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Episode #432: Robert Keith, Beartooth Group โ Investing for Financial & Environmental Returns Through...
...about Robert; beartoothgroup.com; robert@beartoothgroup.com 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 co-founder and chief investment officer at Cambria Investment Management. Due to...
Erin Miles, Bridgewater Associates โ Who Will Prove Most Vulnerable to the Pullback in...
...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 #431: Scott Reynolds Nelson โ How Wheat Made The Modern World
...? 44:59 – Scott’s plans for the summer and what’s next after finishing his latest book 50:16 – Learn more about Scott; Twitter @nelsonhist Transcript of Episode 431: 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...
Richard Ennis โ The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium (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 #430: Frank Giustra & Ian Telfer โ The Bull Case for Gold
...cooking olive oil? Give us a little background. Ian: Well, thanks for the free commercial. It’s called Domenica Fiore, it’s named after my mother. I started making it about 12 years ago or so, and it’s made in Italy in a place called Orvieto in Umbria. It is rated the number one olive oil in the world. And that’s not me saying that, that’s all those international judges at almost every competition on the planet. Do not use it for cooking. Please...
Episode #429: Kevin Kelly โ How To Invest in Genetic Editing, Residential Real Estate,...
...lot about stuff over there. So Kelly Intel’s where you’re going to get the latest on the market intelligence, but Kelly ETFs is where you can go find product information. Meb: My friend, listeners, check out his website. When we hold the inaugural bud’s burgers brews, and ETFs, we’ll let you know. Kevin, thanks so much for joining us today. Kevin: Thanks so much for having me. Really appreciate it. Meb: Podcast listeners, we’ll post show notes to...
Dan Rasmussen, Verdad Advisers โ Emerging Markets Crisis Investing (The Best Investment Writing Volume...
...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 #428: Eric Balchunas, Bloomberg โ Bogle is One of the Investing GOATs
...ge importers. Click here to get 4 bottles of wine for almost half off plus free shipping. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/3I9OalLb2N0 Links from the Episode: 0:40 – Sponsor: Bonner Private Wine Partnership 1:48 – Intro 2:38 – Welcome to our guest, Eric Balchunas 4:05 – What led Eric to write The Bogle Effect 7:16 – The Little Book of Common Sense Investing 8:34 –...
Episode #427: Mark Yusko โ “With Every Investment We Become Richer or Wiser, Never...
...I didn’t do this year was an oversight because I didn’t really have one on commodities. Commodities has been the surprise, natural gas at nine bucks is insane. I did do an oil surprise, which I’ve been totally wrong. I 100% said the surprise this year would be going into the election, Saudi would announce a massive increase in supply to crater the price because the number one indicator of whether politicians win is the price of gas. There’s a perf...
Episode #426: The Best of 1H22 โ Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker,...
...lot of examples like that in the late ’90s. We haven’t seen it until this latest iteration. And so, I’ve simply tried to raise awareness and a lot of people will like me for it, but it is what it is. Meb: And one of our most downloaded episodes ever already, geopolitical expert, Peter Zeihan talks about the implications of rising food prices around the globe. Peter: The Chinese stopped phosphate exports late last year, and they were the world’s l...
