Best Tobias Roche Podcasts (2024)

1
The Six Most Controversial Takes from Excess Returns in 2024 57:21

5h ago57:21

57:21

In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we've heard on Excess Returns in 2024. From Aswath Damodaran's spicy thoughts on the Berkshire annual meeting (spoiler: he's not a fan) to Cem Karsan's mind-bending perspective on options being the "dog" rather than the "tail," we're …

1
Practical Lessons from Cullen Roche 53:36

7d ago53:36

53:36

In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests.We cover:"All Duration Investing" - Cullen's framework for matching investments to specific time horizonsThe Fed as Chuck Norris - Why the threat of Fed action can be more powerful than the action itselfQE vs Fiscal Stim…

1
Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival 53:18

16d ago53:18

53:18

In this episode, we sit down for a deep dive into lessons from value investor Tobias Carlisle, exploring several key insights from our conversations with him over the years. In this Halloween-themed episode (complete with plenty of Reese's cups), we break down Toby's perspectives on what makes an ideal business, the critical importance of survival …

1
Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation 48:29

19d ago48:29

48:29

In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management. We explore several clips from our interviews where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve.W…

1
Practical Lessons from Rob Arnott 58:12

24d ago58:12

58:12

In this episode of Two Quants and a Financial Planner, we dive deep into the insights we've gained from our conversations with investing legend Rob Arnott. We explore Rob's unique perspectives on identifying market bubbles, the challenges facing value investors in today's market, and how the rise of passive investing is reshaping market dynamics.We…

1
Ep 20: Robert Almonte - Policing Border Challenges and Combating Cartels 1:13:24

29d ago1:13:24

1:13:24

This episode we welcome the esteemed Robert Almonte, a veteran with decades under his belt and a wealth of experience to share. From his beginnings at the El Paso Police Department to his impactful tenure as the U.S. Marshal for the Western District of Texas, Robert offers a riveting exploration of the highs and lows of a career dedicated to commun…

1
Practical Lessons from Jerry Parker 56:05

1M ago56:05

56:05

In this episode, we dive deep into the world of trend following with legendary trader Jerry Parker. We explore key insights from our previous interviews with Jerry on Excess Returns, discussing his experiences as one of the original Turtle Traders and how his approach has evolved over time.We cover several important topics, including:- The challeng…

1
Ep 19: Leon Ives - Counterintelligence, Cartels, and Child Safety Insights 1:02:14

2M ago1:02:14

1:02:14

Join us for a captivating conversation with Leon Ives, who brings an extraordinary wealth of experience from his days as a U.S. Army military policeman to his intricate work with U.S. Customs. Leon’s journey through the world of counterintelligence and international drug trafficking investigations offers a rare glimpse into the life of a law enforc…

1
Practical Lessons from Guy Spier 58:23

1M ago58:23

58:23

In this episode of Two Quants and a Financial Planner, we dig into the biggest lessons we learned from investing legend Guy Spier. Drawing from our extensive interview with Guy, we explore key insights that can benefit investors at all levels.We discuss:- The importance of learning from mistakes early in your career- Aligning your inner and outer s…

1
Ep 18: Billy Dekle - Navigating Danger and Redemption 2:00:57

2M ago2:00:57

2:00:57

Billy Dekle, famously known as Gringo Billy, takes us on an exhilarating and heart-wrenching ride through his life, from a humble farm boy to an infamous drug smuggler and now an author. In this episode, Billy reveals his journey, recounting his early years in Union County, his passionate pursuit of flying, and the moral dilemmas he faced when he f…

1
Practical Lessons from Chris Davis 1:01:08

2M ago1:01:08

1:01:08

In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Chris Davis, exploring eight valuable lessons from our interview with this renowned investor. We break down Chris's insights on behavioral finance, the power of inversion in decision-making, the challenges of holding winning positions, and the pitfalls …

1
Ep 17 - Ken Cates: Border Skies and Smuggling Takedowns 1:29:31

2M ago1:29:31

1:29:31

In this episode we learn how someone with aspirations of becoming a high school history teacher from Mesquite, Texas ended up chasing drug smugglers in the skies over the U.S.-Mexico border? Veteran federal agent Ken Cates shares his extraordinary journey from aspiring educator to DEA and ATF operative, revealing the twists of fate that led him to …

1
Practical Lessons from Michael Mauboussin 1:01:49

2M ago1:01:49

1:01:49

In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Michael Mauboussin, one of the most respected thinkers in finance. We revisit our interview with Michael and distill 10 key lessons that are still incredibly relevant for investors today.We explore crucial concepts like:The difference between investing …

1
Two Half Pints Podcast 1:04:27

2M ago1:04:27

1:04:27

Hi everyone. Great news! A new series of The Comfortable Spot podcast is coming soon but in the meantime, have a listen to a recent episode of my latest podcast production called Two half Pints. I'm joined by my friend Brian Milne as we we untangle the heart of politics, society, and human behaviour with thoughtful one-on-one discussions, exploring…

1
Ep 16: Bob Starkman - From Narcotics Agent to Basketball Mentor 1:09:57

2M ago1:09:57

1:09:57

Join us on Justice Then Justice Now as we bring you the captivating life of Robert Starkman. Bob takes us through his early career in a maximum-security prison, his dogged determination during the 1980s narcotics crisis, and his unforgettable encounters with notable figures like Joseph Pistone, a.k.a. Donnie Brasco. His stories aren’t just thrillin…

1
Quality and Low Volatility: The Factors That Get No Respect 1:00:10

2M ago1:00:10

1:00:10

In this episode of Two Quants and a Financial Planner, we dive deep into the world of quality and low volatility factors in investing. We explore how these factors work, their academic foundations, and their practical applications in portfolio construction.We discuss the definitions of quality and low volatility, examining how they're measured and …

1
Ep 15: Mariel Colon - Defending the Notorious and Pursuing Musical Dreams 59:41

2M ago59:41

59:41

In this episode, we sit down with Mariel Colon, a New York-based attorney who has represented clients like Joaquín "El Chapo" Guzmán and Jeffrey Epstein. Mariel opens up about her unique journey from aspiring to work in entertainment law to becoming a prominent figure in criminal defense, sharing the unexpected challenges and invaluable lessons lea…

1
Practical Lessons from Aswath Damodaran 1:03:19

2M ago1:03:19

1:03:19

In this episode, we dive into key lessons from our recent Excess Returns interview with valuation expert Aswath Damodaran. We unpack Damodaran's insights on:Why dogma in investing can be dangerousThe evolving landscape of active vs passive investingChallenges facing factor investingThe critical role of storytelling in valuationHow AI and 'personal …

1
The Case Against Value Investing 1:02:32

2M ago1:02:32

1:02:32

In this episode, we tackle a question that is on many investor's minds: Is value investing dead? We explore various arguments for and against value investing's continued relevance in today's market.We discuss:The impact of low interest rates and Fed policy on value investingWhether too many investors have adopted value strategiesHow narrative-drive…

1
Ep 14: Diane Matuszak - From Playboy Bunny to NYPD Detective 1:13:50

3M ago1:13:50

1:13:50

Imagine starting your career as a Playboy Bunny only to find yourself years later as a detective in the NYPD. That's the incredible journey of our guest, Ms. Diane Matuszak. She shares with us her early days in Wisconsin, her unyielding love for New York City, and the pivotal moment that directed her towards a life in law enforcement. Diane’s recol…

1
Ep 13: Dave Gaddis - Battling Drug Cartels and Navigating Undercover Operations 1:21:14

3M ago1:21:14

1:21:14

Curious about what it takes to bring down major drug cartels? Join us for an eye-opening conversation with Dave Gaddis, a retired DEA agent whose career spans some of the most intense eras and locations in narcotics enforcement. From his early days inspired by his Green Beret father, to overcoming vision-related hurdles that led him to the DEA, Dav…

1
Our Guests Gave Us 119 of Their Most Important Investing Lessons: We Give You Our Favorite 12 1:11:43

3M ago1:11:43

1:11:43

We ask all our guests on Excess Returns one closing question: If you could teach one lesson to the average investor, what would it be? In this episode of Two Quants and a Financial Planner, we compile and discuss the most impactful answers we have received to it. We break down valuable insights on investing and financial planning from experts like …

1
10 Common Misconceptions About Factor Investing 1:02:39

3M ago1:02:39

1:02:39

In this episode, we explore common misconceptions about factor investing. We discuss why factors aren't less risky than the market, the challenges of diversification, and why adding more factors isn't always beneficial. We emphasize the importance of long-term perspectives when evaluating factor performance and the need for strategies to evolve wit…

1
Ep 12: Dickie Lynn - Smuggling, Survival, and Redemption 1:03:15

3M ago1:03:15

1:03:15

Experience the story of Richard "Dickie" Lynn, a man whose life journey took him from the serene shores of Michigan to the high-stakes world of marijuana smuggling in Key Largo. Listen as Dickie recounts his early years, the pivotal moment when his family moved south due to his father's health, and the havoc wreaked by Hurricane Donna. Discover how…

1
Ep 11: Sam Weitz - Sanctuary Cities from a Homeland Security Perspective 1:37:16

3M ago1:37:16

1:37:16

This week on Justice Then, Justice Now, we are honored to welcome Sam Weitz, who's journey from Atlantic City to becoming a federal agent is nothing short of inspiring. From a pivotal connection with a local mayor that kickstarted his career at just 20 years old to navigating complex state laws and networking, Sam's story is informative and enterta…

1
Inside the Recent Market Volatility | What You Need to Know to Navigate It 59:54

3M ago59:54

59:54

In this episode, we dive into recent market volatility and its implications for investors. We examine several intriguing charts highlighting unusual market behavior, including significant VIX spikes and their historical context. We discuss the importance of understanding market mechanics while maintaining a long-term perspective. Throughout our con…

1
Ep 10: Ruben Gonzalez - The Undercover Fight Against Human Trafficking 1:02:33

4M ago1:02:33

1:02:33

Join us on this captivating journey with Ruben Gonzalez, a former senior special agent with US Customs, as he unveils the thrilling and often perilous world of undercover law enforcement. Discover how Ruben’s childhood in a Puerto Rican family in Wisconsin and his early exposure to law enforcement in Florida shaped his extraordinary career. From be…

1
Lessons from Jack Schwager | 10 Things Long-Term Investors Can Learn from History's Best Traders 1:06:31

3M ago1:06:31

1:06:31

In this episode, we dive into lessons long-term investors can learn from our interview with Jack Schwager, author of the Market Wizards series. Drawing on Schwager's insights, we explore ten key takeaways that can benefit long-term investors, including why trading is not for everyone, the importance of learning from failure, and how to pivot strate…

1
Ep 9: Ralph Friedman - Policing Fort Apache and Beyond 1:15:01

4M ago1:15:01

1:15:01

Join us as we sit down with retired NYPD Detective Ralph Friedman, who shares his extraordinary journey from an unplanned entry into law enforcement to becoming a legendary figure with over 2,000 arrests. Through vivid stories of camaraderie and peril in the 41 precinct, known as Fort Apache, Ralph paints a raw portrait of what it was like to serve…

1
What You Need to Know About Momentum Investing | Six Experts Help Us Understand the Basics 54:13

4M ago54:13

54:13

In this episode, we dive deep into momentum investing, bringing you insights from some of the smartest investors we know. We explore the fundamentals of momentum, breaking down its types and examining the academic research that supports its effectiveness. We discuss why momentum works, looking at behavioral explanations and comparing it to other in…

1
Ep 8: Vanessa Rojas - Healing In Prison Through Therapy and Mentorship 1:19:10

4M ago1:19:10

1:19:10

Join us in this powerful episode as we sit down with Vanessa Rojas, Evelyn Bazon-Pappa, and Damaris Ramos Hernandez, to explore their extraordinary journeys from the depths of federal incarceration to becoming beacons of hope and mentors for others. Vanessa's heartbreaking story of childhood trauma, addiction, and the struggles of single motherhood…

1
Practical Alternatives to the 60-40 Portfolio 1:01:33

4M ago1:01:33

1:01:33

In this episode, we dive deep into practical alternatives to the traditional 60/40 portfolio. We explore various approaches like the Permanent Portfolio, risk parity and return stacking and take a detailed look at how we build alternative portfolios for our clients. We also examine Nomadic Samuel's innovative work on building diversified portfolios…

1
Ep 7: Herb Rutherford - Leadership, Law, and Legacy 59:49

4M ago59:49

59:49

Ever wondered what it takes to navigate the complex world of law enforcement and organized crime? Join us as we sit down with Herb Rutherford, a highly respected figure in the U.S. Marshal Service, whose career spans decades of impactful service. From his first memorable encounter with Chief Deputy Toby Roche during the notorious Licavoli trial in …

1
Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors 1:07:44

4M ago1:07:44

1:07:44

In this episode, we dive into the key takeaways from our recent interview with Mike Green of Simplify. We explore several important lessons, including the need to be open-minded about new ideas in investing, the potential unintended consequences of passive investing, and the importance of looking beyond market aggregates. We discuss how these conce…

1
Ep 6: Pete Thron (Part Two) - Imprisoned NYPD Officer Turned Author 1:33:02

5M ago1:33:02

1:33:02

In this gripping episode, Pete Thron takes us on an unforgettable journey as he recounts the harrowing conclusion of his court case, his time behind bars, and his path to redemption. From the biased sentencing that shattered his life to the mental and physical struggles of surviving prison, Pete's story is a testament to the resilience of the human…

1
Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration 1:04:04

4M ago1:04:04

1:04:04

In this episode, we take a look back at the first half of 2024 and examine some surprising trends in the economy and markets. We discuss how inflation has remained stickier than many expected, but wage growth has actually outpaced inflation for many workers. We analyze the extreme concentration of returns in the stock market, with a small number of…

1
Ep 5: Pete Thron (Part One) - Undercover NYPD Officer Faces Wrongful Conviction 1:28:17

5M ago1:28:17

1:28:17

Prepare to be captivated by the extraordinary life of Pete Thron, a former police officer and acclaimed author, as he takes us through his compelling journey from the streets of Harlem to the literary world. Growing up in a strict Sicilian family in Merrick, Long Island, and facing early life challenges, Pete's pursuit of justice and passion for la…

1
Lessons From Our Interview with Rick Ferri | The Benefits of Simplicity 1:04:37

5M ago1:04:37

1:04:37

In this episode, we dive into the key lessons from our recent conversation with Rick Ferri on the Excess Returns podcast. We explore Rick's approach to simple, low-cost investing and discuss how his insights apply to various investment strategies, including factor investing. We cover topics such as favoring simplicity, the enduring relevance of the…

1
Ep 4: John Murray - From Surveillance Innovation to the NHL 1:36:37

5M ago1:36:37

1:36:37

Join us for an unforgettable ride through the career of John Murray, a retired NYPD officer and US Customs agent, whose captivating tales from the frontline of law enforcement will leave you informed and entertained. From patrolling Manhattan's Chelsea district to navigating the intricate world of illegal gambling at the Aqueduct racetrack, John's …

1
A Practical Guide to the 4% Rule 59:34

5M ago59:34

59:34

In this episode, we explore the 4% rule for retirement withdrawals, discussing its origins, applications, and limitations. We delve into the importance of considering individual circumstances, market conditions, and the ability to adjust withdrawal rates over time. We also discuss the challenges of unsustainable withdrawal rates and the balance bet…

1
Ep 3: Amy Povah - Crusade for Prison Reform 59:54

5M ago59:54

59:54

What would you do if faced with a 24-year prison sentence for a crime you didn't fully understand? This episode features the extraordinary Amy Povah, an advocate in prison and marijuana reform, and founder of the Can-Do Foundation. Her story begins Dallas and Arkansas, weaving through a complicated legal journey involving MDMA that dramatically cha…

1
What You Need to Know About Analyzing Backtests 1:01:15

5M ago1:01:15

1:01:15

In this episode of the podcast, we dive into the world of backtesting investment strategies. We discuss the importance of approaching backtests with a healthy dose of skepticism, as it's easy to create a backtest that looks impressive but may not hold up in the real world. We explore various questions to ask when evaluating a backtest, such as whet…

1
Ep 2: Paul Pelletier - Revolutionizing Law Enforcement in Miami 56:26

6M ago56:26

56:26

What if a single courtroom strategy could turn the tide in the war against drug trafficking? In this riveting episode, we sit down with Paul Pelletier, an esteemed attorney who transformed the legal landscape of Miami in the 1980s. From his early days juggling college and police work to becoming a pivotal federal prosecutor, Paul's story is a testa…

1
Timeless Investing Lessons | Breaking Down Corey Hoffstein's 15 Lessons from 15 Years Managing Money 54:26

5M ago54:26

54:26

In this episode of Two Quants and a Financial Planner, we dive into Corey Hoffstein's insightful list of "15 Ideas, Frameworks and Lessons from 15 Years." We explore several key concepts, such as the transformation of risk, the necessity of pain to achieve premiums, and the philosophical limits of diversification. Through a mix of investing and rea…

1
Ep 1: Evelyn Bozon Pappa - From Life Sentence to Freedom 36:52

6M ago36:52

36:52

Can personal decisions transform your life, even when faced with the harshest penalties? Join us in “Justice Then, Justice Now” as we, Tobias Roche and Evelyn Bozon Pappa, navigate through our 30-year journey in the criminal justice system. This episode unfolds with Evelyn sharing her profound story of spending 26 years in prison, emphasizing the p…

1
The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation 1:03:07

5M ago1:03:07

1:03:07

In this episode we dive into the world of market valuation. We look at the major valuation metrics used to value the market and what they are and are not useful for from an investing perspective. We also look at value spreads, cross country valuations and expected returns and delve into the practical applications of valuation data in financial plan…

1
Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing 1:06:21

6M ago1:06:21

1:06:21

In this episode of Two Quants and a Financial Planner, we delve into a diverse range of listener-submitted investing and financial planning questions with speclal guest Ben Tuscai. We cover the tax efficiency of ETFs compared to mutual funds, the pros and cons of having retirement savings in different account types (Roth, Traditional IRA, taxable),…

1
Investor Q&A | GameStop, Value Spreads, AI Backtesting and the Market as a Casino 58:13

6M ago58:13

58:13

In this episode of Two Quants and a Financial Planner, we tackle a range of listener questions, from the recent resurgence of meme stocks like GameStop to the potential impact of the upcoming presidential election on investors. We discuss the role of small trading accounts, the pros and cons of generative AI in backtesting investment strategies, an…

1
Ten Lessons from Two Decades of Managing Money 1:04:28

6M ago1:04:28

1:04:28

In this episode of Two Quants and a Financial Planner, we explore the biggest lessons we've learned throughout our careers in investing and financial planning. We discuss the importance of diversification, the challenges of balancing long-term strategies with changing market conditions, and the critical role of understanding an investor's true risk…

1
Lessons From 24 Market Experts | What We Learned From the 12 Hour PNL For a Purpose Livestream 1:09:37

6M ago1:09:37

1:09:37

In this episode of Two Quants and a Financial Planner, we discussed the key insights and lessons learned from our 12-hour live podcast event, "PNL for a Purpose." Throughout the day, we interviewed 24 guests on a wide range of topics, including macro investing, quantitative investing, value investing, and technology. We delved into the importance o…

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