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Nov 2021
51m 53s

Dr. Bryan Taylor, Global Financial Data ...

The Idea Farm
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Today
Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility | #616
In today’s radio show, Meb breaks down why market-cap–weighted investing may be nearing its limits after an extraordinary run in U.S. stocks. He explores CAPE ratios near historic extremes, the quiet resurgence of gold and commodities, and why equal weight, value, and global mark ... Show More
50m 3s
Yesterday
Russell Napier: Financial Repression Is Back — And Investors Aren’t Ready | #615
My guest today is Russell Napier, an independent financial market strategist, financial historian, author of The Solid Ground investment report, and founder of the charitable venture The Library of Mistakes. In today’s episode, Russell explains why investors are asking the wrong ... Show More
58m 40s
Jan 26
Richard Bernstein - The Case for Dividends in a Bubble Era | #614
Today’s guest is Richard Bernstein, Chief Investment Officer of Richard Bernstein Advisors, which he founded in 2009. He was previously the Chief Investment Strategist at Merrill Lynch. In today’s episode, Richard argues that the market is defined by rampant speculation and extre ... Show More
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