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Episode #421: Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of...
...growth 18:52 – FAANG vs FAANG 22:55 – Is today’s market similar to the dot-com boom? 39:00 – Emerging market stocks, the bull case of Japanese equities, and the all-time low on the dividend yield 48:29 – Bryce Harper saying meme incorrectly (link) 50:34 – His thoughts on equities as he looks to the horizon 54:00 – Conservative Investing (Robeco) 1:03:02 – Signs of a bear market bottom 1:16:10 – Why Jeff thinks the US birth rate may surprise on th...
Episode #420: Dan Cooper, ROC Investments – ROC: Return on Character
...utperformance, he decided to launch an ETF based on that strategy, ticker R-O-C-I. He shares how he defines character, how he quantifies it, and then how he implements it into a portfolio. Finally he shares what CEO’s exemplify this strategy with stories of executives of Costco, Southwest & Microsoft. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/64IrGWUs4Ok Links from the Epis...
Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward
...quipment, they can’t make things like pesticides. If you have an industrial-commodities shortage, fertilizer is removed from the equation. It doesn’t matter where it happens, it doesn’t matter what the scale is. You pull that thread out and it pulls a lot else out with it, and that means some farmers in some parts of the world simply can’t produce what we expect. We have exceeded the carrying capacity of the world if it demobilizes. There is no wa...
Episode #418: Mebisode – Red Light
...ket 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? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/JLB4rsSjJGw...
Episode #417: Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market
...ry few achieve that. But with the benefit of hindsight, virtually every mid-cap company that’s 30 or $40 billion in market cap was $1, $2, or $3 billion in market cap that prove themselves. So they’re certainly a great track record of companies doing that. It’s just a question of identifying the right ones. Meb: Yeah, there’s a quote… I mean, this is from a trend follower, but my buddy Jerry Parker says people are essentially fearful with gains an...
Episode #416: Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and...
...is talking about the crypto ecosystem. Like it or not, it’s a trillion-and-a-half-dollar asset class. And there’s a lot of trading that goes on. And it is paradoxical. The spreads for trading these digital assets, Meb, are obscene. In 2017, there was literally a 20% price difference of Bitcoin in Japan compared to Hong Kong. Meb: Why didn’t we start just a little, our brokerage, Jan. We were sitting around chatting over wine. We should have stopp...
Episode #415: Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone...
...bably remember those requests more than the winner. So whenever I see an ex-company doing very good and I had a chance to invest and didn’t, I say, “Ah.” So those happened. Yeah. But if you create a portfolio of 50, 60 companies, it’s very likely that you’ll get more than principle 2x, 3x depending on the winner set. Meb: So as we look out to the future, are there any ideas, in particular, you’re just chomping out the bit to fund where you’re like...
Episode #414: Tim Laehy – All About Coinbase (COIN) With The Company’s Former CFO
...o that was a super fun time. Like I said earlier, that was my first once-in-a-lifetime opportunity, and I’ve had a couple since. Meb: You might be one of the only…could be the first, I’m not even sure, but certainly very few CFOs that had been on the show over the years. You’ve done this a number of times at this point, but back to the early days, like, how does one get into the CFO role? Is it, like, you’re at a small startup is what I’m referrin...
Episode #413: Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most...
...u can just trustingly, I don’t know… Again, institutions don’t have the buy-the-dip story so much, but there are lots of these bad lessons, I think, that people have taken from the last 10 years. Don’t look at last 10 years, look at rather last 50 years or something like that if you want to draw lessons. Meb: I like your quote, “Many investors talk diversification but walk concentration.” That’s a good one. As we look out to the horizon, now that...
Episode #412: Radio Show: Meb’s Got News!…YTD Stock & Bond Performance…$7 Gas in SoCal
...it forever. Meb: Oh, wow. Good to know. So, listeners, Kencko, shout out. K-E-N-C-K-O. What they do is they do a shelf-stable, and smoothie might be the wrong word, but it comes as a powder. One of the problems with a lot of the cold-pressed stuff is you lose all the fiber. These retain that, and it’s in a little pouch. You put it in a shaker, you shake it up. They’re perfectly pleasant, and they have all sorts of different flavors. We also use Da...
