner and Nate Nienhuis - We're Really Driving At What We Feel Is The Holy Grail Of Cannabis | #139
Yariv Haim - You Should Never Try To Reassess Your Risk Appetite When Markets Crash | #138
Emily and Morgan Paxhia - The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around Today | #137
Steve Romick - Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You've Made An Investment Where It's Hard To Lose Money Over Time | #136
Karan Wadhera - We're Still In Very, Very Early Innings For What's Going To Be An Incredible Ride | #135
Chris Cole - Volatility Is The Instrument That Makes Us Face Truth | #134
Todd Harrison - Humanity Has Had a 30,000 Year Relationship with Cannabis | #133
Radio Show - Since 1989 80% of Stocks Had a Collective Return of 0%... A Goldman Bear-Market Indicator at Its Highest Point in Decades... and Listener Q&A | #132
David Rosenberg - If Next Year is Not a Recession, It’s Going to Feel Like It | #131
Eric Falkenstein - I Think in the Long Run (Cryptocurrencies) Are Going to Work | #130
Meb's Take on Return Expectations, Portfolio Construction, and Practical Market Approaches | #129
Claude Lamoureux - When You Have to Make A Decision, Always Make the One That Will Help You Sleep Better, Not Eat Better | #128
Radio Show - Meb and Elon Musk Talk Shorting... Conflicting U.S. Valuation Indicators... and Listener Q&A | #127
Karen Finerman - 'Out-of-Favorness' Is Appealing. The Difficult Part is Timing | #126
Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change | #125
Bonus Episode: Wes Gray - Factor Investing is More Art, and Less Science
Howard Marks - It's Not What You Buy, It's What You Pay for It That Determines Whether Something is a Good Investment | #124
Bonus Episode: Russel Kinnel - Mind the Gap
Fabrice Grinda - We're Still at the Very Beginning of the Tech Revolution... We Are Day One | #123
Bonus Episode: Rick Friedman & Anna Chetoukhina - FAANG SCHMAANG
Phil Haslett - It's a Place to Connect Interested Buyers and Interested Sellers...in Late-Stage, Pre-IPO Tech Shares | #122
Bonus Episode: Michael Philbrick - Skis and Bikes: The Untold Story of Diversification
Pim van Vliet - The Reality Is High-Risk Stocks Earn Low Returns | #121
Bonus Episode: Leigh Drogen - Revenge of the Humans
Bonus Episode: Jeremy Schwartz - Net Buybacks Supplement Dividend Yields and Support Future Per Share Growth
Tom Dorsey - Fundamentals Answer the First Question 'What Should I Buy?' The Technical Side Answers the Question "When?' | #119
Bonus Episode: Elroy Dimson - The Evolution of Equity Markets
Radio Show - Record-Setting US Valuations... Emerging Market Opportunities... VC Bad Behavior… and Listener Q&A | #118
Bonus Episode: Ehren Stanhope - Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative
Steve Lockshin - We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients | #117
Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax
Sarah Ketterer - Without a Quant Risk Model, I'd Argue an Investment Manager is Completely Blind | #116
Steve Glickman - Opportunity Zones: Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever | #115
David Gladstone - Farmland Is One of the Most Stable Assets One Can Own | #114
Stanley Altshuller - I’m Bullish On Active Management, But I Think That You Need A Correction For People To Remember Why Hedge Funds Exist In The First Place | #113
Peter Ricchiuti - “You’re Better Off Investing When Things Look Miserable" | #112
Radio Show - Which Portfolio Hedge for This Market?... Is Short-Termism Harming Your Investments?... and Listener Q&A | #111
Bryan Taylor - “At Some Point, the Stresses Are Going to Be So Great that Some of the Countries (In the European Union) Are Eventually Forced to Leave" | #110
Matt Hougan - “Anyone Who Tells You They Know What’s Going to Happen in Crypto Is Probably Lying to You" | #109
Radio Show: What’s More Important – Savings or Returns… What Meb’s Doing with U.S. Bonds… and Listener Q&A | #108
#107 - James Montier - “There Really Is A Serious Challenge to Try to Put Together an Investment Portfolio That’s Going to Generate Half-Decent Returns On A Forward-Looking Basis"
Brian Singer - “We Don’t Know What Will Trigger the Decline, but When It Happens, Our Fear Is That It’s Sharper and Deeper Than Investors Would Otherwise Expect" | #106
Olivia Judson - “Life Has Transformed the Planet, Which Has Gone On to Alter the Future Course of Life" | #105
Ken Fisher - “If You’re Worried About What Things Are Going to Be Worth Next Week…You’re Going to Make Yourself Way Poorer 20 Years from Now" | #104
The Asset Allocation Pyramid | #103
Radio Show: The "Stay Rich" Portfolio... A Senator Wants to Ban Share Repurchases... and Listener Q&A | #102
Paul Merriman - “The People That Have Come Out Ahead Are the People Who Have Put Their Trust in the System Over the Long-Term" | #101
Elroy Dimson - “High Valuations Don't Necessarily Mean That We're Going to See Asset Prices Collapse" | #100
Radio Show: Meb's Bullish on Emerging Markets... Strategies for Limited 401K Options... and Listener Q&A | #99
Ed Yardeni - “We've Got Good Growth with Low Inflation and That's a Very Good Environment for Stocks and Okay Environment for Bonds" | #98
Phil Nadel - “If You Try to Pick Winners, and You Only Invest in a Handful of Companies, Odds Are You're Going to Lose Your Money" | #97
Craig Leupold & Jim Sullivan - “From a Commercial Property Standpoint, We See Values Drifting Sideways Over the Next 12 Months" | #96
Radio Show: The Short-Vol Trade Blows Up... Meb's Rare Coin Purchases... and Listener Q&A | #95
Michelle Leder - “There Are Some Companies That We Know Are Sort of Bad Eggs" | #94
John Reese - “There Is No Strategy That Outperformed the Stock Market Every Single Year" | #93
Andrew Tobias - “There Are Just A Few Things You Really Need to Know About Investing, and They Don't Ever Change" | #92
ER Tribute
Radio Show: Meb's Most Popular Tweet of All Time... Signs of the Top... Listener Q&A | #91
Dan Rasmussen - “The Crown Jewel of the Alternative Universe is Private Equity" | #90
Blair Hull - “Emotions Will Kill You in This Game" | #89
Eric Clark - “I Still Believe that Alpha is Available and Possible, and Beating a Benchmark is Possible" | #88
Michael Venuto - “I Would Suggest Seeking Out High Active-Share, Global Growth Themes" | #87
A Quantitative Approach to Tactical Asset Allocation | #86
Radio Show: Bitcoin Futures Are Here - What Now? | #85
Howard Lindzon - “I Think There's So Many Ways the Markets are Rigged That I Think It's Best to Just Follow Along the Trends" | #84
Randy Swan - “What Do You Do When Things Are Fundamentally Overvalued, But You Want to Remain Invested in the Market?" | #83
Vineer Bhansali - “The Market is Severely Underpricing the Probability of a Sharp, Catastrophic Loss to the Downside" | #82
Radio Show: Notes from Meb's Office Hours - Listeners Are All Making the Same Mistakes | #81
Claude Erb - “It Is Possible That We're in the Middle of a Period in Which Gold Becomes the New Frankincense" | #80
Jason Goepfert - “I Would Not Be Surprised at All to See a Multi-Day 5%-15% Decline" | #79
Alex Rubalcava - “If You're Going to Be an Angel Investor... You Have to Be Devoting Significant Time to It" | #78
Tobias Carlisle - “In Order to Find Something Genuinely Undervalued...There's Always Something that You Don't Like" | #77
Phil DeMuth - “Nothing in My Global Outlook is Telling Me It's Time to Pull Up the Anchor and Set Sail" | #76
Mike McDaniel - “One of the Biggest Conditions that Will Lead to Success is Simply Being Invested" | #75
Jeffrey Sherman - “There's This 'Buy-the-Dip;' Mentality... Do You Play in It, or Just Shake Your Head?" | #74
Jeff Porter & Barbara Schelhorn - Why Financial Planning? Because Investing Alone Won't Get You There | #73
Radio Show: Investor Sentiment - What is it Telling Us About this Bull's Length? | #72
How to Outperform One of Investing's Most Beloved Strategies | #71
Radio Show: The 13F Guru Meb Would Follow Today | #70
#69 - Jason Calacanis - “This is a Little, Secret Way... A Dark Art of Becoming Truly Wealthy... Massive Wealth"
Corey Hoffstein - “Risk Cannot Be Destroyed, Only Transformed" | #68
Simon Black - “I See a Lot of Red Flags" | #67
Radio Show: U.S. Equities: At What Valuation is Meb Selling? | #66
Emil van Essen - “The Days of $80 Oil - That's a Long Way Away" | #65
David Varadi - “Managing Risk is Absolutely Critical" | #64
Gary Beasley & Gregor Watson - “We're Trying to Really Change the Way People Invest in Real Estate" | #63
Ron Lieber - “We're Not Having the Right Kinds of Conversations with Our Kids About (Money)" | #62
Jack Vogel - “(Factor Timing?) It's Next to Near Impossible" | #61
William Bernstein - “The More Comfortable You Are Buying Something, in General, the Worse the Investment It's Going to Be"
Radio Show: The Death of Value Investing | #59
Axel Merk - “Is Your Portfolio Robust Enough for Whatever Might Be Coming Your Way?" | #58
Radio Show: Meb's 17 Different Million-Dollar Fintech Ideas | #57
Dave Nadig - “This is a Big Year for ETFs" | #56
Ed Easterling - “In Reality, Normal is Actually Volatile. Normal is Not Mellow" | #55
Elizabeth Dunn - “How Can I Use My Money Most Effectively in Order to Promote My Happiness?" | #54
Radio Show: Cheapest Countries Right Now for New Dollars | #53
Jason Hsu - “This is a Market Where the Average Human Tendencies Are Precisely the Wrong Thing to Do" | #52
Mark Kritzman - “We Have to Question the Assumptions that Underpin Our Models... Nothing is Simple" | #51
Radio Show: Faber Spin-Off Executed | #50
Steve Sjuggerud - “This is Not What the Peak of a Bull Market Looks Like" | #49
Van Simmons - “The Rare Coin Market Can Go Up Dramatically, Quickly" | #48
Ric Edelman - “47% of the Occupations in America Will Be Gone Within 15 Years" | #47
Raoul Pal - “We've Got to Expect a Recession This Year or Next Year, or if We're at the Wild Extremes, the Year After That" | #46
Gary Antonacci - “You Get a Synergy That Happens When You Use (Dual Momentum)" | #45
Invest with the House | #44
Learning to Play Offense and Defense | #43
Listener Q&A Episode | #42
Doug Ramsey - “Valuation Tells Me I Should Be Lighter Than Normal On U.S. Equities and Tilting More Towards Foreign” | #41
Listener Q&A Episode | #40
Ed Thorp - “If You Bet Too Much, You'll Almost Certainly Be Ruined” | #39
E.V Better - “Special Super Bowl Show: It’s Higher-Stakes Poker is What You’re Playing” | #38
John Bollinger - “People Have This Time-Frame Confusion That I Think Does A Huge Amount of Damage” | #37
Listener Q&A Episode | #36
Jerry Parker - “To Me it Just Boiled Down to One Question… Will the Big Winners Pay for the Small Losses?” | #35
"Things I Find Beautiful, Useful or Downright Magical" | #34
Listener Q&A Episode | #33
Brew Johnson & Brett Crosby - "We Have Long-Term Aspirations of Disrupting the Entire Mortgage Finance and Securitization Market" | #32
Mark Yusko - "Asset Allocation Matters Most" | #31
Listener Q&A Episode | #30
Tom McClellan - "Now Everybody Knows What the Outcome Is, They Can Get Back to Focusing on Real Things That Actually Matter” | #29
Larry Swedroe - "There is Literally No Logical Reason for Anyone to Have a Preference for Dividends" | #28
Porter Stansberry - "There's Going to Be a Big Bill of Bad Debt to Pay" | #27
Jeremy Schwartz - "You Should Be Hedged a Lot More Than You Are" | #26
Listener Q&A Episode | #25
Learning to Love Investment Bubbles | #24
Gregg Fisher - "Sometimes the Best Investment Strategy Isn't the Right Investment Strategy" | #23
Listener Q&A Episode | #22
Michael Covel - "We Can't Make a Prediction Worth a Damn" | #21
#20 - Listener Q&A Episode
Jonathan Clements - "If Money Can Buy Happiness, Then Why Doesn't It?" "Because People Don't Spend It Right." | #19
Rob Arnott - "People Need to Ratchet Down Their Return Expectations" | #18
Michael Philbrick, Adam Butler, and Rodrigo Gordillo - It's About Risk Allocation, Not Capital Allocation | #17
Special Announcement
Listener Q&A Episode | #16
The Trinity Portfolio | #15
Eric Crittenden - "It's Not Fear and Greed that Drives the Investment World; It's Envy" | #14
Want Buffett’s Returns? Here’s How to Get Them | #13
Why “Shareholder Yield” Beats “Dividend Yield” | #12
Sam Stovall – Sam’s Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market | #11
Listener Q&A Episode | #10
Pete Mladina - "What You Thought Was Skill Was Just Risk Premia" | #9
Starved for Yield? Time to Go Global | #8
Playing Defense Against Black Swans | # 7
Three Concepts That Investors Get Wrong | # 6
Jared Dillian - “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite” | #5
Wes Gray - “Even God Would Get Fired as an Active Investor” | #4
Where Are the Best Global Values Right Now? | #3
Patrick O’Shaughnessy - An Unexpected Drop-in from Patrick O’Shaughnessy | #2
Global Asset Allocation - Investing 101 | #1