Meb Faber Research – Stock Market and Investing Blog

The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend Following   Author: Mike Philbrick has over 25 years of experience in investment management, including nine years as a Portfolio Manager, and is a Chartered Investment Manager and Accredited Investment Fiduciary. He is currently one of the Portfolio Managers for...

Episode #164: Jake Shapiro, RadioPublic, “It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening”   Guest: Jake Shapiro is the CEO and co-founder of RadioPublic, Podfund, co-founder of VC firm, Matter, and former CEO and co-founder of PRX. Date Recorded: 6/7/19     |     Run-Time: 1:03:13 Summary: Jake begins by talking about his background, as well as...

(The below was a tweetstorm I thought I'd republish on the blog...) I've been very vocal the last few years about the importance of global investment diversification, yet most Americans continue to allocate 80% to US stocks.   Let me explain, with some help from Bridgewater, why that is a horrible, and easily avoidable mistake.

Is out! Well, we're doing things a little different this year.  We're publishing all of the chapters as audio episodes on our podcast (for free). So, subscribe to our podcast and follow along on Twitter for all the new episodes...enjoy!

Episode #163: Albert Meyer, Bastiat Capital, “You’re Held In Higher Regard When You Don’t Dilute Shareholders”   Guest: Albert Meyer is founder and president of Bastiat Capital where he draws on decades of experience in forensic accounting and equity research. Before founding Bastiat Capital in 2006, Albert worked with David Tice, who managed the short-only Prudent Bear...

The Best Investment Writing Volume 3: Paul Novell – When Models Fail   Author: Paul Novell is the co-founder and President of Investing for a Living. He is also the author of the Economic Pulse Newsletter, and Quant Pulse. Run-Time: 15:05 What is this Episode? Last year when we published The Best Investment Writing Volume 2, we offered authors...

Episode #162: Chase Nobles, Kush.com, “I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis”   Guest: Chase Nobles is the co-founder and co-CEO of Kush.com, a managed marketplace dedicated to helping the legal hemp and cannabis industries thrive through a carefully curated network of verified and...

Episode #161: Brandon Zick, Ceres Partners, “In Row Crops You’re Generating A Lot Of Current Income”   Guest: Brandon Zick focuses on managing all assets of the farm portfolio, performing valuation analysis and due diligence of property acquisitions, deal sourcing and negotiating acquisition terms, tenant sourcing and ongoing relationship management and oversees all portfolio management of the...

The Best Investment Writing Volume 3: Jack Vogel – Trust The Process   Author: Jack Vogel is the CIO of Alpha Architect. He conducts research in empirical asset pricing and behavioral finance. His academic background includes experience as an instructor and research assistant at Drexel University in both the Finance and Mathematics departments, as well as a...