Meb Faber Research – Stock Market and Investing Blog

Episode #390: Radio Show - Meb’s Thoughts on Angel Investing After Making 250+ Investments             Guests: Meb Faber, Justin Bosch & Colby Donovan Date Recorded: 2/7/2022     |     Run-Time: 43:04 Summary: Episode 390 has a radio show format. We cover Meb’s experience investing in startups, including: Why Meb started investing in startups His process for sizing investments The importance...

Episode #389: Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing   Guest: Eric Crittenden is Chief Investment Officer of Standpoint Asset Management. He has over 20 years of experience designing and managing investment strategies, with an expertise in systematic trading in both mutual funds and hedge funds. Date Recorded: 1/26/2022     |     Run-Time: 1:15:09 Summary: In today’s...

Cambria Fund Profile Series — Cambria Value and Momentum ETF (VAMO)   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. Run-Time: 12:48 Summary: In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Value and...

Episode #388: Scott Lynn & Masha Golovina, Masterworks – The World's Largest Art Buyer on Inflation, NFT's & Reaching Unicorn Status   Guest: Scott Lynn is the Founder & CEO of Masterworks, the first company to allow investors to buy shares representing ownership of great masterpieces by artists like Warhol, Monet, and more. Masha Golovina is the Head...

(As a reminder, you can sign up for our email list here...) This article is an update to a piece we originally penned in 2020. It was the third article in a four-part series written during the pandemic. Part I: “The Get Rich Portfolio” Part II “The Stay Rich Portfolio“ Part III: “How I Invest My Money” Part IV: “Investing in the Time of...

Episode #387: Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in Emerging Markets   Guest: Whitney Baker is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of...

Episode #386: John Arnold, Arnold Ventures – Why The Greatest Natural Gas Trader Walked Away To Pursue Philanthropy   Guest: John Arnold is an American philanthropist and founder of Arnold Ventures. In 2007, Arnold became the youngest billionaire in the U.S. His firm, Centaurus Advisors, LLC, was a Houston-based hedge fund specializing in trading energy products...

I was chatting with a friend the other day and asked him why the gold stocks have gone nowhere for about 15 years despite gold performing "ok". (I think my phrasing was "why are gold stocks such a dumpster fire?") He remarked that many gold companies are huge cash incinerators, and you really want to own the companies with producing...

Episode 385: Startup Series - Jeff Shaw, Underground Cellar - Disrupting E-Commerce Wine Sales Through Gamification   Guest: Jeffrey Shaw is a successful entrepreneur and digital commerce expert with over 15 years experience leading direct-to-consumer companies. As the Founder & CEO of Underground Cellar, Shaw brings his deep experience modernizing otherwise archaic industries through technology-first innovation. Date Recorded:...

Episode #384: Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion   Guest: Robert Cantwell is Founder of Upholdings, the first hedge fund in the U.S. to convert into an ETF. Date Recorded: 1/5/2022     |     Run-Time: 56:58 Summary: In today’s episode, we’re talking to the first person to convert a hedge fund into an...