Sep 25, 2019
Rupal J. Bhansali joins the podcast to discuss her just-published book "Non-Consensus Investing: Being Right When Everyone Else is Wrong."
Ms. Bhansali is the chief investment officer, international and global equities, at Ariel Investments in New York. Over the course of the conversation she explains why she wrote the...
Sep 18, 2019
Maj Soueidan, co-founder of GeoInvesting LLC, joins the podcast to discuss his approach to microcap investing and his process for sourcing ideas before concluding with one of his favorite stock picks at the time of the recording.
Content: The case for microcaps (1:25), how to find ideas (5:14), sectors (9:04),...
Sep 4, 2019
David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, discusses the current state of the economic cycle and why risk assets have a final upleg left before the onset of the bear market.
The Federal Reserve is behind the curve of the economy (2:00), the coming bust (5:00), predictions for bond...