Best Da Magnificent Podcasts (2025)

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

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5m 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

4d 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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Ep. 64: The Camera Picta - Andrea Mantegna in the Gonzaga Court 28:23

4d ago28:23

28:23

Send us a text This episode looks at how the Gonzaga family of Mantua shaped their political image through art patronage. Ludovico Gonzaga, eager to raise his court’s prestige, brought the painter Andrea Mantegna to Mantua in 1460. Under Gonzaga patronage, Mantegna transformed court painting with his mastery of perspective and classical form. Their…

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Mebisode: When to Sell 16:23

7d ago16:23

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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

12d ago1:03:37

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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

21d 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

24d ago50:05

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By The Idea Farm

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

25d ago56:40

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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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Ep. 63: Cintho's Desdemona, feat. Michael Curtotti 46:39

1M ago46:39

46:39

Send us a text Join me and writer/translator Michael Curtotti on a discussion about the literary patronage of the Este court. Centered around Micheal's new translation of the playwright and novella author Cinzio, our discuss dives deep into the cultural moment of Duke Ercole d’Este’s Ferrara. Michael walks us through the history of Cinzio and his w…

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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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Ep. 62: Este Ferrara - Borso, Ercole, & Alfonso I 26:53

2M ago26:53

26:53

Send us a text We continue our journey through the Este court of Ferrara, moving from Borso’s decoration of the Palazzo Schifanoia to the ambitious reign of Ercole I. We explore his transformation of Ferrara with the Addizione Erculea and the dazzling Palazzo dei Diamanti, before turning to his son Alfonso and the overlooked brilliance of court pai…

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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

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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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Ep. 61: Este Ferrara - Niccolò III, Leonello, and Borso 25:40

2M ago25:40

25:40

Send us a text In this episode, we explore the rise of the Este family and the transformation of Ferrara into a vibrant Renaissance court. From Niccolò III’s political maneuvering to Leonello’s humanist vision and groundbreaking artistic patronage, we trace how the Este shaped culture and power in northern Italy. We then turn to Borso d’Este’s reig…

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

2M ago1:05:58

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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

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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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Diamonds In The Basement || Full Circle 34:21

2M ago34:21

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Life is full of lessons that don't always resonate immediately. However, they tend to resurface when we’re ready to understand them. It's a beautiful cycle honestly.. of growth and reaffirmation, emphasizing that patience and faith can lead us toward the right path, whether we want to admit it or not.…

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Diamonds In The Basement || Full Circle pt.2 20:04

2M ago20:04

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Embracing change with Arielle! @DiamondsInTheBasementStudiozBy Da Magnificent

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

3M ago55:41

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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

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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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Diamonds In The Basement || Independence Ain't Free 34:18

3M ago34:18

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Hey Siri, Play B!tch N!ggaz By Dr. Dre Whether you’re working on personal growth or trying to carve out your own path, this for you shawty.By Da Magnificent

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

4M ago51:21

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

4M ago1:26:27

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

4M ago1:13:32

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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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Diamonds In The Basement || Protecting Yo Peace ~ 26:58

4M ago26:58

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The world profits off you being discomboblated .. Slow down, breathe, and regain your focus. Stay Refreshed !! Like , Comment, Subscribe, and of course share FNBy Da Magnificent

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Ep. 60: Giuliano da Sangallo 26:40

4M ago26:40

26:40

Send us a text The Court of Lorenzo the Magnificent Part 6 of 6: Architecture This episode looks at the most significant works of Lorenzo's court architect and dear friend, Giuliano da Sangallo. Among his most important designs, Sangallo was the chief architect and designer behind the Medici Villa at Poggio a Caiano, a countryside escape for Lorenz…

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

4M ago1:11:36

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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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Diamonds In The Basement || On Planet Vampa 41:53

5M ago41:53

41:53

By Da Magnificent

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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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Diamonds In The Basement || Coming To A Innerstanding 47:13

5M ago47:13

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Wisdom in the wild hours with Thee Prince Alchemist! In order to be found, you must first be lost. One philosopher starts where another stops.By Da Magnificent

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

5M ago55:34

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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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Diamonds In The Basement || Neglection Pt. 2 33:52

5M ago33:52

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Freddy Krueger was the first person to make you realize it get real in the field so tighten up.By Da Magnificent

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Diamonds In The Basement || What's Good Reflection ? 17:42

5M ago17:42

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ReVamp, It's not a loss if a lesson was learned.By Da Magnificent

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Diamonds In The Basement || KNOW YO RANK 19:44

5M ago19:44

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The Blessing Don't Stop So I Won't Either! Move Boldly Without The Proof!By Da Magnificent

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Diamonds In The Basement || Neglection Pt.1 12:18

5M ago12:18

12:18

By Da Magnificent

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

5M ago1:04:02

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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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Ep. 59: The Pollaiuolo Brothers 25:19

5M ago25:19

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Send us a text The Court of Lorenzo the Magnificent Part 5: Antonio and Piero Pollaiuolo Among the many artists who earned the attention of the Magnificent, the Pollaiuolo brothers left behind an artistic legacy closely tied with Medicean propaganda. This episode explores the role of the Pallaiuolo brothers in the development of Florentine Renaissa…

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

5M ago49:06

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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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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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Ep 58: Angelo Poliziano 31:42

6M ago31:42

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Send us a text The Court of Lorenzo the Magnificent Part 4: Angelo Poliziano Born Agnolo Ambrogini in Montepulciano in 1454, Poliziano rose to intellectual supremacy in Laurentian Florence as the premier Humanist and poet of the Medici court. This episode exlpores his education, life, and works in vernacular Italian, namely his Stanze and l'Orfeo. …

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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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Ep. 57: The Birth of Venus and the Court of Pan 25:25

6M ago25:25

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Send us a text The Court of Lorenzo de' Medici Part 3: Large-Scale Mythological Painting The 1480's in Florence was an age of relative prosperity under Lorenzo the Magnificent. During this period, the visual arts began to take a new shape. Influenced by both classical and contemporary literature and poetry, Lorenzo's court saw the introduction to l…

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

6M ago1:06:13

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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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Ep. 56: Lucrezia Tornabuoni de' Medici 25:53

7M ago25:53

25:53

Send us a text The Court of Lorenzo de' Medici Part 2: Lucrezia Tornabuoni Lucrezia Tornabuoni (1427-1482) was one of the key figures in both the political and cultural influence of the Medici family during the late 15th century. She served as a diplomat and stateswoman in the place of her ill husband, Piero the Gouty, and helped manage affairs for…

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

7M ago51:09

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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

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

7M ago55:16

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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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Ep. 55: Lorenzo the Magnificent 30:55

7M ago30:55

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Send us a text The Court of Lorenzo de' Medici Part 1: Lorenzo the Magnificent To engage Lorenzo de' Medici's court in Florence, there is no better topic to introduce the subject than the man himself. This episode takes a glance at the life of Lorenzo as the quintessential "Renaissance Man." In his lifetime, not only was he a devoted head of his fa…

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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…