Meb Faber Research – Stock Market and Investing Blog

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    ...

Richard Ennis – The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium (The Best Investment Writing Volume 6)   Author: Richard Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. Becker & Co. Richard co-founded EnnisKnupp, the first consultancy to be recognized as a professional...

Episode #430: Frank Giustra & Ian Telfer – The Bull Case for Gold   Guests: Frank Giustra & Ian Telfer are mining executives that built Goldcorp into a $50 billion business. Ian is the former Chairman of Goldcorp and Frank was a co-founder & Director of Goldcorp. Frank later founded Lionsgate entertainment. Date Recorded: 7/12/2022     |     Run-Time: 52:36 Summary: In today’s episode,...

Episode #429: Kevin Kelly – How To Invest in Genetic Editing, Residential Real Estate, & The Hotel Industry   Guest: Kevin Kelly is the founder & CEO of Kelly ETFs, where he's responsible for ETF product design, structuring, managing retail and institutional investment research, and capital markets. Kevin is the Founder and CEO of Kelly Intelligence, an investment management and intelligence firm...

Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6)   Author: Dan Rasmussen is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money managers and investment researchers...

Episode #428: Eric Balchunas, Bloomberg – Bogle is One of the Investing GOATs               Guest: Eric Balchunas is an analyst at Bloomberg Intelligence focused on exchange-traded funds. Date Recorded: 8/1/2022     |     Run-Time: 1:08:35 Summary: In today’s episode, we’re talking about the legend John Bogle. Eric covers his early struggles to get Vanguard off the ground and the impact he’s had on the entire...