Episode #386: John Arnold, Arnold Ventures – Why The Greatest Natural Gas Trader Walked Away To Pursue Philanthropy

Episode #386: John Arnold, Arnold Ventures – Why The Greatest Natural Gas Trader Walked Away To Pursue Philanthropy   Guest: John Arnold is an American philanthropist and founder of Arnold Ventures. In 2007, Arnold became the youngest billionaire in the U.S. His firm, Centaurus Advisors, LLC, was a Houston-based hedge fund specializing in trading energy products...

Shareholder Yield: Does it Work Within Sectors and Industries?

I was chatting with a friend the other day and asked him why the gold stocks have gone nowhere for about 15 years despite gold performing "ok". (I think my phrasing was "why are gold stocks such a dumpster fire?") He remarked that many gold companies are huge cash incinerators, and you really want to own the companies with producing...

Episode 385: Startup Series – Jeff Shaw, Underground Cellar – Disrupting E-Commerce Wine Sales Through Gamification

Episode 385: Startup Series - Jeff Shaw, Underground Cellar - Disrupting E-Commerce Wine Sales Through Gamification   Guest: Jeffrey Shaw is a successful entrepreneur and digital commerce expert with over 15 years experience leading direct-to-consumer companies. As the Founder & CEO of Underground Cellar, Shaw brings his deep experience modernizing otherwise archaic industries through technology-first innovation. Date Recorded:...

Episode #384: Robert Cantwell, Upholdings – The Man Behind The First Hedge Fund to ETF Conversion

Episode #384: Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion   Guest: Robert Cantwell is Founder of Upholdings, the first hedge fund in the U.S. to convert into an ETF. Date Recorded: 1/5/2022     |     Run-Time: 56:58 Summary: In today’s episode, we’re talking to the first person to convert a hedge fund into an...

Episode 383: Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO

Episode 383: Mike Dudas, 6th Man Ventures - Investing in Web3 & The Metaverse While Launching LinksDAO   Guest: Mike Dudas is the founder and General Partner of 6th Man Ventures, a VC firm focused on investing in Web3 and the metaverse. He recently helped launch LinksDAO, which raised over $10 million in less than 48 hours and...

Episode #382: Dan Zwirn, Arena Investors – A Stoic Approach to Investing

Episode #382: Dan Zwirn, Arena Investors - A Stoic Approach to Investing   Guest: Daniel Zwirn is the Chief Executive Officer and Chief Investment Officer of Arena Investors LP, a $3 billion global investment firm with offices in New York, London, San Francisco, Dublin, and Jacksonville focusing on global special situations, asset and credit investments in corporates,...

Episode #381: Leonard Mlodinow, Theoretical Physicist & Author – How To Harness Your Emotions To Become A Better Investor

Episode #381: Leonard Mlodinow, Theoretical Physicist & Author - How To Harness Your Emotions To Become A Better Investor   Guest: Leonard Mlodinow is a theoretical physicist and author recognized for groundbreaking discoveries in physics, and a passion for making science accessible and interesting to the general public. He was on the faculty of Caltech, and is the...

Episode #380: Top Podcasts 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder

Episode #380: Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder   Guests: Episode 380 is a replay of The Meb Faber Show’s top podcasts of 2021. Guests include Jeremy Grantham, Chris Cole & Jeff Seder. Run-Time: 3:34:33 Summary: At 2:53, hear Jeremy Grantham put this market in historical context, share where he sees value, and discusses why he's...

The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors

The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors   Run-Time: 3:50:05 What is this Episode? This year, we’re bringing you the entire volume of The Best Investment Writing Volume 5 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world. Contributors:  2:36 - Campbell Harvey...

Episode #379: Peter Livingston, Unpopular Ventures, “The Best VC’s Actually Have A Lower Batting Average But A High Slugging Percentage”

Episode #379: Peter Livingston, Unpopular Ventures, “The Best VC’s Actually Have A Lower Batting Average But A High Slugging Percentage”   Guest: Peter Livingston is the founder and General Partner of Unpopular Ventures, which invests in early stage technology startups globally. His experience is almost entirely in startups. He was the first engineer at iRhythm, and later,...