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Episode #509: Austin Root, Stansberry Asset Management – The Case For Productive Assets
...s that we’re looking at though, and another piece that we do is we try to identify companies before they get acquired, and we’ve had success doing that as well. Meb: Good, let me know, I want to know who they are when it happens. Austin: Yeah. Meb: What’s been your most memorable investment, good, bad in between, anything come to mind? Austin: I did run a hedge fund that was seated by Julian Robertson and Tiger Management and we got started in 200...
Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The...
...this small group? Is it inevitable or is there something? We got this 50% GDP growth coming due to this AI revolution. Why have things been so resilient and where should we be looking for some of the cracks, if there are any, and where might they be? Jim: I’m going to answer the question in two ways. If you look at the stock market, the Mag Seven stocks have a nine plus trillion dollars market cap somewhere in there, depending on what day you meas...
Whatcha Waiting For?
...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...
Should CalPERS Fire Everyone And Just Buy Some ETFs?
...ecessarily have to accept pre-packaged asset classes. For example, when it comes to equities, they are inherently leveraged, and most companies have debt on their balance sheet. So, there’s no reason nor obligation to take stocks at their notional value. One choice to “deleverage stocks” would be to invest half in equities and half in cash. And the same goes for bonds, you can leverage them up or down to make them more or less volatile. This appro...
Episode #507: Thomas George, Grizzle – Disruption at a Reasonable Price
...become a farmland investor through their platform, please visit acretrader.com/meb. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/TwVnRL4MbOI Links from the Episode: 1:23 – Welcome Thomas to the show: For more information, prospectus, risks and holdings of the Grizzle DARP ETF, click here 2:07 – Thomas time working on portfolio analytics 7:39 – Transitioning from portfolio anal...
Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and...
...t. Corey: I don’t know. I didn’t touch my computer. Meb: I would’ve been thumb thumbs downing you this whole time. Where is it? Keep going. Corey: Maybe it was Colby in the background, he didn’t like what I was saying. But where I was going with that, you go, how much does it cost to buy the S&P 500 today? Two BPS? How much does it cost to buy the Barclays US Aggregate bond market? Five BPS? Right? It has never been easier to get access to investm...
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
...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 change. They definitely change, reputation chang...
Episode #501: John Davi, Astoria Advisors – Macro+Quant, Inflation & Global Diversification
...most difficult part of it. It’s kind of not easy, but it’s a little bit easier to identify a good stock. But then the exit point is really, really difficult. So thought I was the smartest guy in the room, and it was a lesson to me like, okay, I find that I personally make more money when I do strategic asset allocation as opposed to just individual names. Individual names are much tougher. Meb: John, this has been a whirlwind tour. We talked abou...
