Episode #515: Felix Zulauf – 2024 Macro Outlook Not Rosy

Guest: Felix Zulauf is the founder and CEO of Zulauf Consulting, a boutique research and consulting firm. Recorded: 12/14/2023  |  Run-Time: 49:41 Summary:  In today’s episode, Felix shares his view of the global investment landscape from Asia to Europe to the US. He shares why the tailwinds of lower inflation may reverse and lead inflation to rise above 10%. He...

Episode #514: Liz Simmie, Honeytree – A Quantamental Approach to ESG

Guest: Liz Simmie is the co-founder of Honeytree Investment Management, an asset management firm based in Toronto, Canada. Recorded: 12/13/2023  |  Run-Time: 52:11 Summary:  In today’s episode, Liz dives into the strategy of BEEZ, which focuses on responsibly growing companies that are stakeholder governed, purpose driven, and make a net positive impact on the world. Then she shares some hot...

Episode #513: J.P. Morgan’s Gabriela Santos Likes International Stocks for 2024

Episode #513: J.P. Morgan's Gabriela Santos Likes International Stocks for 2024 Guest: Gabriela Santos is the Chief Market Strategist for the Americas on the Global Market Insights Strategy Team at J.P. Morgan Asset Management. Gabriela’s research focuses on emerging markets, especially China. She is responsible for the development of the Guide to the Markets, Guide to China and Guide to...

Episode #512: Alfonso “Alf” Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade

Episode #512: Alfonso "Alf" Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade Guest: Alfonso “Alf” Peccatiello is the Founder & CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to bring you through a learning journey that will allow you to step up your macro game. Date Recorded: 11/29/2023  |  Run-Time: 1:08:46...

Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market

Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market Guest: Louis-Vincent Gave co-founded Gavekal in 1999 with his father Charles and Anatole Kaletsky. Gavekal started as an independent research firm and evolved in 2005 to include fund management and in 2008 to include data analysis services. Harris Kupperman is the President of Praetorian Capital, a...

Episode #510: Radio Show with Jonathan Treussard & Nic Johnson: Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate

Episode #510: Radio Show - Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate Guest: Jonathan Treussard is the founder of Treussard Capital Management LLC, a registered investment advisor that operates as a fiduciary for its clients. He was at Research Affiliates serving as Head of Product. Nic Johnson is the Founder of ListWise, which is...

Episode #509: Austin Root, Stansberry Asset Management – The Case For Productive Assets

Episode #509: Austin Root, Stansberry Asset Management - The Case For Productive Assets Guest: Austin Root is the Chief Investment Officer of Stansberry Asset Management. Previously, he co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. Date Recorded: 11/1/2023  |  Run-Time: 1:00:14   Summary:  In today’s episode, Austin starts...

Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market

Episode #508: Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets. Date Recorded: 11/8/2023  |  Run-Time: 1:23:49 Summary:  In today’s episode, Jim shares why 2020 was the biggest economic event of...

Whatcha Waiting For?

Whatcha Waiting For? Date Recorded: 10/25/2023  |  Run-Time: 15:09 Summary:  In today’s episode, Meb reads a recent email sent to Cambria subscribers about using a shareholder yield approach to take advantage of the opportunity in global value stocks today. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/_gIpiI0trOo Links from the Episode: Performance after Peak Valuation: Navigating the Tech Sector’s High...

Should CalPERS Fire Everyone And Just Buy Some ETFs?

“He was a U.S.-class smooth politician, which is the only way you’re going to survive in that job. It has nothing to do with investing.” That’s how Institutional Investor recently described a former CIO of the California Public Employees’ Retirement System, also known as CalPERS. The description is especially interesting when considering that the “I” in “CIO” stands for “investment,” which...