Best David S Wright Podcasts (2025)

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

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13m ago50:05

50:05

Today’s guest is Tobias Carlisle, founder of Acquirers Funds and serves as portfolio manager of the firm’s deep value strategy. He’s just released a book called Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking. In today’s episode, Toby starts by discussing the current valuation landscape and the challenge for small cap…

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

23h 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

6d 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

11d 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

25d 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…

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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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

3M 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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Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590 48:55

3M 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 …

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

3M 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

3M 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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Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588 1:13:32

3M 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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Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587 1:11:36

4M 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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Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586 1:45:05

4M 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…

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

4M 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

4M ago44:06

44:06

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

4M 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

5M 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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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582 45:35

5M ago45:35

45:35

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

5M ago18:54

18:54

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

5M 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

6M 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

6M 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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UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577 55:16

6M 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

6M 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

6M 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

7M 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

7M 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…

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Jacqueline Faber: A Journey into Dark Academia | #573 52:57

7M ago52:57

52:57

Today’s guest is Jacqueline Faber, the author of The Department … and Meb’s wife! In today’s special episode, Meb & Jacqueline discuss the book’s themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about how they approach the writing process, the art of getting noticed in a crowded market, and how to engage y…

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MEBISODE: Can We All Invest Like Yale? 27:25

7M ago27:25

27:25

In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?” ----- 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 ----- Intereste…

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Paul Theroux Reads V. S. Pritchett 1:05:25

7M ago1:05:25

1:05:25

Paul Theroux joins Deborah Treisman to read and discuss “The Necklace,” by V. S. Pritchett, which was published in The New Yorker in 1958. Theroux’s nonfiction books include “The Great Railway Bazaar” and “On the Plain of Snakes: A Mexican Journey.” A winner of the James Tait Black Award and the Whitbread Prize, he has published thirty-nine books o…

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Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572 1:05:53

7M ago1:05:53

1:05:53

Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns. In today’s episode, Peter discusses how structural changes in macroeconomic drivers, geopoli…

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Former Merrill Strategist Chuck Clough – This Time is Different | #571 1:02:25

8M ago1:02:25

1:02:25

Today’s guest is Chuck Clough, Chief Investment Officer of Clough Capital. Chuck is well known from his time as the Chief Global Investment Strategist at Merrill Lynch until 2000 and has spent over six decades in finance. In today’s episode, Chuck shares insights from his illustrious career, reflecting on the challenges of the 1970s and the market …

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Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570 49:45

8M ago49:45

49:45

Today’s guest is Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and is responsible for the firm’s tactical asset allocation and cross-asset portfolios. He is also co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds. In today’s episode, Jim & I discuss the evolving landscape of asset alloc…

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Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569 1:02:39

8M ago1:02:39

1:02:39

Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors’ unique approach to hedged equity pr…

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Anne Enright Reads John McGahern 1:07:34

8M ago1:07:34

1:07:34

Anne Enright joins Deborah Treisman to read and discuss “Sierra Leone,” by John McGahern, which was published in The New Yorker in 1977. Enright, a winner of the Carnegie Medal for Excellence in Fiction and the Man Booker Prize, among others, has published eleven books of fiction, including the story collection “Yesterday’s Weather” and the novels …

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Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568 1:10:59

8M ago1:10:59

1:10:59

Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today’s episode, Mike shares his framework for investing in successful early-stage companies. He exp…

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BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567 1:04:43

9M ago1:04:43

1:04:43

My guest today is Savita Subramanian, Bank of America’s Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron’s named Savita as one of the 100 Most Influential Women in U.S. Finance. In today’s episode, we cover the key trends shaping markets as we start 2025. Savita discusses the evolution of the S&P 500 over the past 50 years and why …

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Wendy Li on How To Invest Like Elite Endowments | #566 58:58

9M ago58:58

58:58

Today's guest is Wendy Li, founder and CIO of Ivy Invest, which offers an endowment-style fund with traditional and alternative assets. She’s spent her career as an institutional investor managing billions of dollars for some of New York’s largest endowments and foundations. In today's episode, Wendy walks through the strategies and principles behi…

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Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565 2:11:31

9M ago2:11:31

2:11:31

In this special episode, I’m releasing the full audiobook of Shareholder Yield: A Better Approach to Dividend Investing. While you can purchase the audiobook on Amazon, podcast listeners can listen here for free! Check out the description and times of each chapter below. About The Book For decades, both professional money managers and retail invest…

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Jennifer Egan Reads Margaret Atwood 1:07:24

9M ago1:07:24

1:07:24

Jennifer Egan joins Deborah Treisman to read and discuss “Kat,” by Margaret Atwood, which was published in The New Yorker in 1990. Egan’s books of fiction include “The Keep,” “A Visit from the Goon Squad,” “Manhattan Beach,” and “The Candy House.” She is a winner of the National Book Critics Circle Award, the Pulitzer Prize, and the Andrew Carnegie…

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The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564 3:47

9M ago3:47

3:47

In today's episode, we look back on an amazing 2024 with the episodes that YOU enjoyed the most. Aswath Damodaran: Apple, Spotify & YouTube Brad Gerstner: Apple, Spotify & YouTube Cliff Asness: Apple, Spotify & YouTube Hendrik Bessembinder: Apple, Spotify & YouTube Kenneth French: Apple, Spotify & YouTube Have feedback or questions? Want to sponsor…

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Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563 54:16

10M ago54:16

54:16

Today’s returning guest is macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm. In today’s episode, Felix explains why he’s concerned about the concentration of global equity markets and why he believes the US stock market is in a bubble. Then he shares…

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Fran Kinniry on The Past, Present & Future of Vanguard | #562 49:46

10M ago49:46

49:46

My guest today is Fran Kinniry, Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard since 1997 and served as the Global Head of Private Investments and Global Head of Portfolio Construction. In today’s episode, Fran highlights the role of advisors to help investors stay disciplined and avoid creating their …