Meb Faber Research – Stock Market and Investing Blog

The Best Investment Writing Volume 4: Martin Tarlie, GMO - Is the U.S. Stock Market Bubble Bursting?   Author:  Dr. Tarlie is a member of GMO’s Asset Allocation team. Prior to re-joining GMO in 2018, he was a managing director at QMA. He previously worked on GMO’s Global Equity team from 2007 to 2014. Run-Time: 25:19 Sponsor: Ten Spot     What is this Episode? Last...

Episode #265: Rusty Vanneman, Orion, “To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward”   Guest: Rusty Vanneman serves as Chief Investment Officer for Orion Advisor Solutions. In his role, he is responsible for leading CLS’s Portfolio Management Team and overseeing all investment operations at CLS, including investment philosophy, process, positioning, and...

Episode #264: Sammy Courtright, Ten Spot, “How Do We Get People To Feel Like They Work For The Same Company When They’re No Longer In The Same Place?”   Guest: Sammy Courtright is the co-founder of Ten Spot, a startup uniting teams around common interests or collaborative projects, combining virtual experiences with sophisticated engagement tools to create...

Episode #263: Best Idea Show - Julian Klymochko, Accelerate Financial Technologies, “The Purpose, And What We’re Really Seeing The SPAC Emerge This Year For, Is To Truly Raise Growth Capital For Growth Businesses”   Guest: Julian Klymochko is founder and CEO of Accelerate Financial Technologies, a firm delivering institutional-caliber hedge fund and private equity ETFs ranging from...

Episode #262: Ihor Dusaniwsky, S3 Partners, “When People Say ‘Shorts Only Kill The Stock Price’…No…There’s A Two Way Street In Their Activity”   Guest: Ihor Dusaniwsky is the Managing Director of Predictive Analytics for S3 Partners, a financial analytics firm focused on delivering real-time, unbiased stock loan data to investors. He was previously a Vice President with...

The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification   Author: Alec Lucas is a strategist within manager research for Morningstar. Alec began working at Morningstar in 2013 after completing his Doctor of Philosophy and serving as an Adjunct Professor of Theology at Loyola University of Chicago. Run-Time: 21:37 Sponsor: MUDWTR           What is this Episode? Last year we brought listeners...

Episode #261: Best Idea Show - Mike Lecours, fpPathfinder, “We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business”   Guest: Mike Lecours is the co-founder of fpPathfinder, a firm developing flowcharts and checklists specifically to help advisors navigate complex financial planning questions to be more diligent in their planning processes. Date Recorded:...

Episode #260: Joel Greenblatt, Gotham Asset Management, “Nine Out Of Ten Families In The Top Fifth Of The Income Chain Have Retirement Savings, Nine In Ten In The Bottom Fifth Have None”   Guest: Joel Greenblatt is the Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, a successor to Gotham Capital, focused on a long/short...

Episode #259: Shane Heath, MUDWTR, “I Had Everything In My Head Already…I Felt Like I Was Just As Much Of A Customer Of My Own Product As Any Prospective Customer”   Guest: Shane Heath is the founder and CEO of MUDWTR, a startup that launched a coffee alternative consisting of organic ingredients lauded by cultures old and...

Episode #258: Best Idea Show – Wes Gray, Alpha Architect, “An ETF Centralizes Everything Into One Product”   Guests: After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took...