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Episode #535: KraneShares’ Brendan Ahern on China’s Economic Landscape: Is It Still Investable?
...vidson Kempner, focused on providing targeted exposure to private markets. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/dH–sOV1_tM Links from the Episode: 1:02 Introducing our guest, Brendan Ahern 5:53 The state of China’s economy 14:18 Analysis of China’s geopolitical concerns and international partnerships 20:01 The narrative around China post Russia-Ukraine 22:03 Deep dive...
Episode #534: Michael Melissinos – Mastering the Art of Trend-Following
...lt, Ursa Major, stuff like that. And the teacher… And look, these are seven-year-olds, so it’s not complicated, but she’s talking about how the planets revolve around the sun instead of vice versa, which is what people thought a long time ago. But I actually saw an amazing GIF on Twitter, which we will post in the show notes because she’s like, “Look, the sun is fixed and everything’s spinning around the sun.” And actually, what this GIF showed, w...
Episode #533: Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends
...left my previous firm back in, what was it, 2018, and I had a two-year non-compete. So I had plenty of time to sit around and think about what the next chapter was going to be like for me. And I built a whole bunch of stuff. I was a long short equity guy before I managed Futures. Did some market neutral, did some relative valve back then too. I had plenty of time on my hands. And in the end what I decided to do is exactly what I would do with my...
Episode #532: Hendrik Bessembinder – Do Stocks Outperform T-Bills?
...in an entrepreneurial economy. Meb: How does this practically impact my day-to-day investing? And this could be an individual, it could be CalPERS. What’s the main takeaway? Hendrik: The main takeaway is somewhat in the eye of the beholder, and I actually don’t think that’s wrong. Let me state that a little bit differently. In the great active versus passive debate, there’s new ammunition for both sides here, and I should preface this a little bit...
Episode #531: GMO’s Catherine LeGraw – Capitalizing on Global Asset Allocation in 2024
...ble, and then also the ’90s, which today we call the tech bubble or the dot-com bubble. So if you do look back to history, if you were to pile in to the top winners of the prior decade, either in that mid-70s period or the late ’90s period, it would’ve been disastrous for you in the subsequent period. So I would say in terms of looking at a decision factor, just that alone should guide you that, “Oh, given that we’ve just had a phenomenal decade f...
Episode #530: Professor Kenneth French on Risk, Return, and Rationality
...expenses. And what I’m looking for here is, critically, I’m looking for a T-statistic of two or an expected T-statistic of two. So I just want to be outside the standard of error in this question. How many years will it take? That I can observe it and say, okay, I’m guessing this woman really does have skill. I won’t embarrass you. If you want, feel free to shoot out a number. Meb: I know the answer because I’ve done enough research and listened t...
When To Take On Bond Risk….
...eries carry.) Let me know what you think! https://cambriainvestments.com/wp-content/uploads/2024/03/TBills-and-Chill-Most-of-the-Time.pdf...
Episode #527: Cliff Asness – Timely & Timeless Investment Wisdom
...ak to on a consistent basis thinks in terms of reality, at least on the day-to-day. It tends to be more nominal, even though most I think at their core know that the real is really all that matters. Cliff: To your point, day to day, the inflation adjustment is pretty irrelevant. Outside of Weimar Germany, we don’t get 100% inflation in a day. So in a day, and I’m going to guess, you don’t look at our P&L, which unfortunately, I look at way too muc...
Episode #526: Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy
...public equity allocation. All those other riskier things in the mix are a compromise between the risk-free asset and the equity asset. So high yield bonds, you’ll end up with a risk return profile that looks like a 60-40 mix at the end of the day, in terms of volatility and return stream. So we can strip that away and say, all right, let’s just get our risk and our return out of equity and let’s get our risk control out of our diversifying bucket...
The Meb Faber Show
...like to sponsor the podcast, please contact us at feedback@themebfabershow.com All opinions expressed by website participants are solely their current opinions and do not reflect the opinion of Cambria Investments, Inc. (“Cambria”) or affiliates. The website participants opinions are based upon information they consider reliable but neither Cambria or its affiliates warrant its completeness of accuracy, and it should not be relied on as such. Past...
