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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…
3 years, 1 month ago
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…
3 years, 1 month ago
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…
3 years, 1 month ago
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…
3 years, 2 months ago
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…
3 years, 2 months ago
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…
3 years, 2 months ago
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…
3 years, 2 months ago
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…
3 years, 2 months ago
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, 2 months ago
Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
Season 1 Episode 210
In this episode, we speak with Northern Trust's Peter Mladina. Peter has published extensive research in the areas of both financial planning and fac…
3 years, 3 months ago