Jul 3
The Secret Sauce Behind 250 Years of American Success (McKinsey’s Rebecca Anderson) | #638
Today’s guest is Rebecca Anderson, a Senior Fellow at the McKinsey Global Institute, McKinsey’s business and economics research arm. She leads research on economic growth and the financial system, in the United States and globally. In today’s episode, Rebecca shares her McKinsey ... Show More
58m 13s
Jun 23
Meb Faber's Investing in America, Out July 4th (Investing in America Series) | #636
In today's episode, Meb celebrates the release of his new book, Investing in America, a coffee table history of the 250 year bull market. He explains the magic of compounding, why every decade feels like chaos, and the surprising fact that stocks become less volatile than bonds o ... Show More
26m 4s
Mar 2019
Michael Mauboussin – The Four Sources of Alpha - [Invest Like the Best, EP.126]
My guest this week for the third time is Michael Mauboussin. If there is a major question about markets and investing, Michael has usually written one of the best pieces of research on that topic. Today’s conversation is a mix of several of his research pieces, but focuses on the ... Show More
1h 9m
Dec 2018
BO09: From Discretionary Trading to a Systematic Approach
At the very beginning of my podcasting career, I had a great conversation with Mike Dever covering many trading related topics, one of which were the different approaches to trading. And there was One segment I really liked in particular, and which I would like to share with you ... Show More
11m 21s
Jul 2021
TIP364: How to Invest in Alternative Assets w/ Michael Weisz
In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes. IN THIS EPISODE, YOU'LL LEARN: (01:54) Why you should consider diversifying into alternative asset ... Show More
1h 4m
Jun 2021
#191 with Mike Maples - 4 Big Trends and $0 to $1 Billion Startup Idea Frameworks
Shaan (@ShaanVP) and Sam (@TheSamParr) talk with seed VC Mike Maples (@m2jr). Mike is a co-founding Partner at Floodgate. He has been on the Forbes Midas List eight times in the last decade due to notable investments like Twitter, Twitch, Lyft, and Okta. In this episode he talks ... Show More
1h 5m
Jan 2021
TIP333: Trend Following w/ Niels Kaastrup-Larsen
On today’s show, we have a veteran of the finance industry, Mr. Niels Kaastrup-Larsen. We discuss how simulations of trend following work together with an equities portfolio, and how models built on historical data perform in a year with a pandemic that we have never seen before. ... Show More
59m 27s
Today’s guest is Michael Melissinos, founder of Melissinos Trading, an investment firm that employs a systematic trend-following approach.
In today’s episode, Mike shares his journey into trend following and his approach to trading. He emphasizes the importance of removing biases and opinions when observing trends and executing trades. We get into the nuance ... Show More
