Meb Faber Research – Stock Market and Investing Blog

Guest: Tina Vandersteel is the head of GMO’s Emerging Country Debt team. Prior to joining GMO in 2004, she worked at J.P. Morgan in fixed income research developing quantitative arbitrage strategies for emerging debt and high yield bonds. Recorded: 1/31/2024  |  Run-Time: 52:23  Summary:  In today’s episode, we dive into Tina’s teams’ recent piece about what they call a possible...

Guest: Drew Dickson is the founder of Albert Bridge Capital and CIO of Alpha Europe funds. Recorded: 1/24/2024  |  Run-Time: 1:03:53 Summary:  We talk a lot about global investing on this show and wanted to talk about that with Drew given his focus on European markets. Between the end of 1979 and the end of 2009, both the U.S. and Europe...

Guest: Ben Mackovak is the Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. Ben also sits on the board for several banks. Recorded: 1/10/2024  |  Run-Time: 1:03:42  Summary:  It's been a wild ride lately for the banks. 2023 was the biggest year ever for bank failures. There are concerns about commercial real estate risk in the...

Guest: Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Recorded: 1/17/2024  |  Run-Time: 49:41  Summary:  Jared’s back on the podcast to talk about his book titled, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal finance, his “no worries” approach...

 Guest: Bruno Caratori is the co-founder & COO of Hashdex, a global crypto asset manager that launched the first crypto index ETF in the world. Hashdex also runs the spot Bitcoin ETF, DEFI. Recorded: 1/10/2024  |  Run-Time: 38:43  Summary:  In today’s episode, we’re talking all about the SEC’s recent spot Bitcoin ETF approval with someone from one of the 11 companies...

Guest: Rick Rieder is BlackRock’s Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Mr. Rieder is responsible for roughly $2.4 trillion in assets. Recorded: 12/19/2023  |  Run-Time: 49:41 Summary:  In today’s episode, Rick shares his take on the macroeconomic landscape as we kick off a new year. He...

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...

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 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 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...