In episode 309, we welcome our guest Andrew Horowitz, President and Founder of Horowitz & Company and host of The Disciplined Investor Podcast. In today’s episode, we start with Andrew’s investment framework. We talk about the tradeoff between active management and ETF’s with both stocks and bonds. Then we discuss the impact of fund flows on stocks and hear ... Show More
Aug 22
The Parallels of Past and Present in Finance - Mark Higgins | #594
Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on f ... Show More
59m 7s
Aug 4
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592
Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a de ... Show More
58m 38s
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 2021
Sam Bankman-Fried - Creating a Perfect Market - [Invest Like the Best, EP. 247]
My guest today is Sam Bankman-Fried, founder and CEO of leading cryptocurrency exchange, FTX. In a little over two years, FTX has registered 1.2 million users, grown to facilitate $10.9 billion of daily trading volume, and reached an $18 billion valuation. Prior to FTX, Sam worke ... Show More
1h 16m
May 2022
Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]
My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his wisdom for decades. This conversation is a m ... Show More
1h 56m
Apr 2022
Hedge Funds vs ETFs, Passive vs Active, 70s Inflation vs Now, & Commodities vs CTAs with Simplify's Mike Green
What exactly does a chief strategist do? Besides picking fights with Bitcoin HODLers on Twitter… And how exactly does one of the most prominent voices on the dangers of too much passive money trying to fit into a single asset classes on/off ramps, end up at….wait for it….an ETF s ... Show More
1h 17m
Jan 2023
BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)
IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:37 - What's the mastermind's thoughts on FTX and SBF?10:22 - What's happening with Gemini, DCG, Genesis, & GBTC?14:37 - What's the group's thoughts on Binance?15:04 - Why is a risk assessment of counterparts risk so important?15:04 - ... Show More
1h 35m
Apr 2020
Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Ga ... Show More
54m 35s