Episode #368: Rodrigo Gordillo & Corey Hoffstein, “You Now Get To Have Your Beta Cake While Eating Your Alpha Too Source Cluster: Meb Faber Research Source Node: 1537595Time Stamp: Nov 15, 2021
The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts Source Cluster: Meb Faber Research Source Node: 1498410Time Stamp: Nov 12, 2021
Episode #367: Robert Lawson, SMU, “Initially This Whole Thing Was A Tax Dodge So I Could Go Drink In Cuba” Source Cluster: Meb Faber Research Source Node: 1471775Time Stamp: Nov 10, 2021
Episode #366: Darius Dale, 42 Macro, “Reflation Is Now The Dominant Market Regime” Source Cluster: Meb Faber Research Source Node: 1444606Time Stamp: Nov 8, 2021
The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When? Source Cluster: Meb Faber Research Source Node: 1406195Time Stamp: Nov 5, 2021
Episode #365: Bryan Taylor, Global Financial Data, “There Are 100 Ways To Beat The Market; You Just Got To Figure Out What Works For You And Stick To That Plan” Source Cluster: Meb Faber Research Source Node: 1378983Time Stamp: Nov 3, 2021
Episode #364: Nancy Davis, Quadratic Capital Management, “Some Women Like To Buy Shoes And I Love To Buy Options” Source Cluster: Meb Faber Research Source Node: 1350026Time Stamp: Nov 1, 2021
The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns Source Cluster: Meb Faber Research Source Node: 1310795Time Stamp: Oct 29, 2021
Episode #363: Rick Bookstaber, Fabric, “Risk Is The Other Side Of The Coin From Opportunity” Source Cluster: Meb Faber Research Source Node: 1283818Time Stamp: Oct 27, 2021
Episode #362: Seth Stephens-Davidowitz, Data Scientist & Author, “You Do Have To Be Willing To Go Where The Data Takes You” Source Cluster: Meb Faber Research Source Node: 1255153Time Stamp: Oct 25, 2021
The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification Source Cluster: Meb Faber Research Source Node: 1212868Time Stamp: Oct 22, 2021
Episode #361: Jeff Hooke, Johns Hopkins, “The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years” Source Cluster: Meb Faber Research Source Node: 1185237Time Stamp: Oct 20, 2021
Episode #360: Erin Browne, PIMCO, “I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View” Source Cluster: Meb Faber Research Source Node: 1161727Time Stamp: Oct 18, 2021
The Best Investment Writing Volume 5: Amie Ko, Research Affiliates – A Quick Survey of “Broken” Asset Classes Source Cluster: Meb Faber Research Source Node: 1136109Time Stamp: Oct 15, 2021
Episode #359: Africa Startup Series – Aaron Fu, Sherpa Ventures, “We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa” Source Cluster: Meb Faber Research Source Node: 1136112Time Stamp: Oct 13, 2021
Episode #358: Africa Startup Series – Zachariah George, Launch Africa Ventures, “The Evolution of Tech In Africa Had To Always Start With Fintech” Source Cluster: Meb Faber Research Source Node: 1136114Time Stamp: Oct 11, 2021
The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited Source Cluster: Meb Faber Research Source Node: 1124476Time Stamp: Oct 8, 2021
Episode #357: Marko Papic, Clocktower Group, “If You Don’t Make Calls, Why Are You In This Industry?” Source Cluster: Meb Faber Research Source Node: 1112473Time Stamp: Oct 6, 2021
Episode #356: Jim Paulsen, The Leuthold Group, “The Wildcard Is Inflation and Whether It’s Truly Transitory” Source Cluster: Meb Faber Research Source Node: 1877112Time Stamp: Oct 4, 2021
The Best Investment Writing Volume 5: Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming Source Cluster: Meb Faber Research Source Node: 1876949Time Stamp: Oct 1, 2021