Meb Faber Research – Stock Market and Investing Blog

Episode #510: Radio Show - Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate Guest: Jonathan Treussard is the founder of Treussard Capital Management LLC, a registered investment advisor that operates as a fiduciary for its clients. He was at Research Affiliates serving as Head of Product. Nic Johnson is the Founder of ListWise, which is...

Episode #509: Austin Root, Stansberry Asset Management - The Case For Productive Assets Guest: Austin Root is the Chief Investment Officer of Stansberry Asset Management. Previously, he co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. Date Recorded: 11/1/2023  |  Run-Time: 1:00:14   Summary:  In today’s episode, Austin starts...

Episode #508: Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets. Date Recorded: 11/8/2023  |  Run-Time: 1:23:49 Summary:  In today’s episode, Jim shares why 2020 was the biggest economic event of...

Whatcha Waiting For? Date Recorded: 10/25/2023  |  Run-Time: 15:09 Summary:  In today’s episode, Meb reads a recent email sent to Cambria subscribers about using a shareholder yield approach to take advantage of the opportunity in global value stocks today. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/_gIpiI0trOo Links from the Episode: Performance after Peak Valuation: Navigating the Tech Sector’s High...

“He was a U.S.-class smooth politician, which is the only way you’re going to survive in that job. It has nothing to do with investing.” That’s how Institutional Investor recently described a former CIO of the California Public Employees’ Retirement System, also known as CalPERS. The description is especially interesting when considering that the “I” in “CIO” stands for “investment,” which...

Episode #507: Thomas George, Grizzle - Disruption at a Reasonable Price Guest: Thomas George is the President of Grizzle and Portfolio Manager of the DARP ETF. Date Recorded: 10/25/2023  |  Run-Time: 50:37 Summary:  In today’s episode, Thomas talks about investing in disruption at a reasonable price. Key word: reasonable. He talks about the sector and thematic focus of the ETF and...

Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill Guest: Corey Hoffstein is co-founder and chief investment officer of Newfound Research, which offers a full suite of tactically risk-managed ETF portfolios. Date Recorded: 10/25/2023  |  Run-Time: 1:30:20 Summary: In today’s episode, Meb & Corey talk about whether topics are overhyped or underhyped: Bitcoin ETF recent news ...

Episode #505: Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape Guest: Que Nguyen is the CIO of Equity Strategies at Research Affiliates. She leads the cross-sectional equity research and strategy design that supports the firm's systematic active portfolios and smart beta indices. Date Recorded: 10/11/2023  |  Run-Time: 42:35 Summary: In today’s episode, she shares why...

Episode #503: Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer Guest: Jon Hirtle is the founder and Executive Chairman of Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded over 35 years ago. Jon is well known for creating the OCIO model that is commonplace today. Date Recorded: 9/27/2023  |  Run-Time: 49:03  Summary: In today’s episode, Jon shares what...

Episode #502: Mikhail Samonov – Lessons from Two Centuries of Financial History Guest: Mikhail Samonov is the CEO of Two Centuries Investments, which was established to create long term wealth for investors through its blend of innovative and behaviorally focused investment strategies. Date Recorded: 9/20/2023  |  Run-Time: 1:11:28  Summary: In today’s episode, Mikhail walks through what led him to focus so much...