In Episode 106 we welcome market vet, Brian Singer. Meb dives right now, asking Brian for his general approach to the markets.
Brian tells us it’s fundamental in nature. They look at about 100 different asset markets, trading the broad markets rather than individual equities or bonds. They look for mis-pricings, then when one has been identified, they dig in ... Show More
Jul 4
Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589
Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records. In today’s episod ... Show More
1h 27m
Jun 27
Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588
Today’s guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He’s also the author of The Missing Billionaires: A Guide to Better Financial Decisions. In today’s episode, Victor ... Show More
1h 14m
Jun 20
Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587
Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of ... Show More
1h 12m
Jun 2022
#110 Why The Market is Crashing ft. Brian Feroldi
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Inflation, interest rates, supply chain issues, wars… the S&P 500 has officially entered a bear market and there are countless reasons why.However, financial educ ... Show More
35m 5s
Feb 2019
William Blair's Singer: With market troubles ahead, get back to basics and fundamentals
Brian Singer, head of the dynamic allocation strategies team at William Blair Co., said that fundamentals are going to re-assert themselves on asset prices, noting that when central banks around the world are tightening, value tends to be in favor. Singer also said that emergin ... Show More
59m 11s
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
Jun 2022
Brian Feroldi Talks About Why the Stock Market Always Goes Up
Welcome to the Investing for Beginners podcast. In today’s show, we chat with: *Brian Feroldi, author of “Why Does the Stock Market Go Up?” *We talk about the lack of financial education and ways to overcome those challenges. *We discuss the current market conditions today, and h ... Show More
51m 7s
Mar 2022
Andrew Sheets: A Different Story for Global Markets
While the U.S. continues to see high valuations, rising inflation, and slow policy tightening, the story is quite different for many markets outside the U.S.
Important note regarding economic sanctions. This research references country/ies which are generally the subject of compr ... Show More
2m 58s
Nov 2022
Private Markets: Uncertainty in the Golden Age
Over the last decade private markets have outperformed versus public markets, but given the recent public market volatility, will private markets continue to attract investors? Head of Brokers, Asset Managers, and the Exchanges Team Mike Cyprys and Head of European Asset Managers ... Show More
6m 48s
May 2023
Lessons Learned While Working at The Fed, Recession Predictions, And How to Win During Challenging Markets | Jake Schurmeier
In this episode of the Millionaire Mindcast, Jake Schurmeier of Harbor Capital Advisors shares his perspective working on how Fed and Treasury work together and affects the economy, the things he learned working in Fed, recession predictions, dollar currency issue, and the key th ... Show More
38m 25s
Nov 2021
Andrew Sheets: Bond Markets Get Jumpy
Over the last decade, bonds have been a source of stability. But, with surprising moves this past month, they’ve now become a risk-management challenge that stands out amongst other asset classes.
----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief C ... Show More
3m 11s
Dec 2022
Prof G Markets: The Biggest Stories of 2022
This week on Prof G Markets, Scott reflects on a year in markets defined by the war in Ukraine, inflation, and the decline of risk capital. He shares his main takeaways from 2022 as well as what he hopes investors learned from the year.Music: https://www.davidcuttermusic.com / @d ... Show More
31m 13s