Talk Your Book: Large Cap Alpha

We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m InvestmentsĀ to discuss:
– Screening out companies
– Growth vs value investing
– Investing in Apple
– Avoiding Tesla, and much more!

The Compound and Friends: Unlimited Alpha

On today’s show, we are joined by Bob Elliott, Co-Founder CEO, and CIO of Unlimited Funds, and former Bridgewater Research analyst to discuss:
– The latest CPI report
– Silver linings of inflation
– Hard data vs soft data
– Liquid alts, and much more!

Animal Spirits: Do Valuations Matter?

On today’s show, we discuss:
– Bull market corrections
– Why valuations don’t matter all that much
– Why people were so wrong about the stock market
– Why we haven’t gotten a recession yet
– $1 trillion in credit card debt
– Robinhood’s results
– Tipping at a hotel, and much more!

Talk Your Book: Compounding with Concentrated Portfolios

On today’s show, we are joined by John Neff, Partner and Portfolio Manager of AKRE Capital Management to discuss:
– The AI investing craze
– The creation of fundamental analysis
– Compounding returns with Warren Buffett
– Running a highly concentrated portfolio, and much more!

The Compound and Friends: Momentum

On today’s show, we are joined by Mark Fisher, Founder and CEO of MBF Trading and Joe Terranova, Chief Market Strategist and Senior Managing Director for Virtus Investment Partners to discuss:
– Commodities in 2023
– Ackmans US Treasury short position
– US debt downgrade
– Investing during election cycles, and much more!

Animal Spirits: Everything Is Up This Year

On today’s show, we discuss:
– The biggest behavioral bias in investing
– The number of IPOs that survive
– Rolling the dice on the stock market
– Why the consumer doesn’t care about higher rates
– Fiscal vs. monetary policy
– Some good news for first time home buyers, and much more!