Meb Faber Research – Stock Market and Investing Blog

Episode #318: Perth Tolle, Life + Liberty Indexes, “If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This”   Guest: Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Date...

Episode #317: Chris Cole, Artemis Capital Management, “You Want To Diversify Based On How Assets Perform In Different Market Regimes”   Guest: Christopher R. Cole, CFA, is the Founder & CIO of Artemis Capital Management LP. Mr. Cole’s core focus is systematic, quantitative, and behavioral based trading of volatility and derivatives. His decision to form a fund...

Episode #316: Dianne McKeever, Ides Capital, “My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist”   Guest: Dianne K. McKeever is Co-founder and Chief Investment Officer of Ides Capital, a deep value investment advisor that constructively engages with companies to improve corporate governance and implement operational, strategic and capital changes that drive long-term shareholder value....

Episode #315: Warren Pies & Fernando Vidal, 3Fourteen Research, “I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years”   Guests: Warren Pies is the founder of 3Fourteen Research. Prior to founding 3Fourteen Research, Warren led Ned Davis Research’s Energy and Commodity strategy. Fernando Vidal spent 7 years working as a...

Episode #314: Dan Morehead, Pantera Capital Management, “Satoshi Created Bitcoin As A Result Of The 2008 Global Financial Crisis And It’s Really Coming Into It’s Own Now”   Guest: Dan Morehead is the CEO & Co-Chief Investment Officer for Pantera Capital Management. Dan founded Pantera Capital Management LP in 2003. Date Recorded: 5/12/2021     |     Run-Time: 54:29 Summary: In today’s...

Episode #313: Rob Arnott, Research Affiliates, "Modern Monetary Theory Does Not Work"   Guest: Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. Date Recorded: 4/28/2021     |     Run-Time: 49:01 Summary: In today’s episode, we start with the U.S....

Episode #312: Carter Malloy, AcreTrader, “In A Couple Of Minutes, You Can Invest As Little As $15,000 Or $20,000 In A Particular Farm”   Guest: Carter Malloy is the Founder and CEO of AcreTrader. Carter grew up in an Arkansas farming family and has had a lifelong passion for investing, agriculture, and conservation. Prior to founding AcreTrader,...

Episode #311: Radio Show: Valuation Update…Bond Returns….Meb’s Startup Investing   Date Recorded: 5/3/2021     |     Run-Time: 50:40 Guest: Episode 311 has no guest but is co-hosted by Justin Bosch. Summary: Episode 311 has a radio show format. We cover a variety of topics, including: The importance of having an investment plan Valuations update How Meb approaches startup investing Listener questions! Comments...

Episode #310: Kathryn Kaminski, AlphaSimplex, “When You’re A Systematic Investor, Your Process Makes The Decision”   Guest: As Chief Research Strategist at AlphaSimplex, Dr. Kathryn Kaminski conducts applied research, leads strategic research initiatives, focuses on portfolio construction and risk management, and engages in product development. Dr. Kaminski is a member of the Investment Committee. She also serves...

Episode #309: Andrew Horowitz, Horowitz & Company, “I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out”   Guest: Andrew Horowitz is the President and Founder of Horowitz & Company, a Registered Investment Advisor. He has been managing money for individual and corporate clients since the late 1980‘s and has...