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Joachim Klement – Stocks in the long run… are still risky (The Best Investment...

...quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it’s no wonder the world’s leading financial firms choose...

Episode #438: Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked

...ity through its insights and products. Campbell R. Harvey is the Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. Date Recorded: 8/10/2022 | Run-Time: 1:10:33 Summary: In today’s episode, Rob and Cam touch on the state of the economy, Cam’s research recessions and yield curve inversions, and why the Fed is not positioned to handle the inflation crisis we have today. They share why...

Tim Alcorn, Baillie Gifford – Lessons from Bessembinder (The Best Investment Writing Volume 6)

...quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it’s no wonder the world’s leading financial firms choose...

Episode #437: Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money

...writing his book 59:36 – Learn more about Edward; Reuters   Transcript: Welcome Message: Welcome to “The Meb Faber Show,” where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here. Disclaimer: Meb Faber is the cofounder and chief investment officer at Cambria Investment Management. Due to...

Episode #436: Kevin Van Trump – Here’s What’s Going on With Ag Commodities

...become a farmland investor through their platform, please visit acretrader.com/meb. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/lKiHRyi71vM Links from the Episode: 0:39 – Sponsor: AcreTrader 1:38 – Intro 2:14 – Welcome to our guest, Kevin Van Trump 3:01 – Kevin’s origin as a trader in Chicago 5:48 – How long he’s been writing The Van Trump Report 11:43 – Characterizing his ap...

Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The...

...quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it’s no wonder the world’s leading financial firms choose...

Episode #435: Radio Show with Michael Batnick & Ben Carlson of RWM

...re is available for free in an easy to use no-code solution. Learn more at www.composer.trade/meb. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/SSoyETigf6I Links from the Episode: 0:39 – Sponsor: Composer 2:16 – Intro 2:58 – Welcome to our guests, Michael Batnick & Ben Carlson 9:09 – Meb’s first ever paper (link) 13:20 – Working in finance while also being content creators 20:...

Episode #434: Lyn Alden – The Macro Landscape & Bull Case for Real Assets

...nagement or its affiliates. For more information, visit cambriainvestments.com. Meb: Welcome, my friends. We got an awesome show for you today. Our guest is Lyn Alden, Founder of Lyn Alden Investment Strategy, one of my favorite macro-thinkers out there. On today’s show, she gives an overview of how she sees the world today, starting with why the U.S. reminds her not so much of the 1970s but more the 1940s. She touches on the state of inflation in...

Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing...

...quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it’s no wonder the world’s leading financial firms choose...

Episode #433: Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity...

...pecialty high margin crops. Is this something you kind of see a handful of companies coming to dominate? Is it…are there even any category leaders at this point? Is there a way to invest in that theme or is it more of a trend that’s hard to invest in? I know you mentioned Freight Farms. Dwight: And Intelligent Growth Systems, IGS. So those companies are still private. One of the things that’s really missing at the moment in the public market is, y...