Meb Faber Research – Stock Market and Investing Blog

Episode #375: Jonathan Fell, Ash Park Capital, “People Always Overestimate The Extent To Which Tobacco Is A Dying Business”   Guest: Jonathan Fell is a founder of Ash Park, managing the Ash Park Global Consumer Franchise funds, focused on long-term, high-quality investments in the fast-moving consumer goods industry. Prior to 2013, he was team head of...

Episode #374: Phil Huber, Savant Wealth Management, “Expected Returns For That Classic 60/40 Stock Bond Mix Is Significantly Lower Today Than It Has Been In Recent Past”   Guest: Phil Huber is the Chief Investment Officer for Savant Wealth Management, an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the...

Episode #373: Tim Maloney, Roundhill Investments, “We Hit The Right Theme At The Right Time”   Guest: Tim Maloney is the co-founder and Chief Investment Officer for Roundhill Investments, a registered investment adviser and ETF sponsor focused on thematic and sector-specific investing. Date Recorded: 11/10/2021     |     Run-Time: 56:39 Summary: In today’s episode, we’re getting meta! Tim begins with an...

Episode #372: Chas Cocke, LB Partners, “There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price”   Guest: Chas Cocke is the founder and CIO at LB Partners. Previously, Chas was one of the founding Partners of Investure and led various aspects of its business since its inception. Prior to Investure,...

The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing   Author:  Laurence B. Siegel is the Gary P. Brinson director of research at the CFA Institute Research Foundation, senior advisor to OCP Capital LLC, and an independent consultant, writer, and speaker specializing in investment management. Run-Time:...

Episode #371: Frank Holmes, U.S. Global Investors, HIVE Blockchain - JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues   Guest: Frank Holmes is the CEO and chief investment officer of U.S. Global Investors (NASDAQ: GROW). Mr. Holmes purchased a controlling interest in U.S. Global Investors in 1989 and became the firm’s chief investment officer...

Episode #370: Ashley Flucas, Flucas Ventures, "This Is A Really Opportunistic Time For Someone Who's Not Afraid And New In The Game To Get Started"   Guest: Ashley Flucas is the founder and general partner of Flucas Ventures. Based in West Palm Beach, Florida, the syndicate of around 2,000 angel investors has invested in more than 200 startups....

The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha - Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities   Author: Vineer Bhansali is the Founder and CIO at LongTail Alpha, LLC. Run-Time: 10:30 What is this Episode? Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so...

Episode #369: Africa Startup Series – Maya Horgan Famodu, Ingressive Capital, “Africa Holds The Fastest Growing Consumer Class, Fastest Growing Population & Fastest Growing Middle Class in The World”   Guest: Maya Horgan Famodu is MD at Ingressive Capital, a VC fund targeting early-stage startups across Sub-Saharan Africa’s key tech markets. Date Recorded: 11/1/2021     |     Run-Time: 35:56 Summary: In...

Episode #368: Rodrigo Gordillo & Corey Hoffstein, “You Now Get To Have Your Beta Cake While Eating Your Alpha Too"   Guest: Corey Hoffstein is a co-founder of and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfound Research is a quantitative asset management firm based out of Boston, MA. Rodrigo Gordillo is President of and a Portfolio Manager...