Meb Faber Research – Stock Market and Investing Blog

Episode #422: Best Idea Show – Doron Junger, Sanvia Capital – US Biotech   Guest: Dr. Doron Junger leads Sanvia Capital, a nascent Florida-based biopharmaceutical investment firm, which Doron originally started as a Millennium Partners platform company. A surgeon by background, Doron Junger has since 2005 managed public equity portfolios of biotechnology and pharmaceutical companies for some of the world's premier...

Episode #421: Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low   Guest: Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. Date Recorded: 6/1/2022     |     Run-Time: 1:25:12 Summary: In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and why Jeff...

Episode #420: Dan Cooper, ROC Investments – ROC: Return on Character   Guest: Dan Cooper is the founder and CEO of ROC Investments, which allocates capital on the basis of the behaviors of the CEOs and their senior executive teams. Date Recorded: 5/11/2022     |     Run-Time: 50:11 Summary: Dan shares how he ran a strategy focused on investing in companies with...

Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward               Guest: Peter Zeihan is an expert in geopolitics: the study of how place impacts financial, economic, cultural, political and military developments. His newest book is The End of the World Is Just the Beginning: Mapping the Collapse of Globalization. Date Recorded: 5/24/2022     |     Run-Time: 1:00:50 Summary: In...

Episode #418: Mebisode – Red Light   Run-Time: 10:45 Summary: In this Mebisode, Meb reads his post from February 2022 titled “Red Light," which discussed the risk of an expensive market entering a downtrend. As he said in the piece, "historically speaking, markets have performed poorly when in a downtrend, characterized by higher volatility and drawdowns." Comments or suggestions?...

Episode #417: Andrew Peck, Baron Capital – A Growth Manager's Take on The Market   Guest: Andrew Peck is the co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing; it has over $50 billion in assets under management.  Andrew serves as the Portfolio Manager for the Baron Asset Fund, Baron...

Episode #416: Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History   Guest: Jan van Eck serves as the President & CEO and an owner of VanEck, which offers value-added exposures to emerging industries, asset classes and markets as well as differentiated approaches to traditional strategies. ask rep for aum Date Recorded: 5/4/2022     |    ...

Episode #415: Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments   Guest: Sajid Rahman is the co-founder & CEO of Digital Healthcare Solutions and Managing Partner of MyAsiaVC, an early stage venture fund. Date Recorded: 4/27/2022     |     Run-Time: 57:14 Summary: In today’s episode, we talk with someone who’s made over 1,400...

Episode #414: Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO   Guest: Tim Laehy is the CFO at Crexi, a marketplace for buying, selling, and leasing commercial real estate online. He was previously the CFO at Coinbase and has extensive experience as a public & private company CFO, leading three successful IPO's and...

Episode #413: Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least   Guest: Antti Ilmanen is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In this role, he manages the team responsible for advising institutional investors and sovereign wealth funds and develops the firm's...