Cele mai bune Meb Faber podcast-uri (2024)

1
Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539 54:11

3h ago54:11

54:11

Today’s guest is Herb Greenberg, a veteran financial journalist and skeptical market commentator. In today’s episode, Herb talks about the evolution of markets during his career, finding and following frauds like Herbalife, and advice for those starting in markets. As we wind down, Herb explains his new business venture, Wall Street Beats, an onlin…

1
UBS' Jason Draho - Another Roaring '20s for the US? | #538 52:50

7d ago52:50

52:50

Today’s guest is Jason Draho, Head of Asset Allocation Americas for UBS Global Wealth Management. He’s also the Chair of the US Investment Strategy Committee. In today’s episode, Jason talks about the possibility of a Roaring 20’s decade for the US economy. He discusses the factors contributing to this scenario, including a possible capex boom, AI,…

1
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537 48:55

14d ago48:55

48:55

Today’s guest is Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. She was recently named to Barron’s 100 Most Influential Women in U.S. Finance. In today’s episode, Lori explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad ma…

1
Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537 49:48

21d ago49:48

49:48

Today’s guest is Eva Shang, co-founder and CEO of Legalist, which is an institutional alternative asset management firm using data-driven technology to invest in credit assets at scale. Eva is a Thiel Fellow and participated in Y Combinator. In today’s episode, Eva covers everything related to litigation finance. We walk through why the asset class…

1
MEBISODE: The Bear Market in Diversification | #536 12:23

24d ago12:23

12:23

In today’s episode, Meb reads a recent post, "The Bear Market in Diversification." ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the …

1
KraneShares' Brendan Ahern: Is China Investable? | #535 52:14

28d ago52:14

52:14

Today’s guest is Brendan Ahern, Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other uncorrelated strategies. He also produces China Last Night, a daily note recapping important news out of China. In today’s episode, Brendan delves into the current state of China's stock market and economy, exploring…

1
Michael Melissinos - Mastering the Art of Trend-Following | #534 41:07

1M ago41:07

41:07

Today’s guest is Michael Melissinos, founder of Melissinos Trading, an investment firm that employs a systematic trend-following approach. In today’s episode, Mike shares his journey into trend following and his approach to trading. He emphasizes the importance of removing biases and opinions when observing trends and executing trades. We get into …

1
Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533 1:17:59

2M ago1:17:59

1:17:59

Today’s guests are Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds. In today’s episode, we talk about the sentiment around trend-following today. We discuss optimal diversifiers for trend-following, how the Herschel Walker trade relates to portfolio construction, and if investors are as diversified as they t…

1
Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532 43:42

2M ago43:42

43:42

Today’s guest is Hendrik Bessembinder, a professor at Arizona State University. In today’s episode, Meb and Hank discuss Hank's research on long-term stock returns and wealth generation. They explore the concept of power laws in the stock market, where a small percentage of stocks generate significant returns, while the majority underperform. They …

1
GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531 46:20

2M ago46:20

46:20

Today’s guest is Catherine LeGraw, a member of GMO’s Asset Allocation Team. In today’s episode, Catherine explains why this is “the best relative asset allocation opportunity we’ve seen in 35 years," and “we are building portfolios with some of the highest forecasted relative and absolute returns we’ve ever seen." She explains where she sees opport…

1
Professor Kenneth French on Risk, Return, and Rationality | #530 55:00

2M ago55:00

55:00

Today’s guest is Professor Ken French, the Roth Family Distinguished Professor of Finance at the Tuck School of Business at Dartmouth College. He’s written some of the most influential papers in finance alongside former podcast guest, Professor Eugene Fama. In today’s episode, Ken shares what topic he and Professor Fama disagree on. Then we get int…

1
MEBISODE: T-Bills and Chill…Most of the Time | #529 15:58

3M ago15:58

15:58

In today’s episode, Meb reads a white paper, “T-Bills and Chill…Most of the Time.” ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list. ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at c…

1
Cliff Asness: Timely & Timeless Investment Wisdom | #528 1:06:36

3M ago1:06:36

1:06:36

Today’s guest is Cliff Asness, co-founder, managing principal and Chief Investment Officer at AQR Capital Management. In today’s episode, Cliff & I start by talking about some quotes he may or may not have said in the past. Then we kick around a bunch of topics. We talk about diversifying by both asset class and geography, the challenge of managing…

1
Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy | #527 49:04

3M ago49:04

49:04

Today’s guest is Steve Edmundson, the Chief Investment Officer of the Public Employees’ Retirement System of Nevada, which manages over $60 billion. As pension funds continue to hire more employees, pay more and more fees and build more complex portfolios, Steve is an outlier for his approach that emphasizes simplicity over complexity. He’s one of …

1
MEBISODE: Should CalPERS Fire Everyone And Just Buy Some ETFs? | #526 18:16

3M ago18:16

18:16

In today’s episode, Meb reads his blog post, “Should CalPERS Fire Everyone And Just Buy Some ETFs?.” Resource: What Does Nevada’s $35 Billion Fund Manager Do All Day? Nothing ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list. ----- Follow Meb on Twitter, LinkedIn and YouTube…

1
Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' | #525 56:56

4M ago56:56

56:56

Today’s guests are Peter Atwater and Grant Williams, two guys that have known each other for a decade. Peter is a professor and author of The Confidence Map: Charting a Path from Chaos to Clarity. Grant 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. Toda…

1
Tim Ranzetta, NGPF - Teaching America Personal Finance | #524 49:34

4M ago49:34

49:34

Today’s guest is Tim Ranzetta, co-founder of Next Gen Personal Finance, a non-profit organization working to increase access to financial education. In today’s episode, Tim updates us on everything going on with Next Gen Personal Finance. You all know I’m a huge proponent of teaching kids personal finance and Tim is as focused on this making this h…

1
Whitney Baker on The Death of (Upside) American Exceptionalism | #523 1:26:28

4M ago1:26:28

1:26:28

Today’s guest is Whitney Baker, founder of Totem Macro. She previously worked at shops like Bridgewater and Soros. In today’s episode, Whitney explains what led to $500 billion in money expansion last year and why that’s driven recent performance in asset prices. She discusses the challenge the Federal Reserve faces as they try to balance inflation…

1
How to Convert an SMA to an ETF with Wes Gray & Robert Elwood | #522 47:06

4M ago47:06

47:06

Today’s returning guest is Alpha Architect’s Wes Gray, and he’s joined by Bob Elwood, a business lawyer with a focus on investment funds. Wes and Bob just helped complete a separately managed account to ETF conversion of $770 million, so we had to get them on the show to walk through the process! They walk through the process of doing an SMA to ETF…

1
MEBISODE: A Better Approach to Dividend Investing 8:02

4M ago8:02

8:02

In today’s episode, Meb reads a paper titled, “A Better Approach to Dividend Investing.” Learn more about the Cambria Shareholder Yield ETF, SYLD. ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list. To determine if this Fund is an appropriate investment for you, carefully con…

1
GMO's Tina Vandersteel on a "Once-in-a-Generation" Opportunity | #521 56:23

4M ago56:23

56:23

Today’s guest is Tina Vandersteel, who is the head of GMO’s Emerging Country Debt team. She’s been with GMO for almost two decades. In today’s episode, we dive into Tina’s teams’ recent piece about what they call a possible “once-in-a-generation opportunity” in emerging market local currency debt. Tina gives a great overview of the emerging market …

1
Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla | #520 1:03:59

5M ago1:03:59

1:03:59

Today’s guest is Drew Dickson, founder of Albert Bridge Capital and CIO of Alpha Europe funds. 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, both the U.S. and Europe were 26 baggers and roughly had the same returns. Since th…

1
Ben Mackovak on The Secret Sauce of Investing in Banks | #519 1:03:47

5M ago1:03:47

1:03:47

Today’s guest is Ben Mackovak, Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. Ben also sits on the board for several banks, giving him unique insight into what’s going on in this area. It's been a wild ride lately for the banks. 2023 was the biggest year ever for bank failures. There are conc…

1
Jared Dillian on the Keys to Live a Stress-Free Financial Life | #518 54:06

5M ago54:06

54:06

Today’s guest is Jared Dillian, the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Jared’s back on the podcast to talk about his book, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal finance, his “no worries” approach to i…

1
Bruno Caratori - The Bitcoin ETF is FINALLY Approved. Now What? | #517 42:43

6M ago42:43

42:43

Today’s guest is Bruno Caratori, co-founder & COO of Hashdex, a global crypto asset manager that launched the first crypto index ETF in the world. In today’s episode, we’re talking all about the SEC’s recent spot Bitcoin ETF approval with someone from one of the 11 companies in the Bitcoin ETF race. And in crypto fashion, the approval actually happ…

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Meb Faber Podcast-uri

Podcasturi care merită ascultate

1
The Meb Faber Show

Meb Faber

1
Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539 54:11

1
UBS' Jason Draho - Another Roaring '20s for the US? | #538 52:50

1
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537 48:55

1
Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537 49:48

1
MEBISODE: The Bear Market in Diversification | #536 12:23

1
KraneShares' Brendan Ahern: Is China Investable? | #535 52:14

1
Michael Melissinos - Mastering the Art of Trend-Following | #534 41:07

1
Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533 1:17:59

1
Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532 43:42

1
GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531 46:20

1
Professor Kenneth French on Risk, Return, and Rationality | #530 55:00

1
MEBISODE: T-Bills and Chill…Most of the Time | #529 15:58

1
Cliff Asness: Timely & Timeless Investment Wisdom | #528 1:06:36

1
Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy | #527 49:04

1
MEBISODE: Should CalPERS Fire Everyone And Just Buy Some ETFs? | #526 18:16

1
Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' | #525 56:56

1
Tim Ranzetta, NGPF - Teaching America Personal Finance | #524 49:34

1
Whitney Baker on The Death of (Upside) American Exceptionalism | #523 1:26:28

1
How to Convert an SMA to an ETF with Wes Gray & Robert Elwood | #522 47:06

1
MEBISODE: A Better Approach to Dividend Investing 8:02

1
GMO's Tina Vandersteel on a "Once-in-a-Generation" Opportunity | #521 56:23

1
Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla | #520 1:03:59

1
Ben Mackovak on The Secret Sauce of Investing in Banks | #519 1:03:47

1
Jared Dillian on the Keys to Live a Stress-Free Financial Life | #518 54:06

1
Bruno Caratori - The Bitcoin ETF is FINALLY Approved. Now What? | #517 42:43

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