Meb Faber Research – Stock Market and Investing Blog

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,...

Episode #483: Burton Malkiel - Applying 'A Random Walk' to the World Today   Guest: Dr. Burton G. Malkiel, the Chemical Bank Chairman’s Professor of Economics, Emeritus, and Senior Economist at Princeton University, is Wealthfront's Chief Investment Officer. Dr. Malkiel is the author of the widely read investment book, A Random Walk Down Wall Street, which helped launch the low-cost investing...

Episode #482: Meketa's Steve McCourt & Primark's Michael Bell - Democratizing Private Equity   Guest: Steve McCourt is the co-CEO of Meketa Investment Group, an investment consulting and advisory firm serving institutional investors. Michael Bell is the Founder and Managing Director of Primark Capital, an investment management firm providing retail investors with access to private equity investment opportunities. Date Recorded: 4/26/2023     |    ...

Episode #481: Sarah Stanley Fallaw - The Psychology of the Millionaire Next Door   Guest: Sarah Stanley Fallaw, Ph.D., is the author of The Next Millionaire Next Door and the founder and President of DataPoints LLC, a company that provides technologically-enabled financial psychology tools to enhance wealth-building.  In her role at DataPoints and her research, Dr. Fallaw continues the study on...

Episode #480: Craig Wichner, Farmland LP - Cultivating Wealth with Sustainable Farmland Investing   Guest: Craig Wichner is the Founder and Managing Partner of Farmland LP, a leading investment fund that generates returns by converting conventional commercial farmland to regenerative sustainable farmland. Date Recorded: 4/19/2023     |     Run-Time: 1:00:38 Summary: In today’s episode, Craig starts with an update on his company and then shares how...