Episodes

May Day (EP.08)
Dec. 13, 2017

May Day (EP.08)

On today's show, we discuss Jack Bogle's dire warnings for pension funds, why women make better investors than men, how financial advisors can give good advice when their clients ask about Bitcoin and more.
A Random Walk Down Nowhere (EP.07)
Dec. 6, 2017

A Random Walk Down Nowhere (EP.07)

On today's show, we talk about how life changes in 2017 have impacted our perspective on our finances, discuss the role technology will play in the future of the labor market, the holy grail of an investment process and more.
Bitcoin, Bubbles & Bananas (EP.06)
Nov. 29, 2017

Bitcoin, Bubbles & Bananas (EP.06)

On today's show, we speak about the meteoric rise in Bitcoin through the lens of human psychology, discuss how difficult it is to break through as an up-and-coming fund manager, and some of the challenges to early retirement. Feel free to shoot us an ema
Wave Pools and Market Inefficiencies  (EP.05)
Nov. 22, 2017

Wave Pools and Market Inefficiencies (EP.05)

On today's show, we speak about how career risk creates inefficiencies in the market, signs of froth, the Vanguard of alternatives, and ETF price wars.
Evidence-Based Investing Conference Post-Mortem (EP.04)
Nov. 17, 2017

Evidence-Based Investing Conference Post-Mortem (EP.04)

We reflect on a fun day at the Evidence-Based Investing Conference in New York City with some of our favorite talks, anecdotes, statistics, and quotes.
The More You Pay, The Less You Get (EP.03)
Nov. 17, 2017

The More You Pay, The Less You Get (EP.03)

We discuss what do in an environment of lower expected future returns, how can investors protect themselves from complacency, what would cause us to sell all of our stocks, and whether reading investing books make you a better investor. We also get Ben’
Investing is a Game of Relative, Not Absolute Skill (EP.02)
Nov. 17, 2017

Investing is a Game of Relative, Not Absolute Skill (EP.02)

We discuss the difference between portfolio managers and portfolio management, Michael’s favorite investment book ever written, how to think about financial television, the amazing run in tech stocks, the future of the asset management business, the psy
Animal Spirits Unleashed (EP.01)
Nov. 15, 2017

Animal Spirits Unleashed (EP.01)

Both Ben Carlson and Michael Batnick joke that we probably talk to each other more than we talk to our own wives. Michael lives and works in New York while Ben lives and works in Michigan so the two are probably on the phone with each other a minimum of 5