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Liquidity Premium with Adam Butler (S1.5E1)
Liquidity Premium with Adam Butler (S1.5E1)

Season 1 Episode 8

In this episode, I sit down with good friend Adam Butler, Chief Investment Officer of ReSolve Asset Management.  Rather than take the usual interview…

7 years, 10 months ago

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John Alberg - The Man in the Machine (Learning) (S1E7)
John Alberg - The Man in the Machine (Learning) (S1E7)

Season 1 Episode 7

"How do you come to a rational conclusion as to what a company is worth?"  A seemingly simple question with little-to-no clear answer.

For John Alber…

8 years, 2 months ago

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Jack Vogel - Momentum in Theory, Momentum in Practice
Jack Vogel - Momentum in Theory, Momentum in Practice

Season 1 Episode 6

Today I am speaking with Jack Vogel, co-CIO of boutique ETF issuer Alpha Architect.

I’ve known Jack for some time now and was particularly excited to…

8 years, 2 months ago

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JD Gardner - "Win Bigger Than You Lose"
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…

8 years, 2 months ago

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Meb Faber - "Just Survive"
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 pape…

8 years, 2 months ago

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Eric Ervin - Risk Reducers & Return Enhancers
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.

T…

8 years, 2 months ago

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Tobias Carlisle - Thinking Like an Acquirer
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 V…

8 years, 2 months ago

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Adam Butler - The "Ultimate Gift"
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 …

8 years, 2 months ago

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