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Episode #518: Jared Dillian on the Keys to Live a Stress-Free Financial Life
...rn more about Jared: The Daily Dirtnap, Jared Dillian Money Transcript: Welcome Message: Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here. Disclaimer: Meb Faber is the co-founder and chief investment officer at Cambria Investment Management. Due to i...
Episode #517: Bruno Caratori – The Bitcoin ETF is FINALLY Approved. Now What?
...oducts, from Bitcoin to other protocols. We already have filings for Ethereum coming out. As I alluded to before, Hashdex believes in the entire assets class. In places like Brazil, we have six ETFs that are live already; and, they are not just a flagship NCI that offers exposure to the entire market, we also have single assets products out there that are pretty meaningful inside the Bitcoin product and Ether product. But, we already have thematic...
Episode #516: BlackRock’s Rick Rieder on The State of Markets & The US Debt...
...ck that’s happened this year. That’s not people’s 401k. That’s not I got income coming in. I put X amount in equities. 800 billion stock buyback, normal allocation that goes into equities. And there’s no supply. And by the way, you think about the exact opposite of that. Treasury bills were issuing 400 billion a week of treasury bills. So, the technicals in the equity market are unbelievable. So, I think what happens is people sit in cash, then th...
Episode #515: Felix Zulauf – 2024 Macro Outlook Not Rosy
Guest: Felix Zulauf is the founder and CEO of Zulauf Consulting, a boutique research and consulting firm. Recorded: 12/14/2023 | Run-Time: 49:41 Summary: In today’s episode, Felix shares his view of the global investment landscape from Asia to Europe to the US. He shares why the tailwinds of lower inflation may reverse and lead inflation to rise above 10%. He also touches on the state of gold, the Dollar and other currencies, and why he’s focused...
Episode #514: Liz Simmie, Honeytree – A Quantamental Approach to ESG
...city, how conservatively they’re managing their debt, earnings growth, dividend growth, competitive market share, and we bring in ESG data and put it equally beside that financial fundamental data. And we purposely organize it under pillars so that they’re equally weighted. So it’s not like, “Hey, the financial part gets 66% weighting and the ESG part gets … ” We don’t divide it like that and nor do we just to be super confusing, do we think of me...
Episode #513: J.P. Morgan’s Gabriela Santos Likes International Stocks for 2024
...for advanced semiconductors. All those chips that we need for AI and quantum computing are made there. The strain of Taiwan’s also a huge zone for global trade, and we’d be talking about the largest and second-largest economy in the world, so it’s tough to model out, but I do think it adds into the risk of the allocation. Meb: As we look XUS, are there any other areas that we haven’t really talked about that are particularly interesting or fraugh...
Episode #512: Alfonso “Alf” Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The...
..., all that Macro Alf is doing, where do they go? Alf: So that’s on themacrocompass.com, themacrocompass.com, it’s the website of my company and I do macro research and trade ideas and portfolio construction. But most importantly of late I’ve decided that I wanted to bridge this gap of, I don’t know, knowledge and this iron curtain that is out there on the bond market. I mean it scares people away Meb, it’s just… What’s a bear steepening, it sounds...
Mebisode: Combining the Best Characteristics of the Tortoise and the Hare
...cs of the Tortoise and the Hare Date Recorded: 11/8/2023 | Run-Time: 6:38 Summary: In today’s episode, Meb reads a recent email sent to Cambria subscribers comparing the risk and returns of the Cambria Shareholder Yield ETF (SYLD) since inception through the lens of the famous fairy tale, “The Tortoise and the Hare.” Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/ik8a4KQc-Gw ...
Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull...
...deficit can go from a billion to 500 maybe to 300 depending on what mines come online when. But the mines aren’t coming online. They’re all having teething problems. The ones that are in startup and the ones that are supposed to come online, they’re not producing to name play, no one can get the pounds out of the ground as fast as they’re needed. I think it’s going to be a problem. I think this game stocks, when you think of the price of uranium,...
Episode #510: Radio Show with Jonathan Treussard & Nic Johnson: Carbon Credits, Pre-Worrying &...
...’s the exact same. The only thing that’s different is there’s a one-page addendum to a standard listing agreement that says, “Instead of a fixed percentage, I’m going to pay you 0.75% plus 20% over this price.” All we’ve done is add one little page to the listing agreement that you’re used to and everything else is exactly the same. Homeowners can do it already today and in fact they can really even go do it themselves. The problem is that I’ve ta...
