Afleveringen
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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 episode, Fran highlights the role of advisors to help investors stay disciplined and avoid creating their own bear markets. He discusses his role leading Vanguard’s entrance into private equity in 2020, covering the initial launch and what’s next. He also touches on the market today, making the case for fixed-income, international diversification and rebalancing as 2024 comes to a close.
(2:24) Market conditions & investor behavior
(6:44) The role of advisors
(11:12) Advisors alpha
(14:07) The significance of fees and taxes
(18:01) Vanguard's expansion into private equity
(25:03) Evolution of market efficiency
(29:43) The undervaluation of high-quality bonds
(33:16) Perspectives on international investments
(40:27) Evolving views on value vs. growth investing
(42:16) Fran's most memorable investment
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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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 potential for emerging markets and small cap stocks going forward. Matthias highlights his research on the
‘Factor Zoo,’ the integration of machine learning in investment strategies, the evolution of quantitative investing, and more.
(1:32) Introduction of Matthias Hanauer
(2:01) The state of value investing
(7:26) Value investing's relationship with interest rate
(14:10) Growth stocks vs. value stocks
(16:38) Comparing emerging and developed markets
(18:55) Market influences
(23:20) Factor Zoo pape
(28:57) Machine learning
(38:15) Momentum
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Today's episode is sponsored by YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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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 contributing to the record inflows and fund launches. Then Mike talks about some different strategies, including ETFs that support people in the FIRE movement, blockchain and crypto, and yes, even how you can invest alongside Nancy Pelosi.
(1:37) The state of the ETF industry
(3:33) Crypto ETFs
(8:04) Launching an ETF with Tidal
(17:19) FIRE movement ETFs
(24:09) Expansion of YieldMax platform
(27:41) Active management in ETFs
(31:07) Different ETF strategies
(42:01) Congressional trading insights
(45:47) Mutual fund to ETF conversions
(52:04) ETF predictions
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Today's episode is sponsored by YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Access their latest Fund Flows report & get 20% off your initial YCharts Professional subscription when you start your free trial
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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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 Nations in Vienna and to Croatia and Slovenia on behalf of the Belizean government.
In today’s episode, Joel starts by covering the four key risks in asset protection. He walks through different use cases for trusts, second passports and dual citizenship to help negate these risks. Joel also shares his perspective on both gold and cryptocurrencies and explains why using debt can be a helpful tool to protect your assets.
(2:00) Introduction of Joel Nagel
(3:00) Asset protection strategies
(6:02) Utilizing trusts
(13:06) Offshore structures
(16:32) Advantages of offshore trusts
(20:57) Risks in asset protection and second passport interest
(27:31) Motivations for second citizenship
(40:06) Strategic use of debt
(47:46) Investing in Bitcoin & gold
(52:26) Inflation and fiat currencies
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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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 covers the challenges of valuation in a changing economy, the trend of buybacks versus dividends, and the evolving role of AI in finance.
Be sure to stick around to hear him critique ESG investing and share insights on the broken media landscape.
(1:55) Mag7 stocks
(7:28) Corporate life cycle
(9:47) Factors influencing startup success & characteristics of mature companies
(24:41) Capital allocation
(26:52) The IPO landscape
(34:05) AI in the investment process
(39:12) OpenAI's corporate structure
(45:48) ESG & the media landscape
(50:24) Sports economics
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Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial
Follow The Idea Farm: X | LinkedIn | Instagram | TikTok
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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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, consumer sentiment, the value of the dollar, and the government deficit. He also covers the current state of global markets and urges listeners to reassess their risk exposure in light of recent wealth gains.
(1:13) Economic outlook
(4:12) Consumer behavior
(8:24) Stocks and gold 2024 performance
(13:27) US dollar and deficit concerns
(20:44) Long-term capital market assumptions
(26:52) Regional opportunities
(33:09) David's favorite charts
(36:56) Thoughts on immigration
(39:37) Nonconsensus views on the federal deficit
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For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
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BIG NEWS! I just published the 2nd edition of Shareholder Yield: A Better Approach to Dividend Investing. For a limited time, the eBook is available for free!
About The Book
For decades, both professional money managers and retail investors have revered dividend stocks. However, an objective examination of historical data reveals a surprising truth: these investors may have been shortchanging themselves.
In this eye-opening exploration, Meb Faber unveils a more holistic market strategy beyond dividend investing - shareholder yield. Utilizing market studies, historical data, and insights from some of the world’s most successful investors, Faber guides readers through the numerous benefits of this broader approach.
Discover why focusing on total shareholder value - encompassing dividends, buybacks, and debt management - offers a superior method. Join Faber as he presents compelling data, debunks misconceptions, and demonstrates how to implement these concepts in your portfolio.
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My guest today is Marty Bergin, President of DUNN Capital Management, which manages over $1.5 billion and is one of the longest continually running trend following firms in the world.
In today’s episode, Marty reflects on the firm's 50-year journey in the trend following space and shares how a firm can not only survive but thrive over five decades. He touches on the resilience required to weather market fluctuations, how an allocation to trend following may enhance portfolio performance, and the need for adaptability in strategies while staying true to your core principles.
(1:20) Marty Bergen intro
(2:34) Trend following & fee structures
(5:01) Lessons from 50 Years in investing
(13:05) Benefits of non-correlated asset classes
(20:52) Institutional interest in trend following
(24:31) Handling volatility
(27:16) Views on cryptocurrencies
(30:03) Considerations for allocator
(32:05) Marty's most memorable investment
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Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to download their 2024 Election Guide & start your free trial - be sure to mention "Meb" for 20% off your subscription (new clients only).
Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Today's guest is Wes Gray, CEO & Co-CIO of Alpha Architect and a strategic advisor to ETF Architect.
Wes & I discuss the Cambria Tax Aware ETF (TAX), which aims to achieve a tax-efficient investment return consisting of capital appreciation while emphasizing low dividend distributions. We also break down the 351 to ETF contribution process and how investors can transition their low-basis investments into the ETF structure tax-efficiently.
(0:40) Welcome to Wes Gray
(6:20) Section 351
(20:15) Tax aware investing
(27:49) The impact of dividends on tax efficiency
Resources:
Show Notes: https://www.themebfabershow.com/episodes/X7iN68AkO9u
The Cambria Tax Aware ETF (TAX) https://cambriafunds.com/tax
Introduction to the 351 ETF Exchange https://www.cambriainvestments.com/wp-content/uploads/2024/10/2024-Introduction-to-the-351-ETF-Exchange-Cambria.pdf
Are you interested in learning more? https://www.cambriainvestments.com/tax/
Wes Gray and Bob Elwood’s episode in February 2024 https://www.themebfabershow.com/episodes/p3V43ySa2El
To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. This and other information can be found in the Fund's full or summary prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our website at www.cambriafunds.com. Read the prospectus carefully before investing or sending money.
The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with Cambria Investment Management, LP, the Investment Adviser for the Fund.
Investing involves risk, including potential loss of capital.
Cambria does not provide tax advice, please consult your tax professional for tax advice.
TAX: There is no guarantee that a Fund will achieve its investment goal. Investing involves risk, including the possible loss of principal. The Fund will invest in stocks that have lower dividend distributions, which are generally taxed as ordinary income. The Fund’s tax aware strategy may reduce an investor’s taxable income from the Fund but will not eliminate it. Even though a tax aware strategy is being used, it may not reduce the amount of taxable income and capital gains distributed by the Fund to shareholders, or the amount of Fund distributions that are taxable at ordinary income rates. Narrowly focused funds typically exhibit higher volatility. Diversification may not protect against market losses.
TAX is actively managed.
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My guest today is Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information.
In today's episode, Bryan walks through what he's learned from studying 200+ years of market concentration in the US. Then we dive into his analysis of financial history over the past eight centuries by breaking the past up into five historical eras. He shares how this can improve our understanding of the returns to stocks, bonds and bills and the equity risk premium in the future.
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To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only).
Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Today's guest is Owen Lamont, a Portfolio Manager at Acadian Asset Management. He’s been on the faculty at Harvard, Princeton, Yale and the University of Chicago. He also writes the blog, Owenomics.
In today's episode, Owen walks through how he analyzes market bubbles and if the U.S. is in a bubble today. He touches on the rise of passive investing, the gamification of trading and why the U.S. stock market is Koreafying. Owen also shares his view on closed-end funds, short-selling, AI and what Seinfeld can teach us about investing.
(2:33) The four horsemen of bubbles
(9:57) Gamification of investing
(18:51) The U.S. Stock Market is Koreafying
(26:43) Gangnam Style
(30:46) Excitement about AI
(33:56) Why 2021 was a bubble
(38:08) Closed-end fund premiums
(42:12) Investing Mount Rushmore
(47:11) China's recent stock performance
(50:15) Impact of cultural investment preferences
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Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial
Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Today's is Brad Gerstner, founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm that invests in both public and private markets.
In today's episode, Brad discusses his journey in investing, how to invest in the AI supercycle, and how he incorporates the impact of stock compensation when analyzing companies. Brad also covers his initiative, Invest America, aimed at promoting financial literacy and inclusion for children in the U.S. He highlights the need for a collective effort to empower the next generation and ensure they have a stake in the economy.
(2:10) Intro of Brad Gerstner
(7:47) Current market thoughts
(10:58) The state of AI
(16:16) Brad's investment philosophy
(22:32) Impact of AI on both enterprise and consumer technology
(25:46) Global advancements in AI
(27:27) Autonomous vehicles
(30:39) Stock-based compensation
(36:31) Invest America
(53:06) Importance of financial literacy for kids
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Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. He’s also a minority owner of the Pittsburgh Steelers.
In today’s episode, Rob explains why he expects the investment regime to shift, with higher volatility and lower returns in the next decade. He highlights the potential for Latin America to outperform Asia in the coming years and why he sees a huge opportunity in Argentina. He also discusses his investments in cryptocurrencies, why he’s bearish on China and Europe, and the skill and discipline needed to be a short seller.
(2:09) Rob's 25th anniversary at Discovery Capital Management
(4:01) Lessons from Julian Robertson and George Soros
(7:42) The opportunity in Argentina
(18:07) Geopolitics
(25:38) Outlooks for China, India, US and Europe
(29:12) The art of short selling
(36:54) Fiscal policy concerns
(39:18) Bitcoin
(42:08) Contrarian investment beliefs
(43:30) Rob's most memorable investment
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Today's episode is sponsored by YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Download YCharts' latest white paper, which dives into how different asset classes have historically performed when inflation settles into the Fed’s target range. Get 20% off your initial YCharts Professional subscription when you start your free trial.
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Today’s returning guest is Rob Arnott, founder and Chairman of Research Affiliates.
In today’s episode, Rob discusses his newest article, ‘Nixed: The Upside of Getting Dumped,’ which explores the concept of investing in stocks that have been removed from major indexes. He explains that these ‘dumped’ stocks often outperform the market and thinks investing in a strategy such as this provides an opportunity to invest in deep value, small-cap, and unloved companies.
Meb and Rob touch on other topics, including the performance of value investing, the narrative around AI, and the macroeconomic backdrop.
(2:01) NIXT overview
(16:05) Factors behind the strategy
(21:52) Expanding the strategy internationally
(24:17) Market concentration
(30:26) AI narratives and Nvidia
(35:25) Macro conditions & election impacts on markets
(45:25) Small cap value
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Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial
Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
-----
Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
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Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager.
In today’s episode, Michael covers some of his latest research on market concentration, equity issuance and stock buybacks, and how the boom and bust cycle relates to AI today. He also shares some common attributes among great investors, lessons from Elon Musk & Tesla, and more.
(1:31) Guest Introduction: Michael Mauboussin
(2:41) Capital allocation and stock-based compensation
(9:58) Trivia question on the top performing stock
(15:56) Market concentration
(23:13) Modern value investing & the rise of intangibles
(28:45) Attributes of great investors
(33:09) Factors influencing total shareholder returns
(42:22) Technology, capitalism, and market predictability
(48:15) Indexing, market efficiency & book recommendations
(54:10) The Santa Fe Institute's interdisciplinary approach
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Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to download their 2024 Election Guide & start your free trial - be sure to mention "Meb" for 20% off your subscription (new clients only).
Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
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Today’s guest is Doug Greenig, CEO & CIO of Florin Court Capital, which uses systematic trend-following in over 500 markets. Doug’s been involved in markets for over 30 years and was most recently at Man AHL as the Chief Risk Officer and Head of the Portfolio Management Group.In today’s episode, Doug explains why we’re living in a world made for trend following. He explains his unique approach to trend following and the benefits of expanding the number of markets traded, including esoteric ones like California carbon emissions and Turkish interest rate swaps. Doug also touches on the macro backdrop - characterized by deep structural hange and tail risks, including intensifying geopolitical conflict and US fiscal instability.(3:00) Doug Greenig intro(7:56) Trend following(10:22) Trading in unique and esoteric markets(22:38) Why trend following works(27:00) Leverage cycles and reflexivity(29:08) Integrating trend following with traditional portfolios(34:52) The macro environment(37:26) Market volatility & narrative shifts(40:21) Gray rhinos(43:29) Bullish on China(48:55) Most memorable investment-----Follow Meb on Twitter, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com-----Sponsor: YCharts - YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and get 20% off your subscription (new clients only).Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok-----Interested in sponsoring the show? Email us at [email protected] guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. -----Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices
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We launched a new podcast called The Best Investment Writing. It began as a book, then as individual episodes on this feed, but listeners enjoyed it so much that we decided it needs to be its own show!
Where else can you hear hand-selected investment research voiced by some of the most respected money managers and investment researchers in the world.
Listen to a recent episode we published featuring prior podcast guest, Jason Buck, reading a piece titled Herschel Walker Syndrome.
Subscribe on Apple, Spotify or YouTube.
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To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
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Today’s guests are Andre Rzym and Tarek Abou Zeid, two Portfolio Managers from Man AHL, one of the longest running systematic asset managers in the world.
In today’s episode, Andre & Tarek delve into the world of catastrophe bonds. They provide an overview of what catastrophe bonds are, recent performance metrics, how they relate to ESG and sustainable investing. They share some predictions for the 2024 hurricane season and wind down with some thoughts on the crypto markets.
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To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Subscribe to the YCharts blog and visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only).
Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
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Interested in sponsoring the show? Email us at [email protected]
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Today’s guest is Roger Mitchell, founder of Albachiara, which offers consultancy services and does early stage venture investing, mostly around sports and entertainment. Roger began his career in finance and later became the inaugural Chief Executive of the Scottish Premier League in 1998.
In today’s episode, Roger walks through topics from his new book, Sport’s Perfect Storm: An Industry Now Totally Adrift. Roger explains how the rise of new media platforms, changing demographics, and the increasing importance of gambling and fantasy sports are reshaping the sports industry landscape. He discusses the different origins and business models of American and European sports, and why sport franchises and businesses are such unique assets.
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For detailed show notes, click here
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Today’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and his role in Michael Lewis’ book, The Big Short. He’s now a portfolio manager at Neuberber Berman.
In today’s episode, Steve talks about the three themes he sees driving markets today: AI, infrastructure and crypto. He explains why he’s a believer in the first two, but not crypto. He also shares his take on the upcoming election and how that may impact markets.
(1:05) Steve's view of the economic landscape
(3:13) How to invest in AI
(8:08) Infrastructure beneficiaries
(14:15) Steve's take on the election
(17:43) The impact of policy on markets
(22:39) Other market and crypto commentary
(27:15) Financial innovation & leverage
(29:57) Steve's most memorable investment
-----
Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
-----
Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
-----
Interested in sponsoring the show? Email us at [email protected]
-----
Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
-----
Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Learn more about your ad choices. Visit megaphone.fm/adchoices - Laat meer zien
