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Business Optimism Crashes (EP.307)

On today's show we discuss regional bank failures, confidence in the Fed, international the V-shaped recovery in the labor market, vibes vs. data in the economy, the best company in t

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Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, EP.328]

My guest this week is Fidji Simo, the CEO of Instacart. Fidji grew up in a small town in the South of France and was the first person in her family to graduate from high school. Since then, she has ha

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Bear Market Lessons (EP.306)

On today's show, we discuss never shorting junk food, a purgatory market, why spending isn't slowing down, our first mortgage rates, the First Republic takeover, and much more! This episode is sponsor

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Bessemer Venture Partners - Building a VC Firm that Lasts Centuries - [Invest Like the Best

My guests this week are Jeremy Levine, Kent Bennett, and Brian Feinstein. They are partners at one of the oldest and most storied venture firms in the world, Bessemer Venture Partners. Our conversatio

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Talk Your Book: CLOs – The Providers of Leverage

On today's show, we are joined by Thomas Majewski, Managing Partner of Eagle Point Credit Management to discuss what a CLO is, differences between a CLO and a CDO, how Eagle Point Credit is able to pa

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Millennials Will Buy All the Stocks (EP.305)

On today's show we discuss what happens to stocks after a bad year, why foreign stocks are outperforming, why any recession should be mild, how millennials will impact stock market valuations, generat

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Alexis Rivas - A New Blueprint for Homebuilding - [Invest Like the Best, EP.326]

My guest this week is Alexis Rivas. Alexis is the co-founder and CEO of Cover, which is pioneering a new way of building homes. It’s no surprise to anyone that aspects of our housing market is broken.

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Talk Your Book: Diversify Your Diversifiers

On today's show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss how rising yields affect alternative strategies, Simplify's interest rate hedge strategy, utilizing VIX strat

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The Crockpot Recession (EP.304)

On today's show we discuss why the bond market is so confused, why consumers are so confused, why Vanguard continues to dominate, why inflationis finally heading lower, why millennials aren't as broke

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Dr. Peter Attia - The Portfolio to Live Longer - [Invest Like the Best, EP.325]

My guest this week is Dr. Peter Attia. I’ve had Peter on the show twice before but it’s been over 5 years since his last appearance. In that period, his work has exploded and today he’s one of the cle

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Talk Your Book: Hidden Pricing Power

On today's show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss finding wide moats, discovering hidden pricing power, usin

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The Year of Disappointment (EP.303)

On today's show, we discuss corrections during election years, rich boomers, how great AirBNB is, more issues at Twitter, Successions last season, and much more! Find complete shownotes on our blogs..

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Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans - [Invest Like the Best,

My guests today are Scott Davis and Rob Wertheimer. Scott and Rob head up Melius Research and are the authors of a great book called Lessons from the Titans. The book explains what the industrial gian

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Talk Your Book: Defining the Downside

On today's show, we are joined again by Bruce Bond to discuss Innovators latest fixed-income focused barrier ETFs, how rate volatility affects ETF yield, risk-reward in fixed-income, and much more! Fi

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The 3 Levels of Wealth (EP.302)

On today's show we discuss why investors are always looking to catch a falling knife, a reversal in the markets since last year, why European stocks are outperforming, how money market funds became th

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Sam Hinkie, Boyd Varty, Charlie Songhurst - Trail Magic - [Invest Like the Best, EP.323]

Today’s episode is a little different. Rather than share a new conversation, I have put together a few of my favourites from the past six and a half years of doing this show. I often listen back to th

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Talk Your Book: No Bank Runs in Commercial Real Estate

On today's show, we spoke with Tom Miller, CEO and CIO of USQ to discuss real estate in Manhattan, the hottest sectors of commercial real estate, office space investing in the next few years, and much

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Talk Your Book: Car Dealership Guy

On today's show, we are joined by to discuss buying a car in 2023, buying v leasing, the downfall of Carvana, the electric car market, and much more! Find complete shownotes on our bl

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David Senra - Passion & Pain - [Invest Like the Best, Forever Episode]

Hello everyone. A few days ago, we discussed what we call forever episodes, which are the few episodes of our show that we think will be as popular a decade from now as they are today. When I re-liste

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The Worst Chart in Finance (EP.301)

On today's show we discuss why investing is so hard, the time between all-time highs in a bear market, why the Fed is in such a tough spot, ramifications from the banking crisis, low supply in the hou

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David Einhorn - The Long and Short of Investing - [Invest Like the Best, EP.322]

My guest today is David Einhorn. David is the President of Greenlight Capital, a long-short hedge fund that he co-founded in 1996. He is a prominent value investor with a reputation for rigorous secur

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Talk Your Book: Startups in a Crisis

On today's show, we are joined byBrandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, the CEO and CIO of DFD Partners to discuss tools for business owners and treasury cash management, and dist

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The Lender of Last Resort (EP.300)

On today's show we discuss the latest from the banking crisis, the market's reaction to bank runs, what the Fed should do next, why service inflation is higher than goods inflation, why crypto is rall

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Avi Goldfarb - The Economic Impact of AI - [Invest Like the Best, EP.321]

My guest today isAvi Goldfarb. Avi is a Professor at the University of Toronto’s Rotman School of Management, the Rotman Chair in Artificial Intelligence and Healthcare, as well as the co-author of tw

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Talk Your Book: How to Buy Treasuries

On today's show, we are joined by Alex Morris, Co-Founder and CIO of F/m Investments and the US Benchmark Series to discuss yield volatility, why it's so hard to buy single treasuries, the 2023 bankin

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The Panic of 2023 (EP.299)

On today's show we discuss Silicon Valley Bank, the psychology of bank runs, how the Fed broke stuff, FDIC insurance, why the banking industry is forever changed, tech is the new Wall Street, why the

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Auren Hoffman - A Deep Dive on Data - [Invest Like the Best, EP.320]

My guest this week isAuren Hoffman. Auren is the CEO of Safegraph, which curates data on physical locations. He also founded LiveRamp, a public data connectivity business. Auren knows more about data

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Talk Your Book: The Carrying Cost of Crazy

On today's show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management about the SVB drama, interest rates mov

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How Much Do You Need to Make to be Rich? (EP.298)

On today's show, we discuss reaction to Powells testimony, richsessionin chart form, Silvergate drama, Michaels humble brags, Karen-Batnick, and much more! Find complete shownotes on our blogs... Ben

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Trae Stephens - Find Good Quests - [Invest Like the Best, EP.319]

My guest this week is Trae Stephens. Trae is a partner at Founders Fund and co-founder and Executive Chairman of Anduril. Trae’s philosophy can be boiled down to finding good quests, which has led him

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Talk Your Book: A Bull Market in Tickers

On today's show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss how to use leveraged ETFs, the cost of leverage, exciting thematics in 2023, and much

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Talk Your Book: Lifetime Income

On today's show, we discuss never shorting junk food, a purgatory market, why spending isn't slowing down, our first mortgage rates, the First Republic takeover, and much more! This episode is sponsor3