Tobias Carlisle - “In Order to Find Something Genuinely Undervalued...There's Always Something that You Don't Like" | #77
In Episode 77, we welcome author and asset manager, Tobias “Toby” Carlisle. After discussing Toby’s background, including his time as an M&A lawyer and what drew him to investing, we jump into his lat...
25 Okt 20171h 26min
Phil DeMuth - “Nothing in My Global Outlook is Telling Me It's Time to Pull Up the Anchor and Set Sail" | #76
In Episode 76, we welcome Phil DeMuth. We start with Phil’s background. It’s a fun recap, involving Phil’s clinical psychology roots, his move to LA to be a screenwriter, his experiences in the Dot Co...
18 Okt 20171h 29min
Mike McDaniel - “One of the Biggest Conditions that Will Lead to Success is Simply Being Invested" | #75
In Episode 75, we welcome Mike McDaniel, CIO and co-founder of Riskalyze. It’s a special episode, being recorded at the Riskalyze Fearless Investment Summit in Lake Tahoe. Per usual, we start with Mik...
11 Okt 201753min
Jeffrey Sherman - “There's This 'Buy-the-Dip;' Mentality... Do You Play in It, or Just Shake Your Head?" | #74
In Episode 74, we welcome Jeffrey Sherman from DoubleLine. We start with Jeff’s background – it’s a fun recap, including stories of running the scoreboard for The Stockton Ports… being a bank teller… ...
4 Okt 20171h 11min
Jeff Porter & Barbara Schelhorn - Why Financial Planning? Because Investing Alone Won't Get You There | #73
In Episode 73, we welcome Jeff Porter and Barbara Schelhorn from the financial planning group, Sullivan Bruyette Speros & Blayney. We start with Jeff’s background. He was a contemporary of Meb’s at th...
27 Sep 20171h 11min
Radio Show: Investor Sentiment - What is it Telling Us About this Bull's Length? | #72
Episode 72 is a radio show format before we start back with guests this fall. Some of the questions and topics you’ll hear: You've said that bonds can face significant drawdowns. But because of the w...
20 Sep 201747min
How to Outperform One of Investing's Most Beloved Strategies | #71
Episode 71 is a solo-Meb show in which he reads a white paper we’ll soon be publishing. The white paper might be a tad controversial as it calls into question an investing strategy that’s so beloved, ...
13 Sep 201723min
Radio Show: The 13F Guru Meb Would Follow Today | #70
Episode 70 is a radio show format. We start with a quick catch-up, discussing the recent eclipse and Meb’s upcoming travel, including Iceland, Reno, Orlando, Amsterdam, among others. Before jumping in...
6 Sep 201750min
