Insightful Investor

Meb is Co-Founder, CEO and CIO of Cambria Investment Management, which manages about $2.5B (as of 6/30/24). He also started a podcast 8 years ago called the Meb Faber Show where he interviews some of the brightest minds on Wall Street. Meb shares insights about the investment management industry, the financial advisory industry and portfolio construction. - This podcast/webcast is provided for inf...

Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world’s largest hedge funds. Drawing from her 18-year career at the firm, she offers valuable insights into her professional journey, Bridgewater's current market outlook, and strategies for effective portfolio construction. - This podcast/webcast is provided for informational purposes only and should not be considered...

Michael is the Founder of Cendana Capital, a San Francisco-based firm that invests in very early-stage venture capital funds globally. Kelli Fontaine joined the firm 6 years ago and is a Partner. Cendana was launched in 2010 and has over $2B in assets (as of 3/31/24). Michael and Kelli provide insights into the world of VC and seed investing, why they prefer smaller funds and how they select manag...

Jacob is a Partner and Portfolio Manager at Glynn Capital Management, which invests in private and public technology growth companies. The firm was founded 50 years ago and Jacob has been right at the forefront, witnessing AI innovation up close and regularly interfacing with pioneers from top private and public technology companies. With this uniquely insightful vantage point and a talent for sim...

Rob is Founder and Chairman of Research Affiliates ($147B in assets as of 3/31/24), which he launched in 2002. Rob shares insights into quant investing, the outlook for various asset classes, mean reversion, rebalancing alpha, asymmetric risks and much more. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. I...

Steve is the Co-Founder and CEO of Cliffwater, a $78B investment advisory firm specializing in alternative investments. He also manages two private debt funds with combined assets of $23B. Steve shares insights into the history and future prospects of the private debt market. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or...

Martín Escobari is Co-President, Head of Global Growth Equity and Chairman of the Investment Committee at General Atlantic. GA is a leading growth equity firm that manages $84B and has been one of the pioneers of growth equity since its founding in 1980. Martín covers a wide range of topics including his philosophy, entrepreneurship and the outlook for growth equity. - This podcast/webcast is prov...

Melissa is the Co-Founder and Managing Partner of Asia Alternatives, which manages over $15B and focuses on private equity in Asia. Melissa shares insights into China and India and discusses investing in private markets in these two large markets. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a...

Jim (Founder and Chairman), Bobby (CEO), and Danny (President) of JRK discuss multifamily and hotel investing. JRK has owned and operated over $9 billion in assets since its launch in 1991. They share insights into the investing landscape, their unique approach, and their outlook. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment...

Bob is the Founder and Chairman of High Street, which is a private real estate manager that has invested over $5B in industrial and logistics properties over 20+ years. Bob shares insights about the industry’s evolution over the past few decades, the impact of e-commerce on logistics and growing demand for “small boxes.” - This podcast/webcast is provided for informational purposes only and should...

Matt is a Senior Fund Manager at Ruffer, a $30B UK-based absolute return manager that is highly regarded for its macro perspectives. Matt shares insights about Ruffer’s unique investment philosophy, risk management, financial markets history and the firm’s market outlook. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or busi...

Mike is Founder and Managing Partner of Kline Hill Partners, a $5B alternative asset manager that invests in secondaries. Mike shares insights about the secondaries market and private investments. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All o...

David is the founding partner and lead portfolio manager of the Artisan International Value Team, which manages about $40B. David shares his perspectives about value investing, the importance of buying at a discount to intrinsic value and risk management. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It i...

Hal is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management, and the author of Your Future Self: How to Make Tomorrow Better Today. Hal shares key insights about how people make decisions and common behavioral biases. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or bus...

Gerard is Co-CEO, Co-CIO and Director of Dimensional Fund Advisors. DFA applies financial science to investing and manages over $700B. Gerard shares his perspectives about flexible index investing, market cycles, diversification and AI. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitatio...

Kjerstin is Founder and Managing Principal of Lapis Advisers, which she launched in 2009 to focus on special situation securities in the municipal bond market. Kjerstin provides insights into the unique nature of the muni market and the inefficiencies that lead to investment opportunities. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, i...

Glenn is Founder, Senior Partner and CEO of Oak Hill Advisors, a $63B alternative investment firm. In a broad ranging conversation, Glenn talks about his formative years in the investment industry, explains how to scale an organization and shares insights about private credit. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or...

Jim is a Senior Portfolio Strategist and Head of Client Service at Bridgewater Associates, the world’s largest hedge fund. He is also Editor of the Bridgewater Daily Observations, which launched about 40 years ago. Jim discusses his experience at Bridgewater and shares insights about diversification and his market outlook. - This podcast/webcast is provided for informational purposes only and shou...

Jeremy Grantham is the Co-Founder and Long-Term Investment Strategist of GMO, which manages over $60B. Jeremy discusses his background and shares fascinating insights about a broad range of topics including investment bubbles, AI, crypto, reversion to the mean, climate change, population growth and natural resources. - This podcast/webcast is provided for informational purposes only and should not...

Fran Kinniry is Principal and Head of Vanguard Investment Advisory Research Center. Vanguard is one of the largest investment firms in the world with over $9 trillion of AUM. Fran provides insights into the unique nature of the investment world, shares observations about common investment mistakes and discusses the concept of Advisors Alpha. - This podcast/webcast is provided for informational pur...

Rich Bernstein is the Founder, CEO and CIO of Richard Bernstein Advisors (RBA), a $15B manager that combines macroeconomic and quantitative analysis to construct portfolios. Prior to launching RBA in 2009, Rich spent 21 years at Merrill Lynch and served as the Chief Investment Strategist. Rich shares insights about his market outlook and investment opportunities. - This podcast/webcast is provided...

Wes Whitman is the Co-Founder of Whitman Peterson, a $2B opportunistic private real estate manager. Wes shares insights about the real estate landscape, inefficiencies in real estate investing and his market outlook. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, o...

Rajiv Jain is the Founder, CIO, Chairman and Portfolio Manager of GQG, a $120B global equity firm that he launched in 2016. Rajiv shares insights about running a successful business, his investment framework, the importance of adapting and his market outlook. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice....

Vineer Bhansali is the Founder and CIO of LongTail Alpha, which he launched after serving as a portfolio manager at PIMCO for 15 years. Vineer focuses on managing risk and protecting portfolios against material losses. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation,...

Tony Cusano is the Co-Founder and Managing Partner of Banner Ridge, a $7B alternative asset manager that focuses on secondaries. Tony describes the private market landscape and the unique opportunities available in the secondaries market. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitat...