#280 – 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
54:57
3 ds ago
#279 – Kevin Davitt, John Hiatt, Cboe - Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact
1:07:25
1 wk ago
#278 – 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
57:33
1 wk ago
#277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso
3:19:37
2 wks ago
The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors
1:58:34
2 wks ago
#276 – 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.
1:05:08
3 wks ago
#275 - David Lau, DPL Financial Partners - The Root Of All Evil When It Comes To Annuities Are Commissions
54:48
3 wks ago
#274 – Mitch Baruchowitz, Merida Capital Holdings - Is The Trade Over? No…It’s Just Getting Going In Some Ways
1:09:54
4 wks ago
#273 - 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
37:46
1 mth ago
#272 - 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
1:08:23
1 mth ago
#271 - Gary Zimmerman, Max My Interest - Several Of The Banks On Our Platform Offer Preferential Rates That Are Only Visible On The Max Platform
56:42
1 mth ago
#270 - Terri Spath, Sierra Investment Management - We Use A Quantitative Rules Based Process To Go Risk On, Risk Off
57:56
1 mth ago