Meb Faber Research – Stock Market and Investing Blog

Episode #407: Marc Chaikin, Chaikin Analytics – A Quantamental Approach To Investing   Guest: Marc Chaikin is a 50-year Wall Street veteran who founded Chaikin Analytics LLC to deliver proven stock analytics to investors and traders. Date Recorded: 3/23/2022     |     Run-Time: 36:42 Summary: In today’s episode, we start by discussing Marc’s early career and what led him to have...

Episode #406: Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration & Esoteric Investment Opportunities   Guest: Dylan Grice is the co-founder of Calderwood Capital, a hedge fund boutique specializing in orthogonal, niche and capacity-constrained hedge-fund strategies.  He’s also the author of Popular Delusions. Date Recorded: 4/3/2022     |     Run-Time: 1:03:07 Summary: In today’s episode, we kick it off by...

Episode #405: Gio Valiante – Prepare For The Masters With A Masterclass on Peak Performance in Athletics & Investing   Guest: Dr. Gio Valiante is regarded as one of the most successful performance coaches in the world. He's currently the Head Performance Coach for the Buffalo Bills and works with some of the top golfers on the...

Episode #404: Mebisode – How I Invest 2022   Run-Time: 21:03 Summary: In this Mebisode, Meb reads his article titled “How I Invest 2022” which is an update to a piece he originally penned during the pandemic in 2020. You’ll hear how Meb invests his own money and how that’s changed in the past two years. Sponsor: MUDWTR is a coffee alternative...

Episode #403: Ivy Zelman, Zelman & Associates – Here's Why This Housing Expert Says The Market is "Euphoric" and Urges Caution   Guest: Ivy Zelman is the CEO and co-founder of Zelman & Associates, a leading housing research firm. She was recently named to Barron's 100 Most Influential Women in U.S. Finance. Date Recorded: 3/16/2022     |     Run-Time: 52:18 Summary:...

Episode #402: Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure   Guest: Paul Kim is CEO and co-founder of Simplify Asset Management and President of Simplify ETFs, a new ETF provider focused on helping advisors build better portfolios. Previously he was head of ETF strategy at Principal, building out a family of smart...

Episode #401: Clay Gardner, Titan – Investment Management Services for The Everyday Investor   Guest: Clayton Gardner is the Co-Founder and Co-CEO of Titan, a retail investment management platform aimed at the new generation of everyday investors. Date Recorded: 3/8/2022     |     Run-Time: 47:50 Summary: In today’s episode, we kick it off with an overview of Titan and the firms’ investment...

Episode #400: Patrick Geddes, Aperio – Lessons From A Customized Indexing Pioneer Who Sold His Firm To BlackRock   Guest: Patrick Geddes is the co-founder and former CEO of Aperio Group, a pioneer in custom index equity portfolios delivering tax optimization with $42 billion under management at the end of 2020 when it was acquired by BlackRock, and...

Episode #399: Mary Childs, NPR's Planet Money – Bond King Bill Gross   Guest: Mary Childs is a co-host and correspondent for NPR's Planet Money podcast. Before joining the team in 2019, she worked at Barron's magazine, the Financial Times and Bloomberg News. She's also the author of The Bond King: How One Man Made a Market, Built an Empire, and Lost It All. Date...

Episode #398: Adam Nash, Daffy – Why This Prominent Silicon Valley Operator & Investor Wants To Make Charitable Giving A Habit   Guest: Adam Nash is the co-founder & CEO of Daffy.org, a not-for-profit community built around a new, modern platform for giving. Previously, he was the President & CEO of Wealthfront. He’s also held roles at...