StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655
My guest today is Vincent Deluard, Director of Global Macro Strategy at StoneX. In today’s episode, Vincent explains why he’s turning bearis...
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The Meb Faber Show
Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today...
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Citi's Dirk Willer on Why You Buy the Bubble | #654
My guest today is Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Market Strategy at Citi. In today’s episode, Dirk says we...
Andrew Ang: Should AI Agents Run Your Asset Allocation? | #653
My guest today is Andrew Ang, Founder of Tau Balance and professor at Columbia University. He previously ran factor investing at BlackRock....
Cambria Fund Profile: Shareholder Yield Suite
In the latest podcast episode, I discuss five Cambria funds that each apply the same shareholder yield discipline, emphasizing companies tha...
Dave Iben: The World Is on Sale While America Trades at a Premium | #652
In today's episode, Dave draws on 45 years and over 100 countries to argue why scarcity still matters in a world obsessed with infinite mone...
Roger Ibbotson - Why Isn’t Everyone Rich? | #651
Today’s guest is Roger Ibbotson, a finance professor at Yale for four decades and founder of Ibbotson Associates. In today’s episode, Roger...
FT’s Robin Wigglesworth: Why Bonds, Not Stocks, Rule Everything Around Us | #650
Today’s guest is Robin Wigglesworth, editor of FT Alphaville at the Financial Times and the author of A Fabulous Debt: The Epic Story of How...
Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) | #649
Today’s guest is Inigo Fraser Jenkins, Chief Investment Strategist at AllianceBernstein. In today’s episode, Inigo argues that the golden er...
Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once | #648
Today’s guest is Paul Kedrosky, a fellow at the MIT Institute for the Digital Economy, partner at SK Ventures and former sell-side analyst....
Jerry Parker on Big Game Hunting in the Market | #647
Today’s guest is Jerry Parker, founder and CEO of Chesapeake Capital and one of the original Turtles trained by Richard Dennis. Together we...
David Booth: 45 Years to $1 Trillion at Dimensional | #646
Today’s guest is David Booth, founder of Dimensional Fund Advisors, which now manages over $1 trillion. He studied under Eugene Fama at Chic...
Luke Gromen: The Bull Market That Loses You Money | #645
Today’s guest is Luke Gromen, founder of the macro research firm Forest for the Trees, or FFTT. In today's episode, Luke argues that free tr...
Teaser: Investing in America: The Rise Of A 250-Year Bull Market
In today's episode, I read the opening of my new book, Investing in America: The Rise of a 250-Year Bull Market, plus a couple of sidebars....
Cambria Fund Profile – Cambria Global Value ETF (GVAL)
In the latest podcast episode, I discuss the Cambria Global Value ETF (GVAL). I share my perspective on the gap between U.S. and internation...
Liaquat Ahamed on the Railroad Bubble That Crashed the World | #642
Today’s guest is Liaquat Ahamed, the Pulitzer Prize–winning author of Lords of Finance: The Bankers Who Broke the World, one of the greatest...
Zombie Stocks and Hidden Value With Bob Robotti | #641
Today’s guest is Bob Robotti, founder and CIO of Robotti and Company Advisors, which he’s been running the firm since 1983. In today’s episo...
Muddy Waters’ Carson Block on How AI Could Unwind the S&P 500 | #640
My guest today is Carson Block, founder of Muddy Waters Research & Muddy Waters Capital and one of the last short sellers still standing. In...
Joseph Moore: How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t) | #639
My guest today is Joseph Moore, a historian and former professor who spent over a decade in the archives studying 300 years of American fina...
The Secret Sauce Behind 250 Years of American Success (McKinsey’s Rebecca Anderson) | #638
Today’s guest is Rebecca Anderson, a Senior Fellow at the McKinsey Global Institute, McKinsey’s business and economics research arm. She lea...
Ben Carlson: The Numbers That Break Your Brain About Long Term Investing | #637
Today’s guest is Ben Carlson of Ritholtz Wealth Management, author of A Wealth of Common Sense and host of the Animal Spirits podcast. In to...