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Show Us Your Portfolio: Adam Butler
Show Us Your Portfolio: Adam Butler

Season 1 Episode 220

In this episode we speak with ReSolve Asset Management CIO Adam Butler about how he manages his personal portfolio. We discuss how Adam builds a port…

2 years, 10 months ago

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Finding Great Growth Companies with David Rolfe
Finding Great Growth Companies with David Rolfe

Season 1 Episode 219

In this episode, we talk growth investing with Wedgewood Partners Chief Investment Officer David Rolfe. We discuss the characteristics of great growt…

2 years, 10 months ago

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What Investors Need to Know About Emerging Market Debt with VanEck's Eric Fine
What Investors Need to Know About Emerging Market Debt with VanEck's Eric Fine

Season 1 Episode 218

In this episode, we take a deep dive into emerging market debt with VanEck's Eric Fine. We discuss Eric's unique background that led him to the emerg…

2 years, 10 months ago

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Investing in Companies That Put Shareholders First with Joseph Boskovich
Investing in Companies That Put Shareholders First with Joseph Boskovich

Season 1 Episode 217

In this episode, we speak with Old West's Joseph Boskovich about their process for uncovering companies that focus on adding value for their sharehol…

2 years, 11 months ago

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Building a Six Factor Model Using Intangible Value with Kai Wu
Building a Six Factor Model Using Intangible Value with Kai Wu

Season 1 Episode 216

In this episode, we speak with Sparkline Capital founder Kai Wu about his excellent recent paper "Intangible Value: A Sixth Factor". We discuss his r…

2 years, 11 months ago

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Show Us Your Portfolio: Larry Swedroe
Show Us Your Portfolio: Larry Swedroe

Season 1 Episode 215

In our latest episode of Show Us Your Portfolio, we speak with Buckingham Strategic Wealth's Larry Swedroe. Larry has dedicated his career to educati…

2 years, 11 months ago

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Factor Investing for Retirement with DFA's Mathieu Pellerin
Factor Investing for Retirement with DFA's Mathieu Pellerin

Season 1 Episode 214

In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional F…

2 years, 11 months ago

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A Tour Around the Options World with SpotGamma's Brent Kochuba
A Tour Around the Options World with SpotGamma's Brent Kochuba

Season 1 Episode 213

There has been a lot going on in the options world that is impacting the stock market. The use of 0DTE (0 days to expiration) options has risen drama…

2 years, 11 months ago

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Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott
Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott

Season 1 Episode 212

In this episode, we speak with Unlimited Funds founder Bob Elliott. We discuss the general landscape of the hedge fund industry including the strateg…

2 years, 11 months ago

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Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton

Season 1 Episode 211

Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the re…

3 years ago

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