Meb Faber Research – Stock Market and Investing Blog

Episode #290: Bill Smead, Smead Capital Management, “There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble”   Guest: Bill Smead is the Chief Investment Officer for Smead Capital Management. He is the final decision-maker for investment and portfolio decisions and is responsible for reviewing...

Episode #289: Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right?   Guest: Episode #289 has no guest, it’s a Mebisode. Date Recorded: 02/04/2020     |     Run-Time: 22:06 Summary: Episode 289 is a Mebisode. In this episode, you’ll hear Meb put today's stock valuations into historical perspective. He addresses the claim that stock valuations should be high because bond yields...

Episode #288: Best Idea Show - Doug Pugliese, Alpha Architect, “Why Not Elect A 1042 Sale And Control When You Pay Those Taxes?”   Guest: Doug Pugliese is Head of 1042 QRP Solutions at Alpha Architect, where he manages the firm’s qualified replacement property investment strategies practice. In this role, Doug and his team provide business sellers...

Episode #287: Jonathan Hsu, Tribe Capital, "Our Specific Areas Of Expertise Are Around Being Able To Tell A Story Utilizing Your Own Data"   Guest: Jonathan Hsu is the co-founder and General Partner at Tribe Capital, a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Previously, he was a Partner...

Episode #286: Jeremy Grantham, GMO, “What Day Is The Highest Level Of Optimism? It’s The Day The Market Hits The Peak”   Guest: Jeremy Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is a member of the GMO Board of Directors and has...

Episode #285: Best Idea Show - David Marcus, Evermore Global Advisors, “Do You Sell Things That You Like To Buy Things That You Now Love?”   Guest: David Marcus is Co-Founder, Chief Executive Officer and Chief Investment Officer of Evermore Global Advisors, LLC. He co-founded the firm in 2009. David is portfolio manager of the Evermore Global...

Episode #284: Michael Gayed, Toroso Investments, “I Don’t Know The Exact Mile Marker I Might Crash My Car, But I Do Know The Conditions That Favor The Accident”   Guest: Michael Gayed is Portfolio Manager at Toroso Investments, an investment management company specializing in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family...

Episode #283: Brian Barish, Cambiar Investors, “In The Digital Age We’re De-Physicalizing Things”   Guest: Brian Barish is the President and CIO at Cambiar Investors and is responsible for the oversight of all investment functions at the firm. Prior to joining Cambiar in 1997, Mr. Barish served as Director of Emerging Markets Research for Lazard Freres &...

Episode #282: Salem Abraham, Abraham Trading Company, “Managing Risk Starts With Imagining the Unimaginable”   Guest: Salem Abraham is the President & Head Researcher for the Abraham Trading Company. In 1999, Salem and the Abraham Trading team became the first company in the world to send computer-generated orders electronically to the Chicago Mercantile Exchange. The strategy for...

Episode #281: Adrian Helfert, Westwood Group, “We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum”               Guest: Adrian Helfert is the Senior Vice President and Director of Multi-Asset Portfolios where he leads Westwood’s multi-asset strategies group, which includes the flagship Income Opportunity fund. Date Recorded: 12/9/2020     |     Run-Time: 48:41 Summary: In today’s episode, we’re taking a look...