최고 Superinvestors And The Art Of Worldly Wisdom 팟캐스트 (2024)

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#57: Asif Suria On The Virtues Of Event-Driven Investing 1:07:56

10M ago1:07:56

1:07:56

This episode is long overdue. I've been following the work of Asif Suria for over a decade now and it has proven to be one the best sources of investment ideas I have come across. Asif tracks and writes about everything from predictive insider trading patterns to "ubercannibals," or companies that consistently use excess free cash flow to buyback s…

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#56: Joseph Wang On How The Fed Forever Altered The Investing Landscape 1:03:03

11M ago1:03:03

1:03:03

My guest for this episode is Joseph Wang. Joseph is one of the most knowledgeable people I’ve come across when it comes to the world of central banking and how it intersects with markets. His experience on the open markets desk at the New York Fed gives him unique insight into the inner workings of the financial system and how it has evolved in rec…

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#55: Ben Hunt On The Big 'Bust Out' 1:06:18

11M ago1:06:18

1:06:18

My guest for this episode is Ben Hunt. This is Ben’s second appearance on the podcast. I had the pleasure of first interviewing him a few years ago and if you are not familiar with his work, I encourage you to go listen to that episode in which he discusses his background and the key concepts he utilizes in analyzing markets. It’s not at all necess…

1
#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity 1:04:13

1+ y ago1:04:13

1:04:13

Variant Perception is an investment research firm founded on the idea that man plus machine beats machine (or man) alone. In an era dominated by passive investing and other purely quantitative strategies with relatively short look back periods on the one hand and rampant speculation in meme stocks and other moon shots on the other, nothing could be…

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#53: Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money 1:07:43

1+ y ago1:07:43

1:07:43

Known as "one of the greatest financial historians alive," Edward Chancellor has been working in the markets for three decades now; his study of finance theory, speculative bubbles and economics goes back even further. 'The Price of Time,' Edward's latest book, is clear evidence of his passion for the subject of financial history and his ability to…

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#52: Fred Hickey On 'Keeping Your Head When All About You Are Losing Theirs' 1:23:48

2y ago1:23:48

1:23:48

For over 35 years now, Fred Hickey has consistently performed in-depth research into a wide variety of individual stocks and what drives them over the full market cycle. What's more, during that entire span he's distilled his findings into concise and actionable research for subscribers to his newsletter, The High Tech Strategist. In the process, h…

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#51: Diego Parrilla On The Three Levels Of The Investment Game 1:30:22

2y ago1:30:22

1:30:22

This is the third conversation with Diego Parrilla I have published as a podcast but the fourth time I have actually recorded a discussion of ours. The first time Diego was kind of enough to share many of the facets of his investment process, I found only afterwards that, due to a technology issue, the audio recording was sadly unusable. So I was v…

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#50: Kiril Sokoloff On The Virtues Of Just Watching The River 49:21

2y ago49:21

49:21

For long-time Superinvestors listeners, Kiril Sokoloff needs no introduction. Last summer, he was kind enough to host me at his home in Sun Valley, Idaho where we discussed much of the framework that makes up the foundation of Kiril's research and investment process. In this conversation, he shares how he applies this framework to the inflation deb…

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#49: Todd Harrison On The 'Trade Of A Lifetime' 1:01:06

2+ y ago1:01:06

1:01:06

Todd Harrison is truly one of the good guys on Wall Street. After a career that took him from the Morgan Stanley options trading desk to running a major hedge fund and then starting a financial media business, Todd founded CB1 Capital several years ago. The firm, an investment adviser and manager, was born out of Todd's belief in cannabis as a rela…

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#48: Jim Stack On Charting A Course Through Stock Market Rapids 1:14:01

2+ y ago1:14:01

1:14:01

Jim Stack has been assiduously studying markets in an effort to develop and hone a full-cycle investment discipline since he was first introduced to stock market risk back in the 1973-74 bear market. That experience instilled in him the modicum of skepticism needed to successfully navigate major market turning points, both tops and bottoms, as well…

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#47: David Hay On Balancing Risk Management With Timely Opportunism 1:03:37

3y ago1:03:37

1:03:37

David Hay has been managing money for over 40 years using a tried and true approach steeped in classic value investing paired with an appreciation for technical analysis that can only be developed through vast experience in the markets. What's more, David also has a unique ability to balance a healthy respect for risk management with an openness to…

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#46: Kiril Sokoloff On Seeking Truth In An Era Of Sophistry 56:55

3y ago56:55

56:55

For over half a century now, Kiril Sokoloff has not only identified in advance the most significant trends and innovations driving the markets and economy, he has also pinpointed the most attractive investment opportunities afforded by them. As a result, his firm, 13D Research, has become one of the most respected and influential services among ins…

1
#45: Michael Oliver On The 'Massive Momentum Structure' In The Stock Market 56:15

3y ago56:15

56:15

One thing I try to do with this podcast, is to find people who are taking a truly unique approach to analyzing the markets, those taking the "financial road less traveled," as I like to call it. Well, Michael Oliver is surely one of those. There is traditional technical analysis, the study of charts which has been around for as long as markets, and…

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#44: Julian Brigden On The Fed's 'Impossible Trinity' 1:07:05

3y ago1:07:05

1:07:05

Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inflation and the dollar to the most popular manias in the stock market, he carefully studies inter-market relationships and correlations to come up with a framework grounded in real data rather than arcane theori…

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#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’ 1:11:13

3y ago1:11:13

1:11:13

It was just over two years ago Diego Parrilla first joined me on the podcast to discuss his framework for analyzing financial bubbles and what he calls, "antibubbles." You may have noticed that the topic of bubbles and antibubbles has come up in both of my recent interviews with James Davolos, on the topic of inflation, and Adam Rozencwaig, on the …

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#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks 57:55

3y ago57:55

57:55

Back in October of last year, I had the pleasure of discussing the "generational opportunity in energy stocks" with Leigh Goehring. At the time, he made a very compelling investment case for the energy sector and, in just the five months since then, it has nearly doubled in value. Leigh and his firm still believe energy offers compelling value but …

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#41: James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation 1:05:29

3y ago1:05:29

1:05:29

Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will the massive fiscal stimulus and money printing of the past year or so, paired with shifting trends in global trade and demographics, result in a secular shift in the disinflationary paradigm we have seen for the past 40 years? To try to answer this question…

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#40: Grant Williams On Focusing On What's Important 1:04:55

3y ago1:04:55

1:04:55

Since starting his newsletter roughly a decade ago and then founding RealVision a few years later, Grant Williams has established himself as one of the preeminent creators and curators of financial wisdom in the world. His keen yet conversational interviews with some of the most interesting thinkers in the financial field have inspired investors of…

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#39: John Hussman On Navigating One Of The Most Overextended Stock Markets Of All Time 1:22:40

3y ago1:22:40

1:22:40

At just seventeen years old, John Hussman's introduction to the world of finance was a job hand drawing charts for an investment adviser who liked his handwriting. From that point on, he was hooked on markets. After receiving his PhD in Economics from Stanford in 1992, he went on to found Hussman Strategic Advisers and has been managing equity port…

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#38: Danielle DiMartino Booth On The Future Of The Federal Reserve 1:00:54

3+ y ago1:00:54

1:00:54

After a successful career on Wall Street, Danielle DiMartino Booth spent years as special adviser to Richard Fisher while he was head of the Dallas Fed. In her role, she provided an invaluable, markets-based perspective to one of the most independent-thinkers to have served in a leadership position at the Federal Reserve. What's more, she did so du…

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#37: Keith McCullough On The Power Of Betting On Yourself 1:01:45

3+ y ago1:01:45

1:01:45

At first blush, Keith McCullough may come off as just another brash and cocksure trader. Dig a bit deeper, though, and you'll find a calculating iconoclast driven by a deep desire to both continually improve as an investor and, ultimately, change Wall Street for the better. After starting in a job running buy and sell tickets, Keith worked his way …

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#36: Peter Atwater On The Coming Age Of 'Screwtiny' 1:07:44

3+ y ago1:07:44

1:07:44

There are very few truly unique thinkers in the world and almost none of them regularly train their gaze on Wall Street. Peter Atwater is one of those rare few. Whenever a major news story hits the tape, it's Peter's opinion I look to to begin to understand what it means for markets and the world because of the grounded and clear-headed insight he …

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#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today 1:00:06

3+ y ago1:00:06

1:00:06

You could say that natural resources run in Leigh Goering's blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life studying markets and investments related to commodities. Over the past 30 years, he has become one of the most brilliant and passionate analysts and money managers in the industry. In this conversation, Lei…

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#34: Michael Green On Detecting The Greatest Value In Markets Today 1:03:24

3+ y ago1:03:24

1:03:24

Mike Green has been in the right place at the right time for his entire investment career and not just by way of good fortune. Mike has an uncanny knack for finding value in the markets. After jumping into the small cap value game in 1999 and taking advantage of one of the best runs for value as a factor in history he moved on to explore opportunit…

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#33: Bill Fleckenstein On Profiting From Central Bank Mistakes 1:09:28

4y ago1:09:28

1:09:28

It's been three years since I made the trek up to Seattle to interview celebrated short seller Bill Fleckenstein on the topics of, "Central Bankers, Financial Bubbles and White Burgundy." With a global pandemic now threatening to burst these bubbles, forcing central bankers into even more extreme monetary policies, I thought it was an opportune tim…

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#32: Christopher Cole On Appreciating Risk 1:04:01

4y ago1:04:01

1:04:01

Christopher Cole is one of the foremost thinkers and practitioners in the world of volatility trading. After beginning his career in Hollywood as a cinematographer, Chris took an interest in options trading. Eventually, this led to a job at Merrill Lynch where he was able to explore the subject of risk further and in a professional capacity. After …

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#31: Rob Arnott On Engineering A Better Index 1:04:53

4+ y ago1:04:53

1:04:53

Rob Arnott is one of the most accomplished and respected quantitative analysts in the world. He has written over 100 academic papers on everything from tactical asset allocation to value investing. In this episode, Rob discusses his evolution as an investor, from tailoring his college major in the late-1970's to best position him for a career in qu…

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#30: Meb Faber On The Future Of Investment Management 1:13:12

4+ y ago1:13:12

1:13:12

You would be hard-pressed to find anyone who has done more to educate and inform individual investors about the fundamentals of effective investing than Meb Faber. Over the past decade and longer, through books like Global Asset Allocation, Meb has taken key concepts, which Wall Street has suggested for years are too complex for individuals to unde…

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#29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets 55:24

4+ y ago55:24

55:24

When it comes to global macro investing, Louis-Vincent Gave is one of the most interesting thinkers in the world. His firm, GaveKal, puts out some of the most compelling research on Wall Street and beyond and, as CEO, Louis' unique investment process is at the heart of it. In this episode, he discusses his family tradition in both the French milita…

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#28: Michael Oliver On Why Momentum Is Truth In Markets 1:01:14

5y ago1:01:14

1:01:14

Michael Oliver has been studying markets for over four decades but it was the 1987 stock market crash that became his "aha!" moment and converted him to what he calls "momentum structural analysis." It was his early work in the area that prepared him for that massive decline in stock prices and the success of its forecasting ability that gave him t…

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#27: Diego Parrilla On The Perpetual Search For Extreme Optionality 1:19:11

5+ y ago1:19:11

1:19:11

Diego Parrilla has been eerily prescient in calling major turning points in a variety of markets over the past several years. Back in 2014, he published The Energy World Is Flat in which he detailed the coming crash in the price of crude oil and the various dynamics that would ensure such an outcome. Oil prices subsequently fell more than 70% over …

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#26: Erik Townsend On The Intersection Of Distributed Ledger Technology And Global Macro Investing 1:09:30

5+ y ago1:09:30

1:09:30

Erik Townsend is unique in the investing world for his deep expertise in two seemingly disparate fields: security technology and macro investing. This rare perspective gives him extraordinary insight into the intersection of the two and how they are likely to affect global markets in the future. In his new book, Beyond Blockchain, Erik discusses th…

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#25: Jonathan Tepper On The Single Most Important Question Investors Should Be Asking Right Now 1:01:33

5+ y ago1:01:33

1:01:33

Have we entered a new era of sustainably high corporate profit margins or will they revert over time to more normal historical levels? This is the single most important question equity investors should be asking today and nobody has done more work on this topic than Jonathan Tepper. Formerly, an equity analyst at one of the most successful hedge fu…

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#24: Fred Hickey On Trusting In Your Own Research And Experience 1:08:14

5+ y ago1:08:14

1:08:14

Fred Hickey has been writing The High Tech Strategist, a monthly investment newsletter, for over 30 years. Over that time, he has developed an intensive research process focused on the tech sector that gives him extensive familiarity with dozens of individual companies within it along with unique insight into the broader economy. In this episode, F…

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#23: Jerry Parker On Finding Your True Calling In Life And The Markets 1:04:29

5+ y ago1:04:29

1:04:29

Jerry Parker began his career as an unfulfilled accountant looking for something more inspiring to do with his life. After getting rejected for several traditional jobs on Wall Street he responded to an ad looking for a handful of people eager to learn how to trade. It would soon turn out those early rejections were an incredible blessing in disgui…

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#22: Ben Hunt on the Unparalleled Power Of Narrative in the Financial Markets 1:08:05

6y ago1:08:05

1:08:05

W. Ben Hunt, Ph.D. looks at the financial markets through a truly unique lens. With an extensive background in political science, game theory and history, Ben came to the financial markets relatively late in life. But it's precisely this wandering path to the world of investing that gives him rare insight into what drives asset prices and how these…

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#21: Grant Williams on the Value Of Surrounding Yourself With Brilliant People and Just Listening 1:07:43

6y ago1:07:43

1:07:43

Grant Williams cut his teeth in the world of finance during one of the greatest speculative manias in history. As a prop trader at one of the largest firms in Tokyo, he had a front row seat to the epic Japanese twin bubbles in equities and real estate in the late-1980's which endowed him with a healthy skepticism towards herd behavior in the financ…

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#20: Eric Cinnamond on 'The Rapidly Increasing Inflationary Environment' 58:26

6y ago58:26

58:26

Eric Cinnamond has been called, “the godfather of small cap absolute return investing.” From 1998 to 2016 he ran an equity investment strategy that handily beat the 8% average annual return of the Russell 2000 Index. But what’s even more impressive is he did this while holding an average cash allocation of about 40% so his equity performance was ro…

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#19: Simon Mikhailovich on the Ultimate Insurance Policy: Gold 1:08:22

6y ago1:08:22

1:08:22

Simon Mikhailovich emigrated from the Soviet Union at the age of 19 with his family and just $100 in a suitcase. After putting himself through college he began a career in finance. Eventually, he found himself at the leading edge of the development of the financial derivatives that would be at the center of the great financial crisis. Upon successf…

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#18: Roger McNamee on Being in the Right Place at the Right Time (and Making the Most of It) 1:39:14

6+ y ago1:39:14

1:39:14

Roger McNamee is one of the most successful technology investors of all time. While running the T. Rowe Price Science & Technology Fund, and generating a 17% compound average growth rate in the process, Roger made the unheard of move of committing capital, as a mutual fund manager, to venture investments in Electronic Arts and Sybase. From there, h…

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#17: Kiril Sokoloff on Identifying the Next Big Thing 1:08:50

6+ y ago1:08:50

1:08:50

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, Wh…

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#16: Tobias Carlisle on Beating 'The Little Book That Beats The Market' 1:01:13

6+ y ago1:01:13

1:01:13

Tobias Carlisle runs Carbon Beach Asset Management and is the author of several books including Deep Value, Concentrated Investing and his latest, The Acquirer's Multiple. In this episode we discuss both the similarities and the differences between the successful value investing methodologies employed by investing greats like Warren Buffett and Car…

1
#15: Peter Atwater: Welcome To The 'Backlash Era' 54:30

6+ y ago54:30

54:30

Peter Atwater was pioneer in securitization and has served in important leadership roles at some of the largest financial institutions on the planet. Today, he writes and speaks extensively about how changes in confidence affect our preferences, decisions and actions. In this episode we discuss how he discovered socionomics, what about it appealed …

1
#14: Erik Townsend on Living The Macro Dream 1:02:13

6+ y ago1:02:13

1:02:13

Erik Townsend is a retired software entrepreneur turned hedge fund manager and host of the Macro Voices podcast. In this conversation Erik shares some of his formative experiences like breaking into MIT as a teenager to eventually selling his software firm near the height of dotcom mania. He explains why it "sucked" being a young retiree on a yacht…

1
#13: Mark Yusko Discusses His Bet With Warren Buffett 1:04:46

6+ y ago1:04:46

1:04:46

To regular listeners, Mark Yusko needs no introduction. It was just a few months ago he appeared on the podcast to discuss Gut Instinct (And Why His Says We're Headed For A Crash). This time Mark shares his thoughts on the wild popularity of passive investing, the outright disdain for hedge fund investing and his potential 10-year bet with Warren B…

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#12: Danielle DiMartino Booth on Why The Fed Is Bad for America 1:04:09

6+ y ago1:04:09

1:04:09

Danielle DiMartino Booth started her career on Wall Street before shifting gears into journalism where she caught the eye of none other than the Oracle of Omaha, Warren Buffett. Eventually, she found herself working as an advisor to Richard Fisher at the Federal Reserve Bank of Dallas. Today, she shares her thoughts with institutional investors via…

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#11: Dale Wettlaufer on Value Investing in the 21st Century 58:48

6+ y ago58:48

58:48

Dale Wettlaufer began his career as a fool, a Motley Fool that is, where he first learned to ply his trade as an analyst. A few years later, he found himself working in the same capacity for a legitimate mutual fund rock star. Today he runs a long/short strategy under his own shingle. In this conversation, Dale discusses what he learned during his …

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#10: William White on the Undesired Side Effects of Experimental Monetary Policy 1:10:43

6+ y ago1:10:43

1:10:43

William White started his career at the Bank of England before moving to the Bank for International Settlements where he served as chief economist. Today he is the chairman of the Economic and Development Review Committee at the OECD in Paris. Last fall Bill received the Adam Smith prize, the highest honor of the US National Association of Business…

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#9: Mark Yusko on Gut Instinct (and Why His Says We're Headed for a Crash) 1:03:33

7y ago1:03:33

1:03:33

Mark Yusko cut his teeth co-managing the endowment portfolio at Notre Dame and then putting together a team to do the same for the University of North Carolina. From there he setup a fund of hedge funds for Julian Robertson to take advantage of the talent Julian had identified at Tiger Management. Today, he oversees $3 billion at his firm Morgan Cr…

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#8: Raoul Pal on Putting Together the Global Macro Puzzle 1:03:39

7y ago1:03:39

1:03:39

Raoul Pal readily admits he had the good fortune of being in the right place at the right time very early in his investment career. After getting his start during the depths of the recession brought on by the savings and loan crisis, Raoul eventually found himself covering the hedge fund industry for Goldman Sachs. Here he was essentially mentored …

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