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Oct 2019
59m 39s

Larry Hite - I Want To Be In A Position ...

The Idea Farm
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Oct 30
Cambria Fund Profile – Asset Allocation Suite
In the latest podcast episode, I discuss three Cambria funds that each wrap a globally diversified portfolio into a single ETF: the Cambria Global Asset Allocation ETF (GAA), the Cambria Global Momentum ETF (GMOM), and the Cambria Trinity ETF (TRTY). I share my perspective on why ... Show More
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Oct 23
StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655
My guest today is Vincent Deluard, Director of Global Macro Strategy at StoneX. In today’s episode, Vincent explains why he’s turning bearish on stocks after years of being a bull. He shares why tax collections are his favorite gauge of the economy, why the world is really paying ... Show More
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Oct 19
Citi's Dirk Willer on Why You Buy the Bubble | #654
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 ... Show More
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