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Episode #525: Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' - Meb Faber Research - Stock Market and Investing Blog
Guest: Grant Williams is the author of the newsletter Things That Make you Go Hmmm… and host of The Grant Williams Podcast. He was also a co-founder of Real Vision. Peter Atwater teaches confidence-driven decision-making at William and Mary and the University of Delaware, writes the Financial Insyghts newsletter, and is the author of […]
Episode #524: Tim Ranzetta, NGPF - Teaching America Personal Finance - Meb Faber Research - Stock Market and Investing Blog
Guest: Tim Ranzetta is the Founder of Next Gen Personal Finance, a non-profit organization to connect educators with free resources and equip students with the knowledge and skills to lead financially successful and fulfilling lives since 2014. Recorded: 1/17/2024 | Run-Time: 48:27 Summary: In today’s episode, Tim updates us on everything going on with Next […]
Episode #523: Whitney Baker on The Death of (Upside) American Exceptionalism - Meb Faber Research - Stock Market and Investing Blog
Guest: Whitney Baker is the founder of Totem Macro, leveraging extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros Fund Management, co-managing an internal allocation with a dual Global Macro […]
Episode #522: Wes Gray & Robert Elwood on How to Convert a Separately Managed Account (SMA) to an ETF - Meb Faber Research - Stock Market and Investing Blog
Guests: Wes Gray is the founder, CEO and Co-CIO of Alpha Architect. Robert Elwood is the co-founder of Practus, LLP, a business law firm that focuses primarily on investment funds. Recorded: 1/18/2024 | Run-Time: 47:02 Summary: Wes and Bob just helped complete a separately managed account to ETF conversion of $770 million, so we had […]
Episode #521: GMO's Tina Vandersteel on a "Once-in-a-Generation" Opportunity - Meb Faber Research - Stock Market and Investing Blog
Guest: Tina Vandersteel is the head of GMO’s Emerging Country Debt team. Prior to joining GMO in 2004, she worked at J.P. Morgan in fixed income research developing quantitative arbitrage strategies for emerging debt and high yield bonds. Recorded: 1/31/2024 | Run-Time: 52:23 Summary: In today’s episode, we dive into Tina’s teams’ recent piece about […]
Episode #520: Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla - Meb Faber Research - Stock Market and Investing Blog
Guest: Drew Dickson is the founder of Albert Bridge Capital and CIO of Alpha Europe funds. Recorded: 1/24/2024 | Run-Time: 1:03:53 Summary: We talk a lot about global investing on this show and wanted to talk about that with Drew given his focus on European markets. Between the end of 1979 and the end of 2009, […]
Episode #519: Ben Mackovak on The Secret Sauce of Investing in Banks - Meb Faber Research - Stock Market and Investing Blog
Guest: Ben Mackovak is the Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. Ben also sits on the board for several banks. Recorded: 1/10/2024 | Run-Time: 1:03:42 Summary: It’s been a wild ride lately for the banks. 2023 was the biggest year ever for bank failures. There are concerns about commercial […]
Episode #518: Jared Dillian on the Keys to Live a Stress-Free Financial Life - Meb Faber Research - Stock Market and Investing Blog
Guest: Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Recorded: 1/17/2024 | Run-Time: 49:41 Summary: Jared’s back on the podcast to talk about his book titled, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal […]
Episode #517: Bruno Caratori - The Bitcoin ETF is FINALLY Approved. Now What? - Meb Faber Research - Stock Market and Investing Blog
Guest: Bruno Caratori is the co-founder & COO of Hashdex, a global crypto asset manager that launched the first crypto index ETF in the world. Hashdex also runs the spot Bitcoin ETF, DEFI. Recorded: 1/10/2024 | Run-Time: 38:43 Summary: In today’s episode, we’re talking all about the SEC’s recent spot Bitcoin ETF approval with someone […]
Episode #516: BlackRock's Rick Rieder on The State of Markets & The US Debt Problem - Meb Faber Research - Stock Market and Investing Blog
Guest: Rick Rieder is BlackRock’s Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Mr. Rieder is responsible for roughly $2.4 trillion in assets. Recorded: 12/19/2023 | Run-Time: 49:41 Summary: In today’s episode, Rick shares his take on the macroeconomic landscape as we kick […]
Episode #515: Felix Zulauf - 2024 Macro Outlook Not Rosy - Meb Faber Research - Stock Market and Investing Blog
Guest: Felix Zulauf is the founder and CEO of Zulauf Consulting, a boutique research and consulting firm. Recorded: 12/14/2023 | Run-Time: 49:41 Summary: In today’s episode, Felix shares his view of the global investment landscape from Asia to Europe to the US. He shares why the tailwinds of lower inflation may reverse and lead inflation […]
Episode #514: Liz Simmie, Honeytree – A Quantamental Approach to ESG - Meb Faber Research - Stock Market and Investing Blog
Guest: Liz Simmie is the co-founder of Honeytree Investment Management, an asset management firm based in Toronto, Canada. Recorded: 12/13/2023 | Run-Time: 52:11 Summary: In today’s episode, Liz dives into the strategy of BEEZ, which focuses on responsibly growing companies that are stakeholder governed, purpose driven, and make a net positive impact on the world. […]
Episode #513: J.P. Morgan's Gabriela Santos Likes International Stocks for 2024 - Meb Faber Research - Stock Market and Investing Blog
Episode #513: J.P. Morgan’s Gabriela Santos Likes International Stocks for 2024 Guest: Gabriela Santos is the Chief Market Strategist for the Americas on the Global Market Insights Strategy Team at J.P. Morgan Asset Management. Gabriela’s research focuses on emerging markets, especially China. She is responsible for the development of the Guide to the Markets, Guide […]
Episode #512: Alfonso "Alf" Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade - Meb Faber Research - Stock Market and Investing Blog
Episode #512: Alfonso “Alf” Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade Guest: Alfonso “Alf” Peccatiello is the Founder & CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to bring you through a learning journey that will allow you to step up your macro game. […]
Mebisode: Combining the Best Characteristics of the Tortoise and the Hare - Meb Faber Research - Stock Market and Investing Blog
Mebisode: Combining the Best Characteristics of the Tortoise and the Hare Date Recorded: 11/8/2023 | Run-Time: 6:38 Summary: In today’s episode, Meb reads a recent email sent to Cambria subscribers comparing the risk and returns of the Cambria Shareholder Yield ETF (SYLD) since inception through the lens of the famous fairy tale, “The Tortoise and […]
Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market - Meb Faber Research - Stock Market and Investing Blog
Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market Guest: Louis-Vincent Gave co-founded Gavekal in 1999 with his father Charles and Anatole Kaletsky. Gavekal started as an independent research firm and evolved in 2005 to include fund management and in 2008 to include data analysis services. Harris Kupperman is […]
Episode #510: Radio Show with Jonathan Treussard & Nic Johnson: Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate - Meb Faber Research - Stock Market and Investing Blog
Episode #510: Radio Show – Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate Guest: Jonathan Treussard is the founder of Treussard Capital Management LLC, a registered investment advisor that operates as a fiduciary for its clients. He was at Research Affiliates serving as Head of Product. Nic Johnson is […]
Episode #509: Austin Root, Stansberry Asset Management - The Case For Productive Assets - Meb Faber Research - Stock Market and Investing Blog
Episode #509: Austin Root, Stansberry Asset Management – The Case For Productive Assets Guest: Austin Root is the Chief Investment Officer of Stansberry Asset Management. Previously, he co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. Date Recorded: 11/1/2023 | Run-Time: 1:00:14 […]
Episode #508: Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market - Meb Faber Research - Stock Market and Investing Blog
Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets. Date Recorded: 11/8/2023 | Run-Time: 1:23:49 Summary: In today’s episode, Jim shares why 2020 […]
Whatcha Waiting For? - Meb Faber Research - Stock Market and Investing Blog
Whatcha Waiting For? Date Recorded: 10/25/2023 | Run-Time: 15:09 Summary: In today’s episode, Meb reads a recent email sent to Cambria subscribers about using a shareholder yield approach to take advantage of the opportunity in global value stocks today. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com Links from the Episode: Performance […]
Should CalPERS Fire Everyone And Just Buy Some ETFs? - Meb Faber Research - Stock Market and Investing Blog
“He was a U.S.-class smooth politician, which is the only way you’re going to survive in that job. It has nothing to do with investing.” That’s how Institutional Investor recently described a former CIO of the California Public Employees’ Retirement System, also known as CalPERS. The description is especially interesting when considering that the “I” […]
Episode #507: Thomas George, Grizzle - Disruption at a Reasonable Price - Meb Faber Research - Stock Market and Investing Blog
Episode #507: Thomas George, Grizzle – Disruption at a Reasonable Price Guest: Thomas George is the President of Grizzle and Portfolio Manager of the DARP ETF. Date Recorded: 10/25/2023 | Run-Time: 50:37 Summary: In today’s episode, Thomas talks about investing in disruption at a reasonable price. Key word: reasonable. He talks about the sector and […]
Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill - Meb Faber Research - Stock Market and Investing Blog
Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill Guest: Corey Hoffstein is co-founder and chief investment officer of Newfound Research, which offers a full suite of tactically risk-managed ETF portfolios. Date Recorded: 10/25/2023 | Run-Time: 1:30:20 Summary: In today’s episode, Meb & Corey talk about whether topics are overhyped […]
Episode #505: Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape - Meb Faber Research - Stock Market and Investing Blog
Episode #505: Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape Guest: Que Nguyen is the CIO of Equity Strategies at Research Affiliates. She leads the cross-sectional equity research and strategy design that supports the firm’s systematic active portfolios and smart beta indices. Date Recorded: 10/11/2023 | Run-Time: 42:35 Summary: […]
Episode #501: John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification - Meb Faber Research - Stock Market and Investing Blog
Episode #501: John Davi, Astoria Advisors – Macro+Quant, Inflation & Global Diversification Guest: John Davi is the CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services. Date Recorded: 9/14/2023 | Run-Time: 55:34 Summary: In today’s episode, John walks through his macro plus quant approach to the markets. We touch on […]
Episode #503: Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer - Meb Faber Research - Stock Market and Investing Blog
Episode #503: Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer Guest: Jon Hirtle is the founder and Executive Chairman of Hirtle, Callaghan & Co., a 20 billion dollar Outsourced CIO business he founded over 35 years ago. Jon is well known for creating the OCIO model that is commonplace today. Date Recorded: 9/27/2023 | Run-Time: […]
Episode #502: Mikhail Samonov – Lessons from Two Centuries of Financial History - Meb Faber Research - Stock Market and Investing Blog
Episode #502: Mikhail Samonov – Lessons from Two Centuries of Financial History Guest: Mikhail Samonov is the CEO of Two Centuries Investments, which was established to create long term wealth for investors through its blend of innovative and behaviorally focused investment strategies. Date Recorded: 9/20/2023 | Run-Time: 1:11:28 Summary: In today’s episode, Mikhail walks through what […]
Episode #500: Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing - Meb Faber Research - Stock Market and Investing Blog
Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors. Prior to Deccan, Soo Chuen worked at the Baupost Group, Halcyon Asset Management, and McKinsey & Company. Recorded: […]
Episode #499: Kevin Carter, EMQQ Global - India is Happening NOW - Meb Faber Research - Stock Market and Investing Blog
Episode #499: Kevin Carter, EMQQ Global – India is Happening NOW Guest: Kevin Carter is the Founder & Chief Investment Officer of EMQQ Global. While he principally considers himself an active “value” investor, he has collaborated with Princeton economist and indexing legend, Dr. Burton G. Malkiel, for more than 20 years. Date Recorded: 8/30/2023 | […]
This Could Be Buffett's Best Investment Ever - Meb Faber Research - Stock Market and Investing Blog
Warren Buffett has made some pretty amazing investments over the years. He’s famously held Coca-Cola stock for over three decades, turning an initial $1.3 billion stake into $25 billion today. American Express is another multi-decade investment, with similar returns. His most recent investment in Apple, while not the best in percentage terms, is likely the […]
Episode #498: Liz Ann Sonders on The State of the Markets - Meb Faber Research - Stock Market and Investing Blog
Episode #498: Liz Ann Sonders on The State of the Markets Guest: Liz Ann Sonders is the Chief Investment Strategist of Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. Recorded: 8/16/2023 | Run-Time: 57:07 Summary: In today’s episode, Liz Ann starts […]
Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation - Meb Faber Research - Stock Market and Investing Blog
Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation Guest: Ulrike Hoffmann-Burchardi is a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship fund focusing on Digital, Data & Disruptive Innovation. Recorded: 8/17/2023 | Run-Time: 44:23 Summary: In today’s episode, she starts by lessons learned […]
Episode #496: Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing - Meb Faber Research - Stock Market and Investing Blog
Episode #496: Phil Bak, Armada ETFs – Masterclass in (Liquid) Real Estate Investing Guest: Phil Bak is the CEO of Armada ETFs, which provides investors broad access to the real estate asset class. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. […]
Episode #495: Mohnish Pabrai on Cloning & Compounding - Meb Faber Research - Stock Market and Investing Blog
Episode #495: Mohnish Pabrai on Cloning & Compounding Guest: Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, which he started in 1999. Date Recorded: 7/28/2023 | Run-Time: 1:15:01 Summary: In today’s episode, Mohnish talks about his love for bridge, what his friend Warren Buffett’s online bridge name is, his philanthropic […]
Episode #494: Stephanie Pomboy on the Corporate Credit Crunch - Meb Faber Research - Stock Market and Investing Blog
Episode #494: Stephanie Pomboy on the Corporate Credit Crunch Guest: Stephanie Pomboy is the founder of MacroMavens, a boutique research firm that provides macroeconomic research and commentary to an exclusive swath of the institutional investment community. Date Recorded: 8/2/2023 | Run-Time: 53:59 Summary: In today’s episode, Stephanie shares her take on the investment landscape and why […]
Episode #493: Michael Batnick & Ben Carlson - What’s Your Favorite Diversifier? PLUS: Future Proof! - Meb Faber Research - Stock Market and Investing Blog
Episode #493: Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof! Guests: Michael Batnick, CFA. Michael Batnick is the Director of Research at Ritholtz Wealth Management. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. Date Recorded: 8/2/2023 | Run-Time: 48:44 Summary: In today’s episode, Michael & Ben […]
Episode #492: Anthony Zhang, Vinovest - From Barrel to Bank: How to Invest in Whiskey - Meb Faber Research - Stock Market and Investing Blog
Episode #492: Anthony Zhang, Vinovest – From Barrel to Bank: How to Invest in Whiskey Guest: Anthony Zhang is the co-founder and CEO of Vinovest, the world’s first platform for investing in fine wine. Date Recorded: 6/21/2023 | Run-Time: 52:48 Summary: In today’s episode, Anthony updates on the business since his first appearance two years […]
Episode #491: JD Gardner - Bridging the Behavior Gap - Meb Faber Research - Stock Market and Investing Blog
Episode #491: JD Gardner – Bridging the Behavior Gap Guest: JD Gardner is the CIO & Founder of Aptus Capital Advisors, which provides risk-managed strategies designed to help clients stay invested through market cycles. Date Recorded: 7/5/2023 | Run-Time: 1:14:56 Summary: Today’s episode has an overarching theme that can be summarized by a quote from […]
Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing - Meb Faber Research - Stock Market and Investing Blog
Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals. Known for his website on asset allocation and portfolio theory, Efficient Frontier, Bill is also a co-principal in the money management […]
Episode #489: Steve Klinsky, New Mountain Capital - Private Equity Titan - Meb Faber Research - Stock Market and Investing Blog
Episode #489: Steve Klinsky, New Mountain Capital – Private Equity Titan Guest: Steven Klinsky is the founder and CEO of New Mountain Capital. Mr. Klinsky was co-founder of the Leverage Buyout Group of Goldman Sachs & Co. (“Goldman”) (1981-1984), where he helped execute over $3 billion of pioneering transactions for Goldman and its clients. Date […]