Jeff Remsburg

Jeff Remsburg

About Jeff Remsburg

Jeff graduated from the University of North Carolina in 1998 and earned his MBA from Emory University in 2005. He’s worked in the investment industry since 2013—first as an analyst, then Editor in Chief at Palm Beach Research Group, then later as VP of Research at Cambria Investment Management.

Jeff began investing in 1999, right at the height of the Dot-Com boom. The rapid rise gave him plenty of false confidence, and the subsequent crash wiped out both his small account and his early bravado. But the experience became foundational. It taught him that successful investing begins with caution, not gambling.

Over time, Jeff’s study of market history revealed the other side of the equation: too much caution can be just as harmful as too little. You can have the right thesis, but if you never invest enough to make that conviction matter, your portfolio won’t meaningfully change.

Today, Jeff’s entire approach focuses on finding the right balance between risk and reward—pairing a disciplined, capital-first foundation (“return of capital is more important than return on capital”) with targeted, high-conviction investments in the megatrends reshaping global economies and financial markets.

In addition to his role as editor and curator of Investing Insider, Jeff also serves as Editor of the InvestorPlace Digest, where he helps readers understand the markets, spot the trends that matter most, and capitalize on the stories shaping their portfolios.

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Investing Insider is your ambassador to a global rolodex of macro-thinkers, best-selling authors, and fund managers, providing timely outlooks on the economy from across our global network. Jeff Remsburg gives you a snapshot of what's ahead so you can position your own portfolio and macro-approach.

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Recent Articles

How to Build an AI Portfolio That Actually Holds Up

Today, we turn to Luke Lango, InvestorPlace’s lead technology analyst, who will explain how the AI trade now spans multiple layers – including chips, cloud platforms, agents, memory, networking, power, and software – and is no longer a single dominant trade. Emphasizing diversification, he’ll also describe what it takes to build a strong portfolio.

4 AI Stocks We Think Can Survive the Shakeout

After watching the spectacular rise – and equally spectacular collapse – of a high-profile AI hedge fund, Tom Yeung is eager to explain what individual investors can learn from it. More importantly, he shows why Eric Fry believes the next phase of the AI boom may reward a very different group of companies than the last one.

Scarcity Is the New AI Trade

Today's guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With physical supplies for AI now limited, Eric believes the businesses that will come out on top are the less-obvious suppliers of the irreplaceable pieces the entire industry needs.

Four Actionable Stock Ideas From a Legendary Investor

In today's Digest, Brian Hunt highlights several themes he's watching closely, shares a handful of stocks that have caught his attention, and explains what recent market action may be telling us about where the economy is headed next.

SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead

In today's Friday Digest takeover, Eric explains why comments from SpaceX's first earnings call may have revealed one of the AI boom's biggest emerging bottlenecks – and why the companies helping solve that problem could be among the next generation of winners.