Episode #472: Morgan Stanley’s Mike Wilson Says the Earnings Recession is Worse Than You Think

Episode #472: Morgan Stanley’s Mike Wilson Says the Earnings Recession is Worse Than You Think   Guest: Mike Wilson is Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley. Date Recorded: 3/8/2023     |     Run-Time: 46:39 Summary: In today’s episode, Mike starts by touching on the price action we’ve seen so far in 2023, which...

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Episode #471: Gary Zimmerman, MaxMyInterest – SVB, FDIC, & Improving ROI on Cash

Episode #471: Gary Zimmerman, MaxMyInterest – SVB, FDIC, & Improving ROI on Cash   Guest: Gary Zimmerman is the Managing Partner of Six Trees Capital LLC and Founder of MaxMyInterest, a software platform that allocates individuals’ cash among their own bank accounts so that they earn the most interest possible while staying within the limits […]...

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Episode #470: How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley

Episode #470: How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley   Date Recorded: 3/6/2023     |     Run-Time: 1:10:27 Guests: Carter Malloy is the founder & CEO of AcreTrader. Mark Foley is the Director of Timberland Investments for AcreTrader. Summary: In today’s episode, we’re talking all about timberland. Carter starts...

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Episode #469: Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, & Why The Price You Pay Matters…Even in Venture Capital

Episode #469: Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, & Why The Price You Pay Matters…Even in Venture Capital   Guest: Jason Calacanis is a serial entrepreneur, angel investor, podcaster, and writer. Date Recorded: 2/10/2023     |     Run-Time: 1:07:41 Summary: In today’s episode, Jason shares why he’s more...

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Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)

Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)   Run-Time: 16:05 Summary: In today’s episode, Meb Faber, Cambria Chief Investment Officer, reads a profile of Cambria’s shareholder yield ETFs: US focused Cambria Shareholder Yield ETF (SYLD) International developed market focused Cambria Foreign Shareholder Yield ETF...

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Episode #468: Kate Moore, BlackRock – How to Invest in Consumer Disruption, Natural Resources, & Automation

Episode #468: Kate Moore, BlackRock – How to Invest in Consumer Disruption, Natural Resources, & Automation   Guest: Kate Moore, Managing Director, is a member of the Global Allocation investment team and Head of Thematic Strategy. Her investment mandate includes identifying opportunities to exploit structural change, policy evolution, and dislocations...

Feb 2023

Episode #467: Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More

Episode #467: Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More   Guest: Leigh Drogen is the GP and CIO of Starkiller Capital, an institutional investment management firm applying quantitative strategies to the blockchain based digital asset space. Corey Hoffstein is a co-founder of and Chief...

Feb 2023

Episode #466: Sean Goldsmith, The Zero Proof – The Golden Age for Non-Alcoholic Beverages

Episode #466: Sean Goldsmith, The Zero Proof – The Golden Age for Non-Alcoholic Beverages   Guest: Sean Goldsmith is the founder of The Zero Proof, a leading curator, wholesaler, and online retailer of premium non-alcoholic wine and spirits. Date Recorded: 1/25/2023     |     Run-Time: 47:03 Summary: Sean kicks off today’s episode with an overview of...

Feb 2023

Cambria Fund Profile Series: Cambria Global Value ETF (GVAL) – Totally (Not) Crushing It!!!

Cambria Fund Profile Series: Cambria Global Value ETF (GVAL) – Totally (Not) Crushing It!!!   Run-Time: 12:39 Summary: In today’s episode, Meb Faber, Cambria Funds Chief Investment Officer, reads a note he recently sent to Cambria subscribers about the Cambria Global Value ETF (GVAL). Comments or suggestions? Interested in sponsoring an episode? Email...

Feb 2023

Episode #465: Jim O’Shaughnessy, OSV – Unleashing The World’s Infinite Potential

Episode #465: Jim O’Shaughnessy, OSV – Unleashing The World’s Infinite Potential   Guest: Jim O’Shaughnessy is the Founder and CEO at OSV, which combines Jim’s deeply rooted interest in all things art, science, investing and tech with his long-held desire to establish positive sum scenarios designed to help promising creators and their inspiring ideas...

Feb 2023