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Masters of Scale with Reid Hoffman: The Reid Hoffman Story (Part 1) — Make everyone a hero. In this special episode, we turn the tables on host Reid Hoffman. He’s the guest and we tell his story, while proving a theory that’s perfect for Reid: You can chart an epic journey to scale, if you make everyone a hero along the way. Guest Host is June Cohen, Executive Producer of Masters of Scale, CEO of WaitWhat, and former Executive Producer of TED. Cameo Apperance: Matthew Mercer, host of the web series Critical Role.
Y Combinator: #107 - Vinod Khosla and Sam Altman. Vinod Khosla is the founder of Khosla Ventures, a firm focused on assisting entrepreneurs to build impactful new energy and technology companies. Previously he was the founding CEO of Sun Microsystems, where he pioneered open systems and commercial RISC processors.How to Build the Future is hosted by Sam Altman.***Topics00:30 - Vinod’s intro01:20 - A zero-million-dollar company vs a zero-billion-dollar company4:20 - What percentage of investors in Silicon Valley are good long-term company builders?4:50 - Who has earned the right to advise an entrepreneur?6:50 - Which risk to take when7:20 - Helpful board members8:15 - Who to trust for what advice11:00 - First principles thinking and rate of change13:00 - Evaluating a candidate in an interview14:15 - How much should a founder have planned and how ambitious should a founder be?16:30 - Recruiting great people19:00 - Building a phenomenal early team20:20 - Being generous with early employee equity27:00 - Gene pool engineering27:18 - The art, science, and labor of recruiting28:20 - How founders should think about investors31:00 - Doers vs pontificators32:00 - What does Vinod want to do in the next ten years?32:10 - Reinventing Societal Infrastructure with Technology
Science Vs: Artificial Sweeteners - not so sweet?. Low calorie, no calorie and so sweet. Artificial sweeteners just seem too good to be true. Is there a catch? We dig into two big questions: Do artificial sweeteners cause cancer, and are they making us fat? We talk to Prof. John Glendinning, Prof. Susie Swithers, Dr. Kieron Rooney, and PhD student Jotham Suez about the latest research. Plus we do a fun experiment with PJ Vogt and Alex Goldman from Reply All! Also, please sign up for our brand spanking new newsletter! We’ll share science that’s been blowing our minds, plus great content like the most amazing calculation from an academic of how much bigger 323 African Elephants are than nuclear waste. Head to: https://gimletmedia.com/newsletter/ Our Sponsors:Postmates - New customers get a $100 credit by downloading the app and entering the promo code SCIENCEWordpress - go to wordpress.com/science to get 15% off a new websiteHello Fresh - For $30 off your first week of meals go to hellofresh.com and enter the promo code SCIENCEVS30 Credits: This episode has been produced by Ben Kuebrich, Heather Rogers, Shruti Ravindran and Wendy Zukerman.Kaitlyn Sawrey is our senior producer. We’re edited by Annie-Rose Strasser. Production assistance by Stevie Lane. Fact checking by Michelle Harris. Original music and mixing by Bobby Lord. Extra thanks to Dr. Mary Pat Gallagher, Peter Bresnan, Euromonitor International and ubiome. Selected References:Prof. Susie Swithers’s study on artificial sweeteners and feeding behavior in ratsA 2015 systematic review of the relationship between artificial sweetener consumption and cancer in humansJotham Suez’s study on artificial sweeteners and the gut microbiome
Stuff You Should Know: SYSK Selects: How Willpower Works. You use it every day to overcome your lower self (which wants you to eat cake until your vision blurs) in pursuit of the goals of your higher self (which wants you to not develop Type-II diabetes). Yet it was only in the 1990s that researchers began to understand what makes our willpower and how it behaves.
Rank #1: Ep 366: Frankly Speaking: Cord-Cutting, T, UA, FB, TWTR, the Retail Sector and Global Panic. We start today with Kurt who comments on Franks recent podcast where he talked about “cord-cutting”The next question comes from Andrew who wanted to share a personal experience with ATTDave writes in and asks about Under Armour and when is the right time to buy a stock.The next comment comes from Cameron who sends in a picture of a Chevron gas station in Calf. Gas at $1.69 a gallon.Barb writes in to ask about the retail sector.Kenny wants to know more about the impact of the Paris attacksOur last question today is from Andy who mentions TwitterIf like to know about Frank’s special discount offers just click here.And don’t forget send in your questions here.
Rank #2: Ep 364 Frankly Speaking: Big Oil, Diversification, ITOT, AUY, TSLA and TWX. We start today with a question from Mario who to know more about last weeks discussion about the current state of the oil industry.The next question comes from Jocelyn was wants to know about investing if you have a limited amount of funds to start with. How diversified should you be?Adrianna asks about Yamana Gold (AUY)The next comment comes from Gab who wants to know more about Tesla (TSLA).Our last question today is from Andrew who got a shocking letter from Time Warner and wants an opinion of the cable business.If like to know about Frank’s special discount offers just click here.And don’t forget send in your questions here.
Rank #1: DHUnplugged #455: The Big Switch. China Trade deal is going great! Check that, maybe not so good after all. WAIT – things are good… Nope, seems that there is a snag. Make up your minds! Employment report takes markets up to new highs, Buffett is buying Amazon – or is he? The Closest to the Pin and much more – […]
Rank #1: The geopolitical events shaping your portfolio right now (Ep. 27). The markets move around based on a lot more than what’s happening in our own backyard. Geopolitics… and country-specific attitudes and policies… shape what happens in the investing world. Specifically, these factors shape what’s in your portfolio. And no one knows that better than today’s guest, former proprietary trader and hedge fund manager Steve Koomar. Steve is publisher and editor of Vigilante Investor… He’s also a geo-political junkie. Join us today for a deep discussion outlining some key geopolitical items you should be thinking about right now.
Rank #2: A master class in uranium... and the best risk/reward setup I’ve ever seen (Ep. 52). This is the best risk/reward setup I’ve ever seen in my investing career… And nothing is a close second. Technical factors involving geopolitics and an ETF rebalancing have masked dramatically improved fundamentals in the uranium and nuclear power industries… And the market is asleep at the switch. That means you can still get up to speed and prepare for the uranium bull market. My guests today are Bannerman Resources CEO Brandon Munro and 50-year nuclear engineering veteran Malcolm Rawlingson. Join us as we dissect nuclear power demand… primary and secondary supply… enrichment/underfeeding… and the role China and Russia play in the nuclear fuel cycle.
Rank #1: The Ric Edelman Radio Show: February 11, 2017.
Rank #2: The Ric Edelman Show: July 11, 2015.
Rank #1: MTI003: Andrew Sather on Investing for Beginners. There are a lot of misconceptions about investing. From the idea that you can make big money right now, to the myth that you need a lot of capital to get started, our panel dispels the myths that hold many Read more › The post MTI003: Andrew Sather on Investing for Beginners appeared first on Money Tree Investing Podcast.
Rank #2: MTI079: Listener Questions on ETF Arbitrage, Index Funds, and Pay Down Mortgage or Invest. We are back with questions from YOU. Today's topics cover picking ETFs, investing in index funds, and should you pay extra on the mortgage or invest Read more › The post MTI079: Listener Questions on ETF Arbitrage, Index Funds, and Pay Down Mortgage or Invest appeared first on Money Tree Investing Podcast.
Rank #1: Investing Insights: Berkshire Hathaway’s Valuation, 3 Funds That Have Lost Their Mojo, and More. This week on the podcast, our analysts take a look at three funds that’ve been downgraded due to manager losses, Christine Benz discusses whether retirees need bonds, Abhinav Davuluri takes a look at earnings in the semiconductor industry, Ben Johnson discusses Morningstar’s latest research about fund fees, Dan Culloton talks about a promising international fund on our radar, and Gregg Warren discusses Berkshire Hathaway’s valuation.
Rank #2: Investing Insights: Dividend Picks, Apple Undervalued, and Vanguard's 2018. On this week's episode, we examine Apple’s revenue warning, Procter & Gamble’s progress, top dividend picks and how Fidelity and Vanguard fared over the last year.
Rank #1: #104 - Ken Fisher - “If You’re Worried About What Things Are Going to Be Worth Next Week…You’re Going to Make Yourself Way Poorer 20 Years from Now". In Episode 104, we welcome the legendary, Ken Fisher. Meb starts with a quick word of congratulations to Ken, as his firm just passed $100B in assets under management. The guys then discuss Ken’s interest in fishing with a bow and arrow, which eventually morphs into a conversation about a millionaire who allegedly hid a million dollars somewhere in the Rockies, leaving clues to treasure-hunters searching for it. The guys then jump into investing, discussing Ken’s early days in launching Fisher Investments. They touch upon one of Ken’s early claims to fame, championing the price-to-sales ratio. This leads to a conversation about being factor agnostic, which includes some interesting takeaways from Ken on capital pricing. Soon, Meb brings up Ken’s book, Debunkery, and asks about one of its points: namely, the misbelief by so many investors that bonds are safer than stocks. What follows is a great commentary by Ken about short-term volatility risk versus opportunity cost risk. When you look at longer, rolling time periods, it becomes clear that stocks are far less risky than bonds. And in the long term, stocks are less risky than cash. Ken tells us that in his business, it’s his job to focus his clients on the longer-term. Next, the conversation takes an interesting turn, touching upon the explosion of tech science, and how it’s affecting our lives, as well as the capital markets. It bleeds into Meb suggesting that older investors tend to become more conservative or pessimistic, and so they tilt away from equities, and whether that’s a behavioral challenge Ken has to address with his clients. Ken gives us his thoughts, concluding with that idea that people need to be relatively comfortable in capital markets with things that are generally uncomfortable. The conversation then veers into politics and the effects on the market. Ken tell us that when you look at presidents and market history, our system gives presidents much less power to affect markets than most people believe. Meb jumps to Twitter questions, bringing up one that wonders how to position yourself in the end of a bull market. Ken gives us a fascinating answer which I’m going to make you listen to in order to hear, but it tends to focus on large cap and quality. There’s way more in this great episode: capital preservation and growth… volatility (a great quote from Ken “volatility is your friend, it’s not your enemy, if you use it correctly”)… the media’s impact on investor perception… the Fed and sovereign balance sheets… the senate bill trying to eliminate the ability of public companies buying back their own stock in the marketplace… housing (and the need to account for the full housing costs when calculating returns)… and of course, Ken’s most memorable trade. What are the details? Find out in Episode 104.
Rank #2: #18 - Rob Arnott - "People Need to Ratchet Down Their Return Expectations". Episode 18 is packed with value. It starts with Meb asking Rob to talk about market cap weighting and its drawbacks. Rob tells us that with market cap weighting, investors are choosing “popularity” as an investment criterion more so than some factor that’s actually tied to the company’s financial health. What’s a better way? Rob suggests evaluating companies based on how big they are instead (if you’re scratching your head, thinking “size” is the same as “market cap,” this is the episode for you). Is this method really better? Well, Rob tells us it beats market cap weighting by 1-2% compounded. Then Rob gives us an example of just how destructive market cap weighting can be: Look at the #1 company in any sector, industry, or country – you name it – by market cap. Ostensibly, these are the best, most dominant companies in the market. What if you invest only in these market leaders, these #1 market cappers, rotating your dollars into whatever company is #1? How would that strategy perform? You would do 5% per year compounded worse than the stock market. Now slightly tweak that strategy. What if you invest only in the #1 market cap company in the world, rebalancing each year into the then-#1 stock? You’d underperform by 11% per annum. Meb then moves the discussion to “smart beta.” Why is Rob a fan? Simple – it breaks the link with stock price (market cap), enabling investors to weight their portfolios by something other than “what’s popular.” But as Rob tells us, there are lots of questionable ideas out there masquerading as smart beta. The guys then dive into valuing smart beta factors. Just because something might qualify as smart beta, it doesn’t mean it’s a good strategy if it’s an expensive factor. Next, Rob and Meb turn their attention to the return environment, with Rob telling us “People need to ratchet down their return expectations.” All of these investors and institutions expecting 8-10% a year? Forget about it. So what’s an investor to do? Rob has some suggestions, one of which is looking global. He’s not the perma-bear people often accuse him of being. In fact, he sees some attractive opportunities overseas. Next, Meb asks Rob about the idea of “over-rebalancing.” You’ll want to listen to this discussion as Rob tells us this is a way to amp up your returns to the tune of about 2% per year. Next up? Correlation, starting with the quote “The only thing that goes up in a market crash is correlation.” While it may seem this way, Rob tells us that we should be looking at “correlation over time” instead. Through this lens, if an asset class that normally marches to its own drummer crashes along with everything else in a major drawdown, you could interpret it more as a “sympathy” crash – selling off when it shouldn’t; and that makes it a bargain. Does this work? It did for Rob back around ’08/’09. He gives us the details. There’s way more, including viewing your portfolio in terms of long-term spending power rather than NAV, the #1 role of a client advisor, and even several questions for Rob written in by podcast listeners. What are they? Listen to Episode #18 to find out.
Rank #1: Fast Money 12/11/18. Listen To Our Traders Take You Behind the Money...How To Play the Volatility...Pops and Drops: The Movers You Missed.
Rank #2: Fast Money 06/07/19. Listen To Our Traders Take You Behind the Money...How To Play the Volatility...Pops and Drops: The Movers You Missed.
Rank #1: Ep. 620: 2018 Will Be Great with Michael Covel on Trend Following Radio. Happy new year and please enjoy my all day 11-hour compilation covering 3 of my favorite guests. A timeless reminder to start 2018 the right way! And if you don't want to listen all the way through then enjoy my opening intro rant!
Rank #2: Ep. 674: Trend Following Mega Fifth Edition with Michael Covel on Trend Following Radio. Michael plays three epic interviews with Ed Seykota, Martin Lueck and Jean-Philippe Bouchaud profiled in chapter’s 12, 13 and 14 of his newest edition of Trend Following: How to Make a Fortune in Bull, Bear and Black Swan Markets. Ed Seykota was originally profiled in the classic book “The Market Wizards.” Seykota has played a pivotal role in the growth of trend following trading for 40 years. Martin Lueck holds an M.A. in Physics from Oxford University and currently is the Research Director and President of Aspect Capital. Lueck was originally with Adam, Harding and Lueck Limited (AHL), which he co-founded with Michael Adam and David Harding. Jean-Philippe Bouchaud is founder and Chairman of Capital Fund Management (CFM) and professor of physics at École polytechnique. In this episode of Trend Following Radio: Govopoly Systems trading Diversification Behavioral economics Death of trend following Exploiting vs. exploring Behavioral biases Risk
Rank #1: #3: Steven Bregman on 'The Greatest Bubble Ever' (Passive ETF Investing). Jim Grant calls Steven Bregman, "one of Wall Street's most interesting thinkers." I called upon him to share his thoughts on the massive and growing trend to passive investing which he calls, "the greatest bubble ever." He discusses the differences between the current bubble in the financial markets and prior bubbles, the specific distortions created in the markets and the unique opportunities they present. Perhaps most importantly, Steven reveals the little-discussed structural shift in passive investing which dramatically devalues it as a strategy and how investors have been deceived by historical return figures that are not applicable to the products they own today. We also get into his personal history in the financial industry along with his evolution as an investor and more. For notes and links related to the episode visit TheFelderReport.com.
Rank #2: #17: Kiril Sokoloff on Identifying the Next Big Thing. Among professional investors, Kiril Sokoloff is well known for his ability to identify major trends early on in their development cycle. For this reason his views are some of the most sought out in the world of finance. Since 1983 he has been sharing his thoughts about markets and more at the firm he founded, 13D Research, via its weekly report, What I Learned This Week. In this episode, we discuss his research process, how he goes about identifying these major trends and his current views about markets and economies around the world. For notes and links related to this episode visit TheFelderReport.com/podcast.
Rank #1: 06-07-19: Could Your Retirement Portfolio Be Too Heavily Invested In Equities?. New research finds that, in some cases, workers as young as age 35 should have no more than 70% investment in equities. Today's Stocks & Topics: NP - Neenah Inc., Consumer Credit, Flipping Houses, Value Stocks, MMM - 3M Co., URBN - Urban Outfitters Inc., BYND - Beyond Meat Inc., NTDOY - Nintendo Co. Ltd. ADR, Options.
Rank #2: 01-15-18: Index Funds vs. Mutual Funds. Encore Presentation: The difference between index funds and mutual funds and why an index fund will almost certainly be a better investment than an actively managed mutual fund. Today's Stocks & Topics: Capital Losses, The Market in 2018, Index Funds, Proffered Stocks, Roth I-R-A & Taxes, House Prices, International Markets, Residual Value, When to Sell., I-R-As, Triple-Double Tops, How to Start Investing, Mutual Funds, Technical Analysis.
Rank #1: Why now is the time to step up to the plate (Ep. 41). The market volatility of 2018 has carried over into 2019. I know it’s frustrating to see prices come down… and to get stopped out of several positions. But on today’s show I explain why I believe we’re close to a bottom in this market… and why now is the time to be searching for great ideas. I also share some new details on our security token offering (STO), which will launch in just a couple of weeks… including how much money we’re aiming to raise and the price our security token—the Curzio Equity Owners (CEO)—will start trading at for accredited investors. You might know I’ve been bearish on Apple over the last couple of months. And just this week, Apple lowered its earnings guidance… causing the stock to drop over 9% in a day. I share my thoughts on the company right now—and tell you how to either trade it or invest for the long term. I’m heading out to Las Vegas to attend the Consumer Electronics Show (CES) on Monday. It’s an experience like no other… and an amazing resource where I find incredible companies. I’ll report back soon!
Rank #2: A bold move from an old nemesis… the perfect disruptor for capital markets… and my shocking Super Bowl prediction (Ep. 45). On today’s show, I tackle an old nemesis. Yes, I was wrong about this company in a past recommendation. But after its first solid quarter in two years, I’m ready to talk about this name… why I think the stock has bottomed… and its latest bold move to shake things up. Speaking of “shaking things up”... I believe digital securities will have a revolutionary impact just like the internet. And we’re launching our own digital security Curzio Equity Owners (CEO) in less than two weeks. I explain how accredited investors can participate in the growth of my company by having an equity stake. And if you’re not accredited, I break down how you’ll also be able to own this security in the next 12 months. Even if you’re not interested in investing in CEO, it’s worth your time to get familiar with digital securities… They’re the perfect disruptor for financial markets. Once a year I go out on a limb for all you sports fans and give you my prediction for the Super Bowl. Regular listeners know I’m the biggest contrarian indicator when it comes to picking the winner of this game… And you’ll be blown away by this year’s prediction
Rank #1: All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!. Today’s MacroVoices All-Star is Jeff Snider, who says the yield curve and Eurodollar futures spreads spell a clear message for markets! Be sure to download the associated chartbook.
Rank #2: The Coming Bottom in Oil Prices Part I: Deep into Fundamentals with Art Berman. The crude oil backstory and the current oversupply, the likelihood of a coming production cut from OPEC,Middle Eastern politics and how they will affect future oil prices,EIA/IEA and other government agency statistics - Are they reliable? Oil storage considerations and the importance of Cushing, OK - How close are we to capacity? The Baker Hughes Rig Count - Does it matter? Iran and their ongoing production increase, the desperation of US shale patch operators and their associated junk bonds - What is the chance of default? Decline rates for US shale producersLibya’s potential to affect this market - Is ISIS standing in the way? Identifying a bottom in the oil market and a whole lot more…
Rank #1: Tech: Inside Fiverr. 2019 is the year of IPOs! We're digging through another prospectus from a soon-to-be-public tech company: Fiverr. The gig economy site is getting ready to go public, but should investors be excited? Stocks: UPWK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
Rank #2: Energy: Time for an Offshore Turnaround. Since the oil price collapse of 2014, offshore drillers have languished, with several operators going bankrupt. However, stabilizing oil prices and declining breakeven levels for offshore oil has the industry poised for a turnaround. Motley Fool Contributor Jason Hall joins the show to discuss the current state of the industry and break down three major offshore operators. Stocks Mentioned: RIG, ESV, SDRL Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter