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Episode #318: Perth Tolle, Life + Liberty Indexes, “If I Was In Hong Kong...
...y and I wanted to stay home with her. So, I did leave Fidelity to be a stay-at-home mom for a while. But when she got ready to go to school, I started doing this full time. And when I did that, I called Research Affiliates because they were doing non-cap-weighted indexing and I wanted to do freedom-weighted, which is non-cap-weighted indexing. So, I said, “Hey, do you guys want to work together on this?” And I was such a fan of Research Affiliates...
Episode #317: Chris Cole, Artemis Capital Management, “You Want To Diversify Based On How...
...accept accredited, sophisticated investors, yet regulators will allow an 18-year-old to get on their iPhone, buy a double levered VIX, CTP or buy a Dogecoin, obscure cryptocurrency. How does that make any sense? Meb: Don’t forget micro caps, don’t forget lottery tickets, going to a casino. More importantly, currency, leveraged currency, you can get currency at like 20 to one, you can trade futures. This topic is one of the most preposterous things...
Episode #316: Dianne McKeever, Ides Capital, “My Entire Career, I’ve Been A Value Investing...
...: You know, it’s been interesting, we’ve been around now for about five-and-a-half years. And you know, when we started talking about this, you know, I think people were kind of, what does this mean, is this a trade-off? I mean, that’s something that, you know, still gets asked. Is ESG a trade-off for returns? No, it’s not. I mean, you know, there’s study after study now that establishes, you know, strong and robust ESG policies and practices, dri...
Episode #315: Warren Pies & Fernando Vidal, 3Fourteen Research, “I Think That The Next...
...Warren: It’s very similar to how we did the oil model where we have a four-component model, first off, that sits on the…this is the sterling answer. You know, we have a four-component model, that’s four components, our trend positioning, real interest rates, and asset allocation, attractiveness. We wrote an entire pub on that, a report on that, where we outline each one of those factors and, like, kind of, how we stitch them together. And that’s,...
Episode #314: Dan Morehead, Pantera Capital Management, “Satoshi Created Bitcoin As A Result Of...
...’s no cash flows. And you have a pretty cool, I think you call it the stock-to-flow model. Maybe you could tell us a little bit about that. How to think about, is this a reasonable price? Is this a price that’s totally in the clouds, or how to think about Bitcoin in general? Dan: Yeah. So, that is a question that I get a lot too. And I even had a fun conversation with a Tiger Cub friend of mine that runs a TMT fund. He said, “Hey, we don’t trade B...
Episode #313: Rob Arnott, Research Affiliates, “Modern Monetary Theory Does Not Work”
...34 and I think, “Gosh, higher than that, only in the year 2000, market cap-to-GDP higher than ever in history, price-to-sales higher than ever in history.” These are daunting multiples. They’re also propped up by low-interest rates. But if inflation kicks in, the interest rates aren’t likely to stay low for long. And the prop-up by interest rates is in the mind of the investor. If you go back historically, you find that low-interest rates don’t h...
Episode #312: Carter Malloy, AcreTrader, “In A Couple Of Minutes, You Can Invest As...
...e almonds and pistachios and you’ll see more leverage, but again, on a deal-by-deal basis, even there, we’re talking 50s and 60s LTVs maximum. So just far less systemic leverage throughout this asset class than others. Meb: We’ve talked about a lot of this on the podcast before but farmland represents probably the biggest missing piece of the global market portfolio that’s investable, particularly from a public standpoint. We’ve had one of the REI...
Episode #311: Radio Show: Valuation Update…Bond Returns….Meb’s Startup Investing
...ies for his AngelList investing 38:38 – 100 Baggers: Stocks that Return 100-to-1 (Mayer) 40:56 – AngelList, Republic, SeedInvest, WeFunder 43:32 – The sectors Meb’s most interested in when angel investing 45:23 – Episode #224: Eric Kinariwala, Capsule 47:09 – What effect do interest rates have on intrinsic value, and what the effects of low interest rates are 48:54 – Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low… Right? (Faber) 49:...
Episode #310: Kathryn Kaminski, AlphaSimplex, “When You’re A Systematic Investor, Your Process Makes The...
...stor allocates to passive strategies that are literally rules-based, market-cap-weighted U.S. stocks, small-cap stocks, small-cap value, bond indices, on and on and on. Those are all literally rules-based portfolios, some much more naive and poorly designed. I think I was musing with Jerry Parker once about why the people struggle with managed futures, and said, “Well, it’s probably the decision to call it managed futures in the first place.” That...
Episode #309: Andrew Horowitz, Horowitz & Company, “I Think We’re Starting To See A...
...funds. In fact, we did a study that I think I may have sent you a year-and-a-half ago or so, maybe two years ago, looking at the universe of fixed income, in particular, which is a relatively inefficient market fixed income, looked at ETFs in all sorts of different categories, looked at mutual funds in those same categories, did three-year rolling returns, did a variety of different factors of drawdowns, and we kept coming up with time and time a...
