Oct 17, 2018
In this episode, I sit down with good friend Adam Butler, Chief Investment Officer of ReSolve Asset Management. Rather than take the usual interview style, we thought it would be fun to just sit down at a bar without an agenda and just record the stuff we would have been talking about anyway.
With drinks in hand, we...
Jul 8, 2018
"How do you come to a rational conclusion as to what a company is worth?" A seemingly simple question with little-to-no clear answer.
For John Alberg, a background in computer science and a passion for machine learning led him to view the problem through the lens of data. "If it is true that you can use...
Jun 26, 2018
Today I am speaking with Jack Vogel, co-CIO of boutique ETF issuer Alpha Architect.
I’ve known Jack for some time now and was particularly excited to bring him on the show for two reasons. The first, which you will quickly learn in the episode, is his near encyclopedic knowledge of investing literature. I’ve met few...
Jun 26, 2018
In this episode, I am joined by JD Gardner, founder and managing member at Aptus Capital. In his time in the industry, JD has served in the role of associate financial advisor, analyst to a deep-value equity fund, and analyst at short-term, systematic, managed-futures fund.
These varying experiences have mixed to...
Jun 26, 2018
My guest, this episode, likely needs little introduction. His paper, a Quantitative Approach to Tactical Asset Allocation is the highest ranked paper on SSRN with over 200,000 downloads at the point of recording.
But Meb Faber’s interests go far beyond tactical asset allocation. His work over the last decade-plus...