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Tom is a great mentor

Yay

California gets a lot of seaweed on their beaches from which oil can be extracted to make diesel or turned to natural gas via gasification. Non recyclable packaging such pizza boxes can be compressed into biomass pellets that can also be turned into natural gas via gasification. Seaweed from which oil has been extracted can also be compressed into biomass pellets that can be turned into biochar to be used in coal plants or the biomass pellets can be used as cattle feed to reduce land use to raise cattle. This would save shipping costs from buying coal from somewhere else. Fossil energy can no longer compete with solar and wind on a cost basis.

Interesting !

EPD is screaming BUY

Thank you for this interview. As Buffett once said "When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something." I would like to apply this to all your interviews. The questions you ask during your interviews always broadens my perspective. Thank you, Bill!

The value you get from listening to an intelligent interview like this over something on cnbc is like comparing Sees Candy to dimestore gum.

excellent

🥳 Yay Bill Brewster🥳🥳

Great for those with carryforward losses - tax free withdrawals from BOXX.

What is this gentleman's investment track record?

Love this pod - always learn something new, something benefical to my investing learning journey. Many Thanks!

Great interview, love Bill

The tax reason is why I'm watching this video. BOXX is interesting to stash cash in between my moves.

❤‍🔥this episode really resonated with me. maybe the single best investing podcast episode I've ever heard. 🔥 plus the fact that this dude looks like a character from the old testament is pretty cool.

Stay strong, you are amazing! Vitamin D and C may help for Corona.

Covid again, pls take care Bill.. keep yourself hydrated. Stay safe and healthy

Consulate Mack is the alltime GOAT for me for the last 14 years!

He is GOLD!

I am really excited with BOXX but I am wondering what happens if too many people decide to cash out of the ETF too quickly or if there's sharp fluctuations on the risk free rate. Wouldn't we have problems with the spreads? Who pays for it? The ones cashing out or the ones holding the fund after an exodus? Any provision to protect investors that might prefer to hold the ETF until those options expire, therefore giving us the same risk profile as if we placed those option trades manually, or are we exposing ourselves to a risk of the fund losing money from a liquidity problem?

The mechanism of box spreads is that exchange setlemwnt risk premium is slightly higher than treasury risk premium. In other words the exchange can crash because APEX crashes and there will be no settlement on options versus the US treasury crashing

A great honor, when the all-time-greats come on your podcasts, because its quality.

Cmon man! More than a week after you upload on Spotify. I've been a listener since day 1, son. I watch exclusively on youtube.

great job

Oh wow! Conseulo Mack the goat.

so she went to the Shark Tank and got crushed? sucks for her hahahah

Great stuff. Thanks

Thank you so much! This is a brilliant presentation of how return stacking works how to estimate long-term returns on these ETFs and how to think about various combinations of these portfolios. For example the 60% RSST 40% are SBT example Corrie gave that is 60% stocks 40% bonds and 100% managed futures has long-term 9.6% expected returns. That's 1.6% better than a 60/40. However, since June of 2019 as far back as I can back test this strategy, it delivered 9.8% annual returns while a 60/40 8.1%. The annual volatility on the 60/40 was the historical 12.7% but the volatility on the return stacked portfolio was 8% with a peak decline of 6.75%! The 60/40s peaked declined was 21% and the S&ps was 28%. In other words if you want something superior to a 60/40 with rock bottom volatility to make Ray Dalio envious 😉 that is a really good combo.

it was already uploaded on spotify, not sure why it's delayed uploads for youtube by weeks sometimes

Spoiler Alert: This was great.

Liked the discussion on derivatives. Half the people I talk to never want to just own a stock or an index fund anymore.

What a valuable conversation! This is a perspective most individual participants don't get access to

6:20 no surprise he correctly describes the box as two synthetic shares/futures spreads and not two vertical spreads!

I believe I caught mention of this conversation being in first 4 weeks of the year? This chat is definitely interesting, the environment has completely changed post Nvidia Q1 earnings. Market's hot, gold pushing records.

Thank you for the talk!

Nice one Bill, thank you!

I agree with what Wes said about the entrepreneur lifestyle being too risky. I don’t regret it because life turned out great but it definitely took some years off of my life. 😂

First time listener. I'm working toward having investments again, at a more mature age, so this is great information. (Your show reminds me of Consuelo Mack, host of WealthTrack on PBS, weekends. She's phenomenal too.) Thank you.

Great interview, many thanks

Double digit % drop today!

Great interview. It's a pleasure to listen to and learn from Mr. Gayner with his attentiveness, wit and experience. The final part regarding his marriage was really touching.

What happens when Prem dies or retires? I am leery about investing in companies that depend too much on the unique skills of their founders. I have the same concerns about Berkshire (Buffet) and Tesla (Musk).

Great interview, thank you Bill and Todd

Cem, ill buy you a new mic bro

Wonderful episode and very thoughtful work. My thanks to all those involved and I’ll be sharing this. Now an intentional dumb joke from me: Uber owns no cars, Digital Bridge owns no bridges, Mr. Brewster owns no breweries? This is the new economy/we live in a society?😅

What do people see in cable companies? Leverage and stability = instability.

Australian superannuation is actually up to 11% of our wages. Must see massive flows to the big banks here

What have his returns been?

Brilliant interview.

Keith is awesome!