Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades.In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transfor
Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management.In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discus
Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years.In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy
Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’In today’s episode, Mark emphasizes the significant role of gov
Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world.In today’s episode, Christopher explains what led him
Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,’ offers a blueprint to help you make better decisions and achieve financial success.In
Today’s guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop.In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make
Today’s guest is Jacqueline Faber, the author of The Department … and Meb’s wife!In today’s special episode, Meb & Jacqueline discuss the book’s themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about
In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?”-----Follow Meb on X, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or visit
Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain inve
Today’s guest is Chuck Clough, Chief Investment Officer of Clough Capital. Chuck is well known from his time as the Chief Global Investment Strategist at Merrill Lynch until 2000 and has spent over six decades in finance.In today’s episode, Ch
Today’s guest is Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and is responsible for the firm’s tactical asset allocation and cross-asset portfolios. He is also co-portfolio manager on the PIMCO All Asset and Al
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors.In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax
Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Futur
My guest today is Savita Subramanian, Bank of America’s Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron’s named Savita as one of the 100 Most Influential Women in U.S. Finance. In today’s episode, we cover the key trends shap
Today's guest is Wendy Li, founder and CIO of Ivy Invest, which offers an endowment-style fund with traditional and alternative assets. She’s spent her career as an institutional investor managing billions of dollars for some of New York’s larg
In this special episode, I’m releasing the full audiobook of Shareholder Yield: A Better Approach to Dividend Investing. While you can purchase the audiobook on Amazon, podcast listeners can listen here for free! Check out the description and
In today's episode, we look back on an amazing 2024 with the episodes that YOU enjoyed the most. Aswath Damodaran: Apple, Spotify & YouTube Brad Gerstner: Apple, Spotify & YouTube Cliff Asness: Apple, Spotify & YouTube Hendrik Bessembin
Today’s returning guest is macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm.In today’s episode, Felix explains why he’s concerned about the co
My guest today is Fran Kinniry, Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard since 1997 and served as the Global Head of Private Investments and Global Head of Portfolio Construction.In today’s
Today’s guest is Matthias Hanauer, a researcher on Robeco’s Quant Equity Research team.In today’s episode, we discuss the intricacies of value investing, the impact of various factors such as interest rates and market conditions, and the pote
My guest today is Michael Venuto, CIO & co-founder of Tidal Financial Group, an ETF platform with over 175 ETFs and $25 billion in assets.In today’s episode, Mike & I discuss the banner year for the ETF industry and some of the trends contrib
My guest today is Joel Nagel, founder of the international law firm Nagel & Associates, which has a major focus on asset protection. Joel is also the Chairman of Caye International Bank, and has served as ambassador to Austria, the United Natio
Today’s returning guest is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation.In today’s episode, Professor Damodaran delves into the intricacies of investing and the lifecycle of companies. He also
My guest today is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management.In today’s episode, Dr. David Kelly discusses various economic themes, including inflation, consu