Meb Faber Research – Stock Market and Investing Blog

Episode #257: Marc Levine, “A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win”   Guest: Marc Levine is the former chairman of the Illinois State Board of Investment. He was a pioneer in the asset-backed securities industry with transactions including the first-ever securitization of precious metals. Marc was the founding principal...

The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates  – Bubble, Bubble, Toil and Trouble   Author: Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. The firm creates investment strategies and tools based upon...

Episode #256: Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree, “Japan Is Trading At The Lowest Valuation In 30 Years”   Guests: Jeremy Schwartz serves as WisdomTree’s Executive Vice President and Global Head of Research. Jesper Koll serves as Senior Advisor to WisdomTree. Date Recorded: 9/3/2020     |     Run-Time: 44:16 Summary: In our inaugural ‘what’s your best idea’...

Episode #255: Matt Peterson, Peterson Capital Management “We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity”   Guest: Matt Peterson is the Managing Partner of Peterson Capital Management.  Date Recorded: 9/16/2020Run-Time: 55:22 Summary: In today’s episode, we’re getting into concentrated, deep-value investing. We get into Matt’s long-term value based framework and a truly concentrated...

For many investors, this election is a nightmare. It feels a bit like taking your chances against, say, jumping in the ocean with a shark on one hand, or stumbling in the bush upon a lion on the other. Either way, the outcome appears inevitable. You’re in trouble. A shark or a lion, take your pick. The irony, however, is that...

Episode #254: Ken Nguyen, Republic “In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public”   Guest: Ken Nguyen is co-founder and CEO of Republic.  Date Recorded: 9/9/2020     |     Run-Time: 1:14:53 Sponsor: Rinse     Summary: In today’s episode, we’re talking startups, and how to make private investing widespread and available...

Episode #253: Carl Chang, Kairos Investment Management “Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow”   Guest: Carl Chang is founder and CEO of Kairos Investment Management. Date Recorded: 9/16/2020     |     Run-Time: 50:25 Sponsor: OurCrowd     Summary: In today’s episode, we’re talking real estate. It’s not every day I get...

The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha  – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds   Author: Vineer Bhansali is Founder and CIO of LongTail Alpha. He has over two decades of experience in both developing many of the tail risk management frameworks in use by the industry today, and in...

Episode #252: Cem Karsan, Aegea Capital, “30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically”   Guest: Cem Karsan is Founder and Senior Managing Partner of Aegea Capital Management, LLC, as well as its Head of Research and Risk Management.  Date Recorded: 9/23/2020     |     Run-Time: 56:03 Sponsor: Ikon...

Cambria Fund Profile Series – Cambria Global Value ETF (GVAL)   Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management. Meb has authored numerous books, whitepapers and blog posts, and is the host of The Meb Faber Show podcast. Date Recorded: 9/7/2020     |     Run-Time: 14:42 Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us...