Meb Faber Research – Stock Market and Investing Blog

Episode #360: Erin Browne, PIMCO, “I Combine A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View”   Guest: Erin Browne is a managing director and portfolio manager for PIMCO, focusing on asset allocation strategies. Prior to joining PIMCO in 2018, Ms. Browne was a managing director and head of asset allocation at...

The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes   Author:  Amie Ko, a senior vice president and Head of Marketing, is responsible for Research Affiliates’ brand-building efforts. In this role, she leads the development and execution of the firm’s global marketing outreach. Prior to joining Research Affiliates,...

We've been publishing papers, books and blog posts for over 15 years covering everything from asset allocation strategies and global value investing, to farmland investing, to startups, and even the question of whether or not institutions and endowments should just be managed by a robot. With thousands of pieces of content, we thought it was time to sift through...

Episode #359: Africa Startup Series – Aaron Fu, Sherpa Ventures, “We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa”   Guest: Aaron Fu leads growth at emerging market inclusive tech focused Catalyst Fund and is a general partner in Africa focused founder backed pre-seed fund Sherpa Ventures. He also co-founded...

Episode #358: Africa Startup Series – Zachariah George, Launch Africa Ventures, “The Evolution of Tech In Africa Had To Always Start With Fintech”   Guest: Zachariah George is the Managing Partner at Launch Africa Ventures - Africa's leading Early-Stage VC Fund. He is also the Co-Founder and Chief Investment Officer of Startupbootcamp AfriTech – the leading multi-corporate...

The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited   Author:  Peter Chiappinelli is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2010, he was an institutional portfolio manager on the asset allocation team at Pyramis Global Advisors, a subsidiary of Fidelity Investments. Previously, he was the...

Episode #357: Marko Papic, Clocktower Group, “If You Don’t Make Calls, Why Are You In This Industry?” Guest: Marko Papic is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics,...

Episode #356: Jim Paulsen, The Leuthold Group, “The Wildcard Is Inflation and Whether It’s Truly Transitory”   Guest: Jim Paulsen is Chief Investment Strategist of The Leuthold Group, LLC. He is a member of the investment committee, authors market and economic commentary, and works with the Leuthold investment team in serving institutional, financial advisor, and investment professional...

The Best Investment Writing Volume 5: Andrew Patterson, Vanguard - The Idea Multiplier: An acceleration in innovation is coming   Author:  Andrew Patterson, CFA is an investment analyst in Vanguard Investment Strategy Group. He has coauthored research on topics including the global economy, fixed income, and equity investing. Run-Time: 28:36 What is this Episode? Last year we brought listeners the entire volume of The...

Episode #355: Sheel Mohnot, Better Tomorrow Ventures “We Think That We're In The Very Early Innings of Fintech”   Guest: Sheel Mohnot is a co-founder of Better Tomorrow Ventures, a $75m fund that leads pre-seed and seed rounds in fintech companies globally. Sheel is also on the investment committee for the Catalyst Fund, an initiative to support entrepreneurs...