Meb Faber Research – Stock Market and Investing Blog

Episode #473: Jeroen Blokland, True Insights - Multi Asset Masterclass   Guest: Jeroen Blokland is the founder of True Insights, an independent research provider, and previously spent over a decade at Robeco. Date Recorded: 3/22/2023     |     Run-Time: 1:00:58 Summary: Today’s episode kicks off with an overview of the recent stress we’ve seen in financial markets and the implications for your portfolio. He shares...

Episode #472: Morgan Stanley's Mike Wilson Says the Earnings Recession is Worse Than You Think   Guest: Mike Wilson is Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley. Date Recorded: 3/8/2023     |     Run-Time: 46:39 Summary: In today’s episode, Mike starts by touching on the price action we’ve seen so far in 2023, which he says is driven by global liquidity instead of...

Episode #471: Gary Zimmerman, MaxMyInterest - SVB, FDIC, & Improving ROI on Cash   Guest: Gary Zimmerman is the Managing Partner of Six Trees Capital LLC and Founder of MaxMyInterest, a software platform that allocates individuals’ cash among their own bank accounts so that they earn the most interest possible while staying within the limits for FDIC government-deposit insurance. Date Recorded: 3/14/2023    ...

Episode #470: How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley   Date Recorded: 3/6/2023     |     Run-Time: 1:10:27 Guests: Carter Malloy is the founder & CEO of AcreTrader. Mark Foley is the Director of Timberland Investments for AcreTrader. Summary: In today’s episode, we’re talking all about timberland. Carter starts the show updating us on the huge success they’ve had with...

Episode #469: Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, & Why The Price You Pay Matters...Even in Venture Capital   Guest: Jason Calacanis is a serial entrepreneur, angel investor, podcaster, and writer. Date Recorded: 2/10/2023     |     Run-Time: 1:07:41 Summary: In today’s episode, Jason shares why he’s more excited about the startup landscape than he’s been in the past 10...

Episode #468: Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation   Guest: Kate Moore, Managing Director, is a member of the Global Allocation investment team and Head of Thematic Strategy. Her investment mandate includes identifying opportunities to exploit structural change, policy evolution, and dislocations across global industries. Date Recorded: 2/8/2023     |     Run-Time: 55:37 Summary: In today’s...

Episode #467: Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More   Guest: Leigh Drogen is the GP and CIO of Starkiller Capital, an institutional investment management firm applying quantitative strategies to the blockchain based digital asset space. Corey Hoffstein is a co-founder of and Chief Investment Officer at Newfound Research and a research partner...

Episode #466: Sean Goldsmith, The Zero Proof – The Golden Age for Non-Alcoholic Beverages   Guest: Sean Goldsmith is the founder of The Zero Proof, a leading curator, wholesaler, and online retailer of premium non-alcoholic wine and spirits. Date Recorded: 1/25/2023     |     Run-Time: 47:03 Summary: Sean kicks off today’s episode with an overview of the non-alcoholic beverage industry, which has seen a recent...

Episode #465: Jim O'Shaughnessy, OSV - Unleashing The World's Infinite Potential   Guest: Jim O'Shaughnessy is the Founder and CEO at OSV, which combines Jim’s deeply rooted interest in all things art, science, investing and tech with his long-held desire to establish positive sum scenarios designed to help promising creators and their inspiring ideas succeed, regardless of age, location, job history...

Episode #464: Radio Show: The Gates Are Going Up! PLUS: The Set Up For Value & Trend-Following in 2023   Guests: Meb Faber & Colby Donovan Date Recorded: 1/20/2023     |     Run-Time: 43:12 Summary: Episode 464 has a radio show format. We cover: Global valuations update: where does the US rank? Is it too late to jump on the value and trend-following...