Podcast Episodes

Innovative Tax Strategies in Bond Investing [Alex Morris] | #596

Today’s guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm.

In today’s episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to …

Published on 2 days, 8 hours ago

Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595

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Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding…

Published on 1 week, 2 days ago

The Parallels of Past and Present in Finance - Mark Higgins | #594

Episode 594

Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Unde…

Published on 2 weeks, 2 days ago

A Golden Moment for Asset Allocation? | Mike Philbrick | #593

Episode 593

Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team.

In today’s episode, Mike discusses the evolving role of gold and Bitcoin in …

Published on 3 weeks, 2 days ago

KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592

Episode 592

Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. 

In today’s episode, Henry discusses the current macroeconomic landsca…

Published on 1 month ago

Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591

Episode 591

Today’s guests are Wes Gray, founder, CEO and Co-CIO of Alpha Architect, and Srikanth Narayan, founder and CEO of Cache, which he started in 2022 after experiencing concentrated stock positions in hi…

Published on 1 month, 2 weeks ago

Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer

Episode 590

Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwi…

Published on 1 month, 3 weeks ago

Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589

Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s …

Published on 2 months ago

Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588

Episode 588

Today’s guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He’s also the author of The Missing…

Published on 2 months, 1 week ago

Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587

Episode 587

Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of B…

Published on 2 months, 2 weeks ago