Beste Andre Lamonte Podcasts (2024)

1
Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF 39:25

5d ago39:25

39:25

Today's guest is Wes Gray, CEO & Co-CIO of Alpha Architect and a strategic advisor to ETF Architect. Wes & I discuss the Cambria Tax Aware ETF (TAX), which aims to achieve a tax-efficient investment return consisting of capital appreciation while emphasizing low dividend distributions. We also break down the 351 to ETF contribution process and how …

1
Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553 40:32

7d ago40:32

40:32

My guest today is Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information. In today's episode, Bryan walks through what he's learned from studying 200+ years of market concentration in the US. Then we dive into his analysis of financial history o…

1
Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552 56:01

19d ago56:01

56:01

Today's guest is Owen Lamont, a Portfolio Manager at Acadian Asset Management. He’s been on the faculty at Harvard, Princeton, Yale and the University of Chicago. He also writes the blog, Owenomics. In today's episode, Owen walks through how he analyzes market bubbles and if the U.S. is in a bubble today. He touches on the rise of passive investing…

1
Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551 1:01:34

26d ago1:01:34

1:01:34

Today's is Brad Gerstner, founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm that invests in both public and private markets. In today's episode, Brad discusses his journey in investing, how to invest in the AI supercycle, and how he incorporates the impact of stock compensation when analyzing companies.…

1
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550 50:43

1M ago50:43

50:43

Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. He’s also a minority owner of the Pittsburgh Steelers. In today’s epi…

1
Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549 51:41

2M ago51:41

51:41

Von The Idea Farm

1
Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545 1:00:26

2M ago1:00:26

1:00:26

Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. In today’s episode, Michael covers some of his latest research on market concentration, equity issuance and stock buybacks, and how the boom and bust cycle relates to AI today. He also shares some common attributes among great inve…

1
Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548 55:43

2M ago55:43

55:43

Today’s guest is Doug Greenig, CEO & CIO of Florin Court Capital, which uses systematic trend-following in over 500 markets. Doug’s been involved in markets for over 30 years and was most recently at Man AHL as the Chief Risk Officer and Head of the Portfolio Management Group. In today’s episode, Doug explains why we’re living in a world made f…

1
Introducing The Best Investment Writing 11:55

2M ago11:55

11:55

We launched a new podcast called The Best Investment Writing. It began as a book, then as individual episodes on this feed, but listeners enjoyed it so much that we decided it needs to be its own show! Where else can you hear hand-selected investment research voiced by some of the most respected money managers and investment researchers in the worl…

1
Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547 50:14

2M ago50:14

50:14

Today’s guests are Andre Rzym and Tarek Abou Zeid, two Portfolio Managers from Man AHL, one of the longest running systematic asset managers in the world. In today’s episode, Andre & Tarek delve into the world of catastrophe bonds. They provide an overview of what catastrophe bonds are, recent performance metrics, how they relate to ESG and sustain…

1
Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546 1:10:38

3M ago1:10:38

1:10:38

Today’s guest is Roger Mitchell, founder of Albachiara, which offers consultancy services and does early stage venture investing, mostly around sports and entertainment. Roger began his career in finance and later became the inaugural Chief Executive of the Scottish Premier League in 1998. In today’s episode, Roger walks through topics from his new…

1
Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544 36:31

3M ago36:31

36:31

Today’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and his role in Michael Lewis’ book, The Big Short. He’s now a portfolio manager at Neuberber Berman. In today’s episode, Steve talks about the three themes he sees driving markets today: AI, infrastructure and crypto. He explains why he’s a be…

1
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543 50:44

3M ago50:44

50:44

Today's guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy. In this episode, Kate talks about the resilience of the U.S. economy. She talks about the concentration of market leadership, the upcoming election's potential effects on policy and markets, the potential for a momentum reversal, an…

1
Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542 59:19

3M ago59:19

59:19

Today’s guest is Ian Cassel. Ian is the founder of MicroCap Club, which is a best idea generator and networking resource for the microcap space. Ian is also the CIO of Intelligent Fanatics Capital Management, which invests in small, illiquid microcaps. In today's episode, Ian gives an overview of the microcap space. He shares common mistakes people…

1
Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541 53:26

4M ago53:26

53:26

Today's returning guest is Aaron Edelheit, CEO and founder of Mindset Capital, a private investment firm. In today's episode, Aaron updates us on the state of the cannabis sector after a rough couple of years. He touches on possible Federal regulatory changes, the key characteristics he looks for in cannabis companies and why he refers to cannabis …

1
The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber 52:52

4M ago52:52

52:52

Today’s returning guest is Jerry Parker, CEO of Chesapeake Holding Company. Jerry began his career in 1983 when he was accepted into Richard Dennis’ Turtle Program. In today’s episode, Meb & Jerry discuss the launch of their new ETF, the Cambria Chesapeake Pure Trend ETF (MFUT). They delve into the fund, which uses a systematic trend following stra…

1
Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539 55:11

4M ago55:11

55:11

Today’s guest is Herb Greenberg, a veteran financial journalist and skeptical market commentator. In today’s episode, Herb talks about the evolution of markets during his career, finding and following frauds like Herbalife, and advice for those starting in markets. (1:05) Introducing Herb Greenberg (1:29) Herb's early career (7:10) Market structure…

1
UBS' Jason Draho - Another Roaring '20s for the US? | #538 52:50

4M ago52:50

52:50

Today’s guest is Jason Draho, Head of Asset Allocation Americas for UBS Global Wealth Management. He’s also the Chair of the US Investment Strategy Committee. In today’s episode, Jason talks about the possibility of a Roaring 20’s decade for the US economy. He discusses the factors contributing to this scenario, including a possible capex boom, AI,…

1
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537 49:55

5M ago49:55

49:55

Today’s guest is Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. She was recently named to Barron’s 100 Most Influential Women in U.S. Finance. In today’s episode, Lori explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad ma…

1
Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537 49:48

5M ago49:48

49:48

Today’s guest is Eva Shang, co-founder and CEO of Legalist, which is an institutional alternative asset management firm using data-driven technology to invest in credit assets at scale. Eva is a Thiel Fellow and participated in Y Combinator. In today’s episode, Eva covers everything related to litigation finance. We walk through why the asset class…

1
MEBISODE: The Bear Market in Diversification | #536 12:23

5M ago12:23

12:23

In today’s episode, Meb reads a recent post, "The Bear Market in Diversification." ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the …

1
KraneShares' Brendan Ahern: Is China Investable? | #535 52:14

5M ago52:14

52:14

Today’s guest is Brendan Ahern, Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other uncorrelated strategies. He also produces China Last Night, a daily note recapping important news out of China. In today’s episode, Brendan delves into the current state of China's stock market and economy, exploring…

1
Michael Melissinos - Mastering the Art of Trend-Following | #534 41:07

5M ago41:07

41:07

Today’s guest is Michael Melissinos, founder of Melissinos Trading, an investment firm that employs a systematic trend-following approach. In today’s episode, Mike shares his journey into trend following and his approach to trading. He emphasizes the importance of removing biases and opinions when observing trends and executing trades. We get into …

1
Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533 1:17:59

6M ago1:17:59

1:17:59

Today’s guests are Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds. In today’s episode, we talk about the sentiment around trend-following today. We discuss optimal diversifiers for trend-following, how the Herschel Walker trade relates to portfolio construction, and if investors are as diversified as they t…

1
Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532 43:42

6M ago43:42

43:42

Today’s guest is Hendrik Bessembinder, a professor at Arizona State University. In today’s episode, Meb and Hank discuss Hank's research on long-term stock returns and wealth generation. They explore the concept of power laws in the stock market, where a small percentage of stocks generate significant returns, while the majority underperform. They …

Podcasts, die es wert sind, gehört zu werden

Andre Lamonte Podcasts

Podcasts, die es wert sind, gehört zu werden

1
Cooler Than The Nerds Podcast

Andre Lamonte

1
Fadeaways and Fundamentals podcast

Andre Proano

1
The Meb Faber Show - Better Investing

The Idea Farm

1
Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF 39:25

1
Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553 40:32

1
Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552 56:01

1
Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551 1:01:34

1
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550 50:43

1
Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549 51:41

1
Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545 1:00:26

1
Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548 55:43

1
Introducing The Best Investment Writing 11:55

1
Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547 50:14

1
Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546 1:10:38

1
Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544 36:31

1
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543 50:44

1
Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542 59:19

1
Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541 53:26

1
The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber 52:52

1
Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539 55:11

1
UBS' Jason Draho - Another Roaring '20s for the US? | #538 52:50

1
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537 49:55

1
Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537 49:48

1
MEBISODE: The Bear Market in Diversification | #536 12:23

1
KraneShares' Brendan Ahern: Is China Investable? | #535 52:14

1
Michael Melissinos - Mastering the Art of Trend-Following | #534 41:07

1
Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533 1:17:59

1
Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532 43:42

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