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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’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
 
On Fundamental Value we speak with the leading hedge funds, analysts, trading venues, and digital asset market participants. Our goal is simple - to understand how the leading minds in the cryptocurrency space are researching, analyzing, and quantifying the value of cryptocurrency. The Fundamental Value Podcast is hosted by Joshua Frank, CEO of The TIE - the leading provider of institutional cryptocurrency data. https://thetie.io
 
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Equity ASA

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Equity ASA

The Australian Shareholder's Association

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Many successful investors credit their success to ongoing learning and education, but if you’re riding the share market solo, where do you start? Equity ASA is brought to you by the Australian Shareholders’ Association to help you stay informed and to build financial knowledge through current, topical and expert interviews about investing, corporate governance and the share market.This podcast is produced and presented by Phil Muscatello from Shares for Beginners. Phil is a highly experience ...
 
Welcome to the SVK Crypto, 15 Minutes of Crypto Fame, brought to you by your host, Charles Storry. We provide daily cryptocurrency content and analysis on topics such as Bitcoin, Ethereum, Altcoins and ICO’s. We not only produce our daily content we feature CEO’s of all exciting ICO’s and influencers in the space! Stay tuned to find out more! If you'd like to stay in touch or get more info from me, please SUBSCRIBE to the channel and spread the good word!
 
Each week Alex discusses a range of topics that relate to the investing and finance industry. As a tech-savvy adviser in a changing world, he will explore what's topical currently as well as longer-term established themes. Alex takes a lighthearted approach to educate listeners, and occasionally stray into the world of the weird and wonderful.
 
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show series
 
Marshall Beard (Chief Strategy Officer at Gemini) joins The TIE's Fundamental Value podcast to discuss M&A strategy, preparing for market downturns, building for the future of Gemini, and institutional adoption. The information contained in this podcast is for informational purposes only and is not investment advice. The views and opinions expresse…
 
Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the FPA Crescent Fund and one of my favorite portfolio managers to talk to. In today’s episode, Steve shares his view of the world and where he sees value today. He explains why he owns Google, Comcast, CarM…
 
Today’s episode features Ben Inker reading his piece, Dispelling Myths in The Value vs. Growth Debate. Ben is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to…
 
Today’s guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. In today’s episode, Kyle touches on his famous nickel collection, the current macro environment, and why he thinks people need to stop fat shaming oil companies. The seco…
 
Thomas Chen (Managing Director and Global Head of Sales @ BitGo) joins The TIE's Fundamental Value podcast to discuss building a digital asset prime brokerage, custodying NFT's for Fortune 500 companies, and shifting demands among institutional market participants. The information contained in this podcast is for informational purposes only and is …
 
Today’s guest is David Rubenstein, co-founder and co-Chairman of The Carlyle Group, one of the largest private equity firms in the world, now managing $325 billion. In today’s episode, David walks through the evolution of the private equity industry during his career. Then we spend some time on his new book, How to Invest: Masters on the Craft, whi…
 
Today’s episode features Whitney Baker reading her piece, Put Down. Whitney is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets a…
 
Today’s guest is Marlena Lee, the Global Head of Investment Solutions for Dimensional Fund Advisors, which manages over $600 billion. In today’s episode, we start by hearing what it was like to be a TA under the legendary Gene Fama. Marlena gives he thoughts on the state of value investing, the mentality needed to navigate bear markets, and applyin…
 
Theo Rozencwajg (CEO/Co-Founder at D2X) joins The TIE's Fundamental Value podcast to discuss building a crypto derivatives exchange in Europe, regulation, and institutional adoption. The information contained in this podcast is for informational purposes only and is not investment advice. The views and opinions expressed in this episode are those o…
 
Today’s guest is Jason Buck, founder and CIO of Mutiny Funds, which specializes in volatility, options, hedging, and portfolio construction. In today’s episode, Jason shares the winding path that led him to launch Mutiny Funds and focus on the risk management side of things. We spend a lot of time talking about what true diversification looks like …
 
Today’s episode features Lawrence Kissko and Graham Robertson reading their piece, Trend-Following in Inflationary Environment. Lawrence is a Client Portfolio Manager for Man AHL. Graham is a partner and Head of Client Portfolio Management at Man AHL and is a member of the investment and management committees. He has overall responsibility for clie…
 
David Micley (Business Development Director at Wintermute) joins The TIE's Fundamental Value podcast to discuss the current state and evolution of crypto markets, providing liquidity for token projects, and how Wintermute is able to trade hundreds of tokens at size. The information contained in this podcast is for informational purposes only and is…
 
Today’s guest is Tim Pickering, founder and CIO of Auspice Capital. In today’s episode, we talk all about trend-following and commodities. Tim shares why trend-following can serve as a great diversifier to stocks and bonds, and why it’s a great way to play the current commodity cycle. He ever shares his thoughts on the LME fiasco earlier this year …
 
Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of the economy, Cam’s research recessions and yield curve inversions, an…
 
VettaFi’s vice chairman Tom Lydon discussed the SPDR Portfolio S&P500 Growth ETF (SPYG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Growth stocks have rallied recently while value has lagged since mid-June. Advisors are increasingly expressing optimism in the space as well: Bank of America reported that its the first …
 
Today’s episode features Joachim Klement reading his piece, Stocks in the long run… are still risky. Joachim is a trustee of the CFA Institute Research Foundation and offers regular commentary at Klement on Investing. Previously, he was CIO at Wellershoff & Partners Ltd., and before that, head of the UBS Wealth Management Strategic Research team an…
 
Jonah Van Bourg (Global Head of Trading at Cumberland) joins The TIE's Fundamental Value podcast to discuss liquidity of digital asset markets, his transition from trading oil derivatives to cryptocurrencies, key drivers of price movement, and real-world use cases for crypto. The information contained in this podcast is for informational purposes o…
 
Today’s episode features Tim Alcorn reading his piece, Lessons from Bessembinder. Tim is the Head of Investment Risk for Baillie Gifford. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best I…
 
Today’s guest is Edward Chancellor, financial historian, author of Devil Take the Hindmost, and previously part of GMO’s Asset Allocation team. He’s out with a new book yesterday called The Price of Time: The Real Story of Interest, which is equal parts history, financial education and philosophy. In today’s episode, Edward walks through how intere…
 
Today’s guest is Kevin Van Trump, the founder of Farm Direction and the Van Trump Report, which shares proprietary research for investors and ag professionals. In today’s episode, Kevin walks us through his early career as a trader to now running the Van Trump Report. Then we touch on wild year for the ag commodities and hear Kevin’s thoughts on wh…
 
Matthew Sigel (Head of Digital Assets Research at VanEck) joins The TIE's Fundamental Value podcast to discuss the transition from tradfi to defi, analyzing digital assets, the upcoming ETH merge, and biggest risks in the space. This podcast was recorded and is being made available solely for informational purposes. The information, statements, com…
 
Today’s episode features Ehren Stanhope reading his piece, The Great Inflation, Factors, and Stock Returns. Ehren is a Principal and Client Portfolio Manager at O’Shaughnessy Asset Management, where he is Responsible for positioning OSAM’s investment capabilities within the context of client needs and the current market environment to key clients t…
 
In this episode I'm joined by Vihari Ross, Head of Research / Head of Core Series / Portfolio Manager at Magellan. We discussed: The numbers that she finds important in stock selection The distribution curve of possible future share price movements Investing in automation and other disruptive technologies Alibaba's upcoming Hong Kong listing The pr…
 
Today’s guests are Michael Batnick and Ben Carlson, co-hosts of the Animal Spirits podcast and employees Ritholtz Wealth Management. In today’s episode, we touch on the Future Proof wealth festival, which will be in Huntington Beach, CA from September 11th to 14th – all three of us will be there and hope you join us too! We also touch on trend-foll…
 
Today’s guest is Lyn Alden, founder of Lyn Alden Investment Strategy one of my favorite macro thinkers. In today’s episode, Lyn gives an overview of how she sees the world today, starting with why the US today reminds her of the 1940’s. She touches on the state of inflation and US monetary policy and what her expectations are for the dollar from he…
 
Today’s episode features Michael Mauboussin reading his piece, Everything Is a DCF Model. Michael is Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 2020 and has 33 years of investment experience. The Best Investment Writing series features top research pieces that we’ve shared…
 
VettaFi’s vice chairman Tom Lydon discussed the Pacer Global Cash Cows Dividend ETF (GCOW) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” A strategy driven exchange traded fund that attempts to provide a continuous stream of income and capital appreciation over time by screening for companies with a high free cash flow y…
 
Today’s guest is Dwight Anderson, founder of Ospraie Management, a firm that actively invests in commodity markets and basic industries worldwide. Dwight previously worked at famed shops like Tudor and Tiger Management in charge of the Basic Industries and Commodities Group. In today’s episode, we’re talking with one of, if not the best investor to…
 
Today’s guest is Robert Keith, co-founder of Beartooth Group, a firm offering meaningful, high-value ways for conservation-minded ranch investors, buyers, brokers, and owners to invest in, restore, and sell ranchlands in the American West. In today’s episode, we’re talking about something every investor looks for – an inefficient market with little…
 
VettaFi’s vice chairman Tom Lydon discussed the FlexShares US Quality Low Volatility Index Fund (QLV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Low volatility ETF strategies can allow for diversification opportunities across core allocations and have been one of the best performing factors during market contractions…
 
Stockspot is Australia's first and largest digital investment advisor. It was founded in 2013 with a mission to help more Australians access expert investment advice and portfolio management. Marc Jocum is the Senior Manager of Investment and Business Initiatives. Marc Joined me to chat about Stockspot's recently published 2022 ETF Report. We spoke…
 
Today’s episode features Erin Miles reading her piece, Who Will Prove Most Vulnerable to the Pullback in Liquidity? Erin joined Bridgewater in 2009, and is currently Co-Lead of Equities Research and serves as the Operating Chair of the Partnership. She is responsible for leading research to convert insights and investigations into systematic cause-…
 
Danny Kim (Direct of Investments at FBG Capital) joins The TIE's Fundamental Value podcast to discuss investing in a bear market, cryptocurrency utility, the incoming war between tradifi and crypto, and ongoing risks to the cryptocurrency sector. This podcast was recorded and is being made available solely for informational purposes. The informatio…
 
Today’s guest is Scott Reynolds Nelson, the author of Oceans of Grain: How American Wheat Remade the World, and a Professor at the University of Georgia, where he teaches about international finance and global commodities. Given current events today, our conversation with Scott about the role of wheat on the world couldn’t be more timely. Scott sha…
 
Today’s episode features Richard Ennis reading his piece, The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium. Richard managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. Becker & Co. Richard co-founded EnnisKnupp, the first consultan…
 
VettaFi’s vice chairman Tom Lydon discussed the iShares 20+ Year Treasury Bond ETF (TLT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” The first half of 2022 proved painful for bonds in particular but with recession risk now top of mind for many advisors and investors, the dual benefit of recession hedge and cheaper pri…
 
Today’s guests today are Frank Giustra and Ian Telfer, two successful mining executives that built Goldcorp to a $50 billion company. In today’s episode, we’re talking all about gold with two of the most knowledgable in the space. The guys discuss why the set up today mirrors 2001, a time right before gold when on a big bull run. We also touch on h…
 
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