markets
Camden and David converse with Asha Mehta, Managing Partner & CIO at Global Delta Capital about the bullish case for emerging and frontier market stocks as well…
We review the performance and investment prospects for carbon, SPACs, silver, convertible bonds, and frontier markets. Topics covered: What has been the perform…
We get dozens of emails from listeners each week asking really insightful financial questions. When a question needs a detailed answer or is of interest to a lo…
My guest this week is Rishi Ganti, who invests in what he calls esoteric assets. I'm not sure what to do other than laugh in amazement at his professional crede…
My guests this week are both veterans of the podcast, Jason Zweig and Morgan Housel. They are two of the best in the world at making the complicated simple, and…
My guest this week is Harvey Sawikin, a co-founder and lead portfolio manager at Firebird Management, which manages funds dedicated to investing in emerging mar…
I believe that any investment strategy that will deliver strong returns in the future must evolve. Any strategy should rest on rock solid foundational principle…
My guest this week has a fascinating background. He has a PhD in biology but has split his time as both an investor and an operator. As an investor, he’s involv…
My guest this week is Ryan Caldbeck, a private equity investor who wants to bring quantitative rigor to the private markets. Ryan is the CEO of Circle Up, which…
My guest today is Bryan Krug, who manages the Artisan Partners Credit Team and overseas more than $3B in high yield credit investments for the firm. This was my…
