Author: Meb Faber

[ad_1] Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Information & Disruptive Innovation Visitor: Ulrike Hoffmann-Burchardi is a Portfolio Supervisor at Tudor Funding Company the place she oversees a world fairness portfolio inside Tudor’s flagship fund specializing in Digital, Information & Disruptive Innovation. Recorded: 8/17/2023  |  Run-Time: 44:23 Abstract: In right now’s episode, she begins by classes realized over the previous 25 years working at a famed store like Tudor. Then we dive into matters everyone seems to be speaking about right now: knowledge, AI, massive language fashions. She shares how she sees funding groups incorporating AI and LLMs into…

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[ad_1] Episode #496: Phil Bak, Armada ETFs – Masterclass in (Liquid) Actual Property Investing Visitor: Phil Bak is the CEO of Armada ETFs, which supplies buyers broad entry to the true property asset class. He has beforehand served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Companies in 2020. Date Recorded: 8/9/2023  |  Run-Time: 59:24    Abstract: In at the moment’s episode, Phil offers a masterclass on actual property investing. He covers the residential actual property area, the issue buyers have come throughout this yr with non-public REIT methods, and why he has an…

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[ad_1] Episode #495: Mohnish Pabrai on Cloning & Compounding   Visitor: Mohnish Pabrai is the founder and Managing Accomplice of the Pabrai Investments Funds, which he began in 1999. Date Recorded: 7/28/2023     |     Run-Time: 1:15:01 Abstract: In right now’s episode, Mohnish talks about his love for bridge, what his good friend Warren Buffett’s on-line bridge title is, his philanthropic endeavors, alternatives he sees in Turkey and India, and what he would do with the Apple place right now if he was operating Berkshire Hathaway. Sponsor: YCharts permits monetary advisors to make smarter funding choices and higher talk with purchasers. YCharts gives a collection…

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[ad_1] Episode #494: Stephanie Pomboy on the Company Credit score Crunch   Visitor: Stephanie Pomboy is the founding father of MacroMavens, a boutique analysis agency that gives macroeconomic analysis and commentary to an unique swath of the institutional funding neighborhood. Date Recorded: 8/2/2023     |     Run-Time: 53:59 Abstract: In at the moment’s episode, Stephanie shares her tackle the funding panorama and why she’s very involved in regards to the company credit score market. Then she shares her tackle the greenback, gold, and the place she sees alternative given her bearish views. In studying a few of Stephanie’s latest analysis to arrange for the…

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[ad_1] Episode #493: Michael Batnick & Ben Carlson – What’s Your Favourite Diversifier? PLUS: Future Proof!   Company: Michael Batnick, CFA. Michael Batnick is the Director of Analysis at Ritholtz Wealth Administration. Ben Carlson is the Director of Institutional Asset Administration at Ritholtz Wealth Administration. Date Recorded: 8/2/2023     |     Run-Time: 48:44 Abstract: In immediately’s episode, Michael & Ben give us a preview of the Future Proof Competition in September, which I used to be eventually yr and shall be going as soon as once more. Then we speak about a bunch of matters, together with asset allocation given the world immediately, the…

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[ad_1] Episode #492: Anthony Zhang, Vinovest – From Barrel to Financial institution: The best way to Put money into Whiskey   Visitor: Anthony Zhang is the co-founder and CEO of Vinovest, the world’s first platform for investing in high quality wine. Date Recorded: 6/21/2023     |     Run-Time: 52:48 Abstract: In at the moment’s episode, Anthony updates on the enterprise since his first look two years in the past. He shares Vinovest now has over 100 million {dollars} invested and 150,000 registered customers. Then we dive into their entrance into the whiskey market and discuss in regards to the funding profile of whiskey,…

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[ad_1] Episode #491: JD Gardner – Bridging the Conduct Hole   Visitor: JD Gardner is the CIO & Founding father of Aptus Capital Advisors, which supplies risk-managed methods designed to assist purchasers keep invested by market cycles. Date Recorded: 7/5/2023     |     Run-Time: 1:14:56 Abstract: Immediately’s episode has an overarching theme that may be summarized by a quote from JD himself: “A technique’s return is far much less essential than an investor’s return whereas uncovered to the technique.” JD explains how they supply options to assist bridge the behavioral hole and use choices present traders with revenue and draw back safety so…

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[ad_1] Episode #490: Invoice Bernstein on Monetary Historical past, Star Managers & The 4 Pillars of Investing   Visitor: William (Invoice) Bernstein is a monetary theorist, a neurologist, and a monetary adviser to excessive internet price people. Identified for his web site on asset allocation and portfolio idea, Environment friendly Frontier, Invoice can also be a co-principal within the cash administration agency Environment friendly Frontier Advisors. He lately launched an up to date version of The 4 Pillars of Investing. Date Recorded: 7/12/2023     |     Run-Time: 50:14 Abstract: In at present’s episode, Dr. Bernstein shares two key updates for the reason that…

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[ad_1] Episode #489: Steve Klinsky, New Mountain Capital – Personal Fairness Titan   Visitor: Steven Klinsky is the founder and CEO of New Mountain Capital. Mr. Klinsky was co-founder of the Leverage Buyout Group of Goldman Sachs & Co. (“Goldman”) (1981-1984), the place he helped execute over $3 billion of pioneering transactions for Goldman and its purchasers. Date Recorded: 6/28/2023     |     Run-Time: 52:58 Abstract: In right this moment’s episode, Steve shares how the personal fairness business has advanced over his profession to go from a concentrate on monetary engineering to a concentrate on constructing companies. Then he talks in regards to…

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[ad_1] Episode #488: Blake Road – Monetary Advisor to New Media: From Tik Tok to E-Sports activities & OnlyFans   Visitor: Blake Road is a Founding Accomplice and Chief Funding Officer of Warren Road Wealth Advisors. Blake graduated from California State College, Fullerton in 2009 with a Bachelor of Arts in Finance, and he’s a licensed monetary planner (CFP) and a Chartered Monetary Analyst (CFA). Date Recorded: 6/7/2023     |     Run-Time: 50:37 Abstract: In at present’s episode, Blake shares how he wound up constructing a agency targeted on content material creators, which incorporates individuals who make a dwelling from Tik Tok,…

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