Best Peter Arnott Podcasts (2025)

1
AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607 1:03:58

Play Pause

12d ago1:03:58

1:03:58

Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of relying on past performance as a guide for future investments. We explor…

1
The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606 1:50:11

22d ago1:50:11

1:50:11

Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and c…

1
Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605 1:02:05

26d ago1:02:05

1:02:05

Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe explains why the coming decade for the U.S. economy will be shaped by a tu…

1
Perth Tolle, Life & Liberty Indexes: Perth Tolle's EM Freedom Factor 50:04

27d ago50:04

50:04

In this episode of the Investors First Podcast, we sit down with Perth Tolle, founder of the Freedom 100 Emerging Markets Index (FRDM), now over $1.6B in assets. We explore her vision for how personal and economic freedom can shape global investment outcomes. Perth shares her journey from growing up in Beijing to moving to the U.S. at age nine, her…

1
EP81: Spookey Ruben 1:34:09

30d ago1:34:09

1:34:09

Note: After recording Spookey messaged and changed one of his playlist picks from Wendy McDonald to It's Not What You Do It's You. Spookey's 1995 debut album "Modes of Transportation Vol. 1” had music critics praising it as the 'Pet Sounds of the '90s’, we chat about that album, turning down Cyndi Lauper, why his "second" record was only released i…

1
Oliver Postgate 27:39

29d ago27:39

27:39

"Postgate's work is deep inside me and I think that's true for so many of my generation...His work represents nothing less than a touchstone for our national imagination and in that sense it's profoundly important" Andrew Davenport, writer, composer, and creator of Teletubbies and In the Night Garden, nominates Oliver Postgate, who, along with his …

1
Kathryn Kaminski - Don’t Fire Your Diversifier | #604 40:15

1M 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…

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

1M 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 …

1
Sylvia Plath 27:06

1M ago27:06

27:06

Lucy Jones, author of Matrescence, chooses the writer Sylvia Plath. Sylvia Plath was a precocious, prize-winning child,. Her mother had high expectations for her. Her father had died when she was 8 (but could have been saved if only he'd gone to see a doctor). When she was well, Plath was energetic, fun, bright, attractive, funny and incredibly sma…

1
Mebisode: When to Sell 16:23

1M 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 --…

1
Elizabeth Day on Hatshepsut 27:40

1M ago27:40

27:40

"One of the things that she claimed was that her mother had been impregnated by the sun god Amon-Ra."Elizabeth Day's interest in the female pharaoh Hatshepsut was sparked by a trip to Egypt less than a year ago. What intrigued her was how this woman survived and thrived as ruler in a traditionally male role. Joining her in discussion is Professor J…

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

1M 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…

1
Comedian Stewart Lee on Derek Bailey 30:43

2M ago30:43

30:43

"The area I mostly work in is generally known as free - the free music area. And free is one of those four letter words, like rock or jazz or punk maybe. It started out meaning something." Derek Bailey Born in 1930 in Sheffield, Bailey worked as a session musician in dance bands and orchestras before turning his back on that world. Free improvisati…

1
Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601 54:07

2M 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 …

1
Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600 50:05

2M ago50:05

50:05

By The Idea Farm

1
Jock Stein, first British football manager to win the European Cup 27:41

2M ago27:41

27:41

Jock Stein, first British football manager to win the European Cup, picked by composer Sir James MacMillan and aided by Jock Stein’s biographer, Archie MacPherson. Jock Stein was manager of Celtic FC when they won the European Cup in Lisbon in 1967. He later died while managing Scotland in a world cup qualifier against Wales – the date, September 1…

1
Morgan Housel on The Illusion of Wealth and Happiness | #599 56:40

2M 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…

1
Marty Bicknell, Mariner – A Private Wealth Shipwright in Kansas 48:09

2M ago48:09

48:09

Marty Bicknell is the CEO and founder of Mariner, a nationally recognized wealth advisory firm providing comprehensive financial solutions to individuals, families, and institutions. Under his leadership since founding the firm in 2006, Mariner has grown from a small startup into one of the largest registered investment advisory (RIA) firms in the …

1
Benjamin Franklin 26:59

2M ago26:59

26:59

Matthew Parris heads to the house where Benjamin Franklin lived for almost 17 years to meet banker and philanthropist John Studzinski. Franklin was born in Boston when it was still a part of the British empire, ran away to Philadelphia and lodged near Charing Cross at 36 Craven Street in London for over a decade. He was an agent for the Pennsylvani…

1
Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598 54:40

2M 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…

1
Miles Jupp on JL Carr, author of A Month in the Country 27:28

2M ago27:28

27:28

"I find his novels extraordinarily beautiful .. and they're an excellent length." Miles Jupp picks an author he loves, but knows little about. JL Carr was born in Yorkshire and was a teacher, mapmaker, and an eccentric. Joining the comedian in studio to discuss Carr is a man who knew him well - DJ Taylor - who paints a picture of a man who hated Lo…

1
Helen Castor on Richard II 27:37

3M ago27:37

27:37

Today's great life is possibly more famous as a Shakespearean character - King Richard II who was deposed by his cousin Henry Bolingbroke in 1399. He's been chosen by historian Helen Castor, author of The Eagle and the Hart, who shines a light on what really happened towards the end of his reign. Also helping is Professor Emma Smith who explains wh…

1
Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597 43:13

3M ago43:13

43:13

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…

1
DJ Deb Grant on John Prine 26:51

3M ago26:51

26:51

DJ Deb Grant picks US mailman turned country-folk singer John Prine, whose beautiful songs captured the world in which he lived. Bob Harris, who first met him on the Old Grey Whistle Test, adds to the conversation. "I came to know him through him speaking about his own music - it's his character, his personality and his attitude that I fell for," s…

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

3M 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 …

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

3M 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…

1
The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

3M 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…

1
EP80: A & R - Brian Hetherman (She Stole My Beer, Made, AOE, Holly McNarland) 1:14:31

4M ago1:14:31

1:14:31

Have you ever wondered what it was like to work at a major label in the '90s? If so, you'll enjoy this chat with Brian. His stories range from Guns N' Roses to Avril Lavigne, with an in between that includes '90s CanRock favourites like The Age of Electric, Headstones, Holly McNarland & more. So, please give it a listen and if you want more '90s Ca…

1
A Golden Moment for Asset Allocation? | Mike Philbrick | #593 55:41

4M 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…

1
Special Presentation: Strange Advance - Drew Arnott 1:17:23

4M ago1:17:23

1:17:23

We're taking the time machine back to the '80s in this special episode, as Drew from Strange Advance was kind enough to guest on the podcast. We chat about their records released in the '80s, their 2021 release, current affairs and their future. So, please give it a listen and if you want more '90s CanRock content, find us on Twitter, Facebook, Ins…

1
Matt Orosz, Trinity Family Builders – Current State of Housing & Homebuilders 56:31

4M ago56:31

56:31

Today's guest is Matt Orosz. Matt Orosz is Co-President of Trinity Family Builders, launched in March 2024 by the Orosz brothers in Central Florida. He oversees marketing, sales, land acquisition & operations. Before starting Trinity Family Builders, he co-founded Royal Oak Homes (2011) and Hanover Family Builders (2017), both high-growth companies…

1
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592 58:38

4M 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,…

1
Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591 51:21

5M 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…

1
Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590 48:55

5M ago48:55

48:55

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 …

1
Coaching, Creating Your Own Window & Capital Allocation: Chris Hyzy's Playbook 1:05:06

5M ago1:05:06

1:05:06

Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance. Previously, he was CIO and Chief Investm…

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

5M 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…

1
Sir Seretse Khama, first president of Botswana 27:43

5M ago27:43

27:43

Seretse Khama was born in 1921 in Bechuanaland when it was still a British Protectorate. In 1966 he became Botswana's first president. In between he married a white Londoner, Ruth Williamson, was exiled by the British, and made to renounce his interest in succeeding as head of the Bangwato. It's an extraordinary and notable life, and he's been nomi…

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

5M 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…

1
You Should Be Reading Catherine Chidgey 33:36

5M ago33:36

33:36

Catherine Chidgey is wildly underread in Australia. The multi-award winning New Zealand writer has written nine novels and her latest, The Book of Guilt, was described as “compulsively readable” by The Guardian. This week, Michael sits down with Catherine for a discussion about why WWII continues to hold the public’s imagination, how she plans out …

1
Emily Williamson, co-founder of the RSPB 27:32

5M ago27:32

27:32

For over a hundred years no one thought too much about the origins of the RSPB, but among its founders was a woman in Didsbury opposed to the use of feathers in fashionable hats. Emily Williamson was outraged by the widespread slaughter of egrets and the crested grebe. She had tried to join the all-male British Ornithological Union, and when that f…

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

6M 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…

1
Kevin Barry Is a Gunslinger 30:16

6M ago30:16

30:16

The seed of the idea for Irish author Kevin Barry’s latest novel was planted more than 25 years ago. But it wasn’t until late into the pandemic as he was walking in the countryside and had a vision of a young couple on horseback riding double that he decided to write The Heart in Winter. Set in 1890s Montana, the book is a savagely funny and aching…

1
Tina Turner 27:43

6M ago27:43

27:43

Rock Icon Tina Turner proposed by the actress and author Rebecca Humphries. Tina Turner began life as Anna Mae Bullock in Nutbush, Tennessee, joining Ike Turner's band in St Louis at the age of 17. Her presence, her performances and her voice captivated audiences, but this is really a story of triumph over abuse. After she left Ike Turner with noth…

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

6M ago1:45:05

1:45:05

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…

1
Dominic Amerena Finds Happiness in the Act of Writing 29:22

6M ago29:22

29:22

Australian author Dominic Amerena has been a writer for years. Now, finally, comes his dazzling debut novel I Want Everything. The story follows an ambitious young writer who tells a white lie to land a scoop, and explores desire, deception, authenticity, and the costs of creative ambition. This week Michael and Dominic chat about the necessity for…

1
Raymond Blanc on Professor Nicholas Kurti 27:39

6M ago27:39

27:39

The chef Raymond Blanc nominates his mentor and friend, the physicist Professor Nicholas Kurti.Kurti was born in Hungary but fled to Oxford when Hitler came to power. Pushing the frontiers of low-temperature physics during his career, he went on to create‘molecular gastronomy’ in retirement. Raymond Blanc approached Kurti after a lecture the profes…

1
Kim Flynn - Unlocking Alternative Investments | #585 55:34

6M 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…

1
Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal 49:22

6M ago49:22

49:22

Today's guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and Master's) of Florida State University, we were pleased to host a true Floridian for this episode. We recently hosted Alejandra for our Annual Dinner for CFA Society Orlando and did such a great job, …

1
John Rebus Will Outlive Ian Rankin 30:48

6M ago30:48

30:48

Ian Rankin introduced Detective John Rebus in his 1987 novel Knots and Crosses. Since then, Rankin has published another two dozen books in the series and has sold almost 40 million books to date. Unsurprisingly, he’s now Sir Ian Rankin. This week, Michael sits down with Ian at Sydney Writers’ Festival for discussion about his latest Rebus book, Mi…

1
Dervla Murphy, author of the classic Full Tilt 27:38

6M ago27:38

27:38

At the age of 10 Dervla Murphy was given an atlas and a bicycle, and so began an adventurous life. Her account of a journey to India became a classic called Full Tilt but she also went to Cuba, Ethiopia and the Andes where our guest first met her in a doss house. Hilary Bradt is the founder of the Bradt Travel Guides and is picking Dervla Murphy as…