Episode 50 is a return to our “radio show” format, in which we discuss current market news, Tweets Meb finds interesting, various research papers of note, and anything else on Meb’s mind.
But first things first: A huge congratulations to new father, Meb Faber. His “spin-off” came in the early morning hours just a few days ago. In fact, this episode was recor ... Show More
Today
Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601
Today’s guest is Eddy Elfenbein, one of the OG financial bloggers at Crossing Wall Street. Eddy also runs the CWS ETF, which is from his annual buy list of 25 stocks. In today’s episode, Eddy shares his insights on investing, stock selection, and the challenges of managing an ETF ... Show More
54m 7s
Oct 7
Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600
Today’s guest is Tobias Carlisle, founder of Acquirers Funds and serves as portfolio manager of the firm’s deep value strategy. He’s just released a book called Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking. In today’s episode, Toby starts by disc ... Show More
50m 5s
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
Feb 2024
These Aren’t the Shorts You Are Looking for with Luke Gromen of FFTT
On this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more!
Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market ... Show More
1h 9m
Dec 2023
Don’t Look Back in Anger
On this episode of “On The Tape,” Dan Nathan, Guy Adami, Danny Moses, and Stuart Sopp, CEO of Current, discuss the Fed meeting and the stock market at record highs.
Key Insights from the Pod:
The Fed Cut Pivot (1:30)
Expectations for 2024 (10:40)
The Market Rotation (16:30)
Ener ... Show More
45m 3s
Jun 2023
Double Trouble: How the Dot-Com and Tech Bubbles Compare
In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.Why did you decide to analyze these two investing periods?Examples of the market chasing companies pursu ... Show More
16m 24s