Radio Show: What’s More Important – Savings or Returns… What Meb’s Doing with U.S. Bonds… and Listener Q&A | #108
Episode 108 has a radio show format. In this one, we cover some of Meb’s Tweets of the Week and various write-in questions. After giving us the overview of his upcoming travel, Meb shares his thoughts...
30 Maj 201850min
#107 - James Montier - “There Really Is A Serious Challenge to Try to Put Together an Investment Portfolio That’s Going to Generate Half-Decent Returns On A Forward-Looking Basis"
In Episode 107 we welcome the great James Montier. The chat starts on the topic of James’ questionable sartorial choices. He tells us he’s “always been a fan of dressing badly.” But the guys quickly j...
23 Maj 201857min
Brian Singer - “We Don’t Know What Will Trigger the Decline, but When It Happens, Our Fear Is That It’s Sharper and Deeper Than Investors Would Otherwise Expect" | #106
In Episode 106 we welcome market vet, Brian Singer. Meb dives right now, asking Brian for his general approach to the markets. Brian tells us it’s fundamental in nature. They look at about 100 differe...
16 Maj 20181h 7min
Olivia Judson - “Life Has Transformed the Planet, Which Has Gone On to Alter the Future Course of Life" | #105
Episode 105 is a wholly unique show. In this episode, we depart from traditional investment themes, and instead, bring you an episode featuring Meb’s second professional love, biology. Specifically, w...
9 Maj 201853min
Ken Fisher - “If You’re Worried About What Things Are Going to Be Worth Next Week…You’re Going to Make Yourself Way Poorer 20 Years from Now" | #104
In Episode 104, we welcome the legendary, Ken Fisher. Meb starts with a quick word of congratulations to Ken, as his firm just passed $100B in assets under management. The guys then discuss Ken’s inte...
2 Maj 20181h 4min
The Asset Allocation Pyramid | #103
Episode 103 is a solo-Meb show. We just finished a short paper that references the old nutritional “Food Pyramid” published by the FDA a couple decades ago. Given what we’ve learned about health-consc...
25 Apr 201822min
Radio Show: The "Stay Rich" Portfolio... A Senator Wants to Ban Share Repurchases... and Listener Q&A | #102
Episode 102 has a radio show format. In this one, we cover Meb’s Tweets of the Week, some write-in questions, Twitter questions, and our first-ever call-in question. We discuss the “Stay Rich” portfol...
18 Apr 20181h 6min
Paul Merriman - “The People That Have Come Out Ahead Are the People Who Have Put Their Trust in the System Over the Long-Term" | #101
In Episode 101, we welcome the great educator, Paul Merriman. We start with Paul’s background; specifically, the story of an early trading experience with commodities. He doubled his money in days…and...
11 Apr 20181h 25min
