The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble
32:25
2 ds ago
#256 - Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree - Japan Is Trading At The Lowest Valuation In 30 Years
44:16
5 ds ago
#255 - Matt Peterson, Peterson Capital Management - We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity
55:11
1 wk ago
#254 - Ken Nguyen, Republic - In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public
1:14:49
1 wk ago
#253 - Carl Chang, Kairos Investment Management - Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow
50:26
2 wks ago
The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds
18:49
2 wks ago
#252 - Cem Karsan, Aegea Capital - 30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically
56:07
3 wks ago
Cambria Fund Profile Series – Cambria Global Value ETF (GVAL)
14:42
3 wks ago
#251 - 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
54:28
4 wks ago
#250 - Kevin Gibbon, Airhouse - We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands
1:00:02
1 mth ago
#249 - 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
1:29:17
1 mth ago
The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias?
9:20
1 mth ago
