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#171 - Raoul Pal - Buy Bonds. Buy Dollars. Wear Diamonds.

01:08:30

3 days ago

#170 - Bill Martin - On The Short Side, Position Sizing Is The Biggest Driver Of Success

00:59:54

1 week ago

The Best Investment Writing Volume 3: Aswath Damodaran – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!

00:15:06

1 week ago

#169 - Jeremy Jacobson - We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years

00:44:26

2 weeks ago

#168 - Brian Livingston - What’s True Is That We Have To Adapt To Modern Markets

01:04:00

3 weeks ago

The Best Investment Writing Volume 3: Rob Arnott – Yes. It’s a Bubble. So What?

00:13:57

3 weeks ago

#167 - The Cannabis Opportunity

00:17:34

1 month ago

#166 - Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k)

00:47:05

1 month ago

#165 - Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It

00:49:29

1 month ago

The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend Following

00:22:38

1 month ago

#164 - Jake Shapiro - It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening

01:03:07

1 month ago

#163 - Albert Meyer - You’re Held In Higher Regard When You Don’t Dilute Shareholders

01:17:21

1 month ago

The Best Investment Writing Volume 3: Paul Novell – When Models Fail

00:15:05

1 month ago

#162 - Chase Nobles - I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis

00:52:05

1 month ago

#161 - Brandon Zick - In Row Crops You’re Generating A Lot Of Current Income

01:28:46

2 months ago

The Best Investment Writing Volume 3: Jack Vogel – Trust The Process

00:35:01

2 months ago

#160 - John Huber - Stock Prices Fluctuate Much More Than The Underlying Businesses

01:11:31

2 months ago

#159 - Ashby Monk - The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation

01:06:36

2 months ago

#158 - Tobias Carlisle - The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap

00:56:52

2 months ago

#157 - Randy Swan - Always Invested, Always Hedged

00:46:51

3 months ago

#156 - Steve Glickman - I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones

00:57:56

3 months ago

#155 - 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

00:57:14

3 months ago

#154 - Frank Curzio - You Have To Be Able To Adapt To Different Strategies In Different Markets Because They're Ever Changing

00:59:22

3 months ago

#153 - Kim Shannon - I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value

00:53:50

3 months ago

#152 - Kevin Smith and Tavi Costa - We Believe We’re In The Early Stages Of A Bear Market

00:54:43

4 months ago

#151 - Divya Narendra - Valuation Is Probably The Most Critical Component of SumZero’s Thesis

00:57:30

4 months ago

#150 - 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

01:02:54

4 months ago

#149 - 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

00:59:15

4 months ago

#148 - Paul Lountzis - The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis

01:14:06

4 months ago

#147 - The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account)

00:15:06

5 months ago

#146 - Neil Littman - The More Risk You Kill, Inherently, The More Value You Create

00:59:52

5 months ago

#145 - Cloning The Largest Hedge Fund In The World: Bridgewater's All Weather

00:11:31

5 months ago

#144 - Marty Bergin - Adapt Or Die

00:00:00

5 months ago

#143 - David Eifrig - Most People Run Losses Into The Ground

01:08:40

6 months ago

#142 - 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

00:55:02

6 months ago

#141 - Radio Show - 34 of 40 Countries Have Negative 52 Week Momentum...Big Tax Bills for Mutual Fund Investors...and Listener Q&A

00:54:52

6 months ago

#140 - Ralph Acampora - Don't Ever Fight Papa Dow

00:56:50

6 months ago

#139 - Taz Turner and Nate Nienhuis - We're Really Driving At What We Feel Is The Holy Grail Of Cannabis

01:00:13

7 months ago

#138 - Yariv Haim - You Should Never Try To Reassess Your Risk Appetite When Markets Crash

00:59:38

7 months ago

#137 - Emily and Morgan Paxhia - The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around Today

00:49:07

7 months ago

#136 - 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

01:01:38

7 months ago

#135 - Karan Wadhera - We're Still In Very, Very Early Innings For What's Going To Be An Incredible Ride

00:41:27

7 months ago

#134 - Chris Cole - Volatility Is The Instrument That Makes Us Face Truth

01:02:27

8 months ago

#133 - Todd Harrison - Humanity Has Had a 30,000 Year Relationship with Cannabis

00:49:34

8 months ago

#132 - 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

01:08:04

8 months ago

#131 – David Rosenberg - If Next Year is Not a Recession, It’s Going to Feel Like It

00:43:18

8 months ago

#130 - Eric Falkenstein - I Think in the Long Run (Cryptocurrencies) Are Going to Work

00:00:00

9 months ago

#129 - Meb's Take on Return Expectations, Portfolio Construction, and Practical Market Approaches

01:06:28

9 months ago

#128 - Claude Lamoureux - When You Have to Make A Decision, Always Make the One That Will Help You Sleep Better, Not Eat Better

00:50:39

9 months ago

#127 - Radio Show - Meb and Elon Musk Talk Shorting... Conflicting U.S. Valuation Indicators... and Listener Q&A

01:02:15

10 months ago

#126 - Karen Finerman - 'Out-of-Favorness' Is Appealing. The Difficult Part is Timing

00:52:28

10 months ago

#125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change

01:24:55

10 months ago

Bonus Episode: Wes Gray - Factor Investing is More Art, and Less Science

00:51:46

10 months ago

#124 - Howard Marks - It's Not What You Buy, It's What You Pay for It That Determines Whether Something is a Good Investment

00:42:50

10 months ago

Bonus Episode: Russel Kinnel - Mind the Gap

00:08:35

10 months ago

#123 - Fabrice Grinda - We're Still at the Very Beginning of the Tech Revolution... We Are Day One

00:58:44

10 months ago

Bonus Episode: Rick Friedman & Anna Chetoukhina - FAANG SCHMAANG

00:18:25

11 months ago

#122 - Phil Haslett - It's a Place to Connect Interested Buyers and Interested Sellers...in Late-Stage, Pre-IPO Tech Shares

00:58:23

11 months ago

Bonus Episode: Michael Philbrick - Skis and Bikes: The Untold Story of Diversification

00:42:02

11 months ago

#121 - Pim van Vliet - The Reality Is High-Risk Stocks Earn Low Returns

00:58:36

11 months ago

Bonus Episode: Leigh Drogen - Revenge of the Humans

01:18:38

11 months ago

Bonus Episode: Jeremy Schwartz - Net Buybacks Supplement Dividend Yields and Support Future Per Share Growth

00:06:18

11 months ago

#119 - Tom Dorsey - Fundamentals Answer the First Question 'What Should I Buy?' The Technical Side Answers the Question "When?'

00:51:52

11 months ago

Bonus Episode: Elroy Dimson - The Evolution of Equity Markets

00:12:42

11 months ago

#118 - Radio Show - Record-Setting US Valuations... Emerging Market Opportunities... VC Bad Behavior… and Listener Q&A

01:11:22

1 year ago

Bonus Episode: Ehren Stanhope - Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative

00:19:45

1 year ago

#117 - Steve Lockshin - We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients

01:04:25

1 year ago

Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax

00:20:00

1 year ago

#116 - Sarah Ketterer - Without a Quant Risk Model, I'd Argue an Investment Manager is Completely Blind

00:47:00

1 year ago

#115 - Steve Glickman - Opportunity Zones: Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever

00:51:31

1 year ago

#114 - David Gladstone - Farmland Is One of the Most Stable Assets One Can Own

01:01:26

1 year ago

#113 - 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

00:58:59

1 year ago

#112 - Peter Ricchiuti - “You’re Better Off Investing When Things Look Miserable"

01:02:00

1 year ago

#111 - Radio Show - Which Portfolio Hedge for This Market?... Is Short-Termism Harming Your Investments?... and Listener Q&A

01:16:04

1 year ago

#110 - 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"

01:00:15

1 year ago

#109 - Matt Hougan - “Anyone Who Tells You They Know What’s Going to Happen in Crypto Is Probably Lying to You"

01:13:42

1 year ago

#108: Radio Show: What’s More Important – Savings or Returns… What Meb’s Doing with U.S. Bonds… and Listener Q&A

00:50:12

1 year ago

#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"

00:59:08

1 year ago

#106 - 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"

01:09:24

1 year ago

#105 - Olivia Judson - “Life Has Transformed the Planet, Which Has Gone On to Alter the Future Course of Life"

00:55:07

1 year ago

#104 - 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"

01:06:48

1 year ago

#103 - The Asset Allocation Pyramid

00:24:41

1 year ago

#102: Radio Show: The "Stay Rich" Portfolio... A Senator Wants to Ban Share Repurchases... and Listener Q&A

01:08:34

1 year ago

#101 - Paul Merriman - “The People That Have Come Out Ahead Are the People Who Have Put Their Trust in the System Over the Long-Term"

01:27:13

1 year ago

#100 - Elroy Dimson - “High Valuations Don't Necessarily Mean That We're Going to See Asset Prices Collapse"

00:53:31

1 year ago

#99: Radio Show: Meb's Bullish on Emerging Markets... Strategies for Limited 401K Options... and Listener Q&A

00:55:31

1 year ago

#98 - Ed Yardeni - “We've Got Good Growth with Low Inflation and That's a Very Good Environment for Stocks and Okay Environment for Bonds"

00:51:29

1 year ago

#97 - 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"

01:06:47

1 year ago

#96 - Craig Leupold & Jim Sullivan - “From a Commercial Property Standpoint, We See Values Drifting Sideways Over the Next 12 Months"

00:49:41

1 year ago

#95: Radio Show: The Short-Vol Trade Blows Up... Meb's Rare Coin Purchases... and Listener Q&A

01:11:05

1 year ago

#94 - Michelle Leder - “There Are Some Companies That We Know Are Sort of Bad Eggs"

00:49:58

1 year ago

#93 - John Reese - “There Is No Strategy That Outperformed the Stock Market Every Single Year"

00:53:47

1 year ago

#92 - Andrew Tobias - “There Are Just A Few Things You Really Need to Know About Investing, and They Don't Ever Change"

00:51:33

1 year ago

ER Tribute

00:01:49

1 year ago

#91: Radio Show: Meb's Most Popular Tweet of All Time... Signs of the Top... Listener Q&A

00:48:59

1 year ago

#90 - Dan Rasmussen - “The Crown Jewel of the Alternative Universe is Private Equity"

01:01:48

1 year ago

#89 - Blair Hull - “Emotions Will Kill You in This Game"

00:46:16

1 year ago

#88 - Eric Clark - “I Still Believe that Alpha is Available and Possible, and Beating a Benchmark is Possible"

00:48:39

1 year ago

#87 - Michael Venuto - “I Would Suggest Seeking Out High Active-Share, Global Growth Themes"

00:57:47

1 year ago

#85: Radio Show: Bitcoin Futures Are Here - What Now?

00:50:49

1 year ago

#86 - A Quantitative Approach to Tactical Asset Allocation

00:34:29

1 year ago

#84 - 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"

00:51:56

1 year ago

#83 - Randy Swan - “What Do You Do When Things Are Fundamentally Overvalued, But You Want to Remain Invested in the Market?"

00:51:18

1 year ago

#82 - Vineer Bhansali - “The Market is Severely Underpricing the Probability of a Sharp, Catastrophic Loss to the Downside"

01:08:24

1 year ago

#80 - Claude Erb - “It Is Possible That We're in the Middle of a Period in Which Gold Becomes the New Frankincense"

01:04:14

1 year ago

#81: Radio Show: Notes from Meb's Office Hours - Listeners Are All Making the Same Mistakes

01:05:58

1 year ago

#79 - Jason Goepfert - “I Would Not Be Surprised at All to See a Multi-Day 5%-15% Decline"

01:02:47

1 year ago

#78 - Alex Rubalcava - “If You're Going to Be an Angel Investor... You Have to Be Devoting Significant Time to It"

01:25:37

1 year ago

#77 - Tobias Carlisle - “In Order to Find Something Genuinely Undervalued...There's Always Something that You Don't Like"

01:28:33

1 year ago

#76 - Phil DeMuth - “Nothing in My Global Outlook is Telling Me It's Time to Pull Up the Anchor and Set Sail"

01:31:40

1 year ago

#75 - Mike McDaniel - “One of the Biggest Conditions that Will Lead to Success is Simply Being Invested"

00:56:06

1 year ago

#74 - Jeffrey Sherman - “There's This 'Buy-the-Dip;' Mentality... Do You Play in It, or Just Shake Your Head?"

01:14:06

1 year ago

#73 - Jeff Porter & Barbara Schelhorn - Why Financial Planning? Because Investing Alone Won't Get You There

01:35:37

1 year ago

#72: Radio Show: Investor Sentiment - What is it Telling Us About this Bull's Length?

00:49:59

1 year ago

#71: How to Outperform One of Investing's Most Beloved Strategies

00:25:44

1 year ago

#70: Radio Show: The 13F Guru Meb Would Follow Today

00:52:17

1 year ago

#69 - Jason Calacanis - “This is a Little, Secret Way... A Dark Art of Becoming Truly Wealthy... Massive Wealth"

01:29:06

1 year ago

#68 - Corey Hoffstein - “Risk Cannot Be Destroyed, Only Transformed"

01:12:44

2 years ago

#67 - Simon Black - “I See a Lot of Red Flags"

00:56:54

2 years ago

#66: Radio Show: U.S. Equities: At What Valuation is Meb Selling?

01:02:46

2 years ago

#65 - Emil van Essen - “The Days of $80 Oil - That's a Long Way Away"

00:57:03

2 years ago

#64 - David Varadi - “Managing Risk is Absolutely Critical"

00:52:24

2 years ago

#63 - Gary Beasley & Gregor Watson - “We're Trying to Really Change the Way People Invest in Real Estate"

00:53:05

2 years ago

#62 - Ron Lieber - “We're Not Having the Right Kinds of Conversations with Our Kids About (Money)"

00:59:59

2 years ago

#61 - Jack Vogel - “(Factor Timing?) It's Next to Near Impossible"

01:00:52

2 years ago

#60 - William Bernstein - “The More Comfortable You Are Buying Something, in General, the Worse the Investment It's Going to Be"

00:58:00

2 years ago

#59: Radio Show: The Death of Value Investing

01:07:08

2 years ago

#58 - Axel Merk - “Is Your Portfolio Robust Enough for Whatever Might Be Coming Your Way?"

01:02:43

2 years ago

#57: Radio Show: Meb's 17 Different Million-Dollar Fintech Ideas

01:32:47

2 years ago

#56 - Dave Nadig - “This is a Big Year for ETFs"

00:57:27

2 years ago

#55 - Ed Easterling - “In Reality, Normal is Actually Volatile. Normal is Not Mellow"

01:01:33

2 years ago

#54 - Elizabeth Dunn - “How Can I Use My Money Most Effectively in Order to Promote My Happiness?"

00:48:37

2 years ago

#53: Radio Show: Cheapest Countries Right Now for New Dollars

01:00:41

2 years ago

#52 - Jason Hsu - “This is a Market Where the Average Human Tendencies Are Precisely the Wrong Thing to Do"

00:53:23

2 years ago

#51 - Mark Kritzman - “We Have to Question the Assumptions that Underpin Our Models... Nothing is Simple"

00:51:47

2 years ago

#50: Radio Show: Faber Spin-Off Executed

01:09:45

2 years ago

#49 - Steve Sjuggerud - “This is Not What the Peak of a Bull Market Looks Like"

01:17:55

2 years ago

#48 - Van Simmons - “The Rare Coin Market Can Go Up Dramatically, Quickly"

01:13:10

2 years ago

#47 - Ric Edelman - “47% of the Occupations in America Will Be Gone Within 15 Years"

00:57:37

2 years ago

#46 - 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"

00:59:10

2 years ago

#45 - Gary Antonacci - “You Get a Synergy That Happens When You Use (Dual Momentum)"

00:54:38

2 years ago

#44 - Invest with the House

00:55:30

2 years ago

#43 - Learning to Play Offense and Defense

00:24:41

2 years ago

#42 - Listener Q&A Episode

00:58:04

2 years ago

#41 - Doug Ramsey - “Valuation Tells Me I Should Be Lighter Than Normal On U.S. Equities and Tilting More Towards Foreign”

01:08:06

2 years ago

#40 - Listener Q&A Episode

00:51:29

2 years ago

#39 - Ed Thorp - “If You Bet Too Much, You'll Almost Certainly Be Ruined”

00:58:56

2 years ago

#38 - E.V Better - “Special Super Bowl Show: It’s Higher-Stakes Poker is What You’re Playing”

01:12:33

2 years ago

#37 - John Bollinger - “People Have This Time-Frame Confusion That I Think Does A Huge Amount of Damage”

01:08:04

2 years ago

#36 - Listener Q&A Episode

01:01:18

2 years ago

#35 - Jerry Parker - “To Me it Just Boiled Down to One Question… Will the Big Winners Pay for the Small Losses?”

01:12:16

2 years ago

#34 - "Things I Find Beautiful, Useful or Downright Magical"

01:31:37

2 years ago

#33 - Listener Q&A Episode

00:53:31

2 years ago

#32 - Brew Johnson & Brett Crosby - "We Have Long-Term Aspirations of Disrupting the Entire Mortgage Finance and Securitization Market"

01:04:52

2 years ago

#31 - Mark Yusko - "Asset Allocation Matters Most"

00:53:09

2 years ago

#30 - Listener Q&A Episode

01:01:18

2 years ago

#29 - Tom McClellan - "Now Everybody Knows What the Outcome Is, They Can Get Back to Focusing on Real Things That Actually Matter”

00:41:17

2 years ago

#28 - Larry Swedroe - "There is Literally No Logical Reason for Anyone to Have a Preference for Dividends"

01:00:46

2 years ago

#27 - Porter Stansberry - "There's Going to Be a Big Bill of Bad Debt to Pay"

00:54:42

2 years ago

#26 - Jeremy Schwartz - "You Should Be Hedged a Lot More Than You Are"

00:51:38

2 years ago

#25 - Listener Q&A Episode

01:06:54

2 years ago

#24 - Learning to Love Investment Bubbles

00:21:11

2 years ago

#23 - Gregg Fisher - "Sometimes the Best Investment Strategy Isn't the Right Investment Strategy"

00:52:35

2 years ago

#22 - Listener Q&A Episode

00:59:49

2 years ago

#21 - Michael Covel - "We Can't Make a Prediction Worth a Damn"

01:03:12

2 years ago

#20 - Listener Q&A Episode

00:39:29

2 years ago

#19 - Jonathan Clements - "If Money Can Buy Happiness, Then Why Doesn't It?" "Because People Don't Spend It Right."

00:51:39

2 years ago

#18 - Rob Arnott - "People Need to Ratchet Down Their Return Expectations"

01:05:30

2 years ago

#17 - Michael Philbrick, Adam Butler, and Rodrigo Gordillo - It's About Risk Allocation, Not Capital Allocation

00:59:18

2 years ago

Special Announcement

00:15:11

2 years ago

#16 - Listener Q&A Episode

00:53:19

3 years ago

#15 - The Trinity Portfolio

00:42:53

3 years ago

#14 - Eric Crittenden - "It's Not Fear and Greed that Drives the Investment World; It's Envy"

00:54:56

3 years ago

#13 - Want Buffett’s Returns? Here’s How to Get Them

00:48:20

3 years ago

#12- Why “Shareholder Yield” Beats “Dividend Yield”

00:36:38

3 years ago

#11 – Sam Stovall – Sam’s Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market

00:40:27

3 years ago

#10 - Listener Q&A Episode

00:45:58

3 years ago

#9 - Pete Mladina - "What You Thought Was Skill Was Just Risk Premia"

01:07:26

3 years ago

#8 – Starved for Yield? Time to Go Global

00:30:46

3 years ago

# 7 – Playing Defense Against Black Swans

00:30:10

3 years ago

# 6 - Three Concepts That Investors Get Wrong

00:28:12

3 years ago

#5 - Jared Dillian - “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite”

00:41:52

3 years ago

#4 - Wes Gray - “Even God Would Get Fired as an Active Investor”

00:45:52

3 years ago

#3 - Where Are the Best Global Values Right Now?

00:58:56

3 years ago

#2 - Patrick O’Shaughnessy - An Unexpected Drop-in from Patrick O’Shaughnessy

01:28:28

3 years ago

#1 - Global Asset Allocation - Investing 101

00:39:47

3 years ago
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