Podcast
July 18, 2017

Mark Yusko On Gut Instinct (And Why His Says We’re Headed For A Crash)

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Mark Yusko cut his teeth co-managing the endowment portfolio at Notre Dame and then putting…
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Podcast
July 12, 2017

Raoul Pal On Putting Together The Global Macro Puzzle

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 Raoul Pal readily admits he had the good fortune of being in the right…
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Podcast
June 27, 2017

Todd Harrison On Taking The High Road To Wealth On Wall Street

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"Do what you love, with people you respect while serving the greater good." These are…
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Posts
June 23, 2017

The High Wire Act Of Being A Diehard Value Investor In The Age Of Central Bank Bubbles

A version of this post first appeared at The Felder Report Premium I have spend…
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Podcast
June 13, 2017

Bill Fleckenstein On Central Bankers, Financial Bubbles And White Burgundy

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Over the past 30 years, Bill Fleckenstein has managed money for Bill Gates, witnessed and…
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Podcast
June 6, 2017

Steven Bregman On ‘The Greatest Bubble Ever’ (Passive ETF Investing)

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Jim Grant calls Steven Bregman, "one of Wall Street's most interesting thinkers." I called upon…
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JessePosts
May 31, 2017

How A Funny Mentalist Learned To Avoid Annihilation

The following is a transcript of the speech I was supposedĀ to give to the Puget…
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Podcast
May 30, 2017

Eric Cinnamond On The Value Of Absolute Return Investing

Eric Cinnamond has been called "the godfather of small cap absolute return investing." From 1998…
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