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Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601

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Manage episode 512810613 series 2394058
Content provided by The Idea Farm. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Idea Farm or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 focused on high-quality stocks, and the importance of understanding market cycles. Eddie also provides advice for aspiring ETF managers and reflects on the unique stock picks that have defined his career.

(0:00) Starts

(3:22) Eddie's buy list concept and CWS ETF launch

(9:55) Eddy's investment philosophy

(19:36) Stock picking challenges and notable winners

(22:45) Market misconceptions

(28:38) Elfenbein's stock market theory

(38:20) Eddy's most memorable investment

(44:54) Market concerns and investment strategies

-----

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For detailed show notes, click here

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Interested in sponsoring the show? Email us at [email protected]

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

-----

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

669 episodes

Artwork
iconShare
 
Manage episode 512810613 series 2394058
Content provided by The Idea Farm. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Idea Farm or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 focused on high-quality stocks, and the importance of understanding market cycles. Eddie also provides advice for aspiring ETF managers and reflects on the unique stock picks that have defined his career.

(0:00) Starts

(3:22) Eddie's buy list concept and CWS ETF launch

(9:55) Eddy's investment philosophy

(19:36) Stock picking challenges and notable winners

(22:45) Market misconceptions

(28:38) Elfenbein's stock market theory

(38:20) Eddy's most memorable investment

(44:54) Market concerns and investment strategies

-----

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

-----

Interested in sponsoring the show? Email us at [email protected]

-----

Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

-----

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

669 episodes

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