What's the best podcast episode you listened to this week?

Include the link below!

Global market cap and % of revenue from abroad...also via J.P. Morgan Asset Management

Foreign stocks have finally started to outperform and there's a new mountain range!

It's -6% lol

J.P. Morgan Guide to the Markets really funny...

What's the optimal amount to allocate to trend following, 40% or 60%?

🔥🔥🔥 by Man Group

man.com/maninstitute/h…

Investing quote of the day:

'How is it that the high cost of actively managed mutual funds is not eliminated by competitive forces? How does this clearly inferior product survive?'

👀

papers.ssrn.com/sol3/papers.cf…

This isn't quite accurate.

Some asset managers may pay 15%, most less than that, and many others zero (Van Perkins) and none of these will get charged the $100 end client fee.

Then randomly, some firms that refuse to pay will get charged $100. Mostly small boutiques.

If it…

Investing quote of the day via Louis-Vincent Gave:

Given the whackage in bonds over the past few years, is it time to take on some risk?

Historical spreads say 'not yet'...

T-Bills and Chill....Most of the Time cambriafunds.com/assets/docs/in…

Congrats, James Altucher, on 10 years of the podcast!

🥳

“You always have to play the game going forward. But it’s really hard to make an ex-ante argument why you would want to have all your money in the asset that has gotten much richer than anything else.” -Clifford Asness

Full episode: youtu.be/2IcqcATSyss

look at all that hair!

'It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently.'

-WB cc Fidelity Investments

🤪

Investing quote of the day:

Great free book!

👇👇👇

Great On The Tape Podcast w/ Roy Niederhoffer

podcasts.apple.com/us/podcast/on-…