Best Peter Arnott Podcasts (2025)

1
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592 58:38

12d 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,…

1
Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591 52:21

19d ago52:21

52:21

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…

1
Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590 49:55

26d ago49:55

49:55

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 …

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

27d 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…

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

1M ago1:27:27

1:27:27

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…

1
Sir Seretse Khama, first president of Botswana 27:43

1M 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…

1
Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588 1:14:32

1M ago1:14:32

1:14:32

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…

1
Emily Williamson, co-founder of the RSPB 27:32

1M 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…

1
Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587 1:12:36

2M ago1:12:36

1:12:36

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…

1
Tina Turner 27:43

2M 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…

1
Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586 1:46:05

2M ago1:46:05

1:46:05

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…

1
Raymond Blanc on Professor Nicholas Kurti 27:39

2M 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…

1
Kim Flynn - Unlocking Alternative Investments | #585 56:34

2M ago56:34

56:34

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…

1
Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal 49:22

2M 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, …

1
Dervla Murphy, author of the classic Full Tilt 27:38

2M 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…

1
Cole Wilcox on The Power Law of Investing | #584 1:05:02

2M ago1:05:02

1:05:02

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 …

1
Ned Ludd mythical leader of the Luddites 27:43

2M 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 …

1
Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583 50:06

3M ago50:06

50:06

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…

1
Richey Edwards of The Manic Street Preachers 27:40

3M 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…

1
BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582 46:35

3M ago46:35

46:35

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…

1
Benny Hill 27:28

3M 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…

1
Maggi Hambling picks muse and lover Henrietta Moraes 27:35

3M 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,…

1
Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581 19:54

3M ago19:54

19:54

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…

1
Harriet Harman on Maria Callas 27:57

3M 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…

1
Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580 1:07:13

3M ago1:07:13

1:07:13

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…

1
UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579 52:09

4M ago52:09

52:09

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…

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

4M 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…

1
Kate Raworth on Donella Meadows 27:56

4M 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 …

1
Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578 1:05:07

4M ago1:05:07

1:05:07

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…

1
UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577 56:16

4M ago56:16

56:16

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…

1
Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes) 53:26

4M ago53:26

53:26

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…

1
Barry Ritholtz - Debunking Investment BULLSH$T! | #575 1:18:57

5M ago1:18:57

1:18:57

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 …

1
Buy Stock Where You Shop With Grifin | Aaron Froug | #574 36:42

5M ago36:42

36:42

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…

1
Jacqueline Faber: A Journey into Dark Academia | #573 53:57

5M ago53:57

53:57

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…

1
Herb Greenberg – Red Flags 1:03:07

5M 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…

1
MEBISODE: Can We All Invest Like Yale? 28:25

5M ago28:25

28:25

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…

1
Mark Billingham chooses George Harrison 27:00

5M ago27:00

27:00

George Harrison was a musician, singer and songwriter who became one of the most famous people in the world as one quarter of the Beatles. That alone would merit a place in the Great Lives pantheon, but his work in the decades after the band broke up indicates a man of diverse and arguably underestimated talents. Erupting onto the pop music scene i…

1
Jake Arnott on John Gay 27:42

5M ago27:42

27:42

John Gay, eighteenth-century satirist and author of The Beggar's Opera, is nominated by the writer Jake Arnott - whose novels, including The Long Firm and He Kills Coppers, are also set in London's criminal underworld. Editor of Private Eye, Ian Hislop, is the presenter, and Dr Rebecca Bullard of the University of Oxford is on hand to help uncover …

1
Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572 1:06:53

5M ago1:06:53

1:06:53

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…

1
Ellen E Jones nominates Florynce Kennedy 27:59

5M ago27:59

27:59

One dubbed "the biggest, loudest and indisputably the rudest mouth on the battleground", Florynce Kennedy was a force to be reckoned with. She was a lawyer, a vocal figure in the American civil rights and feminist movements of the 1960s and '70s, and a champion of numerous other causes besides; from legalising abortion to campaigning for sex-worker…

1
Former Merrill Strategist Chuck Clough – This Time is Different | #571 1:03:25

6M ago1:03:25

1:03:25

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 …

1
A N Wilson selects Johann Wolfgang von Goethe 27:47

6M ago27:47

27:47

"I've chosen him because I think he was possibly the most interesting human being who has ever lived". A N Wilson Born in the middle of the 18th century in Frankfurt, Goethe went on to become the pre-eminent figure in German literature. As well as writing plays and poetry (including Faust) he was a statesman, a scientist, an artist and a critic. Qu…

1
Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570 50:45

6M ago50:45

50:45

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…

1
Jessica Fostekew on Boudica 27:44

6M ago27:44

27:44

"The Queen Boadicea, standing loftily charioted, Brandishing in her hand a dart and rolling glances lioness-like, Yell'd and shriek'd between her daughters in her fierce volubility": so wrote Alfred, Lord Tennyson in the 19th Century, celebrating the story of an ancient English warrior queen who sparked a brutal and bloody rebellion against Roman r…

1
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569 1:03:39

6M ago1:03:39

1:03:39

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…

1
John Bowman, CAIA Association – Alternative Investing in 2035 55:46

6M ago55:46

55:46

For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can’t say enough positive things about what John is doing with the CAIA Association (as well as his predecessor Bill Kelly), both of whom put investors first, which is what this podcast is all about. John stepped in as CEO at the beginning of 2025 …

1
Reginald D Hunter selects Eugene V Debs 27:41

6M ago27:41

27:41

Eugene Victor Debs, born 1855 in Indiana USA, was a railway worker, a trade unionist and a five time candidate for the presidency. He was imprisoned during the First World War for sedition. He'd urged resistance to the draft; President Woodrow Wilson called him a traitor to the nation, but Debs still ran for the presidency in 1920. His sentence was…

1
Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568 1:11:59

6M ago1:11:59

1:11:59

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…

1
Pen Hadow nominates Sir Peter Scott 27:48

6M ago27:48

27:48

"Make the boy interested in natural history," wrote Captain Scott from his tent in the Antarctic. He was talking about his son, three year old Peter Scott, whom he never saw again and who went on to found the Wildfowl and Wetland Trust and campaign against the hunting of whales. The son also designed the panda logo for the Wold Wide Fund for Nature…

1
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567 1:05:43

6M ago1:05:43

1:05:43

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 …

Podcasts Worth a Listen

Peter Arnott Podcasts

Podcasts Worth a Listen

Quick Reference Guide