Today we’re joined AcreTrader’s Carter Malloy, who’s back for his third appearance on the show, and Mark Foley, who joined AcreTrader a little over a year ago as their Director of Timberland Investments.
In today’s episode, we’re talking all about timberland. Carter starts the show updating us on the huge success they’ve had with over 128 properties and thr ... Show More
Yesterday
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
Feb 2
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
53m 41s
Jan 2022
Ricky Sandler - Building an Investment Compass - [Invest Like the Best, EP. 258]
My guest today is Ricky Sandler, founder of Eminence Capital. Ricky is a hedge fund veteran managing over $8bn of assets across Eminence's strategies. We cover Ricky's evolution as an active investor, why he thinks this is a stock-picker's environment, and what keeps him competit ... Show More
1h 10m
Aug 2023
Lee Ainslie - Hedge Fund Maverick - [Invest Like the Best, EP. 341]
My guest today is Lee Ainslie, the founder of Maverick Capital. Lee started his investing career at Tiger Management where he worked for Julian Robertson. In 1993, he left to start Maverick and has built the firm into one of the top-performing hedge funds of the last 30 years. Le ... Show More
1h 38m
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 27m