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Category: Public Equity

March 29, 2020
Ben Inker – Value Investing at GMO (FM.17)
Brought to you by: Top Traders Unplugged Podcast, Northern Trust Front Office Solutions, and Atom Finance | Ben Inker is the head of the Asset Allocation team at GMO, a $60 billion asset manager known for its value bias under founder Jeremy Grantham.  Ben joined GMO right out of college nearly thirty years ago and […]
March 22, 2020
Michael Mauboussin – Consilient Observations in a Crisis (EP.127)
Brought to you by: Atom Finance, Northern Trust Front Office Solutions, and Canoe Intelligence | Michael Mauboussin is the Head of Consilient Research at Counterpoint Global and fortunately, a regular guest on the show. Michael is an astute researcher of behavior, decision-making and complex systems, and I reached out to him to get his reasoned […]
February 16, 2020
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (FM EP.15)
Brought to you by: Selective Search, Atom Finance, And Colmore| Dan Rasmussen is the Founder and portfolio manager at Verdad Advisers, which he launched in 2014 to replicate the historical success of private equity in the public markets.  He’s an outspoken critic of the market’s enthusiasm for private equity, resulting from research he conducted in […]
October 6, 2019
Jonathan Tepper - Variant Perception of Capitalism (EP.110)
Brought to you by: Canoe Intelligence and Northern Trust Front Office Solutions | Jonathan Tepper is the founder of Variant Perception, an economic research group that works with institutional managers, hedge funds, and allocators to provide objective and comprehensive data and actionable ideas from leading indicators and emerging trends. He is also the author of […]
August 25, 2019
Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (EP.107)
 Eric Ries is the founder and CEO of LTSE, the company that is affiliated with the SEC-approved Long-Term Stock Exchange, which seeks to build a new relationship between companies that are built to last and the stakeholders who believe in them. Eric is an entrepreneur who created the Lean Startup methodology and wrote the New York […]
June 23, 2019
Martin Whittaker - JUST Capital (First Meeting EP.02)
Martin Whittaker is the founding CEO of JUST Capital, a non-profit created by a group of concerned, influential leaders, including Deepak Chopra and Paul Tudor Jones.  JUST Capital is an independent research organization thanks ranks companies on the issues Americans care about most, with a mission to build a more just marketplace that better reflects […]
June 9, 2019
Patrick O’Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
Brought to you by: Essentia Analytics | Patrick O’Shaughnessy is the CEO of O’Shaughnessy Asset Management, the host of the Invest Like the Best podcast, and a great friend.  Patrick’s podcast and widely read monthly mailing list of books, available at investorfieldguide.com, have made him a celebrity of sorts in the investing world. Those familiar […]
May 12, 2019
Michael Mauboussin - Who's on the Other Side? (EP.99)
Brought to you by: Essentia Analytics | Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue Mountain Capital. He joined me for the second time to discuss his new research entitled “Who’s on the Other Side?” Our conversation dives into the work, discussing how investors can focus on process over outcome, […]
March 31, 2019
Dan Ariely – Investing in Irrationality (EP.93)
Brought to you by: Essentia Analytics | Dan Ariely is a leading behavioral economist, author, entrepreneur, and investor.  He is the James B. Duke Professor of Psychology and Behavioral Economics at Duke University and a founding member of the Center for Advanced Hindsight.  He recently also became a Founding Partner of Irrational Capital.  He is […]
March 10, 2019
Thomas Russo - All About Google (EP.90)
Brought to you by: Essentia Analytics | Tom Russo is the Managing Member of Gardner Russo & Gardner. Last week, Tom talked in detail about his holding in Berkshire Hathaway.  This week, we continue the conversation with his new holding in Google. Our conversation covers buying Google now, comparing the company to Facebook, future growth […]
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