By ValueWalk's ValueTalks, published: 5 ds ago, Duration: 1:06:12
Hello Podcast listeners,
Today is a very special episode with Kent Billingsley, founder of Revenue Growth Company and the author of “Entrepreneur to Millionaire: How to Build a Highly Profitable Fast-Growth Company and Become Embarrassingly Rich Doing It”. Prior to founding Revenue Growth Company, Kent was founder and owner of AM Sales Group and worked as VP of Sales for Micromuse, Inc. Kent earned his Bachelor of Science in Marketing and Management from Indiana...
By Patrick O'Shaughnessy, published: 6 ds ago, Duration: 1:08:51
My guest today is Ryan Petersen, founder and CEO of Flexport. Flexport is a technology platform for global trade. In this conversation, Ryan takes us through the fragmented world of international freight shipping, and we dive deep into the history and inefficiencies of the system. We also cover how shipping containers were standardized, how new protocols get adopted internationally, and the challenges of doing business in the “no man's land” of international waters....
By Tobias Carlisle, published: 6 ds ago, Duration: 1:02:42
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at
Jake's offer:
Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention):
About Jake: Jake is a partner at Farnam Street.
Jake's website:
Jake's podcast:
Jake's Twitter:
Jake's book: The Rebel Allocator
About Bill: Bill...
By Superinvestors and the Art of Worldly Wisdom, published: 6 ds ago, Duration: 1:05:29
Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will the massive fiscal stimulus and money printing of the past year or so, paired with shifting trends in global trade and demographics, result in a secular shift in the disinflationary paradigm we have seen for the past 40 years? To try to answer this question and to better understand how to protect one's finances should inflation rear its ugly head again, I reached out to James...
By Meb Faber, published: 6 ds ago, Duration: 49:56
In episode 290, we welcome our guest, Bill Smead, the Chief Investment Officer for Smead Capital Management.
In today’s episode, Bill explains why he believes the market is undergoing a tide change. He starts with a look back on the 2000 tech bubble and uses Cisco as an example of why it’s important to separate a good business from a good stock. After talking about parts of the market he doesn’t like, we move on to the parts he finds attractive, including...
By Money For the Rest of Us, published: 6 ds ago, Duration: 26:43
When should you protect against rare, but extreme events? When should you self-insure? Under what circumstance should you sell tail risk protection to others?
Topics covered include:
How tail events differ from tail risk
Why volatility is not the best measure of risk for individuals
What does it cost to protect against large stock market losses
Why younger investors can take more risk due to their human capital
How does the profit wheel options strategy work
How the...
By Sam Marks Johnny FD, published: 1 wk ago, Duration: 58:27
Artem has over 11 years of finance experience in food, agriculture, and farmland. Prior to founding , Artem was employee #1 and CFO/VP of Operations at Full Harvest Technologies, a now post-Series A B2B platform for buying and selling produce. He previously worked at Ontario Teachers' Pension Plan, Sprott Resource Holdings, E&Y and PwC. Artem holds an MBA from The Wharton School, and a BA and MA in Economics from the Higher School of Economics. Listen to ILAB 172 on here or...
By Patrick O'Shaughnessy, published: 1 wk ago, Duration: 1:04:38
My guest today is Jeremy Grantham. Jeremy is the Long-Term Investment Strategist and Co-Founder at GMO. Jeremy has an encyclopedic knowledge of the history of markets, which made it such a pleasure to have him back on the show. In this conversation, we discuss the three key signs of a bubble, why Jeremy believes we are in a bubble right now and how it’s being led by retail rather than institutional investors. We close with the important role that demographics and...
By Meb Faber, published: 1 wk ago, Duration: 22:05
Episode 289 is a Mebisode. In this episode, you’ll hear Meb put today's stock valuations into historical perspective. He addresses the claim that stock valuations should be high because bond yields are low and then looks at what conditions were present at the start of the best ten-year stock returns in history. Finally, he provides some thoughts on what investors could do to handle the current market environment. All of this and more in episode 289.
By Tobias Carlisle, published: 1 wk ago, Duration: 57:49
Andrew (Drew) Dickson is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds. He has over 20 years of industry experience, and previously was a partner in the asset management division of Perella Weinberg Partners (PWP). Mr Dickson holds an MBA from the University of Chicago Booth School of Business, where he was a research assistant for behavioural economist Richard Thaler, as well as a BSc. from Purdue University.
Drew's Twitter: 's
Website:...
