Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market
Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market
Guest: Louis-Vincent Gave co-founded Gavekal in 1999 with his father Charles and Anatole Kaletsky. Gavekal started as an independent research firm and evolved in 2005 to include fund management and in 2008 to include data analysis services.
Harris Kupperman is the President of Praetorian Capital, a...
Episode #510: Radio Show with Jonathan Treussard & Nic Johnson: Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate
Episode #510: Radio Show - Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate
Guest: Jonathan Treussard is the founder of Treussard Capital Management LLC, a registered investment advisor that operates as a fiduciary for its clients. He was at Research Affiliates serving as Head of Product.
Nic Johnson is the Founder of ListWise, which is...
Episode #509: Austin Root, Stansberry Asset Management – The Case For Productive Assets
Episode #509: Austin Root, Stansberry Asset Management - The Case For Productive Assets
Guest: Austin Root is the Chief Investment Officer of Stansberry Asset Management. Previously, he co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management.
Date Recorded: 11/1/2023 | Run-Time: 1:00:14
Summary: In today’s episode, Austin starts...
Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market
Episode #508: Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market
Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets.
Date Recorded: 11/8/2023 | Run-Time: 1:23:49
Summary: In today’s episode, Jim shares why 2020 was the biggest economic event of...
Whatcha Waiting For?
Whatcha Waiting For?
Date Recorded: 10/25/2023 | Run-Time: 15:09
Summary: In today’s episode, Meb reads a recent email sent to Cambria subscribers about using a shareholder yield approach to take advantage of the opportunity in global value stocks today.
Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com
https://youtu.be/_gIpiI0trOo
Links from the Episode:
Performance after Peak Valuation: Navigating the Tech Sector’s High...
Should CalPERS Fire Everyone And Just Buy Some ETFs?
“He was a U.S.-class smooth politician, which is the only way you’re going to survive in that job. It has nothing to do with investing.”
That’s how Institutional Investor recently described a former CIO of the California Public Employees’ Retirement System, also known as CalPERS.
The description is especially interesting when considering that the “I” in “CIO” stands for “investment,” which...
Episode #507: Thomas George, Grizzle – Disruption at a Reasonable Price
Episode #507: Thomas George, Grizzle - Disruption at a Reasonable Price
Guest: Thomas George is the President of Grizzle and Portfolio Manager of the DARP ETF.
Date Recorded: 10/25/2023 | Run-Time: 50:37
Summary: In today’s episode, Thomas talks about investing in disruption at a reasonable price. Key word: reasonable. He talks about the sector and thematic focus of the ETF and...
Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill
Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill
Guest: Corey Hoffstein is co-founder and chief investment officer of Newfound Research, which offers a full suite of tactically risk-managed ETF portfolios.
Date Recorded: 10/25/2023 | Run-Time: 1:30:20
Summary: In today’s episode, Meb & Corey talk about whether topics are overhyped or underhyped:
Bitcoin ETF recent news
...
Episode #505: Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape
Episode #505: Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape
Guest: Que Nguyen is the CIO of Equity Strategies at Research Affiliates. She leads the cross-sectional equity research and strategy design that supports the firm's systematic active portfolios and smart beta indices.
Date Recorded: 10/11/2023 | Run-Time: 42:35
Summary: In today’s episode, she shares why...
Episode #503: Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer
Episode #503: Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer
Guest: Jon Hirtle is the founder and Executive Chairman of Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded over 35 years ago. Jon is well known for creating the OCIO model that is commonplace today.
Date Recorded: 9/27/2023 | Run-Time: 49:03
Summary: In today’s episode, Jon shares what...
