If you liked my conversation with Jerry Neumann--who, incidentally, introduced me to David--you are going to love this one.
DThe investment strategy discussed in this week's episode is diametrically opposed to my own value tendencies, but it still one that has done exceptionally well.
Morgan shifted from public markets to t This week's conversation is about performance.
More specifically, it is about the ins and outs of steady progress and growth.
I’ve often joked that this show should be called “this is who you are up against,” because I am so often having conversations with brilliant people across the investment landscape who are effectively my competition and yours. It is the first episode devoted to bonds, just not the kind of bonds you are used to.
My guest is Ira Judelson, who is the leading bail bondsman in New York City.
Wes is the founder of Alpha Archite My guest this week is Rishi Ganti, who invests in what he calls esoteric assets.Meb is a quantitative researcher whose firm Cambria has been behind many interesting investment My guests this week don't need to be introduced.In celebration of the one year anniversary of invest like the best, I asked Josh Brown, Mike Batnick, and Barry Ritholtz to join me for a hour, during which I spent more time laughing than asking question My guest this week is Pat Dorsey, who was the longtime director of equity research at Morningstar, where he specialized in economic moats: sources of sustained competitive advantage that allow a few companies to deliver huge returns over time.Its about brain machine interfaces and why it is crucial that you be a chef and In episodes one and two of Hash Power, we explored blockchain technology and cryptocurrency investing.In this episode, we discuss the current and potential future states of the crypto world.
I met Ira through my friend and former podcast guest This week's conversation was especially fun.