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Episode #372: Chas Cocke, LB Partners, “There Are Lots of Great Businesses…The Hard Part...
...gnoring me. So I kept just hammering them on Twitter, until eventually the search committee emailed me last week and they’re like, “Okay, Meb, enough’s enough. We’re declining, still, you know, you’re in the no bucket.” Sponsor Message: The first time you invest can be overwhelming, especially when it comes to crypto. Now, I remember, when I first started investing decades ago, wasn’t sure where to go, how to even start, who to trust. And my goodn...
The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation – Debunking...
...nvesting Author: Laurence B. Siegel is the Gary P. Brinson director of research at the CFA Institute Research Foundation, senior advisor to OCP Capital LLC, and an independent consultant, writer, and speaker specializing in investment management. Run-Time: 28:31 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. Listeners loved it, so we’re r...
Episode #371: Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold,...
...t. And that’s a lot like Hong Kong is been basically a common law, whereas Communist China is civil law. Singapore is a common law. Malaysia is a civil law. And it’s recognizing that no common law country has ever gone bankrupt. Common law is the best for the creation of ETFs or intellectual property protection of rights of ideas is always been under that common law. So Dubai has both. And so many young Americans there, it’s easy to get in there....
Episode #370: Ashley Flucas, Flucas Ventures, “This Is A Really Opportunistic Time For Someone...
...1 and get a free slice of stock up to $50 when you sign up today at public.com/faber. 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/IVpd3hzXA7g Links from the Episode: 0:00 – Sponsor: Public.com 0:51 – Intro 1:35 – Welcome to our guest, Ashley Flucas 2:52 – From Harvard Law to a career in...
The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha – Diversifying Diversification: Downside...
...e 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 Vineer 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/J01M3I9lWmY...
Episode #369: Africa Startup Series – Maya Horgan Famodu, Ingressive Capital, “Africa Holds The...
...ces in Africa generally. And then also before Paystack, Jumia, an African eCommerce company, listed on the New York Stock Exchange. And so that gave legitimacy and validated the potential for a foreign IPO of an African business. And with us, our companies are typically Delaware C-Corpse with wholly on subs on the continent. We’re a Delaware LLC LP as well. That as the future potential for exit, and the mitigation of risks as far as like structura...
Episode #368: Rodrigo Gordillo & Corey Hoffstein, “You Now Get To Have Your Beta...
...1 and get a free slice of stock up to $50 when you sign up today at public.com/faber. 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/SJ8-hG3ZMXY Links from the Episode: 0:00 – Sponsor – Public.com 0:50 – Intro 1:50 – Welcome back to our guests, Rodrigo Gordillo and Corey Hoffstein 5:31 – Wh...
The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen,...
...ted money managers and investment researchers from all over the planet. Enough from me, let’s let Erika van der Merwe take over this special episode on behalf of David, Pim & Guido. 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/HV2anCbz4wU...
Episode #367: Robert Lawson, SMU, “Initially This Whole Thing Was A Tax Dodge So...
...on the side of the apartheid government, because we were so afraid of the communists, like the ANC. And so, a lot of the support for socialism was tied to the old Cold War. But now, when the Cold War ended and mostly had, I mean, you see China reform starting in ’78, Soviet Union fell apart, even Cuba is reforming, and Venezuela is just on a free fall. The only one that’s sort of really hard and toeing the line still is North Korea. And, of cours...
Episode #366: Darius Dale, 42 Macro, “Reflation Is Now The Dominant Market Regime”
...into it. So you want to share your screen? And listeners, there will be a companion download on the show notes. mebfaber.com/podcast, you can find the link to the book to follow along as well. So take us away. Where do you want to get started? Darius: Yeah, so appreciate your time, Meb, and appreciate being able to connect with your listeners and viewers. I put together a little outline and we can obviously deviate from that. It’s a pretty big de...
