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Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568
Today’s guest is Mike Maples Jr. (https://x.com/m2jr) a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some S
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567
My guest today is Savita Subramanian, Bank of America’s Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron’s named Savita as one of the 100 Most Influential Women in U.S. Finance. In today’s episode, we cover the key trends s
Wendy Li on How To Invest Like Elite Endowments | #566
Today's guest is Wendy Li (https://www.ivyinvest.co/about-ivy-invest), founder and CIO of Ivy Invest (https://www.ivyinvest.co/), which offers an endowment-style fund with traditional and alternative assets. She’s spent her career as an ins
Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565
In this special episode, I’m releasing the full audiobook of Shareholder Yield: A Better Approach to Dividend Investing (https://amzn.to/48C1MiL?utm_source=theideafarm.com&utm_medium=referral&utm_campaign=now-available-shareholder-yield-a-b
The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564
In today's episode, we look back on an amazing 2024 with the episodes that YOU enjoyed the most. Aswath Damodaran (https://www.themebfabershow.com/episodes/PChg7JNXzoV): Apple (https://podcasts.apple.com/podcast/id1128955736?i=1000677064136
Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563
Today’s returning guest is macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm. In today’s episode, Felix explains why he’s concerned about the
Fran Kinniry on The Past, Present & Future of Vanguard | #562
My guest today is Fran Kinniry (https://www.linkedin.com/in/fran-kinniry-cfa-25a606b4/), Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard since 1997 and served as the Global Head of Private Inves
Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561
Today’s guest is Matthias Hanauer (https://www.robeco.com/en-us/about-us/matthias-hanauer), a researcher on Robeco’s Quant Equity Research team. In today’s episode, we discuss the intricacies of value investing, the impact of various factor
Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More | #560
My guest today is Michael Venuto (https://x.com/michael_venuto), CIO & co-founder of Tidal Financial Group, an ETF platform with over 175 ETFs and $25 billion in assets. In today’s episode, Mike & I discuss the banner year for the ETF indus
Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559
My guest today is Joel Nagel (https://www.nagellaw.com/), founder of the international law firm Nagel & Associates, which has a major focus on asset protection. Joel is also the Chairman of Caye International Bank, and has served as ambassa