Apr 29, 2024
David Trainer, the founder and CEO of New Constructs, joins the show. He kicks off the conversation by describing how his company takes value investing to the next level with AI. He explains that the days of buying stocks and holding them forever are gone. Today's investing landscape requires investors to be more agile,...
Apr 22, 2024
David Daglio, the chief
investment officer and global investment strategist of
wealth-
advisory firm TwinFocus, joins
the show. He kicks things off by describing himself as
a
contrarian, and he explains
that understanding who you are as a person will lead to the
best
investing results. After, he
goes into detail on how...
Apr 15, 2024
Gary Mishuris of Silver Ring
Value Partners talks about today's market being one of the
most challenging periods
for bottom-up investing since 2007. In terms of the quality of a
business
versus its stock price, there
isn't a lot of opportunity right now. But he emphasizes that
transparency and candor with
clients is...
Apr 8, 2024
Dan and Corey kick off the show by discussing inflation staying persistently higher, rampant government spending and money-printing, and the repercussions of the Federal Reserve's decade-plus of low interest rates. (0:41)
Next, Cambria Investment Management's Meb Faber joins the conversation to talk about the...
Apr 1, 2024
Dan and Corey kick off the
show by reviewing the most recent PCE number,
what's
happening with inflation, and
the current state of the economy. (0:41)
Next, real estate expert and
entrepreneur George Gammon joins the conversation
and
explains how he became a
self-described "macro addict" without any formal
education...