Meb Faber Research – Stock Market and Investing Blog

Episode #352: James Rasteh, Coast Capital, “The World Is Running Out Of Gold”             Guest: James Rasteh is the founder of Coast Capital, a fund that takes a private equity approach to investing in public markets. Date Recorded: 8/18/2021     |     Run-Time: 1:10:16 Summary: In today’s episode, we talk about gold miners, European activism, and ESG. James starts by explaining...

The Best Investment Writing Volume 5: Jack Vogel, Alpha Architect - Value Investing: An Examination of the 1,000 Largest Firms           Author:  Dr. Jack Vogel is currently a Managing Member of Alpha Architect, LLC, an SEC-Registered Investment Advisor, where he heads the research department and serves as the Chief Financial Officer. He has a PhD in Finance...

Episode #351: Leigh Drogen, Starkiller Capital, “If This Thing Isn’t Dead Yet, It’s Not Going To Die”               Guest: Leigh Drogen is the GP and CIO of Starkiller Capital, an institutional investment management firm applying quantitative strategies to the blockchain based digital asset space. Previously, he was the founder and CEO of Estimize, now the largest financial...

Episode #350: Startup Series – Saad Alam, Hone Health, “40% Of Men Over 35 Have Hormone Imbalance With Testosterone”             Guest: Saad Alam is the founder & CEO of Hone Health, is the premier men’s optimization clinic that helps men get their spark back and be their best self. Hone Health fixes hormonal imbalances and low testosterone...

The Best Investment Writing Volume 5: Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends               Authors:  Michele Mazzoleni is a partner and member of the Multi-Asset Strategies team for Research Affiliates. He is responsible for the development of systematic investment strategies across liquid derivatives and a member of the firm's Investment Committee. Campbell R....

Episode #349: Anthony Zhang, Vinovest, “You Should Separate Your Drinking Preferences From Your Investment Preferences”             Guest: Anthony Zhang is the co-founder and CEO of Vinovest, the world’s first platform for investing in fine wine. Anthony is a repeat entrepreneur who has previously founded and sold two companies, EnvoyNow and KnowYourVC. He has also held leadership...

Episode #348: Zach Coelius, Coelius Capital, “I Like To Play Where It’s Still Qualitative”               Guest: Zach Coelius is the Managing Partner at Coelius Capital. Date Recorded: 8/5/2021     |     Run-Time: 1:07:06 Summary: In today’s episode, we’re chatting angel investing with one of AngelList’s top syndicates. We talk about Zach’s transition from entrepreneur to investor and the difference between the...

Episode #347: Radio Show – Wes Gray & Patrick Cleary, Alpha Architect– All Things ETFs           Guests: Wes Gray is the founder and CEO of Alpha Architect, a quantitative asset management firm. Patrick Cleary is currently the chief operations officer and chief compliance officer of Alpha Architect. Date Recorded: 8/17/2021     |     Run-Time: 1:04:42 Summary: Episode 347 has a radio...

Episode #346: William Bernstein, Efficient Frontier, “We Are Creatures That Seek Compelling Narratives”               Guest: William (Bill) Bernstein. Bill is a financial theorist, a neurologist, and a financial adviser to high net worth individuals. Known for his website on asset allocation and portfolio theory, Efficient Frontier, Bill is also a co-principal in the money management firm Efficient...

Episode #345: Africa Startup Series - Dr. Abasi Ene-Obong, 54gene, “There Really Hasn’t Been Human Genomics Infrastructure In Africa”               Guest: Dr. Abasi Ene-Obong is the founder and CEO of 54gene, a health technology company advancing the state of healthcare through large scale discovery and translational research, advanced molecular diagnostics, and clinical programs for the benefit...