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The Meb Faber Show
...dicative of future results. Strategies or investments discussed may fluctuate in price or value. Investment or strategies mentioned in this website may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you....
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...k Rieder on The State of Markets & The US Debt Problem Episode #515: Felix Zulauf – 2024 Macro Outlook Not Rosy Episode #514: Liz Simmie, Honeytree – A Quantamental Approach to ESG Episode #513: J.P. Morgan’s Gabriela Santos Likes International Stocks for 2024 Episode #512: Alfonso “Alf” Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade Mebisode: Combining the Best Characteristics of the Tortoise and the Hare Ep...
Episode #525: Grant Williams & Peter Atwater: The Market is ‘Long Abstraction, Short Reality’
...this is a real changing environment and we see that so often where the incumbent comes in, overplayed their hand and the quiet older organization ends up gaining big benefit. And I think we forget that the greatest traction is made, not at the highs, but in the lows. That’s when field advantage moves dramatically. It’s who picks up the pieces. Meb: Peter, you mentioned somewhere one of the better election indicators is how the broad economy and t...
Episode #524: Tim Ranzetta, NGPF – Teaching America Personal Finance
...pains me to know that a much smaller percentage, particularly, in lower income communities, they just don’t have those opportunities. So, if you have any ideas around that, or if any of your listeners do, I’m all ears, because there’s so much hidden talent that I think never gets that opportunity because I had so many great coaches as a young kid who really believed in me more than I believed in myself. And I think just thinking about the impact...
Episode #523: Whitney Baker on The Death of (Upside) American Exceptionalism
...omy that’s driving this overheating and that overheating showing up in consumer prices. Commodities are an inflation hedge in different ways at different points in the cycle, depending on what’s driving that economic overheating. And gold is most traditionally an inflation hedge specifically when inflation is driven by currency debasement. What I think is interesting about gold, it is obviously related to real rates or at least perceptions of real...
Episode #522: Wes Gray & Robert Elwood on How to Convert a Separately Managed...
..., not talking about economics, talking about British literature or the greatest comic book of all time, you name it, he’d have an interesting take on it and it’d just be fun to hang out with him. Meb: So you guys got a lot of pretty interesting esoteric funds. Are there any in particular that come to mind that you think are interesting, not case studies, but you want to talk about or talk about the process or stories from converting them that migh...
Episode #521: GMO’s Tina Vandersteel on a “Once-in-a-Generation” Opportunity
...ost controversial viewpoint Learn more about Tina: GMO Transcript: Meb: Welcome, welcome everybody. We got an awesome episode today with another one of the GMO crew. Our guest is Tina Vandersteel, who’s the head of GMO’s emerging country debt team, and she’s been there for almost two decades. In today’s episode, we dive into Tina’s team recent piece about what they call a possible once in a generation opportunity, I love to hear those words, in em...
Episode #520: Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla
...hows up. Meb: That’s no fun. Nobody wants to do that. The disconfirming evidence, come on, man, that’s a great exercise. And you don’t hear that many people that actually goes through that. Drew: We have long short roots, which helps. But I like nothing more than knowing the company well enough. And if I’m talking to one of our investors or a buddy that’s running a hedge fund and I try to give the short case for a company that I really like, and i...
Episode #519: Ben Mackovak on The Secret Sauce of Investing in Banks
...nuclear industry. You saw existing plants be retired. No new construction come online. Price of uranium collapses. So eventually that company filed for bankruptcy. The moral of the story is the best investment thesis can be totally upended by some black swan event. And so you just need to have a real dose of humility because you never can predict the future. The future is always uncertain and you do the best analysis and think you’ve got somethin...
