Meb Faber Research – Stock Market and Investing Blog

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 valuation-based investment philosophy. Since...

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 young for their health...

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 an academic job in...

Episode #257: Marc Levine, “A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win”       Guest: Marc Levine is the former chairman of the Illinois State Board of Investment. He was a pioneer in the asset-backed securities industry with transactions including the first-ever securitization of precious metals. Marc was the founding principal of Chicago Asset Funding...

The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates  – Bubble, Bubble, Toil and Trouble           Author: 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. The firm creates investment strategies and tools based upon award-winning research, and delivers...

Episode #256: Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree, “Japan Is Trading At The Lowest Valuation In 30 Years”                     Guests: Jeremy Schwartz serves as WisdomTree’s Executive Vice President and Global Head of Research. Jesper Koll serves as Senior Advisor to WisdomTree. Date Recorded: 9/3/2020 Run-Time: 44:16 To listen to Episode #256 on iTunes, click here To listen to Episode #256 on...

Episode #255: Matt Peterson, Peterson Capital Management “We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity”           Guest: Matt Peterson is the Managing Partner of Peterson Capital Management.  Date Recorded: 9/16/2020 Run-Time: 55:22 To listen to Episode #255 on iTunes, click here To listen to Episode #255 on Stitcher, click here To listen to Episode #255 on Pocket Casts, click here To...

For many investors, this election is a nightmare. It feels a bit like taking your chances against, say, jumping in the ocean with a shark on one hand, or stumbling in the bush upon a lion on the other. Either way, the outcome appears inevitable. You’re in trouble. A shark or a lion, take your pick. The irony, however, is that...

Episode #254: Ken Nguyen, Republic “In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public”       Guest: Ken Nguyen is co-founder and CEO of Republic.  Date Recorded: 9/9/2020 Sponsor: Rinse     Run-Time: 1:14:53 To listen to Episode #254 on iTunes, click here To listen to Episode #254 on Stitcher, click here To listen to Episode #254 on Pocket...

Episode #253: Carl Chang, Kairos Investment Management “Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow”           Guest: Carl Chang is founder and CEO of Kairos Investment Management. Date Recorded: 9/16/2020 Sponsor: OurCrowd     Run-Time: 50:25 To listen to Episode #253 on iTunes, click here To listen to Episode #253 on Stitcher, click here To listen to Episode...