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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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. 

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

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