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Aug 2022
1h 6m

Dwight Anderson, Ospraie – A Tiger Cub’s...

The Idea Farm
About this episode
Today’s guest is Dwight Anderson, founder of Ospraie Management, a firm that actively invests in commodity markets and basic industries worldwide. Dwight previously worked at famed shops like Tudor and Tiger Management in charge of the Basic Industries and Commodities Group. In today’s episode, we’re talking with one of, if not the best investor to hear from ... Show More
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Aug 31
Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once | #648
Today’s guest is Paul Kedrosky, a fellow at the MIT Institute for the Digital Economy, partner at SK Ventures and former sell-side analyst. In today’s episode, Paul Kedrosky explains why AI sits at the intersection of every force behind the biggest bubbles. He walks through why t ... Show More
45m 31s
Aug 25
Jerry Parker on Big Game Hunting in the Market | #647
Today’s guest is Jerry Parker, founder and CEO of Chesapeake Capital and one of the original Turtles trained by Richard Dennis. Together we run the Cambria Chesapeake Pure Trend ETF (MFUT). In today's episode, Jerry explains why managed futures isn't the same as trend following. ... Show More
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Aug 21
David Booth: 45 Years to $1 Trillion at Dimensional | #646
Today’s guest is David Booth, founder of Dimensional Fund Advisors, which now manages over $1 trillion. He studied under Eugene Fama at Chicago and helped build one of the first index funds at Wells Fargo. In today’s episode, David traces Dimensional’s arc from indexing’s earlies ... Show More
38m 34s
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