Podchaser Logo

Superinvestors and the Art of Worldly Wisdom

A weekly Business podcast
 1 person rated this podcast

Episodes of Superinvestors and the Art of Worldly Wisdom

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
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
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
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. Ther
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
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 i
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
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 secula
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 conversation
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 Economi
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 indep
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, chan
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
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 o
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 t
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 bu
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 Mer
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 a
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
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 p
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 prepar
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 an
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 the
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 w
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 dozen
Rate Podcast
Do you host or manage this podcast?
Claim and edit this page to your liking.
Are we missing an episode or update?
Use this to check the RSS feed immediately.