Meb Faber Research – Stock Market and Investing Blog

Episode #427: Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both"   Guest: Mark Yusko is the Founder, CEO and CIO of Morgan Creek Capital Management and the Managing Partner of Morgan Creek Digital.  Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for UNC. Date Recorded: 8/1/2022    ...

Episode #426: The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely Run-Time: 46:25 Guests: John Arnold, Whitney Baker, Jeremy Grantham, Ivy Zelman, Gio Valiante, Dylan Grice, Antti Ilmanen, Chris Bloomstran, Peter Zeihan, & Dan Ariely Summary: Today we’re looking back at some of our most popular episode in the first half of 2022 covering a...

Episode #425: Dan Ariely, Irrational Capital – Investing in Human Capital   Guest: Dan Ariely is a Founding Partner of Irrational Capital and a leading behavioral economist, author, entrepreneur and a James B. Duke Professor of Psychology and Behavioral Economics at Duke University. He is also a founding member of the Center for Advanced Hindsight. Date Recorded: 6/8/2022     |     Run-Time: 56:33 Summary: In today’s...

Episode #424: Dr. Robin Goldstein & Daniel Sumner – The Economics of Weed   Guests: Robin Goldstein is an economist and author of The Wine Trials, the controversial exposé of wine snobbery that became the world's best-selling guide to cheap wine. He is Director of the Cannabis Economics Group in the Department of Agricultural and Resource Economics at the University...

Episode #423: Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries?   Run-Time: 8:33 Summary: In this Mebisode, Meb reads his post from January 2022, which looks to see if a shareholder yield strategy works within different sectors. To read the entire post, click here. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/e1spNBxMmxI

Episode #422: Best Idea Show – Doron Junger, Sanvia Capital – US Biotech   Guest: Dr. Doron Junger leads Sanvia Capital, a nascent Florida-based biopharmaceutical investment firm, which Doron originally started as a Millennium Partners platform company. A surgeon by background, Doron Junger has since 2005 managed public equity portfolios of biotechnology and pharmaceutical companies for some of the world's premier...

Episode #421: Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low   Guest: Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. Date Recorded: 6/1/2022     |     Run-Time: 1:25:12 Summary: In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and why Jeff...

Episode #420: Dan Cooper, ROC Investments – ROC: Return on Character   Guest: Dan Cooper is the founder and CEO of ROC Investments, which allocates capital on the basis of the behaviors of the CEOs and their senior executive teams. Date Recorded: 5/11/2022     |     Run-Time: 50:11 Summary: Dan shares how he ran a strategy focused on investing in companies with...

Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward               Guest: Peter Zeihan is an expert in geopolitics: the study of how place impacts financial, economic, cultural, political and military developments. His newest book is The End of the World Is Just the Beginning: Mapping the Collapse of Globalization. Date Recorded: 5/24/2022     |     Run-Time: 1:00:50 Summary: In...

Episode #418: Mebisode – Red Light   Run-Time: 10:45 Summary: In this Mebisode, Meb reads his post from February 2022 titled “Red Light," which discussed the risk of an expensive market entering a downtrend. As he said in the piece, "historically speaking, markets have performed poorly when in a downtrend, characterized by higher volatility and drawdowns." Comments or suggestions?...