Meb Faber Research – Stock Market and Investing Blog

Episode #501: John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification Guest: John Davi is the CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services. Date Recorded: 9/14/2023  |  Run-Time: 55:34 Summary: In today’s episode, John walks through his macro plus quant approach to the markets. We touch on his entrance into the ETF space...

Episode #500: Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors. Prior to Deccan, Soo Chuen worked at the Baupost Group, Halcyon Asset Management, and McKinsey & Company. Recorded: 8/21/2023  |  Run-Time: 1:02:39  Summary: Today’s...

Episode #499: Kevin Carter, EMQQ Global - India is Happening NOW Guest: Kevin Carter is the Founder & Chief Investment Officer of EMQQ Global. While he principally considers himself an active “value” investor, he has collaborated with Princeton economist and indexing legend, Dr. Burton G. Malkiel, for more than 20 years. Date Recorded: 8/30/2023     |     Run-Time: 55:41 Summary: In today’s episode, Kevin...

Warren Buffett has made some pretty amazing investments over the years. He's famously held Coca-Cola stock for over three decades, turning an initial $1.3 billion stake into $25 billion today. American Express is another multi-decade investment, with similar returns. His most recent investment in Apple, while not the best in percentage terms, is likely the best in absolute dollar amounts. His...

Episode #498: Liz Ann Sonders on The State of the Markets Guest: Liz Ann Sonders is the Chief Investment Strategist of Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. Recorded: 8/16/2023  |  Run-Time: 57:07  Summary: In today’s episode, Liz Ann starts off by sharing some timeless lessons...

Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation Guest: Ulrike Hoffmann-Burchardi is a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship fund focusing on Digital, Data & Disruptive Innovation. Recorded: 8/17/2023  |  Run-Time: 44:23 Summary: In today’s episode, she starts by lessons learned over the past 25 years working...

Episode #496: Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing Guest: Phil Bak is the CEO of Armada ETFs, which provides investors broad access to the real estate asset class. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. Date Recorded: 8/9/2023  |  Run-Time: 59:24   ...

Episode #495: Mohnish Pabrai on Cloning & Compounding   Guest: Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, which he started in 1999. Date Recorded: 7/28/2023     |     Run-Time: 1:15:01 Summary: In today’s episode, Mohnish talks about his love for bridge, what his friend Warren Buffett’s online bridge name is, his philanthropic endeavors, opportunities he sees in Turkey and India,...

Episode #494: Stephanie Pomboy on the Corporate Credit Crunch   Guest: Stephanie Pomboy is the founder of MacroMavens, a boutique research firm that provides macroeconomic research and commentary to an exclusive swath of the institutional investment community. Date Recorded: 8/2/2023     |     Run-Time: 53:59 Summary: In today’s episode, Stephanie shares her take on the investment landscape and why she’s very concerned about the corporate credit...

Episode #493: Michael Batnick & Ben Carlson - What’s Your Favorite Diversifier? PLUS: Future Proof!   Guests: Michael Batnick, CFA. Michael Batnick is the Director of Research at Ritholtz Wealth Management. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. Date Recorded: 8/2/2023     |     Run-Time: 48:44 Summary: In today’s episode, Michael & Ben give us a preview of the Future Proof...