Meb Faber Research – Stock Market and Investing Blog

Episode #447: Dave Thornton, Vested – Could Index Investing Come to Venture Capital?   Guest: Dave Thornton is a co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. Date Recorded: 8/31/2022     |     Run-Time: 59:40 Summary: In today’s episode, Dave shares how Vested is providing liquidity for startup employees, along with a way for investors to...

Episode #446: BlackRock's Rick Rieder on the State of the Markets   Guest: Rick Rieder is BlackRock's Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Mr. Rieder is responsible for roughly $2.4 trillion in assets. He is a member of BlackRock’s Executive Sub-Committee on Investments, a member...

Episode #445: Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles   Guest: Jeff Currie is Goldman Sachs’ global head of Commodities Research. Date Recorded: 9/16/2022     |     Run-Time: 47:04 Summary: In today’s episode, Jeff shares why he called for a commodity supercycle almost two years ago and where we are within that cycle today. He touches...

Episode #444: Steve Romick, FPA Funds – Live at Future Proof!   Guest: Steve Romick joined FPA in 1996 and serves as a Portfolio Manager for the FPA Crescent Fund. Date Recorded: 9/12/2022     |     Run-Time: 45:47 Summary: In today’s episode, Steve shares his view of the world and where he sees value today. He explains why he owns Google, Comcast, CarMax, and even...

Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)   Author: Ben Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. 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...

Episode #443: Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade   Guest: Kyle Bass is the Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. He is also the Co-Founder and Chief Executive Officer of Conservation Equity Management, an environmental sustainability private...

Episode #442: David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing   Guest: David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Established in 1987, Carlyle now manages $325 billion from 26 offices around the world. Date Recorded: 8/24/2022     |     Run-Time: 49:11 Summary: In today’s episode, David...

Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)   Author: Whitney Baker is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros Fund Management, co-managing an...

Episode #441: Marlena Lee, DFA – Value, Fama & Weathering Bear Markets   Guest: Marlena Lee is the Global Head of Investment Solutions for Dimensional Fund Advisors. Lee worked as a teaching assistant for Nobel laureate Eugene Fama and earned a PhD in finance and an MBA from the Chicago Booth School of Business. Date Recorded: 8/24/2022     |     Run-Time: 57:42 Summary: In today’s...

Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)   Authors: Lawrence Kissko is a Client Portfolio Manager for Man AHL. Graham Robertson is a partner and Head of Client Portfolio Management at Man AHL and is a member of the investment and management committees. He has overall responsibility for client communication across...