Meb Faber Research – Stock Market and Investing Blog

Episode #186: Carter Malloy, AcreTrader, “I Looked At Farmland And Realized…It’s Wildly Inefficient”   Guest: Carter Malloy is the Founder and CEO of AcreTrader. Carter grew up in a farming family and has a lifelong passion for investing and agriculture. Prior to AcreTrader, he was part of an equity investment firm for 5 years. Before joining in...

No, it's not a good idea, which should surprise no one. The fact that it is a GREAT idea, well, that should surprise everyone. Most investors fret when markets hit new highs, but should they? The below is inspired by our friend Jake @ Econompic, who examined the following query: "What if you bought stocks at all-time highs, otherwise you sat in the...

The Best Investment Writing Volume 3: Larry Swedroe – Investment Strategy in an Uncertain World   Author: Larry Swedroe is the Chief Research Officer at Buckingham Strategic Wealth. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever...

Episode #185: Ben Claremon, Cove Street, “Value Investing Will Always Have A Place”   Guest: Ben Claremon joined Cove Street in 2011 as a research analyst. He also serves as Co-Portfolio Manager for the Classic Value | Small Cap Plus strategy. Previously he worked as an equity analyst on both the long and the short side for...

Episode #184: You Could Have Missed...   Guest: Episode #184 has no guest, It’s a Mebisode. Date Recorded: 2/27/19     |     Run-Time: 18:16 Summary: Episode 184 is a Mebisode. In this episode, you’ll hear Meb discuss the CAPE ratio, flawed logic behind the conclusion that “CAPE doesn’t work,” probabilistic investing, and a global perspective on CAPE. Comments or suggestions?...

Episode #183: Ben Inker, GMO, “The Problem With Good Returns In The Near Term Is They Have To Be Paid Back Sometime”   Guest: Ben Inker is head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. He joined GMO in 1992 following the completion of his B.A. in Economics from Yale...

The Best Investment Writing Volume 3: Gary Antonacci – Extended Backtest of Global Equities Momentum   Author: Gary Antonacci has over 40 years’ experience as an investment professional focusing on underexploited investment opportunities. After receiving his MBA degree from the Harvard Business School, Gary concentrated on researching and developing innovative investment strategies that have their basis in...

Episode #182: Larry Hite, “I Want To Be In A Position Where Something Great Can Happen…If I Don’t Get That, I Don’t Want To Play”   Guest: Larry Hite is the author of THE RULE: How I Beat the Odds in the Markets and in Life―and How You Can Too, an investor, trend follower, pioneer of system trading and the...

Episode #181: Radio Show: Zero Trading Commissions…Valuations…And Trend Following   Guest: Episode 181 has no guest but is co-hosted by Justin Bosch. Date Recorded: 10/11/19     |     Run-Time: 36:36 Summary: Episode 181 has a radio show format. We cover a variety of topics, including the new ETF rule: Major brokerage firms dropping ETF trading commissions to $0 New...