Citi's Dirk Willer on Why You Buy the Bubble ...

My guest today is Andrew Ang, Founder of Tau Balance and professor at Columbia University. He previously ran factor investing at BlackRock. In today's episode, Andrew explains how a swarm of AI agents can reinvent the investment workflow rather than automating pieces of it. He sh ...  Show more

In the latest podcast episode, I discuss five Cambria funds that each apply the same shareholder yield discipline, emphasizing companies that return cash to shareholders through dividends and buybacks. I share my perspective on why focusing on dividends alone misses most of the s ...  Show more

Today, we’re recapping some of the best insights from the Prof G Pod’s Conversations in 2022.  Episodes in order of appearance: Super Fast Delivery – with Ralf Wenzel (CEO of JOKR). The Making of Silicon Valley – with Margaret O’Mara (Professor at Washington University). The ...  Show more

David kicks off 2025 by revisiting five timeless lessons drawn from classic episodes spanning nearly a decade of weekly podcasts—now approaching 500 consecutive weeks of fresh content. Reaching back to 2016 and beyond, he rediscovers core investing principles: the surprising adva ...  Show more

Adam Gilchrist, Co-Founder and CEO of F45 Training, discusses the company's listing day and the future of fitness. Carl Riccadonna, Chief Industry Economist for Bloomberg Intelligence, discusses the Fed. Hugh Johnson, Chairman and Head of Investment Strategy at Hugh Johnson Advis ...  Show more

Joe Fuller talks to his Harvard Business School faculty colleague Rick Ruback about Rick and HBS professor Royce Yudkoff’s podcast Think Big, Buy Small. The show is based on Rick and Royce’s popular HBS course “Entrepreneurship Through Acquisition”. The show combines personal sto ...  Show more