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Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
Today’s guests are Alex Rubalcava and Paul Bricault of Amplify.LA, a pre-seed venture capital firm. In today’s episode, Alex and Paul break down the opportunities and challenges AI is creating for both startups and investors. They discuss t
Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
Today’s guests are Owen Lamont, a Portfolio Manager at Acadian Asset Management, and Randy Cohen, a finance and entrepreneurship professor at Harvard Business School and co-founder of PEO Partners, which is a leader in the emerging liquid P
The King of Coins & Collectibles - Van Simmons | #624
In today’s episode, Van explores the evolution of the rare coin and collectables market, how grading transformed collectibles into an institutional-quality asset class, and why high-grade coins may be undervalued today. He discusses supply
The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623
Watch on YouTube (https://youtu.be/b_25Yt0A0tM). My guest today is Mike Wilson, Morgan Stanley’s Chief U.S. Equity Strategist and Chief Investment Officer. In today’s episode, Mike Wilson explains how a rolling recession has given way to a
The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622
Today’s guests are Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, which is the only publication focused on taxable portfolio strategy. In today’s episode, Brent Sullivan and Wes Gray discuss how to han
Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621
My guest today is Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs. Last year she was named one of the 100 Most Influential Women in US Finance by Barron’s. In today’s episode, Kristin discusses the explosive growth of
MEBISODE: Even Berkshire Underperformed
In today’s episode, Meb reads a recent email sent to Cambria subscribers examining how to evaluate a strategy hitting a rough patch, using the Cambria Shareholder Yield ETF (SYLD) (https://cambriafunds.com/syld) as a case study. Learn more:
Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? | #619
My guest today is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran explains why he trimmed two Magnificent Seven stocks. He digs into AI’s real impact on
200 Years of Markets in 60 Minutes (Deutsche Bank’s Jim Reid) | #618
Today’s guest is Jim Reid, Global Head of Macro Research at Deutsche Bank. In today’s episode, Jim walks through lessons from his annual report, The Ultimate Guide to Long-Term Investing, which covers over 200 years of market data from 56 c
Dan Rasmussen & D.A. Wallach on Biotech’s Surge, China, IPOs, US Valuations & Japan | #617
Watch on YouTube (https://youtu.be/xE_6W1LESbo). Today’s returning guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures. In today’s episode, we unpack the recent biotech sur
Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility | #616
In today’s radio show, Meb breaks down why market-cap–weighted investing may be nearing its limits after an extraordinary run in U.S. stocks. He explores CAPE ratios near historic extremes, the quiet resurgence of gold and commodities, and
Russell Napier: Financial Repression Is Back — And Investors Aren’t Ready | #615
My guest today is Russell Napier, an independent financial market strategist, financial historian, author of The Solid Ground investment report, and founder of the charitable venture The Library of Mistakes. In today’s episode, Russell expl
Richard Bernstein - The Case for Dividends in a Bubble Era | #614
Today’s guest is Richard Bernstein, Chief Investment Officer of Richard Bernstein Advisors, which he founded in 2009. He was previously the Chief Investment Strategist at Merrill Lynch. In today’s episode, Richard argues that the market is
Marc Faber on Democracy, Debt, and Surviving the Next Market Regime | #613
My guest today is Marc Faber, editor of the “Gloom Boom & Doom Report.” In today’s episode, Marc explores the unpredictable nature of financial markets, the resurgence of precious metals and how money printing has fueled economic inequality
Build YOUR Perfect Portfolio (w/ Cullen Roche) | #612
My guest today is Cullen Roche, Chief Investment Officer at Orcam Financial Group and Discipline Funds. His latest book is Your Perfect Portfolio: The ultimate guide to using the world’s most powerful investing strategies. In today’s episod
What the Data Says About Founder-Led Outperformance (w/ Jack Ablin of Cresset Asset Management) | #611
Today’s guest is Jack Ablin, CIO at Cresset Asset Management, which manages over $70 billion AUM. Jack was RIA Intel’s “CIO of the Year” for 2022 and was previously the CIO at BMO for 17 years. In today’s episode, Jack walks through the ins
David McWilliams on The Story of Money—and Why It Matters for Markets | #610
Today’s guest is David McWilliams, an economist, podcast host and author. David worked at the Central Bank of Ireland, UBS and BNP Paribas and is the founder of the Kilkenomics Festival, a unique blend of economics and stand-up comedy. His
BlackRock’s Rick Rieder - Rethinking Risk Into 2026 | #609
Today’s guest is Rick Rieder. Rick oversees more than $2 trillion in assets as the Chief Investment Officer of Global Fixed Income at BlackRock. He also heads the Fundamental Fixed Income business and the Global Allocation Investment Team.
What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) | 608
Today’s guest is Nick Maggiulli. Nick is the COO for Ritholtz Wealth Management. He writes over at Of Dollars at Data and is the author of two books: Just Keep Buying (https://amzn.to/44HXFRr) and The Wealth Ladder (https://amzn.to/4rJyWGs)
AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjec
The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few year
Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your I
Kathryn Kaminski - Don’t Fire Your Diversifier | #604
Today’s guest is Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the firm’s Managed Futures Strategy and Global Alternatives Strategy. She also co-authored the book Trend Following
Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603
Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary E
Mebisode: When to Sell
In today’s Mebisode, Meb reads his latest paper, “When to Sell? (https://mebfaber.com/2025/09/26/when-to-sell/)” ----- Follow Meb on (https://twitter.com/MebFaber)X (https://twitter.com/MebFaber), (https://www.linkedin.com/in/mebane
Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602
Today’s guest is Carl Richards. Carl is a Certified Financial Planner, built and sold an investment firm, and hosts the podcast 50 Fires, which is backed by Chip and Joanna Gaines. He’s also the author of The Behavior Gap and The One-Page F
Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601
Today’s guest is Eddy Elfenbein, one of the OG financial bloggers at Crossing Wall Street. Eddy also runs the CWS ETF, which is from his annual buy list of 25 stocks. In today’s episode, Eddy shares his insights on investing, stock selectio
Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600
Today’s guest is Tobias Carlisle, founder of Acquirers Funds and serves as portfolio manager of the firm’s deep value strategy. He’s just released a book called Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking
Morgan Housel on The Illusion of Wealth and Happiness | #599
Today’s guest is Morgan Housel, the bestselling author of The Psychology of Money (https://amzn.to/4893IBi) and Same As Ever (https://amzn.to/4mGFtOs). His books have sold over nine million copies. His new book releasing in October is The A
Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598
Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals,
