4-Part Interview Series

Get a behind-the-scenes look at Joel’s investing philosophy and how he consistently finds an edge over Wall Street for mainstream investors...

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VIDEO #1:

In Part 1 of this video series to prepare you for Joel Litman’s Breakout 2025 event, Altimetry’s Director of Research, Rob Spivey, sits down with Joel Litman to discuss how the way Wall Street investment houses make their money created a massive conflict of interest that still exists today.

Joel explains how this conflict of interest created a void of reliable data that he’s worked to fill over the last 20 years, attracting customers along the way like members of the top 10 global investment houses in the world… more than HALF of the world’s 300 biggest money managers… and over 100,000 self-directed investors who rely on Joel’s work.

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VIDEO #2:

In Part 2 of this video series, Rob asks Joel how he ended up teaching an MBA class before he even received an MBA of his own.

It all has to do with a secret that was pioneered by Ben Graham, the famed Columbia University professor and mentor of Warren Buffett and Charlie Munger.

Joel says this is the secret that enables him to see past many of the hidden stock traps that lure in professional and everyday investors alike…

Instead, alerting Joel to opportunities in so-called “expensive” stocks like Facebook, which you could have made more than 30x your money on when he first recommended it to his institutional clients.

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VIDEO #3:

In Part 3 of this video series, Joel continues his story, explaining how Shelby Davis turning $50,000 into $850 million was a big inspiration for Joel to create the Altimeter, the cornerstone of all his research.

Joel explains why he turned down an offer to work for Black Rock… why they’ve hired more than 20 other accounting professors to join their firm… and why, even though many institutional investors utilize Joel’s research, you’ll never see the kind of analysis Joel does on Fox Business or CNBC.

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VIDEO #4:

In Part 4 of this video series, Joel talks about the surprising place where he gets the hardest investing questions (Hint: It’s NOT from his institutional clients).

Joel also reveals a big “aha” moment that changed the course of his career and led to the creation of the Altimeter.

And finally, Joel explains the #1 question most investors FORGET to ask themselves before purchasing a stock… even though Joel says it is the FIRST question they should be asking.

This one simple question could change everything about the way you invest.

Joel says it is the secret to how the biggest family offices, endowments, and universities all strategically inform their stock-buying decisions. And after watching this video, Joel hopes you will, too.