Sarah Ketterer - Without a Quant Risk Model, I'd Argue an Investment Manager is Completely Blind | #116
In Episode 116, we welcome entrepreneur, CEO, and fund manager, Sarah Ketterer. Meb dives right in, asking about a quote on Causeway’s website which references how the shop blends fundamental and quan...
8 Aug 201847min
Steve Glickman - Opportunity Zones: Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever | #115
In Episode 115, we welcome entrepreneur and opportunity zone expert, Steve Glickman. Meb jumps right in, asking “what is an opportunity zone?” Steve tells us about this brand-new program that was crea...
1 Aug 201849min
David Gladstone - Farmland Is One of the Most Stable Assets One Can Own | #114
In Episode 114, we welcome entrepreneur and author, David Gladstone. We start with David’s backstory, which dovetails into how he got into farming, and subsequently, launching a farmland REIT. Meb ask...
25 Jul 20181h 1min
Stanley Altshuller - I’m Bullish On Active Management, But I Think That You Need A Correction For People To Remember Why Hedge Funds Exist In The First Place | #113
In Episode 113, we welcome entrepreneur and hedge fund expert, Stan Altshuller. Meb starts by asking Stan to give us his backstory, and how he came to co-found Novus Partners. After Stan gives us his ...
18 Jul 201859min
Peter Ricchiuti - “You’re Better Off Investing When Things Look Miserable" | #112
In Episode 112, we welcome Professor Peter Ricchiuti. We start with Peter’s origin story, which includes his time in the investment world, then managing money for the state of Louisiana, then teaching...
11 Jul 20181h 2min
Radio Show - Which Portfolio Hedge for This Market?... Is Short-Termism Harming Your Investments?... and Listener Q&A | #111
Episode 111 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb, as well as some write-in questions. Before jumping in, a few housekeeping items… Meb discusses a proxy ...
4 Jul 20181h 16min
Bryan Taylor - “At Some Point, the Stresses Are Going to Be So Great that Some of the Countries (In the European Union) Are Eventually Forced to Leave" | #110
In Episode 110, we welcome author and market data expert, Dr. Bryan Taylor. Meb begins by asking how Bryan built the massive financial database that is Global Financial Data. Bryan walks us through ho...
27 Jun 20181h 16min
Matt Hougan - “Anyone Who Tells You They Know What’s Going to Happen in Crypto Is Probably Lying to You" | #109
In Episode 109, we welcome ETF and crypto expert, Matt Hougan. After a quick, fun story about Matt’s first job…as a 9-foot tall seal mascot for a minor league baseball team…Meb asks about the state of...
20 Jun 20181h 13min
