Best David S Wright Podcasts (2025)

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Adam Levin Reads David Foster Wallace 1:06:21

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3d ago1:06:21

1:06:21

Adam Levin joins Deborah Treisman to read and discuss “Backbone,” by David Foster Wallace, which was published in The New Yorker in 2011. Levin, a winner of the New York Public Library’s Young Lions Fiction Award, is the author of the story collection “Hot Pink” and the novels “The Instructions,” “Bubblegum,” and “Mount Chicago.” Learn about your a…

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Kathryn Kaminski - Don’t Fire Your Diversifier | #604 40:15

4d ago40:15

40:15

Today’s guest is Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the firm’s Managed Futures Strategy and Global Alternatives Strategy. She also co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha. In today’s episode, Meb and Katy discuss the tough year for…

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Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603 1:04:25

8d ago1:04:25

1:04:25

Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early …

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Mebisode: When to Sell 16:23

12d ago16:23

16:23

In today’s Mebisode, Meb reads his latest paper, “When to Sell?” ----- Follow Meb on⁠ ⁠⁠X⁠,⁠ ⁠⁠LinkedIn⁠ and⁠ ⁠⁠YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ ⁠⁠cambriainvestments.com⁠ ----- Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ --…

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Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602 1:03:37

16d ago1:03:37

1:03:37

Today’s guest is Carl Richards. Carl is a Certified Financial Planner, built and sold an investment firm, and hosts the podcast 50 Fires, which is backed by Chip and Joanna Gaines. He’s also the author of The Behavior Gap and The One-Page Financial Plan and his newest book is called Your Money: Reimaging Your Wealth with 101 Simple Sketches. In tod…

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Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601 54:07

26d ago54:07

54:07

Today’s guest is Eddy Elfenbein, one of the OG financial bloggers at Crossing Wall Street. Eddy also runs the CWS ETF, which is from his annual buy list of 25 stocks. In today’s episode, Eddy shares his insights on investing, stock selection, and the challenges of managing an ETF. He discusses the origins of his buy list, his investment philosophy …

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Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600 50:05

29d ago50:05

50:05

By The Idea Farm

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Morgan Housel on The Illusion of Wealth and Happiness | #599 56:40

29d ago56:40

56:40

Today’s guest is Morgan Housel, the bestselling author of The Psychology of Money and Same As Ever. His books have sold over nine million copies. His new book releasing in October is The Art of Spending Money. Morgan is a partner at The Collaborative Fund and serves on the board of directors at Markel. In today’s episode, Morgan discusses the compl…

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Karen Russell Reads Louise Erdrich 49:19

1M ago49:19

49:19

Karen Russell joins Deborah Treisman to read and discuss “The Stone,” by Louise Erdrich, which was published in The New Yorker in 2019. Russell is the author of six books of fiction, including the story collections “Vampires in the Lemon Grove” and “Orange World and Other Stories” and the novels “Swamplandia!,” which was a finalist for the Pulitzer…

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Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598 54:40

1M ago54:40

54:40

Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of un…

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Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597 43:13

2M ago43:13

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Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. In today’s episode, Dave walks through the messy reality of startup stock options, noting $600 billion of startup equity is abandoned over a market cycle. He explains how Vested helps solve this problem by p…

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Innovative Tax Strategies in Bond Investing [Alex Morris] | #596 1:00:09

2M ago1:00:09

1:00:09

Today’s guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm. In today’s episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond …

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Victor Lodato Reads Denis Johnson 1:30:37

2M ago1:30:37

1:30:37

Victor Lodato joins Deborah Treisman to read and discuss “The Largesse of the Sea Maiden,” by Denis Johnson, which was published in The New Yorker in 2014. Lodato is a playwright and the author of the novels “Edgar and Lucy,” “Mathilda Savitch,” the winner of the PEN USA Award for fiction, and “Honey,” which came out in 2024. He has been publishing…

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Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595 1:05:58

2M ago1:05:58

1:05:58

Subscribe to YouTube Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today…

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The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

2M ago59:07

59:07

Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels betw…

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A Golden Moment for Asset Allocation? | Mike Philbrick | #593 55:41

3M ago55:41

55:41

Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team. In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negat…

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KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592 58:38

3M ago58:38

58:38

Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a decline in the US dollar, where he sees opportunities in global markets,…

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Lauren Groff Reads Elizabeth Hardwick 1:12:03

3M ago1:12:03

1:12:03

Lauren Groff joins Deborah Treisman to read and discuss “The Faithful,” by Elizabeth Hardwick, which was published in The New Yorker in 1979. Groff’s works of fiction include the novels “Fates and Furies” and “Matrix,” both of which were finalists for the National Book Award, and “The Vaster Wilds,” which was published in 2023. A new story collecti…

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Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591 51:21

4M ago51:21

51:21

Today’s guests are Wes Gray, founder, CEO and Co-CIO of Alpha Architect, and Srikanth Narayan, founder and CEO of Cache, which he started in 2022 after experiencing concentrated stock positions in his own portfolio. Previously, he served in engineering and product leadership positions at Uber and Alphabet. In today’s episode, Meb, Wes & Srikanth sh…

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The Only Trading Indicator You Need - Anchored VWAP | Brian Shannon 1:32:55

4M ago1:32:55

1:32:55

Episode 144: Welcome to Chart School - where legendary trader and modern-day Anchored VWAP pioneer Brian Shannon (aka "one of the best indie traders in the business") shows you how to maximize trading gains while lowering your risk. In this episode, Brian breaks down how Anchored VWAP works, why it matters, where to anchor, and how it can give you …

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Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590 48:55

4M ago48:55

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Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm’s largest family offices. In today’s …

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NZ Property Podcast EP 148: Mark interviews Sarina Gibbon, General Manager of Auckland Property Investors Association 1:03:56

4M ago1:03:56

1:03:56

Check out our latest episode of the New Zealand Property Podcast featuring where Sarina Gibbon, General Manager of Auckland Property Investors Association interviews Mark. With vendors making concessions, prices softening, and listings sitting longer, conditions are clearly tilting in favour of the buyer. But power alone doesn't build wealth—strate…

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Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589 1:26:27

4M ago1:26:27

1:26:27

Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records. In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI o…

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Souvankham Thammavongsa Reads Samanta Schweblin 48:30

4M ago48:30

48:30

Souvankham Thammavongsa joins Deborah Treisman to read and discuss “The Size of Things,” by Samanta Schweblin (translated, from the Spanish, by Megan McDowell), which was published in The New Yorker in 2017. Thammavongsa is a Laotian Canadian writer. Her publications include the poetry collections “Light” and “Cluster” and the story collection “How…

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Gold Tops, Dollar Bottoms, Stocks Surging — Rotation Trades You Don't Want to Miss | Carley Garner 1:16:21

4M ago1:16:21

1:16:21

Episode 143: In this episode, Rosanna speaks with Carley Garner, commodity broker/analyst with over 20 years of experience, author of several futures/options books, and featured on Mad Money with Jim Cramer! Carley shares with us her outlook on Commodities and Equities Markets and potential reversals and market rotations for opportunities you don't…

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Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588 1:13:32

4M ago1:13:32

1:13:32

Today’s guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He’s also the author of The Missing Billionaires: A Guide to Better Financial Decisions. In today’s episode, Victor explores the Crystal Ball challenge, and how position sizing can be ev…

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NZ Property Podcast EP 147: Mark interviews Ben Hawkey, Co-founder of Real Growth & Konnect 13:28

4M ago13:28

13:28

Check out our latest episode of the New Zealand Property Podcast featuring Ben Hawkey, CEO and Co-Founder of Real Growth & Konnect. Real Growth transforms your real estate business with targeted digital campaigns that drive results. Unlocking more listing opportunities, generating quality leads, and boosting your local visibility. The Konnect is a …

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Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587 1:11:36

5M ago1:11:36

1:11:36

Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potent…

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Markets Melt Up…Then What? Beware The Doom Loop | Danny Dayan 1:43:49

5M ago1:43:49

1:43:49

Episode 142: In this episode, Rosanna speaks with Danny Dayan, global macro volatility portfolio manager, about macro, markets, and money. Danny shares his macro view on the economy and what it means for markets, We discuss contrarian investing strategies and how to navigate the DOOM LOOP. There are always opportunities! Will the Markets Melt Up Li…

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Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586 1:45:05

5M ago1:45:05

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Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at Soros Fund Management under current Treasury Secretary Scott Bessent. In today’s episode, Whitney discusses the current macroeconomic landscape, emp…

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Kim Flynn - Unlocking Alternative Investments | #585 55:34

5M ago55:34

55:34

Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today’s episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of inte…

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Edwidge Danticat Reads Zadie Smith 44:06

5M ago44:06

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Edwidge Danticat joins Deborah Treisman to read and discuss “Two Men Arrive in a Village,” by Zadie Smith, which was published in The New Yorker in 2016. Danticat, a MacArthur Fellow and a winner of the Vilcek Prize in Literature, has published six books of fiction, including “Breath, Eyes, Memory,” “The Farming of Bones,” “Claire of the Sea Light,…

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Worse Than 2008? Shadow Data Says YES! | Melody Wright 1:01:58

5M ago1:01:58

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Episode 141: On this episode Rosanna speaks with the one and only "boots on the ground" real estate expert, Melody Wright! Melody exposes the shadow markets in housing including the oversupply, unreported widespread delinquencies, and shadow data. We go beyond the headlines and under the hood in the real estate market and you will be shocked at wha…

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Cole Wilcox on The Power Law of Investing | #584 1:04:02

5M ago1:04:02

1:04:02

Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how …

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Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583 49:06

6M ago49:06

49:06

Today’s guest is Alex Wright, Global Wealth Strategist at Apollo. In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, includin…

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The BUST Is Coming - Don't Panic, Profit Instead | David Hunter 1:03:42

6M ago1:03:42

1:03:42

Episode 140 (Part 2 of 2) In this part 2 episode, Rosanna speaks with the one and only David Hunter, macro strategist with over 50 years of successful experience forecasting the financial markets. David shares with us his expectations for 2025 and beyond which include a melt-up and global bust plus he discusses the 2030s and how you and your family…

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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582 45:35

6M ago45:35

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Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…

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Big Changes Coming for Investors in 2025 | David Hunter 57:02

6M ago57:02

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Episode 139 (Part 1 of 2) In this episode, Rosanna speaks with the one and only David Hunter, macro strategist with over 50 years of successful experience forecasting the financial markets. David shares with us his expectations for 2025 and beyond which include a melt-up and global bust plus he discusses the 2030s and how you and your family and fr…

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Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581 18:54

6M ago18:54

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Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, You…

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Yiyun Li Reads William Trevor 1:11:01

6M ago1:11:01

1:11:01

Yiyun Li joins Deborah Treisman to read and discuss “The Piano Tuner’s Wives,” by William Trevor, which was published in The New Yorker in 1995. Li has published eight books of fiction, including the novels “Must I Go” and “Book of Goose,” a winner of the PEN/Faulkner Award for Fiction, and the story collection “Wednesday’s Child,” which was a fina…

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Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580 1:06:13

6M ago1:06:13

1:06:13

Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, an…

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UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579 51:09

7M ago51:09

51:09

Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management. In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending…

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Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578 1:04:07

7M ago1:04:07

1:04:07

Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humil…

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NZ Property Podcast EP 146: Mark interviews Sam Yin & Dan Keenan 25:00

7M ago25:00

25:00

Check out our latest episode of the New Zealand Property Podcast featuring Sam Yin, Founder & MD of Hougarden and Dan Keenan Sales Manager & Senior Business Development. This is the last episode of our 4-part series on real estate marketing where Mark has an insightful chat with Hougarden's founder and their lead salesperson about how their platfor…

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NZ Property Podcast EP 145: Mark interviews Kyle Wright, Senior Account Manager from TradeM 17:34

7M ago17:34

17:34

Check out our latest episode of the New Zealand Property Podcast featuring Kyle Wright, Senior Account Manager at Trademe. Karl spoke about creating the best vendor marketing strategies, market trends and how Trade Me Property can amplify Vendor campaigns!

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UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577 55:16

7M ago55:16

55:16

Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’ In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and dis…

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David Wright Faladé Reads Madeleine Thien 1:16:54

7M ago1:16:54

1:16:54

David Wright Faladé joins Deborah Treisman to read and discuss “Lu, Reshaping,” by Madeleine Thien, which was published in The New Yorker in 2021. Falade is the author of the novels “Black Cloud Rising” and “The New Internationals,” and the nonfiction work “Fire on the Beach: Recovering the Lost Story of Richard Etheridge and the Pea Island Lifesav…

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Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes) 52:26

7M ago52:26

52:26

Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world. In today’s episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he’s fo…

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Barry Ritholtz - Debunking Investment BULLSH$T! | #575 1:17:57

8M ago1:17:57

1:17:57

Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,’ offers a blueprint to help you make better decisions and achieve financial success. In today’s episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers …

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Buy Stock Where You Shop With Grifin | Aaron Froug | #574 35:42

8M ago35:42

35:42

Today’s guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop. In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the fu…