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Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The...
...? They want to follow your work, they want to sign up, they want to keep up-to-date with what you’re doing, where do they go? Jim: So I’m going to give you a new answer to this too. So how about this? You can follow me on Twitter, @BiancoResearch. You can follow me on LinkedIn under Jim Bianco. You can go check out our website at biancoresearch.com. You can request a free trial if you want, and I’ll throw in a new one for you. I’m an avid cyclist....
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...il us Feedback@TheMebFaberShow.com https://youtu.be/_gIpiI0trOo Links from the Episode: Performance after Peak Valuation: Navigating the Tech Sector’s High Multiples Think Income and Growth Don’t Exist In This Market? Think Again Think Income and Growth Don’t Exist Around the Globe? Think Again...
Episode #507: Thomas George, Grizzle – Disruption at a Reasonable Price
...on down to LA, we got a desk for you. Airbnb is a good example of even post-becoming public. It was down, what? 50, 60%, and gave you really two shots at the plate in 2022, when it bottomed out, and it seems to be rebounding nicely from there. But it was a good example. A lot of these companies, not just tech, but anything really, people think you got to buy them at any price, but so many give you that opportunity to buy them. Like Apple, I think...
Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and...
...dollars, but I was dying laughing because one of our friends launched the J-E-P-Y-E-T-F, so it was a clear troll on JEPI. Corey: Ask that friend, ask that friend the process of trying to find a lead market maker for that fund if you haven’t already. It’s a funny story. Meb: Yeah. But whatever, I’m like, look, JP Morgan, you have trillions of dollars. Why are you worrying about these little ants that are below you? Come on, just stop being a D-bag,...
Episode #505: Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an...
...y adds some restraint to their behavior, allowing for smaller companies to come up and compete. But it’s very, very difficult. And these companies with high free cashflow, with high moats, they will always be valued at a premium. It’s just the question is, should it be this much of a premium that we’re seeing? Meb: Yeah, that’s always the case. I mean, Uncle Warren’s been talking about this forever about value investing and look, their largest hol...
Episode #503: Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer
...is a function of the board and the investment committee. So the investment committee comes to us and we are the CIO, and we listen to them and we talk to them, and we say to them, “This is what we’ve done at other institutions, might that be helpful?” But it’s really the committee’s job to synthesize, or bring together all those disparate views, and say, “How are we going to move forward?” So in the planning process, that’s all pulled together. On...
Episode #502: Mikhail Samonov – Lessons from Two Centuries of Financial History
...yield. Brand equity divided by market cap and then a change in brand, year-over-year change in brand value. Value momentum, combine the two things together, it was off the chart. I was like, yes. Meb: How often does that change though? Does that actually change? Does that change that much over time or over short periods or is it more just the stock price cratering? Mikhail: Yeah. Marketing caps change, but year over year brand changes, they do ch...
Episode #501: John Davi, Astoria Advisors – Macro+Quant, Inflation & Global Diversification
...as very clear to us inflation was going to be a problem in my economics one-on-one class they taught me, “Okay, if you restrict supply, you increase demand, prices go up.” So you didn’t have to be like a quant or PhD to understand that we would have an inflation problem. I couldn’t believe what I was seeing. This is different from ’08 when the banks were bailed out, but all the money was given to the banks. It didn’t actually go in the real econom...
Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing
...an old company that I followed back in 2005. It’s called CP All Plc, C-P A-L-L P-L-C. It’s a convenience store in Thailand. And this is back even before I started this, right? First I visited that company in 2005, right after the coup d’etat in Thailand at the time. Thailand has had a coup since then, but at the time Thaksin Shinawatra was deposted and had got on a plane. And we saw this little convenience store chain. It’s called CP All Plc, tha...
Episode #499: Kevin Carter, EMQQ Global – India is Happening NOW
...xico. Now, what we see is that since this story started in China, China’s e-commerce market, it’s the largest in the world by far. So China is an emerging market in a traditional sense, but in terms of the digitization story and e-commerce, China’s the most developed country in the world by far. So what we started to see was that while there’s the other 45 emerging markets, they are basically where China was 15 years ago. So if you think about con...
