Meb Faber Research – Stock Market and Investing Blog

Episode #348: Zach Coelius, Coelius Capital, “I Like To Play Where It’s Still Qualitative”   Guest: Zach Coelius is the Managing Partner at Coelius Capital. Date Recorded: 8/5/2021     |     Run-Time: 1:07:06 Summary: In today’s episode, we’re chatting angel investing with one of AngelList’s top syndicates. We talk about Zach’s transition from entrepreneur to investor and the difference between the...

Episode #347: Radio Show – Wes Gray & Patrick Cleary, Alpha Architect– All Things ETFs   Guests: Wes Gray is the founder and CEO of Alpha Architect, a quantitative asset management firm. Patrick Cleary is currently the chief operations officer and chief compliance officer of Alpha Architect. Date Recorded: 8/17/2021     |     Run-Time: 1:24:26 Summary: Episode 347 has a radio...

Episode #346: William Bernstein, Efficient Frontier, “We Are Creatures That Seek Compelling Narratives”   Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals. Known for his website on asset allocation and portfolio theory, Efficient Frontier, Bill is also a co-principal in the money management firm Efficient Frontier...

Episode #345: Africa Startup Series - Dr. Abasi Ene-Obong, 54gene, “There Really Hasn’t Been Human Genomics Infrastructure In Africa”   Guest: Dr. Abasi Ene-Obong is the founder and CEO of 54gene, a health technology company advancing the state of healthcare through large scale discovery and translational research, advanced molecular diagnostics, and clinical programs for the benefit...

Episode #344: Jared Dillian, The Daily Dirtnap, "I Think The Cardinal Sin In Investing Is Selling Too Soon"   Guest: Jared Dillian is the founder of The Daily Dirtnap, LLC, which provides daily market commentary and insight to a range of institutional clients. Dillian also is a regular contributor to Mauldin Economics and a variety of online...

Episode #343: Dr. Nathan Myhrvold, Intellectual Ventures, “Pizza In The United States Is What Convinced The World That Pizza Was A Great Thing”   Guest: Dr. Nathan Myhrvold, one of the most prolific inventors with over 900 U.S. patents awarded. He graduated high school at 14, studied under Stephen Hawking in college, became the first Chief Technology...

Episode #342: Aaron Edelheit, Mindset Capital, “The Best Investors Are Those That View It As A Game”   Guest: Aaron Edelheit is the CEO and Founder of Mindset Capital, a private investment firm. In his previous role as CEO of The American Home, Aaron founded and grew a company from 16 rental homes to one that owned...

Episode #341: Lyle Fitterer, Baird Asset Management, “You Could Even Argue That They’re Better Credits Than The Federal Government”   Guest: Lyle Fitterer, CFA is a Managing Director and Senior Portfolio Manager for Baird Asset Management. Lyle has over 31 years of investment experience managing fixed income portfolios, with a primary focus on the municipal market. Prior to joining...

Episode #340: Startup Series - Michael Suffredini, Axiom Space, “The Only Thing I Know How To Do Is Build And Operate A Space Station”               Guest: Michael Suffredini is President, CEO and co-founder of Axiom Space, which is building the world’s first internationally available commercial space station to continue what the International Space Station (ISS) community of...

Episode #339: George Davis, Hotchkis & Wiley, “We’re In Unchartered Territory Right Now”             Guest: George Davis serves as CEO and is responsible for setting the firm’s strategic direction. Mr. Davis also serves as a portfolio manager on the Large Cap Fundamental Value and Large Cap Diversified Value portfolios. Date Recorded: 7/21/2021     |     Run-Time: 49:27 Summary: In today’s episode,...