Meb Faber Research – Stock Market and Investing Blog

Would you like to go back in time and invest in beer companies when the United States ended Prohibition in 1933?  You bet - the stocks returned 20% per year in the decade following legalization, nearly double the returns of the overall market.  There is a similar situation developing around the globe currently as legal restrictions on cannabis production...

Episode #165: Chris Mayer, “I Do Think The Biggest Challenge…Is Keeping It, Holding On To It”           Guest: Chris Mayer is the Portfolio Manager of the Woodlock House Family Capital fund and co-founder of the firm, as well as the author of the Woodlock House Family Capital blog. He has also authored a number of books, including, 100 Baggers: Stocks That...

The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend Following           Author: Mike Philbrick has over 25 years of experience in investment management, including nine years as a Portfolio Manager, and is a Chartered Investment Manager and Accredited Investment Fiduciary. He is currently one of the Portfolio Managers for the ReSolve Adaptive Asset...

Episode #164: Jake Shapiro, “It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening”           Guest: Jake Shapiro is the CEO and co-founder of RadioPublic, Podfund, co-founder of VC firm, Matter, and former CEO and co-founder of PRX.  Date Recorded: 6/7/19 Run-Time: 1:03:13 To listen to Episode #164 on iTunes, click here To listen to Episode #164 on Stitcher, click here To listen to Episode...

(The below was a tweetstorm I thought I'd republish on the blog...) I've been very vocal the last few years about the importance of global investment diversification, yet most Americans continue to allocate 80% to US stocks.   Let me explain, with some help from Bridgewater, why that is a horrible, and easily avoidable mistake.

Is out! Well, we're doing things a little different this year.  We're publishing all of the chapters as audio episodes on our podcast (for free). So, subscribe to our podcast and follow along on Twitter for all the new episodes...enjoy!

Episode #163: Albert Meyer, “You’re Held In Higher Regard When You Don’t Dilute Shareholders”               Guest: Albert Meyer is founder and president of Bastiat Capital where he draws on decades of experience in forensic accounting and equity research. Before founding Bastiat Capital in 2006, Albert worked with David Tice, who managed the short-only Prudent Bear Fund, as well as Martin Capital....

The Best Investment Writing Volume 3: Paul Novell – When Models Fail           Author: Paul Novell is the co-founder and President of Investing for a Living. He is also the author of the Economic Pulse Newsletter, and Quant Pulse. Run-Time: 15:05 What is this Episode? Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record...

Episode #162: Chase Nobles, “I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis”           Guest: Chase Nobles is the co-founder and co-CEO of Kush.com, a managed marketplace dedicated to helping the legal hemp and cannabis industries thrive through a carefully curated network of verified and vetted buyers and sellers. Date Recorded:...

Episode #161: Brandon Zick, “In Row Crops You’re Generating A Lot Of Current Income”           Guest: Brandon Zick focuses on managing all assets of the farm portfolio, performing valuation analysis and due diligence of property acquisitions, deal sourcing and negotiating acquisition terms, tenant sourcing and ongoing relationship management and oversees all portfolio management of the Fund. Date Recorded: 6/5/19 Run-Time: 1:28:54 To listen to...