Meb Faber Research – Stock Market and Investing Blog

Episode #437: Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money   Guest: Edward Chancellor is a financial historian, journalist, and investment strategist. His newest book is titled The Price of Time: The Real Story of Interest. Date Recorded: 8/3/2022     |     Run-Time: 1:03:11 Summary: In today’s episode, Edward walks through how interest, debt and money printing are related to things we’ve...

Episode #436: Kevin Van Trump – Here’s What's Going on With Ag Commodities   Guest: Kevin Van Trump is the President and founder of Farm Direction and the Van Trump Report. Date Recorded: 8/3/2022     |     Run-Time: 55:53 Summary: In today’s episode, Kevin walks us through his early career as a trader to now running the Van Trump Report. Then we touch on wild...

Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)   Author: Ehren Stanhope is a Principal and Client Portfolio Manager at O’Shaughnessy Asset Management, where he is Responsible for positioning OSAM’s investment capabilities within the context of client needs and the current market environment to key clients throughout the United States. Summary: Each...

Episode #435: Radio Show with Michael Batnick & Ben Carlson of RWM   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: 7/27/2022     |     Run-Time: 1:11:12 Summary: In today’s episode, we touch on the Future Proof wealth festival, which will be in...

Episode #434: Lyn Alden – The Macro Landscape & Bull Case for Real Assets   Guest: Lyn Alden is the founder of Lyn Alden Investment Strategy, an investment research firm. Date Recorded: 7/27/2022     |     Run-Time: 1:01:44 Summary: In today’s episode, Lyn gives an overview of how she sees the world today, starting with why the US today reminds her of the 1940’s. She...

Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)   Author: Michael Mauboussin is Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money managers and investment researchers from all over the world to pick the...

Episode #433: Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets   Guest: Dwight Anderson launched Ospraie Management in 1999 in partnership with Tudor Investment Corporation before establishing Ospraie as an independent firm in 2004. Ospraie is an asset management firm that actively invests in commodity markets and basic industries worldwide. Prior to joining Tudor, Dwight was...

Episode #432: Robert Keith, Beartooth Group – Investing for Financial & Environmental Returns Through Ranch Restoration in The American West   Guest: Robert Keith is the co-founder of Beartooth Capital Partners. Bearthooth’s goal is to use lessons learned from both Wall Street and rural ranches, to create innovative solutions for their partners that positively impact the land and its wild inhabitants. Date...

Erin Miles, Bridgewater Associates – Who Will Prove Most Vulnerable to the Pullback in Liquidity? (The Best Investment Writing Volume 6)   Author: Erin Miles joined Bridgewater in 2009, and is currently Co-Lead of Equities Research and serves as the Operating Chair of the Partnership. She is responsible for leading research to convert insights and investigations into systematic cause-and-effect investment algorithms. Summary: Each...

Episode #431: Scott Reynolds Nelson – How Wheat Made The Modern World   Guest: Scott Reynolds Nelson is the author of Oceans of Grain: How American Wheat Remade the World. He is also a Professor at the University of Georgia, teaching about 19th-century US history, including the history of slavery, international finance, the history of science, and global commodities. Date Recorded: 7/13/2022    ...