Brian Singer - “We Don’t Know What Will Trigger the Decline, but When It Happens, Our Fear Is That It’s Sharper and Deeper Than Investors Would Otherwise Expect" | #106

Brian Singer - “We Don’t Know What Will Trigg...

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MEBISODE: Even Berkshire Underperformed

In today’s episode, Meb reads a recent email sent to Cambria subscribers examining how to evaluate a strategy hitting a rough patch, using the Cambria Shareholder Yield ETF (SYLD) as a case study. Learn more: Cambria Shareholder Yield ETF (SYLD) https://cambriafunds.com/syld SYLD ...  Show more

Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? | #619

My guest today is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran explains why he trimmed two Magnificent Seven stocks. He digs into AI’s real impact on valuations and moats, why big software i ...  Show more

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