Episode #456: Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments   Guest: Damien Bisserier and Alex Shahidi are the Co-CIOs of Evoke Wealth, a $20b+ billion RIA. In 2019, they launched the RPAR Risk Parity ETF. Damien previously worked at Bridgewater and Alex worked at Merrill Lynch. Date Recorded: […]

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Episode #456: Marc Cohodes on SBF, Fraud, & The FTX Death Spiral   Guest: Marc Cohodes is a famed short seller with 40-years of experience. He’s best known for exposing fraud at mortgage lender Novastar Financial. Date Recorded: 11/21/2022     |     Run-Time: 1:06:23 Summary: Earlier this year, famed short-seller Marc Cohodes, who has investigated and brought […]

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Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)   Authors:  Guido Baltussen is Head of Robeco’s Factor Investing strategies and Co-head of the Quant Fixed Income team. Bart P. Van Vliet is a Client Portfolio Manager at Robeco. Pim Van Vliet is Head of Conservative Equities […]

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Episode #455: Eugene Fama: A Life in Finance   Guest: Eugene F. Fama, 2013 Nobel laureate in economic sciences, is widely recognized as the “father of modern finance.” His research is well known in both the academic and investment communities. He is strongly identified with research on markets, particularly the efficient markets hypothesis. Date Recorded: […]

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Episode #454: Rex Salisbury, Cambrian – a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech   Guest: Rex Salisbury is the Founder and General Partner of Cambrian Ventures. He was previously a founding partner on the A16Z fintech team. Date Recorded: 10/12/2022     |     Run-Time: 1:01:18 Summary: In today’s episode, […]

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Episode #453: Whitney Baker on Why “Immaculate Disinflation” is an Illusion   Guest: Whitney Baker is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros […]

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Episode #452: Jerry Parker & Salem Abraham – Lessons From A Lifetime of Trading   Guests: Jerry Parker is the CEO of Chesapeake and a long-time trend follower since he was in the Turtle training program. Salem Abraham is the President of Abraham Trading Company and the Fortress Fund, which seeks to protect capital and […]

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Episode #451: Hugh Hendry – The Acid Capitalist Unfiltered   Guest: Hugh Hendry is an award winning hedge fund manager, market commentator, St Barts real estate investor & surfer. Date Recorded: 10/5/2022     |     Run-Time: 49:15 Summary: In today’s episode, Hugh shares his thoughts on all the macro factors in the world today. He touches on […]

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Episode #450: Harris “Kuppy” Kupperman – Oil is the World’s Central Banker Now   Guest: Harris “Kuppy” Kupperman is the Founder and CIO of Praetorian Capital. He’s also the Chairman and CEO of Mongolia Growth Group (YAK: Canada and MNGGF: USA). Date Recorded: 10/10/2022     |     Run-Time: 1:12:57 Summary: In today’s episode, Kuppy shares why the […]

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Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Value Stocks? (The Best Investment Writing Volume 6)   Author: Christine Wang, CFA, CPA is a Portfolio Manager for Bridgeway Capital Management. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money managers and investment researchers from all […]

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Episode #449: Jim Rogers – The Adventure Capitalist’s View of Global Markets   Guest: Jim Rogers is the co-founder of the Quantum Fund and Soros Fund Management and creator of the Rogers International Commodities Index. Date Recorded: 9/27/2022     |     Run-Time: 54:20 Summary: In today’s episode, Jim gives us his take on the global markets today. We […]

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Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)   Authors: Corey Hoffstein is a co-founder of and Chief Investment Officer at Newfound Research. Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global and has over 15 years of […]

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Episode #448: Annie Duke – Why Great Investors Are Great Quitters   Guest: Annie Duke is an author, corporate speaker, and consultant in the decision-making space, as well as Special Partner focused on Decision Science at First Round Capital Partners, a seed stage venture fund. She’s also the author of Quit: The Power of Knowing […]

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Episode #447: Dave Thornton, Vested – Could Index Investing Come to Venture Capital?   Guest: Dave Thornton is a co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. Date Recorded: 8/31/2022     |     Run-Time: 59:40 Summary: In today’s episode, Dave shares how Vested is providing liquidity for startup […]

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Episode #446: BlackRock’s Rick Rieder on the State of the Markets   Guest: Rick Rieder is BlackRock’s Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Mr. Rieder is responsible for roughly $2.4 trillion in assets. He is a member of BlackRock’s […]

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Episode #445: Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles   Guest: Jeff Currie is Goldman Sachs’ global head of Commodities Research. Date Recorded: 9/16/2022     |     Run-Time: 47:04 Summary: In today’s episode, Jeff shares why he called for a commodity supercycle almost two years ago and where […]

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Episode #444: Steve Romick, FPA Funds – Live at Future Proof!   Guest: Steve Romick joined FPA in 1996 and serves as a Portfolio Manager for the FPA Crescent Fund. Date Recorded: 9/12/2022     |     Run-Time: 45:47 Summary: In today’s episode, Steve shares his view of the world and where he sees value today. He explains […]

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Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)   Author: Ben Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money […]

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Episode #443: Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade   Guest: Kyle Bass is the Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. He is also the Co-Founder and Chief Executive Officer of Conservation […]

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Episode #442: David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing   Guest: David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Established in 1987, Carlyle now manages $325 billion from 26 offices around the world. Date Recorded: 8/24/2022     […]

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