Meb Faber Research – Stock Market and Investing Blog

Episode #397: Jeremy Grantham, GMO – Short-Term Pessimist, Long-Term Optimist   Guest: Jeremy Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is a member of the GMO Board of Directors and has also served on the investment boards of several non-profit organizations. Date Recorded:...

Episode #396: Wes Fulford, Viridi Funds – How To Get Exposure To Crypto In Public Markets   Guest: Wes Fulford is the CEO and Portfolio Manager for Viridi Funds. Wes was previously the former CEO and Director of TSXV-listed Bitfarms Ltd., one of the largest publicly-traded cryptocurrency mining companies globally. In July 2019, Bitfarms successfully completed a...

Episode #395: Rob Koyfman, Koyfin – Building The Go-To Investing Platform   Guest: Rob Koyfman is the founder and CEO of Koyfin. Date Recorded: 2/2/2022     |     Run-Time: 42:49 Summary: In today’s episode, we start with Rob’s background at Goldman Sachs under the now Chief U.S. Equity Strategist, David Kostin. Then he shares why a personal pain point later in...

The coronavirus has been wrecking economies and overloading health care systems around the globe for the past few years and just when it felt like we might be emerging from the pandemic…. Invasions. War. The threat of nuclear strikes. Will there be a peaceful outcome? Or something worse? I don’t know. No one really knows. It’s heartbreaking on so many levels. But with...

“When the facts change, I change my mind. What do you do? Though there’s debate about who originally said this, or if the phrasing is accurate, popular opinion gives credit to John Maynard Keynes. In any case, it’s relevant today because the facts have just changed for investors. And that points toward an important question each of us would be wise...

Episode #394: Africa Startup Series – Peter Nguyni, EarlyBird Venture Lab – Accelerating African's Startup Ecosystem   Guest: Peter Ngunyi leads the EarlyBird group of companies that support a growing portfolio of fast-growing tech startups. EarlyBird Venture Lab provides growth, acquisition and funding strategy for early-stage tech startups. EarlyBird Capital is the first institutional check to fast-growing...

Episode #393: Duncan Kelm, Arrow Point Tax – Strategic Tax Planning & Tax Mitigation Strategies   Guest: Duncan Kelm comes from a background as an Olympic rugby player and consulting manager. With a mind for analytics and long-term focus, he built a tax firm that is focused on forward-looking tax planning. Specializing in work with small businesses...

Episode #392: Laurens Swinkels, Robeco – The Global Market Portfolio, (Realistic) Expected Returns & Global Factor Premiums   Guest: Laurens Swinkels is Robeco’s Head of Quant Strategy at the Sustainable Multi-Asset Solutions team. His area of expertise is empirical asset pricing. Date Recorded: 2/2/2022   |     Run-Time: 1:01:01 Summary: In today’s episode, we walk through some of Laurens’ favorite research. We begin...

Episode #391: Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence   Guest: Vinesh Jha founded ExtractAlpha in 2013 in Hong Kong with the mission of bringing analytical rigor to the analysis and marketing of new data sets for the capital markets. Most recently he was Executive Director at PDT Partners, a spinoff of Morgan Stanley's...

Episode #390: Radio Show - Meb’s Thoughts on Angel Investing After Making 250+ Investments             Guests: Meb Faber, Justin Bosch & Colby Donovan Date Recorded: 2/7/2022     |     Run-Time: 43:04 Summary: Episode 390 has a radio show format. We cover Meb’s experience investing in startups, including: Why Meb started investing in startups His process for sizing investments The importance...