Fireside Markets: Recent Episodes
James Osborne
Fireside Markets is a series of thoughtful conversations on the markets and investing wit a long-term focus and a diverse group of guests. Conversations surround the investment marketplace, financial products, investment strategies, trends in finance, retirement plans and the intersection of Wall Street and Main Street. Host James Osborne is President and founder of Bason Asset Management, a flat-fee-only Registered Investment Advisor. Guests include portfolio managers, financial advisors, investment analysts, authors, bloggers, pundits and more.
In this episode of Fireside Markets, Loeb award winning journalist Jason Zweig of the Wall Street Journal joined me for a great discussion about investment writing, strategy and philosophy and controlling our often wrongheaded investing impulses. We also discussed many books (including his newest, The Devil's Financial Dictionary, affinity fraud and the role of price in the markets.
In this episode of Fireside Markets, host James Osborne has an insightful conversation with Tadas Viskanta, author behind the powerhouse financial blog at Abnormal Returns. The discussion covers consuming financial media, the financial blogosphere, investor behavior and evolving as investors.
In this episode of Fireside Markets, host James Osborne has a great conversation with Patrick O'Shaughnessy, author and portfolio manager at O'Shaughnessy Asset Management. We discuss high conviction active management strategies, Patrick's book Millennial Money, Patrick's new blog InvestorFieldGuide.com, as well as reading, philosophy and the psychology behind financial markets.
In this episode of Fireside Markets, host James Osborne has an extended conversation with Dr. Wesley Gray, Executive Managing Member of Alpha Architect. The discussion centers around Gray's book, Quantitative Value. We discuss value investing, efficient markets, the risks of high tracking error/active share strategies, data mining and much more.
In this episode of Fireside Markets, host James Osborne chats with respected blogger Ben Carlson, the voice behind A Wealth Of Common Sense. Ben has a new book about to be released, aptly titled "A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan." We discussed some highlights from the book, including developing a personal investment philosophy, avoiding performance-chasing behaviors, defining investment success and benchmarking your portfolio performance.
In this episode of Fireside Markets, host James Osborne discusses the current state of the 401(k) marketplace with Ben Carlson, the blogger behind A Wealth of Common Sense. We discuss 401(k) providers, poor participation and savings rates, the generally confused state of small business owners, and a few possible fixes.
In this episode of Fireside Markets, host James Osborne discusses the current landscape and what the future of asset management what look like with Josh Brown, aka The Reformed Broker. We discuss the active vs. passive debate, robo-advisors, liquid alternatives and what good advisors can truly offer to clients.
In this episode of Fireside Markets, host James Osborne chats with Cambria Investment Management's Mebane Faber about his new book, Global Asset Allocation. Topics covered include various asset allocation strategies, the benefits of global diversification, risks and behavioral mistakes investors can make in any strategy, and how fees and costs can take a great strategy and turn it into a poor one. Listen in to a fun and informative conversation!
In this episode of Fireside Markets, host James Osborne discusses the value and risks of curating an independent perspective with Cullen Roche of Pragcap.com and Orcam Financial Group. During the conversation we discuss how to build an independent perspective, how to challenge our own pre-conceived ideas, the risks of considering yourself an "outsider" and much, much more.
The Motley Fool's Morgan Housel joins host James Osborne to discuss behavioral finance and how investors are often their own worst enemies.