Meb Faber Research – Stock Market and Investing Blog

Episode #425: Dan Ariely, Irrational Capital – Investing in Human Capital   Guest: Dan Ariely is a Founding Partner of Irrational Capital and a leading behavioral economist, author, entrepreneur and a James B. Duke Professor of Psychology and Behavioral Economics at Duke University. He is also a founding member of the Center for Advanced Hindsight. Date Recorded: 6/8/2022     |     Run-Time: 56:33 Summary: In today’s...

Episode #424: Dr. Robin Goldstein & Daniel Sumner – The Economics of Weed   Guests: Robin Goldstein is an economist and author of The Wine Trials, the controversial exposé of wine snobbery that became the world's best-selling guide to cheap wine. He is Director of the Cannabis Economics Group in the Department of Agricultural and Resource Economics at the University...

Episode #423: Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries?   Run-Time: 8:33 Summary: In this Mebisode, Meb reads his post from January 2022, which looks to see if a shareholder yield strategy works within different sectors. To read the entire post, click here. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/e1spNBxMmxI

Episode #422: Best Idea Show – Doron Junger, Sanvia Capital – US Biotech   Guest: Dr. Doron Junger leads Sanvia Capital, a nascent Florida-based biopharmaceutical investment firm, which Doron originally started as a Millennium Partners platform company. A surgeon by background, Doron Junger has since 2005 managed public equity portfolios of biotechnology and pharmaceutical companies for some of the world's premier...

Episode #421: Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low   Guest: Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. Date Recorded: 6/1/2022     |     Run-Time: 1:25:12 Summary: In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and why Jeff...

Episode #420: Dan Cooper, ROC Investments – ROC: Return on Character   Guest: Dan Cooper is the founder and CEO of ROC Investments, which allocates capital on the basis of the behaviors of the CEOs and their senior executive teams. Date Recorded: 5/11/2022     |     Run-Time: 50:11 Summary: Dan shares how he ran a strategy focused on investing in companies with...

Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward               Guest: Peter Zeihan is an expert in geopolitics: the study of how place impacts financial, economic, cultural, political and military developments. His newest book is The End of the World Is Just the Beginning: Mapping the Collapse of Globalization. Date Recorded: 5/24/2022     |     Run-Time: 1:00:50 Summary: In...

Episode #418: Mebisode – Red Light   Run-Time: 10:45 Summary: In this Mebisode, Meb reads his post from February 2022 titled “Red Light," which discussed the risk of an expensive market entering a downtrend. As he said in the piece, "historically speaking, markets have performed poorly when in a downtrend, characterized by higher volatility and drawdowns." Comments or suggestions?...

Episode #417: Andrew Peck, Baron Capital – A Growth Manager's Take on The Market   Guest: Andrew Peck is the co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing; it has over $50 billion in assets under management.  Andrew serves as the Portfolio Manager for the Baron Asset Fund, Baron...

Episode #416: Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History   Guest: Jan van Eck serves as the President & CEO and an owner of VanEck, which offers value-added exposures to emerging industries, asset classes and markets as well as differentiated approaches to traditional strategies. ask rep for aum Date Recorded: 5/4/2022     |    ...