Best Peter Arnott Podcasts (2025)

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

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3d 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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Miles Jupp on JL Carr, author of A Month in the Country 27:28

7d 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…

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Helen Castor on Richard II 27:37

14d 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…

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

17d 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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DJ Deb Grant on John Prine 26:51

21d 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…

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

24d 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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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

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

1M 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…

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

2M 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…

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

2M 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…

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

2M 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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Coaching, Creating Your Own Window & Capital Allocation: Chris Hyzy’s Playbook 1:05:06

3M 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…

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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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Sir Seretse Khama, first president of Botswana 27:43

3M 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…

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

3M 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…

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

3M 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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Tina Turner 27:43

3M 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…

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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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Raymond Blanc on Professor Nicholas Kurti 27:39

4M 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…

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

4M 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, …

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

4M 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…

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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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Ned Ludd mythical leader of the Luddites 27:43

4M ago27:43

27:43

We don't even know if Ned Ludd was real, but perhaps that was the point. "You could say he was everyone and no one - and that's what made him so terrifying for the authorities." Leader of the Luddites, who often signed letters and proclamations Ned Ludd, he is shown in one engraving wearing mismatched shoes and a blue polka dot dress, suggesting a …

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

4M 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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Richey Edwards of The Manic Street Preachers 27:40

4M ago27:40

27:40

Richey was, beautiful says Cummins, a natural icon and a gift to photograph. He also believes his writing has been overshadowed by the fact of his disappearance in 1995. "I think nobody has looked beyond that for quite a long time.” Manic Street Preachers biographer, Simon Price, also knew Richey Edwards and says he was "the most intelligent rock s…

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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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Benny Hill 27:28

5M ago27:28

27:28

Biography show in which the guest picks someone they admire. Benny Hill is a thorny choice but playwright Jonathan Maitland is determined that - despite accusations of sexism and racism later in his career - Britain's most successful comedian deserves a second look. Benny was fired by Thames TV in 1989. "The show was past its sell-by date," was the…

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Maggi Hambling picks muse and lover Henrietta Moraes 27:35

5M ago27:35

27:35

“Henrietta's eyes looked into one's soul at the same time exposing her own. She posed for me most Mondays for the last seven months until two days before she died.” In a raw and very funny opener to the new series of Great Lives, painter and sculptor Maggi Hambling chooses someone she knew extremely well - her lover Henrietta Moraes. Born in India,…

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EP79: We Oughta Know - Andrea Warner 1:01:01

5M ago1:01:01

1:01:01

This episode I'm proud to welcome another CanRock author to the podcast, Andrea Warner. We discuss her book We Oughta Know, which explores the different paths Céline Dion, Shania Twain, Alanis Morissette, and Sarah McLachlan took to become global superstars in the '90s. So, please give it a listen and if you want more '90s CanRock content, find us …

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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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Harriet Harman on Maria Callas 27:57

5M ago27:57

27:57

The legendary opera star Maria Callas was lauded for her magnetic stage presence and extraordinary vocal range. Born in New York in 1923 to Greek immigrant parents, she moved with her mother and sister to Greece aged 13. In 1939 she attended the Athens Conservatoire where she embarked on a rigorous vocal training in the Italian "bel canto" traditio…

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

5M 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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Mike Thrasher, Modus - Family Office 101 1:01:14

6M ago1:01:14

1:01:14

In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of single-family offices, especially in North America, the typical asset size that justifies establishing a family office, and the transition to multifamily offices to manage costs and expand services. The conv…

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Kate Raworth on Donella Meadows 27:56

6M ago27:56

27:56

Born in Illinois in 1941, Dana Meadows studied Chemistry and Molecular Biology, before turning her back on a post doc position at Harvard, to pursue environmentalism. She joined her husband Dennis Meadows as part of the team working on Professor Jay Forester's World3 computer model of the world economy at MIT and wrote the report on the results of …

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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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EP78: The Killjoys - Gene Champagne 57:40

6M ago57:40

57:40

Finally, the podcast named after a Killjoys song, has another Killjoy on the podcast! Drummer Gene Champagne chats about Teenage Head, the '90s, Jason Priestley & his first solo release. So, please give it a listen and if you want more '90s CanRock content, find us on Twitter, Facebook, Instagram, YouTube and follow our official playlist on Spotify…

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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

6M 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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Herb Greenberg – Red Flags 1:03:07

7M ago1:03:07

1:03:07

For our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb’s career is incredible, with time as a journalist at major news outlets ranging from the Chicago Tribune and San Francisco Chronicle, to the WSJ, and also time at The Street and CNBC. It should be noted that he was born and raised in Flo…

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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…