Episode #284: Michael Gayed, Toroso Investments, “I Don’t Know The Exact Mile Marker I Might Crash My Car, But I Do Know The Conditions That Favor The Accident”

Episode #284: Michael Gayed, Toroso Investments, “I Don’t Know The Exact Mile Marker I Might Crash My Car, But I Do Know The Conditions That Favor The Accident”   Guest: Michael Gayed is Portfolio Manager at Toroso Investments, an investment management company specializing in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family...

Episode #283: Brian Barish, Cambiar Investors, “In The Digital Age We’re De-Physicalizing Things”

Episode #283: Brian Barish, Cambiar Investors, “In The Digital Age We’re De-Physicalizing Things”   Guest: Brian Barish is the President and CIO at Cambiar Investors and is responsible for the oversight of all investment functions at the firm. Prior to joining Cambiar in 1997, Mr. Barish served as Director of Emerging Markets Research for Lazard Freres &...

Episode #282: Salem Abraham, Abraham Trading Company, “Managing Risk Starts With Imagining the Unimaginable”

Episode #282: Salem Abraham, Abraham Trading Company, “Managing Risk Starts With Imagining the Unimaginable”   Guest: Salem Abraham is the President & Head Researcher for the Abraham Trading Company. In 1999, Salem and the Abraham Trading team became the first company in the world to send computer-generated orders electronically to the Chicago Mercantile Exchange. The strategy for...

Episode #281: Adrian Helfert, Westwood Group, “We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum”

Episode #281: Adrian Helfert, Westwood Group, “We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum”               Guest: Adrian Helfert is the Senior Vice President and Director of Multi-Asset Portfolios where he leads Westwood’s multi-asset strategies group, which includes the flagship Income Opportunity fund. Date Recorded: 12/9/2020     |     Run-Time: 48:41 Summary: In today’s episode, we’re taking a look...

Episode #280: Matthew O’Connor, AdQuick, “People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry”

Episode #280: Matthew O’Connor, AdQuick, “People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry”   Guest: Matthew O’Connor is the co-founder and CEO of AdQuick, a marketplace for buying and selling outdoor advertising. Previously, he was an early employee at Instacart and had a brief stint...

Episode #279: Kevin Davitt and John Hiatt, Cboe, “Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact”

Episode #279: Kevin Davitt and John Hiatt, Cboe, “Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact”             Guests: Kevin Davitt is the Senior Options Institute Instructor for the Cboe, where he has led the Cboe’s global derivatives education by teaching more than 30,000 students since 2015. As a former options market...

Episode #278: Lucas White, GMO, “Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad...

Episode #278: Lucas White, GMO, “Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market”   Guest: Lucas White is the portfolio manager for the Resources and Climate Change Strategies. He is a member of GMO’s Focused Equity team and a...

Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right?

There are a lot of investment sayings that get repeated by individual & professional investors alike. One I hear parroted over and over again is a variation of “high stock valuations are fine since interest rates are low”. But did you ever stop and ask, “Is that true”? This thread was inspired by a tweet poll I did a few years ago,...

Episode #277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso

Episode #277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso   Guests: Episode 277 is a replay of The Meb Faber Show’s top podcasts of 2020. Guests include Rick Rule, Joe Davis, and Tom Basso Run-Time: 3:19:37 Summary: Episode 277 is a replay of The Meb Faber Show’s top podcasts of 2020. Guests include Rick Rule, Joe Davis,...

The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors

The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors   Run-Time: 1:58:34 What is this Episode? Last year when we published The Best Investment Writing Volume 3, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it. This year,...