Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5.
You’ll hear from some of the most respected money managers and investment researchers from all over the planet.
Eno ... Show More
Nov 21
AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management.
In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of r ... Show More
1h 3m
Nov 11
The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech w ... Show More
1h 50m
Nov 7
Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe expl ... Show More
1h 2m
Apr 2023
MI Rewind: Buying Winners Through Momentum Investing w/ Wes Gray
Clay Finck chats with Wes Gray all about momentum investing, how retail investors can utilize a momentum strategy, and much more!
Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama.
IN THIS EPISODE, YO ... Show More
55m 8s
Jan 2024
Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]
My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ... Show More
1h 26m
Oct 2018
TIP213: Precious Metal Investing: Gold, Silver, & Platinum w/ David McAlvany (Investment Podcast)
On today's show, we talk to a precious metals expert, David McAlvany, about whether an investor should include gold, silver, or platinum in their portfolio.
IN THIS EPISODE YOU’LL LEARN:
Why value investors should consider gold if they deem the stock market overvalued.
Why inv ... Show More
46m 19s
Apr 2023
TIP546: The Holy Grail of Long-Term Value Investing
On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 4 of our review of this incredible book.
Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based invest ... Show More
55m 19s
Feb 2024
Ali Hamed - Building an Investment Firm - [Invest Like the Best, EP.362]
My guest today is Ali Hamed. Ali was first on Invest Like the Best six years ago. He was 26 at the time and four years into building his investing firm, CoVenture. Both then and now, Ali is an example of what’s possible when you think creatively. Six years later, CoVenture now ma ... Show More
1h 29m