On today’s show, we are joined by Greg Bond, CEO of Man Numeric and Head of the Americas for the Man Group to discuss how the private equity portfolio is constructed, screening out poor quality businesses, what private equity companies look for in investments, data and analytics within sports, Greg’s experience with the Red Sox, and much more!
Links
Animal Spirits: Predictions For 2025
On today’s show we discuss all sorts of predictions for the upcoming year, the AI bubble, the roaring 2020s of stock market returns, financial regrets at age 80, housing is the business cycle, when to sell big winner, the VC drop-off, what to do when you get super rich, 50 things a man should not know and much more.
Talk Your Book: Direct to Consumer Venture Capital
On today’s show, we are joined by Elia Infascelli, Partner and CEO of The Cashmere Fund to discuss celebrities within VC, utilizing networks for private investments, how Cashmere was able to bring this to retail investors, how liquidity works for investors, portfolio structure with an evergreen fund, and much more!
Animal Spirits: It Was a Very Good Year
On today’s show we discuss the year that was in the stock market, expectations for 2025 returns, the Steve Ballmer portfolio, record ETF flows, the new normal of speculation, rich retirees who won’t spend their money, the new normal of 7% mortgage rates, eff you money vs. your job, speaker phones, travel budgets and much more.
Talk Your Book: Conviction in Growth Investing
On today’s show, we are joined by Charly Travers, Portfolio Manager at Motley Fool Asset Management to discuss how the Motley 100 Index is constructed, growth vs value investing, how Motley analysts approach stock picking, thoughts on S&P top 10 market cap turnover, and much more!
Animal Spirits: All In on US Stocks
On today’s show we discuss healthy corrections, rate cuts vs. the stock market, terrible sentiment towards foreign stocks, the crack cocaine of the stock market, addiction in the information age, deflation in China, AI eats the world, houses are getting older, new vs. used cars for your kids, everyone is drinking Guinness and much more.
Talk Your Book: Looking for the Next NVDA
On today’s show, we are joined by Nick Frasse, Product Manager at VanEck and Angus Shillington, Deputy Portfolio Manager at VanEck to discuss NVDA vs everyone else, how the SMH is constructed, why other semiconductor companies are catching up, the issues at Intel, geopolitics and the semiconductor industry, and much more!
Animal Spirits: Eff You Money
On today’s show we discuss the prospects for another 20% year in the stock market in 2025, the U.S. economy is firing on all cylinders, no one is predicting a recession anymore, Hussman is still predicting a crash, why retail traders underperform, chart crimes, when money becomes a liability, when middle age hits and more.
Talk Your Book: Buy Low, Sell High in China
On today’s Talk Your Book we spoke to Brendan Ahern from KraneShares about Chinese tech stocks, historically low sentiment towards international stocks, US vs. China tech companies, stimulus measures in China and much more.
Animal Spirits: The Bears Capitulate
On today’s show, we discuss the 4 biggest types of investment mistakes, bears throwing in the towel, Bitcoin hitting $100K, more travel stories, the greatest family movie of all time, and much more.