Meb Faber Research – Stock Market and Investing Blog

Episode #281: Adrian Helfert, Westwood Group, “We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum”             Guest: Adrian Helfert is the Senior Vice President and Director of Multi-Asset Portfolios where he leads Westwood’s multi-asset strategies group, which includes Westwood’s Income Opportunity and Flexible Income strategies, as well as Westwood’s Global Convertibles and Fixed Income strategies. Date Recorded: 12/9/2020 Run-Time:...

Episode #280: Matthew O’Connor, AdQuick, “People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry”           Guest: Matthew O’Connor is the co-founder and CEO of AdQuick, a marketplace for buying and selling outdoor advertising. Previously, he was an early employee at Instacart and had a brief stint at Amazon before founding...

Episode #279: Kevin Davitt and John Hiatt, Cboe, “Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact”           Guests: Kevin Davitt is the Senior Options Institute Instructor for the Cboe, where he has led the Cboe’s global derivatives education by teaching more than 30,000 students since 2015. As a former options market maker on the Cboe and PHLX,...

Episode #278: Lucas White, GMO, “Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market”             Guest: Lucas White is the portfolio manager for the Resources and Climate Change Strategies. He is a member of GMO’s Focused Equity team and a partner of the firm....

There are a lot of investment sayings that get repeated by individual & professional investors alike. One I hear parroted over and over again is a variation of “high stock valuations are fine since interest rates are low”. But did you ever stop and ask, “Is that true”? This thread was inspired by a tweet poll I did a few years ago,...

Episode #277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso Guests: Episode 277 is a replay of The Meb Faber Show’s top podcasts of 2020. Guests include Rick Rule, Joe Davis, and Tom Basso Run-Time: 3:19:37 To listen to Episode #277 on iTunes, click here To listen to Episode #277 on Stitcher, click here To listen to Episode #277 on Pocket Casts, click...

The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors Run-Time: 1:58:34 What is this Episode? Last year when we published The Best Investment Writing Volume 3, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it. This year, we’re bringing you the...

Episode #276: Craig Wichner, Farmland LP, “There’s $2.7T Worth Of Farmland In The U.S…And That’s The Same Economic Value As All The Apartment Buildings In The U.S Or All The Office Buildings In The U.S.”             Guest: Craig Wichner founded Farmland LP in 2009 and is responsible for day-to-day management, business strategy and all investment activity. Craig is a seasoned executive...

Episode #275: David Lau, DPL Financial Partners, “The Root Of All Evil When It Comes To Annuities Are Commissions”             Guest: David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and fee-based advisory channels.  Prior to founding DPL, Mr. Lau was Chief...

Episode #274: Mitch Baruchowitz, Merida Capital Holdings, “Is The Trade Over? No…It’s Just Getting Going In Some Ways”             Guest: Mitch Baruchowitz is a Managing Partner at Merida Capital Holdings, a private equity firm targeting fundamental growth drivers underpinning the rapid development of the cannabis industry. Mr. Baruchowitz has nine years of experience in the state-legal cannabis industry and is considered...