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Episode #279: Kevin Davitt and John Hiatt, Cboe, “Relative To The Overall Portfolio, Small...
...cited about. So y’all cut your teeth late ’90s, as did I. I was trading dot-commers during class in the late ’90s so were my professors. Fast forward a couple years, people were interested in dividend-yielding stocks, small cap REITs. Fast forward couple years, people were interested in commodities, emerging markets, BRICS. Fast-forward a couple years, people are interested in trend following, anything with yield the past decade, on and on. And so...
Episode #278: Lucas White, GMO, “Since Inception Of The Strategy…We’ve Been Buying Companies At...
...apart rock thousands of feet beneath the earth’s surface, we’re doing ultra-deep-water, we’re doing Arctic stuff, we’re going to all ends of the earth to try to squeeze some of this stuff out. And I got tapped on the shoulder to work with Jeremy and others at GMO to figure out whether it made sense to launch a resources strategy to capitalize on that theme of kind of limited supply and growing demand for natural resources. And when we’re doing tha...
Episode #277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso
...Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/Tw3FN-9xVug Links from the Episode: 0:55 – The Meb Faber Show – Episode #197: Rick Rule, Global Resource Investments, “In Resources You Are Either A Contrarian Or You Are Going To Be A Victim” 57:09 – The Meb Faber Show – Episode #202: Joe Davis, Vanguard, “The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation”...
The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors
...Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias? 8:04 – The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds 25:08 – The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble 56:02 – The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New...
Episode #276: Craig Wichner, Farmland LP, “There’s $2.7T Worth Of Farmland In The U.S…And...
...lly 90 years to today and that land has been passed down kind of generation-to-generation. Their kids are not staying on the farm. Their kids are going to the cities or going to colleges. They’re doing whatever they’re going to do. And what you’re left is basically kind of a vacuum. The people who are staying on the land, it’s important to understand the average commodity farmer today, growing corn or soy or something like that, has $8.5 million w...
Episode #275: David Lau, DPL Financial Partners, “The Root Of All Evil When It...
...lude building out their suite of offerings and eventually offering a direct-to-consumer product. Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159 Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/UTASLai_tB0 Links from the Episode: 0:40 – Intro 1:36 – Welcome to our guest, David Lau 3:13 – Annuity overview 6:03 – The case for annuities today...
Episode #274: Mitch Baruchowitz, Merida Capital Holdings, “Is The Trade Over? No…It’s Just Getting...
...nd what kind of stores they should buy. And when they looked at an online e-commerce site in ’16, why we didn’t buy-in. I mean, I was deeply involved in a lot of their fundamental decisions. And that knowledge then it came to me that I really needed a vehicle because so many people were sending me their deals and saying, “Hey, can you vet this for me? You’re the cannabis guy I know.” And I realized that, look, as generous and magnanimous you want...
Episode #273: Adam Moelis, Yotta Savings, “Almost Half Of American’s Can’t Come Up With...
...mean, I knew a little bit about the statistics in the U.S., about paycheck-to-paycheck, and people not having money for an emergency and the lottery statistics we talked about. And this idea just really struck a chord with me, given my interest in behavioral psych. And so I started doing a lot of research into the space. I was wondering why I’d never heard about it before. Ultimately looked into why it’s not a thing in the U.S., what’s the state...
Episode #272: Best Idea Show – Tobias Carlisle, Acquirers Fund, “There Are Basically Three...
...g with another name eBay, which was sort of… Meb: Oh, God. Tobias: …the dot-com 1.0 stock. Meb: The thing about eBay, Toby, its user interface is so bad. It’s like… I understand why some of these companies like Carvana are totally disrupting because, like, I was trying to sell a car on Craigslist. And it was like half scammers, half people trying to like get your contact information for another service. eBay was just as bad. I spent like an hour r...
Episode #271: Gary Zimmerman, Max My Interest, “Several Of The Banks On Our Platform...
...f you looked at the top 4% of the population, which is broadly defined high-net-worth, it’s any household with more than a million dollars in investable assets, there were about 6 to 8 million households in the country with those levels of assets. On average, they hold close to a quarter of their assets in cash, and so all totaled it was about $4 trillion. And I thought to myself, “Gee, here’s a multi-trillion dollar asset class that people are co...