Meb Faber Research – Stock Market and Investing Blog

Episode #417: Andrew Peck, Baron Capital – A Growth Manager's Take on The Market   Guest: Andrew Peck is the co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing; it has over $50 billion in assets under management.  Andrew serves as the Portfolio Manager for the Baron Asset Fund, Baron...

Episode #416: Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History   Guest: Jan van Eck serves as the President & CEO and an owner of VanEck, which offers value-added exposures to emerging industries, asset classes and markets as well as differentiated approaches to traditional strategies. ask rep for aum Date Recorded: 5/4/2022     |    ...

Episode #415: Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments   Guest: Sajid Rahman is the co-founder & CEO of Digital Healthcare Solutions and Managing Partner of MyAsiaVC, an early stage venture fund. Date Recorded: 4/27/2022     |     Run-Time: 57:14 Summary: In today’s episode, we talk with someone who’s made over 1,400...

Episode #414: Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO   Guest: Tim Laehy is the CFO at Crexi, a marketplace for buying, selling, and leasing commercial real estate online. He was previously the CFO at Coinbase and has extensive experience as a public & private company CFO, leading three successful IPO's and...

Episode #413: Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least   Guest: Antti Ilmanen is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In this role, he manages the team responsible for advising institutional investors and sovereign wealth funds and develops the firm's...

Episode #412: Radio Show: Meb's Got News!...YTD Stock & Bond Performance...$7 Gas in SoCal           Guests: Meb Faber, Justin Bosch & Colby Donovan Date Recorded: 5/3/2022     |     Run-Time: 37:14 Summary: Episode 412 has a radio show format. We cover: The Idea Farm is now free!!! YTD stock & bond returns Trend-following as a diversifier for 60/40 portfolios Inflation and rising food...

Episode #411: Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3   Guest: Kai Wu is the founder and Chief Investment Officer of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets. Previously, Kai worked at GMO, where he was a member of Jeremy Grantham’s $40...

Hey everybody…some big news… We’re moving The Idea Farm to FREE. Woo-hoo! You can sign up here! Our mission has always been to help investors grow and preserve their wealth, with a big educational foundation. As Cambria has grown to over 100,000 investors and $1.4 billion in assets, we are committed to dedicating more and more resources to content and education. Moving...

Episode #410: Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition   Guest: Christopher P. Bloomstran, CFA, is the President and CIO of Semper Augustus Investments Group LLC. Chris has three decades of professional investment experience with a disciplined, value-driven approach to fundamental equity and industry research. Date Recorded: 4/20/2022     |     Run-Time: 1:59:57 Summary: In...

Episode #409: Meb’s Corner – Ben Rollert, Composer – Democratizing Access To Quantitative Investment Strategies   Guest: Ben Rollert is the CEO & co-founder of Composer, an automated trading platform that allows you to build a portfolio of hedge fund-like strategies. Date Recorded: 4/20/2022     |     Run-Time: 57:32 Summary:  In today’s episode, Ben shares what led him to start a new...