Meb Faber Research – Stock Market and Investing Blog

Episode #484: Rodrigo Gordillo & Corey Hoffstein - Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking   Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global. 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: 5/10/2023     |     Run-Time: 1:12:22 Summary: In today’s episode,...

Episode #483: Burton Malkiel - Applying 'A Random Walk' to the World Today   Guest: Dr. Burton G. Malkiel, the Chemical Bank Chairman’s Professor of Economics, Emeritus, and Senior Economist at Princeton University, is Wealthfront's Chief Investment Officer. Dr. Malkiel is the author of the widely read investment book, A Random Walk Down Wall Street, which helped launch the low-cost investing...

Episode #482: Meketa's Steve McCourt & Primark's Michael Bell - Democratizing Private Equity   Guest: Steve McCourt is the co-CEO of Meketa Investment Group, an investment consulting and advisory firm serving institutional investors. Michael Bell is the Founder and Managing Director of Primark Capital, an investment management firm providing retail investors with access to private equity investment opportunities. Date Recorded: 4/26/2023     |    ...

Episode #481: Sarah Stanley Fallaw - The Psychology of the Millionaire Next Door   Guest: Sarah Stanley Fallaw, Ph.D., is the author of The Next Millionaire Next Door and the founder and President of DataPoints LLC, a company that provides technologically-enabled financial psychology tools to enhance wealth-building.  In her role at DataPoints and her research, Dr. Fallaw continues the study on...

Episode #480: Craig Wichner, Farmland LP - Cultivating Wealth with Sustainable Farmland Investing   Guest: Craig Wichner is the Founder and Managing Partner of Farmland LP, a leading investment fund that generates returns by converting conventional commercial farmland to regenerative sustainable farmland. Date Recorded: 4/19/2023     |     Run-Time: 1:00:38 Summary: In today’s episode, Craig starts with an update on his company and then shares how...

Episode #479: Jim Chanos & Bethany McLean on Regulators, Enron, Earnings Adjustments, & The Golden Age of Fraud   Guest: Jim Chanos is the founder and managing partner of Kynikos Associates. As the largest exclusive short selling investment firm, Kynikos provides investment management services for domestic and offshore clients. His celebrated short-sale of Enron shares was dubbed by Barron’s as "the...

Episode #478: Sam Zell - The Grave Dancer on Private REITs, the Macro Landscape, & Timeless Investing Wisdom   Guest: Sam Zell is the founder and chairman of Equity Group Investments, a private investment firm he founded more than 50 years ago.  Sam’s thought to be the most successful real estate investor of all time and the man who known for...

Episode #477: Richard Thaler & Cade Massey on the NFL Draft, Misbehaving GM's, & Exploiting Inefficiencies   Guest: Richard Thaler is the Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics at the University of Chicago Booth School. Thaler is the 2017 recipient of the Nobel Memorial Prize in Economic Sciences for his contributions to behavioral economics. Thaler studies behavioral...

Episode #476: Ramit Sethi on his Netflix Series 'How to Get Rich'   Guest: Ramit Sethi is an entrepreneur, author of I Will Teach You to Be Rich, and star of the Netflix show releasing April 18th called How to Get Rich. Date Recorded: 4/11/2023     |     Run-Time: 1:00:51 Summary: In today’s episode, Ramit gives us a preview of what to expect from his...

Episode #475: Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here's Why Guest: Bill Martin leads Raging Capital Ventures (RVC), his private investment office, which is primary focused on partnering with great entrepreneurs and investors. Date Recorded: 3/31/2023     |     Run-Time: 1:17:26 Summary: Today’s episode starts off with a Twitter thread from Bill on January 18th which said there were...