Elroy Dimson - “High Valuations Don't Necessarily Mean That We're Going to See Asset Prices Collapse" | #100
To celebrate the milestone of reaching 100 episodes, we’re thrilled to welcome Professor Elroy Dimson, author of Meb’s favorite investing book of all time, Triumph of the Optimists. Per Meb’s request,...
4 Apr 201853min
Radio Show: Meb's Bullish on Emerging Markets... Strategies for Limited 401K Options... and Listener Q&A | #99
Episode 99 is a radio show format. We start discussing some of Meb’s “Tweets of the Week.” The first involves a presentation from Rob Arnott at Research Affiliates, which Meb considered “required read...
28 Mar 201855min
Ed Yardeni - “We've Got Good Growth with Low Inflation and That's a Very Good Environment for Stocks and Okay Environment for Bonds" | #98
In Episode 98, we welcome a true market veteran, Dr. Ed Yardeni. The episode starts with a fun story about Ed’s school days, studying off Janet Yellen’s notes in James Tobin’s class. But Meb soon brin...
21 Mar 201851min
Phil Nadel - “If You Try to Pick Winners, and You Only Invest in a Handful of Companies, Odds Are You're Going to Lose Your Money" | #97
In Episode 97, we welcome one of the most successful syndicate leads in angel investing, Phil Nadel (he also happens to be Meb’s favorite syndicate lead on Angel List). After Phil runs us through his ...
14 Mar 20181h 6min
Craig Leupold & Jim Sullivan - “From a Commercial Property Standpoint, We See Values Drifting Sideways Over the Next 12 Months" | #96
In Episode 96, we welcome two of the brightest guys in real estate, Craig Leupold and Jim Sullivan of Green Street. After touching on Craig’s and Jim’s backgrounds, the guys jump into real estate, wit...
7 Mar 201849min
Radio Show: The Short-Vol Trade Blows Up... Meb's Rare Coin Purchases... and Listener Q&A | #95
Episode 95 is a radio show format. We start with a recap of Meb’s recent travels to Nicaragua and San Francisco, but then dive into a discussion about volatility. With the VIX spiking at the beginning...
28 Feb 20181h 11min
Michelle Leder - “There Are Some Companies That We Know Are Sort of Bad Eggs" | #94
In Episode 94, we welcome entrepreneur, author, and SEC filings expert, Michelle Leder. We start with Michelle’s background. She was a business journalist – a self-professed “document geek.” She wrote...
21 Feb 201850min
John Reese - “There Is No Strategy That Outperformed the Stock Market Every Single Year" | #93
In Episode 93, we welcome entrepreneur, author, and quant investor, John Reese. We start with John’s background. When John was a child, his father was a subscriber to Value Line, and John related to t...
14 Feb 201851min
