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Episode #202: Joe Davis, Vanguard, “The Idea Multiplier…We Believe It’s One Of The First...
...y 9%. It turned out to be that was pretty much right on the mark. Now, year-to-year, who knows? And that’s why we wish we had that sort of precision we never will have. But we were pretty much on the mark. The more narrow the market segment, the less information content we have, and the strength of the signal dissipates. So, the past three years, we become more and more guarded. But since this past year, we put a little bit more finer point on it,...
Episode #201: The Case For Global Investing
...rns the most investors followed don’t tell the whole story. On a company-by-company basis, the picture is quite different. In fact, it may come as a surprise that the companies with the best annual returns each year have mostly been based outside the U.S.” They have a nice chart that shows what percentage of the top 50 stocks each year are outside the U.S., and the average is 75%. And that should make sense simply because of breadth. Again, if you...
Episode #200: Radio Show: Decade End Returns and Valuations…Process vs. Performance…VC Power Laws
...tance of power laws 34:52 – Chris Mayer 100 Baggers: Stocks That Return 100-to-1 and How To Find Them (Mayer) and The Meb Faber Show – Episode #165: Chris Mayer, “I Do Think The Biggest Challenge…Is Keeping It, Holding On To It” 36:43 – The Meb Faber Show – Episode #69: “This is a Little, Secret Way… A Dark Art of Becoming Truly Wealthy… Massive Wealth” 37:34 – The Meb Faber Show – Episode #90: “The Crown Jewel of the Alternative Universe is Priva...
Episode #199: Peter Livingston, Unpopular Ventures, “All My Best Investments Were The Ones I...
...have access to like all the quantum databases. And as broke as 20-something-year-old, I, of course, did not. And so there was one that Global Financial Data, which we’ve now…is a podcast sponsor and we’ve paid a gazillion amount of dollars for it, so I don’t feel bad about anymore. But at the time, access to all their data, which allowed me to write my very first paper, which I never would have done otherwise. So it’s partially thanks to the Cardi...
Episode #198: Rabi Gupta and Satwick Saxena, EvaBot, “EvaBot Is…A Gifting Assistant…It Makes It...
...icks you chew on because my son loves them more than anything. He’s two-and-a-half. And so you guys contributed to quite a bit of joy for my son. He loves eating an entire thing and then turning into a total terror. And then you got it right. I had some coffee. God, there was something else. What was it? Oh, yeah, there was like a smart plug for an appliance and then also a pet-focused gift. We have a 14-year-old dog. So, it worked out well. So, t...
Episode #197: Rick Rule, Global Resource Investments, “In Resources You Are Either A Contrarian...
...that a judicious investor, rather than paying for someone to construct a 40-company index that almost, by definition, has 25 lousy companies in it, that investor who sought to buy the 4 or 5 best companies in the sector and simply hold them for 5 or 6 years or until that sector had returned to favour, my suspicion is that most investors would be better off doing that. I am not suggesting that your listeners don’t speculate. All of the money that I...
Episode #196: Minnie Ingersoll, TenOneTen, “I Do Believe That Innovation In Our Country Is...
...venture investing, I think 5, 10 years ago people thought of it as media e-commerce, but L.A. graduates more engineers than any other city in the country. So it’s not that L.A. is not… Meb: Where are they all from? Minnie: UCLA, USC, Caltech, Harvey Mudd, UC Irvine, is that L.A.? You know, Southern California, there’s… Meb: You’re a Caltech girl, right? You have some ties. Minnie: I am. I am close with the Caltech crowd for sure. So I grew up acr...
The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors
...ack Forehand, Ray Micaletti, Todd Tresidder, Ben Johnson, and Frazer Rice. 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/2V4eJgfEHMo Links from the Episode: 0:42 – The Best Investment Writing Volume 3: Jack Vogel – Trust The Process 35:00 – The Best Investment Writing Volume 3: Paul Novell...
Episode #195: Top Podcasts 2019 – Replay: Bill Smead, Cam Harvey, Raoul Pal
...from the Episode: 0:40 – Intro 0:55 – The Meb Faber Show – Episode #150: Bill Smead, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30 to 45-Year-Old Age Range” 1:02:07 – The Meb Faber Show – Episode #172: Cam Harvey, “This is a Time of Considerable Risk of a Drawdown” 2:48:00 – The Meb Faber Show – Episode #171: Raoul Pal, “Buy Bonds. Buy Dollars. Wear Diamonds....
The Best Investment Writing Volume 3: Frazer Rice – Preparing For The Hurricane Of...
...s. He also serves as an in-house resource for advisory teams to consult on complex matters affecting high net worth and ultra-high net worth individuals and families. As the author of the book “Wealth, Actually: Intelligent Decision-Making for the 1%,” released in 2018, he draws on anecdotes from his professional career in covering key wealth-management topics for prosperous individuals. Run-Time: 18:54 What is this Episode? Last year when we publ...