Meb Faber Research

Episode #279: Kevin Davitt and John Hiatt, Cboe, "Relative To The Overall Portfolio, Small ...

Wed, 13 Jan 2021 18:00:10 GMT

Episode #279: Kevin Davitt and John Hiatt, Cboe, “Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact” Guests: Kevin Davitt is the Senior Options Institute Instructor for the Cboe, where he has led the Cboe’s global derivatives education by teaching more than 30,000 students since […]

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Episode #278: Lucas White, GMO, "Since Inception Of The Strategy…We’ve Been Buying ...

Mon, 11 Jan 2021 18:00:27 GMT

Episode #278: Lucas White, GMO, “Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market” Guest: Lucas White is the portfolio manager for the Resources and Climate Change Strategies. He is a member […]

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Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right?

Thu, 07 Jan 2021 01:24:50 GMT

There are a lot of investment sayings that get repeated by individual & professional investors alike. One I hear parroted over and over again is a variation of “high stock valuations are fine since interest rates are low”. But did you ever stop and ask, “Is that true”? This thread was inspired by a tweet […]

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Episode #277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso

Wed, 06 Jan 2021 18:00:14 GMT

Episode #277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso Guests: Episode 277 is a replay of The Meb Faber Show’s top podcasts of 2020. Guests include Rick Rule, Joe Davis, and Tom Basso Run-Time: 3:19:37 To listen to Episode #277 on iTunes, click here To listen to Episode #277 on Stitcher, click here […]

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The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors

Mon, 04 Jan 2021 18:00:32 GMT

The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors Run-Time: 1:58:34 What is this Episode? Last year when we published The Best Investment Writing Volume 3, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved […]

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Episode #276: Craig Wichner, Farmland LP, "There’s $2.7T Worth Of Farmland In The U. ...

Wed, 30 Dec 2020 18:00:48 GMT

Episode #276: Craig Wichner, Farmland LP, “There’s $2.7T Worth Of Farmland In The U.S…And That’s The Same Economic Value As All The Apartment Buildings In The U.S Or All The Office Buildings In The U.S.” Guest: Craig Wichner founded Farmland LP in 2009 and is responsible for day-to-day management, […]

The post Episode #276: Craig Wichner, Farmland LP, “There’s $2.7T Worth Of Farmland In The U.S…And That’s The Same Economic Value As All The Apartment Buildings In The U.S Or All The Office Buildings In The U.S.” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #275: David Lau, DPL Financial Partners, "The Root Of All Evil When It Comes To ...

Mon, 28 Dec 2020 18:00:49 GMT

Episode #275: David Lau, DPL Financial Partners, “The Root Of All Evil When It Comes To Annuities Are Commissions” Guest: David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and […]

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Episode #274: Mitch Baruchowitz, Merida Capital Partners, "Is The Trade Over? No…It’s ...

Wed, 23 Dec 2020 18:00:02 GMT

Episode #274: Mitch Baruchowitz, Merida Capital Partners, “Is The Trade Over? No…It’s Just Getting Going In Some Ways” Guest: Mitch Baruchowitz is a Managing Partner at Merida Capital Partners, a private equity fund targeting fundamental growth drivers underpinning the rapid development of the cannabis industry. Mr. Baruchowitz has nine […]

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Episode #273: Adam Moelis, Yotta Savings, "Almost Half Of American’s Can’t Come Up ...

Mon, 21 Dec 2020 18:00:16 GMT

Episode #273: Adam Moelis, Yotta Savings, “Almost Half Of American’s Can’t Come Up With $400 In An Emergency And 78% Of People Live Paycheck To Paycheck” Guest: Adam Moelis is the Co-Founder and CEO of Yotta Savings, which allows users to save money, get over 2x the national average […]

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Episode #272: Best Idea Show – Tobias Carlisle, Acquirers Fund, "There Are Basically ...

Wed, 16 Dec 2020 18:00:02 GMT

Episode #272: Best Idea Show – Tobias Carlisle, Acquirers Fund, “There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement” Guest: Tobias Carlisle is founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the […]

The post Episode #272: Best Idea Show – Tobias Carlisle, Acquirers Fund, “There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #271: Gary Zimmerman, Max My Interest, "Several Of The Banks On Our Platform Offer ...

Mon, 14 Dec 2020 18:00:08 GMT

Episode #271: Gary Zimmerman, Max My Interest, “Several Of The Banks On Our Platform Offer Preferential Rates That Are Only Visible On The Max Platform” Guest: Gary Zimmerman is the Managing Partner of Six Trees Capital LLC and Founder of MaxMyInterest, a software platform that allocates individuals’ cash among their […]

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Episode #270: Terri Spath, Sierra Investment Management, "We Use A Quantitative Rules ...

Wed, 09 Dec 2020 18:00:34 GMT

Episode #270: Terri Spath, Sierra Investment Management, “We Use A Quantitative Rules Based Process To Go Risk On, Risk Off” Guest: Terri Spath is Chief Investment Officer and Portfolio Manager at Sierra Investment Management, the parent company of the Sierra Mutual Funds and Ocean Park Asset Management. She […]

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How to Narrow the Wealth and Income Gap

Mon, 07 Dec 2020 18:59:42 GMT

How to Narrow the Wealth and Income Gap As a preface to this article, let me say that this piece tackles complex and nuanced ideas about capitalism, its benefits and its drawbacks. I recognize that there are no simple answers, and that many of the challenges touch on deeper questions about class, race, and historical […]

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Episode #269: Scott Lynn, Masterworks, "I Think Art As An Asset Class Has To Be The ...

Mon, 07 Dec 2020 18:00:39 GMT

Episode #269: Scott Lynn, Masterworks, “I Think Art As An Asset Class Has To Be The Largest Asset Class That Has Never Been Securitized” Guest: Scott Lynn is the Founder & CEO of Masterworks, the first company to allow investors to buy shares representing ownership of great masterpieces […]

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Episode #268: Best Idea Show – Doug Ludlow, MainStreet, "We’re Now Saving The Average ...

Wed, 02 Dec 2020 18:00:38 GMT

Episode #268: Best Idea Show – Doug Ludlow, MainStreet, “We’re Now Saving The Average Company Using Our Platform About $75,000 Per Year” Guest: Doug Ludlow is the co-founder and CEO of MainStreet, a startup making it easy for businesses to access government incentive programs. Date Recorded: 10/28/2020 Run-Time: 18:07 To listen […]

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The Best Investment Writing Volume 4: Tyler, Portfolio Charts – The Benefits of Bond Convexity

Mon, 30 Nov 2020 18:00:02 GMT

The Best Investment Writing Volume 4: Tyler, Portfolio Charts – The Benefits of Bond Convexity Author: Tyler, Portfolio Charts Run-Time: 19:28 What is this Episode? Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again […]

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Episode #267: Edward Altman, NYU, "We Had More Billion Dollar Bankruptcies In 2020 As Of ...

Wed, 25 Nov 2020 18:00:12 GMT

Episode #267: Edward Altman, NYU, “We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever” Guest: Edward I. Altman is the Max L. Heine Professor of Finance, Emeritus at the Stern School of Business, New York University. He is the Director of Research in Credit […]

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Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY)

Mon, 23 Nov 2020 18:00:04 GMT

Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management. Meb has authored numerous books, whitepapers and blog posts, and is the host of The Meb Faber Show podcast. Date Recorded: 10/22/2020 Run-Time: 20:24 To listen to the episode on iTunes, click […]

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Episode #266: Best Idea Show – Kiyan Zandiyeh, Sturgeon Capital, "We Have A Blank Canvas ...

Wed, 18 Nov 2020 18:00:24 GMT

Episode #266: Best Idea Show – Kiyan Zandiyeh, Sturgeon Capital, “We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years” Guest: Kiyan Zandiyeh is the Chief Investment Officer for Sturgeon Capital, a leading frontier markets investment […]

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Sidewalk Money

Tue, 17 Nov 2020 17:27:07 GMT

People are lazy. With the holidays coming up how many of us will opt for the second serving of turkey and stuffing instead of going on a jog? How many of us will put off efforts that will result in long term benefit, to binge watch a season of The Queen’s Gambit? (To be fair, […]

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