The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564
In today's episode, we look back on an amazing 2024 with the episodes that YOU enjoyed the most. Aswath Damodaran: Apple, Spotify & YouTube Brad Gerstner: Apple, Spotify & YouTube Cliff Asness: ...
27 Des 20242min
Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563
Today’s returning guest is macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm. In today’s episode, Fe...
23 Des 202451min
Fran Kinniry on The Past, Present & Future of Vanguard | #562
My guest today is Fran Kinniry, Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard since 1997 and served as the Global Head of Private Investments and Global...
20 Des 202446min
Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561
Today’s guest is Matthias Hanauer, a researcher on Robeco’s Quant Equity Research team. In today’s episode, we discuss the intricacies of value investing, the impact of various factors such as intere...
13 Des 202442min
Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More | #560
My guest today is Michael Venuto, CIO & co-founder of Tidal Financial Group, an ETF platform with over 175 ETFs and $25 billion in assets. In today’s episode, Mike & I discuss the banner year for the...
6 Des 20241h 2min
Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559
My guest today is Joel Nagel, founder of the international law firm Nagel & Associates, which has a major focus on asset protection. Joel is also the Chairman of Caye International Bank, and has serve...
22 Nov 202453min
Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558
Today’s returning guest is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran delves into the intricacies of invest...
15 Nov 202459min
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557
My guest today is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. In today’s episode, Dr. David Kelly discusses various...
8 Nov 202443min
