Meb Faber Research

Episode #259: Shane Heath, MUD\WTR, "I Had Everything In My Head Already…I Felt Like I ...

Mon, 26 Oct 2020 17:00:05 GMT

Episode #259: Shane Heath, MUD\WTR, “I Had Everything In My Head Already…I Felt Like I Was Just As Much Of A Customer Of My Own Product As Any Prospective Customer” Guest: Shane Heath is the founder and CEO of MUD\WTR, a startup that launched a coffee alternative consisting of organic […]

The post Episode #259: Shane Heath, MUD\WTR, “I Had Everything In My Head Already…I Felt Like I Was Just As Much Of A Customer Of My Own Product As Any Prospective Customer” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #258: Best Idea Show – Wes Gray, Alpha Architect, "An ETF Centralizes Everything ...

Fri, 23 Oct 2020 17:00:12 GMT

Episode #258: Best Idea Show – Wes Gray, Alpha Architect, “An ETF Centralizes Everything Into One Product” Guests: After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner […]

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Episode #257: Marc Levine, "A Lot Of Times, If You Could Just Make Fewer Bad ...

Wed, 21 Oct 2020 17:00:30 GMT

Episode #257: Marc Levine, “A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win” Guest: Marc Levine is the former chairman of the Illinois State Board of Investment. He was a pioneer in the asset-backed securities industry with transactions including the first-ever securitization of precious metals. Marc […]

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The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil ...

Mon, 19 Oct 2020 17:00:20 GMT

The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble Author: Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. The firm creates […]

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Episode #256: Best Idea Show – Jeremy Schwartz, Jesper Koll, WisdomTree, "Japan Is ...

Fri, 16 Oct 2020 17:00:08 GMT

Episode #256: Best Idea Show – Jeremy Schwartz, Jesper Koll, WisdomTree, “Japan Is Trading At The Lowest Valuation In 30 Years” Guests: Jeremy Schwartz serves as WisdomTree’s Executive Vice President and Global Head of Research. Jesper Koll serves as Senior Advisor to WisdomTree. Date Recorded: […]

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Episode #255: Matt Peterson, Peterson Capital Management "We’re In A Global Pandemic; In ...

Wed, 14 Oct 2020 17:00:18 GMT

Episode #255: Matt Peterson, Peterson Capital Management “We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity” Guest: Matt Peterson is the Managing Partner of Peterson Capital Management. Date Recorded: 9/16/2020 Run-Time: 55:22 To listen to Episode #255 on iTunes, click here To listen to Episode #255 […]

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How a Trump or Biden Presidency Will Affect Your Portfolio

Mon, 12 Oct 2020 18:58:48 GMT

For many investors, this election is a nightmare. It feels a bit like taking your chances against, say, jumping in the ocean with a shark on one hand, or stumbling in the bush upon a lion on the other. Either way, the outcome appears inevitable. You’re in trouble. A shark or a lion, take your […]

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Episode #254: Ken Nguyen, Republic "In The Past Ten Years, The Private Market Has Become ...

Mon, 12 Oct 2020 17:00:23 GMT

Episode #254: Ken Nguyen, Republic “In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public” Guest: Ken Nguyen is co-founder and CEO of Republic. Date Recorded: 9/9/2020 Sponsor: Rinse Run-Time: 1:14:53 To listen to Episode #254 on iTunes, click here To […]

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Episode #253: Carl Chang, Kairos Investment Management "Once We Qualify We Can Mitigate ...

Wed, 07 Oct 2020 17:00:00 GMT

Episode #253: Carl Chang, Kairos Investment Management “Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow” Guest: Carl Chang is founder and CEO of Kairos Investment Management. Date Recorded: 9/16/2020 Sponsor: OurCrowd Run-Time: 50:25 To listen to Episode #253 […]

The post Episode #253: Carl Chang, Kairos Investment Management “Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow” appeared first on Meb Faber Research - Stock Market and Investing Blog.

The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: ...

Mon, 05 Oct 2020 17:00:53 GMT

The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds Author: Vineer Bhansali is Founder and CIO of LongTail Alpha. He has over two decades of experience in both developing many of the tail risk management frameworks in […]

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Episode #252: Cem Karsan, Aegea Capital, "30 Day Vol Tends To Be Overbid And You Have ...

Wed, 30 Sep 2020 17:00:13 GMT

Episode #252: Cem Karsan, Aegea Capital, “30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically” Guest: Cem Karsan is Founder and Senior Managing Partner of Aegea Capital Management, LLC, as well as its Head of Research and Risk Management. Date […]

The post Episode #252: Cem Karsan, Aegea Capital, “30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Cambria Fund Profile Series – Cambria Global Value ETF (GVAL)

Mon, 28 Sep 2020 17:00:47 GMT

Cambria Fund Profile Series – Cambria Global Value ETF (GVAL) 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: 9/7/2020 Run-Time: 14:42 To listen to the episode on […]

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Episode #251: Robert Jacobson, Space Advisors "It’s Not Just One Vertical, It’s More ...

Wed, 23 Sep 2020 17:00:30 GMT

Episode #251: Robert Jacobson, Space Advisors “It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme” Guest: Robert Jacobson is a multi-faceted entrepreneur, advisor, and space advocate who believes that space is the key to humanity’s successful […]

The post Episode #251: Robert Jacobson, Space Advisors “It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #250: Kevin Gibbon, Airhouse "We’re The Operations And Logistics Platform For ...

Mon, 21 Sep 2020 17:00:36 GMT

Episode #250: Kevin Gibbon, Airhouse “We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands” Guest: Kevin Gibbon is co-founder and CEO of Airhouse, a startup company that helps direct-to-consumer companies get orders from factory to front door by allowing them to outsource and simplify operations and logistics. Date Recorded: […]

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Episode #249: Ben Savage, Clocktower Technology Ventures "Financial Services Has Had A ...

Wed, 16 Sep 2020 17:00:25 GMT

Episode #249: Ben Savage, Clocktower Technology Ventures “Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry” Guest: As Partner, Ben Savage manages Clocktower Technology Ventures and is responsible for all of Clocktower Group’s private market activities. Date Recorded: […]

The post Episode #249: Ben Savage, Clocktower Technology Ventures “Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry” appeared first on Meb Faber Research - Stock Market and Investing Blog.

The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: ...

Mon, 14 Sep 2020 17:00:20 GMT

The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias? Authors: Anil Rao is an Executive Director in the Equity Solutions Research team. He works with asset owners and managers on using MSCI indexes and analytics […]

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Episode #248: JC Parets, All Star Charts, "The Sooner We Can Find Out We’re Wrong The ...

Wed, 09 Sep 2020 17:00:01 GMT

Episode #248: JC Parets, All Star Charts, “The Sooner We Can Find Out We’re Wrong The Better…Then We Can Go Move On To Something Else” Guest: JC Parets is Founder and Chief Strategist of All Star Charts. Date Recorded: 9/2/2020 Run-Time: 1:01:46 To listen to Episode […]

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Episode #247: David Oates, Curtsy, "Our Number One Best Selling Item To-Date Is Active ...

Mon, 07 Sep 2020 17:00:51 GMT

Episode #247: David Oates, Curtsy, “Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts” Guest: David Oates is the CEO and Co-Founder of Curtsy, an app making it easy to buy and sell, and re-sell clothes whether you’re cleaning out your closet or looking […]

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Episode #246: Eric Sprott, Mark O’Dea, Oxygen, "I’m Trying To Look For Some Value ...

Wed, 02 Sep 2020 17:00:02 GMT

Episode #246: Eric Sprott, Mark O’Dea, Oxygen, “I’m Trying To Look For Some Value That’s Not Appreciated By The Market” Guest: Eric Sprott is a Canadian businessman and investor, and Mark O’Dea is Chairman and Founder of Oxygen Capital. Date Recorded: 8/25/2020 Run-Time: 49:44 To […]

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Episode #245: Éva Goicochea, Maude, "The Ethos Of The Company Is To Make Sex More Human, ...

Mon, 31 Aug 2020 17:00:59 GMT

Episode #245: Éva Goicochea, Maude, “The Ethos Of The Company Is To Make Sex More Human, More Normalized, Destigmatized…To Do That, It Started With Design” Guest: Éva Goicochea is the founder and CEO of Maude. Date Recorded: 8/19/2020 Sponsor: 2ULaundry Run-Time: 37:27 To listen to Episode #245 […]

The post Episode #245: Éva Goicochea, Maude, “The Ethos Of The Company Is To Make Sex More Human, More Normalized, Destigmatized…To Do That, It Started With Design” appeared first on Meb Faber Research - Stock Market and Investing Blog.