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48m 55s

Citi's Dirk Willer on Why You Buy the Bu...

The Idea Farm
About this episode
My guest today is Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Market Strategy at Citi. In today’s episode, Dirk says we’re in an AI bubble and why that’s a reason to buy, not sell. He shares why the bond selloff relates to growth rather than deficits, how the Warsh Fed echoes Greenspan and why Brazil is one of his favorite markets.&nbsp ... Show More
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Oct 9
Andrew Ang: Should AI Agents Run Your Asset Allocation? | #653
My guest today is Andrew Ang, Founder of Tau Balance and professor at Columbia University. He previously ran factor investing at BlackRock. In today's episode, Andrew explains how a swarm of AI agents can reinvent the investment workflow rather than automating pieces of it. He sh ... Show More
45m 52s
Oct 2
Cambria Fund Profile: Shareholder Yield Suite
In the latest podcast episode, I discuss five Cambria funds that each apply the same shareholder yield discipline, emphasizing companies that return cash to shareholders through dividends and buybacks. I share my perspective on why focusing on dividends alone misses most of the s ... Show More
12m 44s
Sep 25
Dave Iben: The World Is on Sale While America Trades at a Premium | #652
In today's episode, Dave draws on 45 years and over 100 countries to argue why scarcity still matters in a world obsessed with infinite money and AI. He makes the case that the world trades at a discount while America sits at record valuations. To close, Dave explains why underva ... Show More
37m 21s
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