Meb Faber Research – Stock Market and Investing Blog

Episode #198: Rabi Gupta and Satwick Saxena, “EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts”                 Guests: Rabi Gupta and Satwick Saxena are co-founders of EvaBot, a company founded in 2016 that puts a new spin on gift giving by harnessing technology to deliver personalized gifts tailored to recipient preferences. Date Recorded: 1/21/20 Run-Time: 53:48 To listen to Episode #198...

Episode #197: Rick Rule, “In Resources You Are Either A Contrarian Or You Are Going To Be A Victim”             Guest: Rick Rule is a leading resource investor specializing in mining, energy, water utilities, forest products and agriculture, and has originated and participated in hundreds of debt and equity transactions with private, pre-public and public companies. He is the Founder...

The below is a summary of a 104(!) tweetstorm I did on twitter the other day...people complained it was hard to read through their monocle glasses so I recreated it here...enjoy! ---- Here are my 6 favorite research pieces of 2019 making the case for global investing... First up, @CreditSuisse with their "Global Investment Returns Yearbook 2019" This is the yearly update to...

Episode #196: Minnie Ingersoll, “I Do Believe That Innovation In Our Country Is The Huge Bright Spot”             Guest: Minnie Ingersoll is a long-time Silicon Valley product leader and operations executive with experience building and scaling impact through elegant technical solutions and great teams. She recently moved back to LA after 20+ years in the Bay Area and is excited to...

The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors Run-Time: 5:38:52 What is this Episode? Last year when we published The Best Investment Writing Volume 2, 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, we’re bringing you the...

Episode #195: Top Podcasts 2019 - Replay: Bill Smead, Cam Harvey, Raoul Pal Guests: Episode 195 is a replay of The Meb Faber Show’s top podcasts of 2019. Guests include Bill Smead, Cam Harvey, and Raoul Pal Run-Time: 3:55:41 To listen to Episode #195 on iTunes, click here To listen to Episode #195 on Stitcher, click here To listen to Episode #195 on Pocket...

The Best Investment Writing Volume 3: Frazer Rice – Preparing For The Hurricane Of Wealth           Author: Frazer Rice is a Senior Wealth Strategist, based out of Calamos Wealth Management’s Midtown offices in Rockefeller Center. Frazer provides Wealth Strategy guidance to individuals, families, institutions, endowments, and small businesses. He also serves as an in-house resource for advisory teams to consult on...

Episode #194: Doug McCormick, “I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested”           Guest: Doug McCormick is a Co-Founder and Managing Partner at HCI Equity Partners and oversees the origination, management and development of the firm’s investments. He joined the HCI team in 1999 and has served as a Managing Partner since 2006. Before...

The Best Investment Writing Volume 3: Wes Gray – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.           Author: Wes Gray. Wes is the CEO/CIO of Alpha Architect. He has published multiple academic papers and four books, including Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). After serving as a Captain in...