Meb Faber Research – Stock Market and Investing Blog

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...

“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 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 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 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 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...

Episode #502: Mikhail Samonov – Lessons from Two Centuries of Financial History Guest: Mikhail Samonov is the CEO of Two Centuries Investments, which was established to create long term wealth for investors through its blend of innovative and behaviorally focused investment strategies. Date Recorded: 9/20/2023  |  Run-Time: 1:11:28  Summary: In today’s episode, Mikhail walks through what led him to focus so much...

Episode #501: John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification Guest: John Davi is the CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services. Date Recorded: 9/14/2023  |  Run-Time: 55:34 Summary: In today’s episode, John walks through his macro plus quant approach to the markets. We touch on his entrance into the ETF space...

Episode #500: Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors. Prior to Deccan, Soo Chuen worked at the Baupost Group, Halcyon Asset Management, and McKinsey & Company. Recorded: 8/21/2023  |  Run-Time: 1:02:39  Summary: Today’s...

Episode #499: Kevin Carter, EMQQ Global - India is Happening NOW Guest: Kevin Carter is the Founder & Chief Investment Officer of EMQQ Global. While he principally considers himself an active “value” investor, he has collaborated with Princeton economist and indexing legend, Dr. Burton G. Malkiel, for more than 20 years. Date Recorded: 8/30/2023     |     Run-Time: 55:41 Summary: In today’s episode, Kevin...