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Episode #367: Robert Lawson, SMU, “Initially This Whole Thing Was A Tax Dodge So...

...m about money. Forget personal finance, just anything money, investing, day-to-day related, and it’s like 10% of high schools teach anything related to money and finance. And so, to me, it’s always like we should start teaching money in, like, elementary school, in some format of it that’s relatable, because you get an 18-year-old who’s a bowl, a soup of hormones, who doesn’t understand anything about debt and money, and you can see why they made...

Episode #366: Darius Dale, 42 Macro, “Reflation Is Now The Dominant Market Regime”

...w to allocate to the various themes. Obviously, you have the GRID process G-R-I-D, each one of those is its own theme. And then you have cash, at any given time cash could be a theme to the extent you know how to use that as kind of a cyclical buffer for your portfolio. And so if you talk about the reflation trade…I’ll come back to this slide in a second. But going back to slide nine, because slide nine is a really instructive slide. You talk abou...

The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now,...

...ume 5. You’ll hear from some of the most respected money managers and investment researchers from all over the planet. Enough from me, let’s let John take over this special episode. To read the original piece, click here. Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159 Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/26D3MHpvqhY...

Episode #365: Bryan Taylor, Global Financial Data, “There Are 100 Ways To Beat The...

...at tech over the past 40 years, you have had constant innovation with new companies coming along. I mean, when IBM was the biggest company, they couldn’t foresee Microsoft, Microsoft couldn’t foresee Google. And I don’t know what companies will be the largest market cap 10 or 20 years from now, but we probably haven’t even heard of them. I mean, look at how the social media, TikTok, Twitter, these other companies, they didn’t even exist 10, 20 ye...

Episode #364: Nancy Davis, Quadratic Capital Management, “Some Women Like To Buy Shoes And...

..., late-stage, excuse me of my favorite bubble bull market, the internet dot-com explosion of the late ’90s. Do you have any memories of that time? Because I remember very fondly being in class and having professors that were straight-up checking quotes during class. They would actually talk about their investing portfolios and how much money they were making circa late ’90s. Was that an experience you recall? Or was it just easy street, you just b...

The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions:...

...ate credit career in GE’s Energy Financial Group where he completed the two-year Commercial Leadership Program. Greg earned a BA from Dartmouth College cum laude and an MBA from the Northwestern Kellogg School of Management where he graduated Beta Gamma Sigma (top 10%). Run-Time: 13:59 What is this Episode? Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listener...

Episode #363: Rick Bookstaber, Fabric, “Risk Is The Other Side Of The Coin From...

...fore. I think right now we’ve probably learned a lot from 2000 and the Dot-Com era. I think of big market events as different types. There is obviously ones that are just related to recession, right. The economy does bad. If there’s expectations, the economy will do bad, the market does bad. Then there are the periods that are fundamentally driven, periods like what Greenspan called irrational exuberance where people just get out ahead of their s...

Episode #362: Seth Stephens-Davidowitz, Data Scientist & Author, “You Do Have To Be Willing...

...mes. So, that was kind of how I started this research. I did research in do-it-yourself abortions. So, it turns out, actually, anybody could do this at home, you go to Google Trends, and you just do self-induced abortion. It’s a topic on Google. And basically, the map of Google searches for self-induced abortion almost perfectly matches parts of the United States where it’s hardest to get a legal abortion, like, just an incredibly strong relations...

The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global...

...ume 5. You’ll hear from some of the most respected money managers and investment researchers from all over the planet. Enough from me, let’s let Sean take over this special episode. To read the original piece, click here. Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159 Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/FoRHZ2I5jRk...

Episode #361: Jeff Hooke, Johns Hopkins, “The Buyout Business…Has Not Outperformed The Public Stock...

...ieving the tooth fairy is real and compares their reporting process to an 8-year-old girl rating her own homework. We dive deeper into the lack of transparency around fees and returns and then discuss the recent approval to allow 401(k) plans to include private equity investments and why that goes against what the great John Bogle believed. Sponsor: FarmTogether is a technology-powered investment platform that enables investors to channel funding...