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JD Gardner - "Win Bigger Than You Lose"
Season 1 Episode 5
In this episode, I am joined by JD Gardner, founder and managing member at Aptus Capital. In his time in the industry, JD has served in the role of associate financial advisor, analyst to a deep-va…
Published on 7 years, 2 months ago
Meb Faber - "Just Survive"
Season 1 Episode 4
My guest, this episode, likely needs little introduction. His paper, a Quantitative Approach to Tactical Asset Allocation is the highest ranked paper on SSRN with over 200,000 downloads at the point…
Published on 7 years, 2 months ago
Eric Ervin - Risk Reducers & Return Enhancers
Season 1 Episode 3
In many ways, the topic of conversation for this episode revolves around what ultimately amounts to a fairly vanilla, almost-index like portfolio.
The asset class in question, however, may verge on …
Published on 7 years, 2 months ago
Tobias Carlisle - Thinking Like an Acquirer
Season 1 Episode 2
This episode I chat with Toby Carlisle, a managing member at Carbon Beach Asset Management and author of popular value investing books such as Deep Value and The Acquirer’s Multiple. Toby’s approach…
Published on 7 years, 2 months ago
Adam Butler - The "Ultimate Gift"
Season 1 Episode 1
My guest in this episode is Adam Butler, Chief Investment Officer at ReSolve Asset Management. Adam's story is the near quintessential example of my belief that every investor's approach is colored b…
Published on 7 years, 2 months ago