Guests

Nitin Sacheti
Founder and Portfolio Manager of Papyrus Capital
Nitin Sacheti is the Founder and Portfolio Manager of Papyrus Capital, a value-oriented, long/short equity hedge fund. Prior to founding Papyrus, Mr. Sacheti was a Senior Analyst/Principal with Equity Contribution at Charter Bridge Capital where he managed the firm’s investments in the technology, media and telecom sectors as well as select consumer investments.
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Kevin Muir
Author of MacroTourist
The author of the MacroTourist newsletter, Kevin is a former institutional equity derivative trader for a big bank who decided that bank-life wasn’t for him, so proceeded to trade for his own account for a couple of decades before joining his current firm, East West Investment Management where he is the Market Strategist.
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Cullen Roche
Founder of Orcam Financial Group
Cullen Roche is the Founder of Orcam Financial Group, LLC. Orcam is a financial services firm offering research, personal advisory, institutional consulting and educational services. Prior to founding Orcam, Mr. Roche ran a private investment partnership in which he generated substantial alpha (high risk adjusted returns) with no negative 12 month periods during one of the most turbulent periods in stock market history. Before founding his own businesses, Mr. Roche helped oversee $500M+ in assets under management with Merrill Lynch Global Wealth Management.
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John Doody
Founder and Editor in Chief of Gold Stock Analyst
John Doody brings a unique perspective to gold stock analysis. With a BA in Economics from Columbia, an MBA in Finance from Boston University, where he also did his PhD-Economics course work, Doody has no formal “rock” studies beyond “Introductory Geology” at Columbia, taught by the University’s School of Mines. 
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Tobias Carlisle
Founder and Managing Director of Acquirers Funds
Tobias Carlisle is founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm’s deep value strategy. Tobias is the creator of The Acquirer’s Multiple. He is also the author of the books The Acquirer’s Multiple,  Concentrated Investing, Deep Value, and Quantitative Value. Tobias has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
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Marc Cohodes
Former Managing Partner of Copper River Management
Marc Cohodes is a former General Partner of Rocker Partners/ Copper River from 1985-2009. He began his career at the Northern Trust Company in 1982 after graduating Babson College with a BS in Finance. He has been profiled in the books; Reckless Endangerment, Selling America Short, The Most Dangerous Trade. He was the subject of a Harvard Business School Case study on his efforts to expose Mortgage Fraud at Novastar. He resides in Cotati, California, where he runs Alder Lane Farm.
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Michael Mauboussin
Director of Research at BlueMountain Capital Management
Michael J. Mauboussin is Director of Research at BlueMountain Capital Management. Prior to joining BlueMountain, he was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management.
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Annie Duke
Author, National Poker Champion
Annie Duke is a World Series of Poker bracelet winner, the winner of the 2004 Tournament of Champions and the only woman to win the NBC National Poker Heads Up Championship. She has authored four books on poker and in 2018 released her first book for general audiences called “Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts,” which is a national bestseller.
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Tim Price
Principal and Founder of Price Value Partners
Tim Price is principal and founder of Price Value Partners, a London-based value-investing-oriented fund established in 2014. The fund seeks to invest in companies of exceptional quality that they believe are trading at a meaningful discount to their inherent value – the Benjamin Graham value approach.
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Chris Pavese
President and Chief Investment Officer of Broyhill Asset Management
Chris is the President and Chief Investment Officer of Broyhill Asset Management and Vice President and Chief Investment Officer of BMC Fund, a registered investment company. He is a CFA Charterholder, Past President of the Board of the CFA Institute’s North Carolina Society.
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