Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors. Prior to Deccan, Soo Chuen worked at the Baupost Group, Halcyon Asset Management, and McKinsey & Company. Recorded: […]

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Episode #499: Kevin Carter, EMQQ Global – India is Happening NOW Guest: Kevin Carter is the Founder & Chief Investment Officer of EMQQ Global. While he principally considers himself an active “value” investor, he has collaborated with Princeton economist and indexing legend, Dr. Burton G. Malkiel, for more than 20 years. Date Recorded: 8/30/2023     |     […]

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Warren Buffett has made some pretty amazing investments over the years. He’s famously held Coca-Cola stock for over three decades, turning an initial $1.3 billion stake into $25 billion today. American Express is another multi-decade investment, with similar returns. His most recent investment in Apple, while not the best in percentage terms, is likely the […]

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Episode #498: Liz Ann Sonders on The State of the Markets Guest: Liz Ann Sonders is the Chief Investment Strategist of Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. Recorded: 8/16/2023  |  Run-Time: 57:07  Summary: In today’s episode, Liz Ann starts […]

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Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation Guest: Ulrike Hoffmann-Burchardi is a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship fund focusing on Digital, Data & Disruptive Innovation. Recorded: 8/17/2023  |  Run-Time: 44:23 Summary: In today’s episode, she starts by lessons learned […]

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Episode #496: Phil Bak, Armada ETFs – Masterclass in (Liquid) Real Estate Investing   Guest: Phil Bak is the CEO of Armada ETFs, which provides investors broad access to the real estate asset class. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. […]

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Episode #495: Mohnish Pabrai on Cloning & Compounding   Guest: Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, which he started in 1999. Date Recorded: 7/28/2023     |     Run-Time: 1:15:01 Summary: In today’s episode, Mohnish talks about his love for bridge, what his friend Warren Buffett’s online bridge name is, his philanthropic […]

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Episode #494: Stephanie Pomboy on the Corporate Credit Crunch   Guest: Stephanie Pomboy is the founder of MacroMavens, a boutique research firm that provides macroeconomic research and commentary to an exclusive swath of the institutional investment community. Date Recorded: 8/2/2023     |     Run-Time: 53:59 Summary: In today’s episode, Stephanie shares her take on the investment landscape and why […]

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Episode #493: Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof!   Guests: Michael Batnick, CFA. Michael Batnick is the Director of Research at Ritholtz Wealth Management. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. Date Recorded: 8/2/2023     |     Run-Time: 48:44 Summary: In today’s episode, Michael & Ben […]

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Episode #492: Anthony Zhang, Vinovest – From Barrel to Bank: How to Invest in Whiskey   Guest: Anthony Zhang is the co-founder and CEO of Vinovest, the world’s first platform for investing in fine wine. Date Recorded: 6/21/2023     |     Run-Time: 52:48 Summary: In today’s episode, Anthony updates on the business since his first appearance two years […]

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Episode #491: JD Gardner – Bridging the Behavior Gap   Guest: JD Gardner is the CIO & Founder of Aptus Capital Advisors, which provides risk-managed strategies designed to help clients stay invested through market cycles. Date Recorded: 7/5/2023     |     Run-Time: 1:14:56 Summary: Today’s episode has an overarching theme that can be summarized by a quote from […]

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Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing   Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals. Known for his website on asset allocation and portfolio theory, Efficient Frontier, Bill is also a co-principal in the money management […]

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Episode #489: Steve Klinsky, New Mountain Capital – Private Equity Titan   Guest: Steven Klinsky is the founder and CEO of New Mountain Capital. Mr. Klinsky was co-founder of the Leverage Buyout Group of Goldman Sachs & Co. (“Goldman”) (1981-1984), where he helped execute over $3 billion of pioneering transactions for Goldman and its clients. Date […]

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Episode #488: Blake Street – Financial Advisor to New Media: From Tik Tok to E-Sports & OnlyFans   Guest: Blake Street is a Founding Partner and Chief Investment Officer of Warren Street Wealth Advisors. Blake graduated from California State University, Fullerton in 2009 with a Bachelor of Arts in Finance, and he is a certified […]

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Episode #487: Dr. Gio Valiante on Peak Performance: From Tiger Woods to Steve Cohen   Guest: Dr. Gio Valiante is regarded as one of the most successful performance coaches in the world. He’s currently the Head Performance Coach for the Buffalo Bills and works with some of the top golfers on the PGA Tour. He was previously […]

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Episode #486: Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity   Guest: Ben Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm. Tom Hancock is the head of Focused Equity team and a portfolio manager for GMO’s Quality […]

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Episode #485: Dan Niles on Big Tech Stocks and the AI Revolution   Guest: Dan Niles is the Founder and Portfolio Manager of the Satori Fund, a US focused, technology biased, large capitalization, long-short equity fund. Date Recorded: 5/31/2023     |     Run-Time: 1:10:00 Summary: In today’s episode, Dan shares how his macro outlook is impacting his […]

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Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking   Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global. Corey Hoffstein is co-founder and chief investment officer of Newfound Research, which offers a full suite of tactically risk-managed ETF portfolios. Date […]

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Episode #483: Burton Malkiel – Applying ‘A Random Walk’ to the World Today   Guest: Dr. Burton G. Malkiel, the Chemical Bank Chairman’s Professor of Economics, Emeritus, and Senior Economist at Princeton University, is Wealthfront’s Chief Investment Officer. Dr. Malkiel is the author of the widely read investment book, A Random Walk Down Wall Street, […]

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Episode #482: Meketa’s Steve McCourt & Primark’s Michael Bell – Democratizing Private Equity   Guest: Steve McCourt is the co-CEO of Meketa Investment Group, an investment consulting and advisory firm serving institutional investors. Michael Bell is the Founder and Managing Director of Primark Capital, an investment management firm providing retail investors with access to private […]

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