Meb Faber Research – Stock Market and Investing Blog

Episode #493: Michael Batnick & Ben Carlson - What’s Your Favorite Diversifier? PLUS: Future Proof!   Guests: Michael Batnick, CFA. Michael Batnick is the Director of Research at Ritholtz Wealth Management. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. Date Recorded: 8/2/2023     |     Run-Time: 48:44 Summary: In today’s episode, Michael & Ben give us a preview of the Future Proof...

Guest: Anthony Zhang is the co-founder and CEO of Vinovest, the world’s first platform for investing in fine wine. Date Recorded: 6/21/2023  |  Run-Time: 52:48 Summary: In today’s episode, Anthony updates on the business since his first appearance two years ago. He shares Vinovest now has over 100 million dollars invested and 150,000 registered users. Then we dive into their entrance...

Episode #491: JD Gardner - Bridging the Behavior Gap   Guest: JD Gardner is the CIO & Founder of Aptus Capital Advisors, which provides risk-managed strategies designed to help clients stay invested through market cycles. Date Recorded: 7/5/2023     |     Run-Time: 1:14:56 Summary: Today’s episode has an overarching theme that can be summarized by a quote from JD himself: "A strategy's return is much less...

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing   Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals. Known for his website on asset allocation and portfolio theory, Efficient Frontier, Bill is also a co-principal in the money management firm Efficient Frontier Advisors. He recently...

Episode #489: Steve Klinsky, New Mountain Capital - Private Equity Titan   Guest: Steven Klinsky is the founder and CEO of New Mountain Capital. Mr. Klinsky was co-founder of the Leverage Buyout Group of Goldman Sachs & Co. (“Goldman”) (1981-1984), where he helped execute over $3 billion of pioneering transactions for Goldman and its clients. Date Recorded: 6/28/2023     |     Run-Time: 52:58 Summary: In today’s...

Episode #488: Blake Street – Financial Advisor to New Media: From Tik Tok to E-Sports & OnlyFans   Guest: Blake Street is a Founding Partner and Chief Investment Officer of Warren Street Wealth Advisors. Blake graduated from California State University, Fullerton in 2009 with a Bachelor of Arts in Finance, and he is a certified financial planner (CFP) and a Chartered...

Episode #487: Dr. Gio Valiante on Peak Performance: From Tiger Woods to Steve Cohen   Guest: Dr. Gio Valiante is regarded as one of the most successful performance coaches in the world. He’s currently the Head Performance Coach for the Buffalo Bills and works with some of the top golfers on the PGA Tour. He was previously the Head Performance Coach for Point72...

Episode #486: Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity   Guest: Ben Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm. Tom Hancock is the head of Focused Equity team and a portfolio manager for GMO’s Quality Strategies. Date Recorded: 6/11/2023     |     Run-Time: 58:59 Summary: In...

Episode #485: Dan Niles on Big Tech Stocks and the AI Revolution   Guest: Dan Niles is the Founder and Portfolio Manager of the Satori Fund, a US focused, technology biased, large capitalization, long-short equity fund. Date Recorded: 5/31/2023     |     Run-Time: 1:10:00 Summary: In today’s episode, Dan shares how his macro outlook is impacting his valuation of the big tech names. And of...

Episode #484: Rodrigo Gordillo & Corey Hoffstein - Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking   Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global. 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: 5/10/2023     |     Run-Time: 1:12:22 Summary: In today’s episode,...