Meb Faber Research – Stock Market and Investing Blog

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...

Episode #463: J.P. Morgan's Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a "Doomsday Machine"   Guest: Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. Date Recorded: 1/11/2023     |     Run-Time: 49:32 Summary: In today’s episode, Dr. Kelly shares...

Episode #462: Porter Stansberry on a Possible Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks   Guest: Porter Stansberry is a leading financial writer and the founder of MarketWise, a publicly traded, million-subscriber, multi-brand, financial publishing platform. In December 2020, Porter retired as MarketWise's Chairman of the Board. He founded Porter & Company in April 2022. Date Recorded:...

What investment belief do you hold that the vast majority of your peers (75%+) do not share? In 2019, I decided to start publicly answering the question above and adding to it over time. You can check out the entire thread here, but my recent podcast with Michael Batnick and Ben Carlson touched on the same topic so at their...

Episode #461: Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan   Run-Time: 5:33 Summary: We’re sharing our 5 most popular episodes from 2022. We know it’s hard to listen to every episode, so we have the most downloaded episodes for you right here! If you click the link in the description,...

Episode #460: Louisa Nicola - How To Perform At Your Best Physically & Mentally   Guest: Louisa Nicola is a neurophysiologist and human performance coach. She founded Neuro Athletics, a multi-enterprise consulting firm, to provide scientific strategies to help athletes and investors achieve peak performance. Louisa was a world championship triathlete and raced both nationally and internationally for Australia and competed...

Episode #459: Louis-Vincent Gave, Gavekal - Investment Themes for 2023   Guest: Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, a global asset manager. Date Recorded: 12/7/2022     |     Run-Time: 55:13 Summary: In today’s episode, Louis kicks it off with the biggest topic in global markets today – the Xi Pivot...

Episode #458: Bob Elliott, Unlimited Funds – A Macro Masterclass   Guest: Bob Elliott is the CEO & CIO of Unlimited Funds, which using machine learning to create products that replicate the index returns of alternative investments. Previously, he was the Head of Ray Dalio’s Research Team and on the Investment Committee at Bridgewater Associates. Date Recorded: 11/30/2022     |     Run-Time: 1:46:12 Summary: In...

Episode #457: Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments   Guest: Damien Bisserier and Alex Shahidi are the Co-CIOs of Evoke Wealth, a $20b+ billion RIA. In 2019, they launched the RPAR Risk Parity ETF. Damien previously worked at Bridgewater and Alex worked at Merrill Lynch. Date Recorded: 11/2/2022     |     Run-Time: 1:19:45 Summary: In today’s...

Episode #456: Marc Cohodes on SBF, Fraud, & The FTX Death Spiral   Guest: Marc Cohodes is a famed short seller with 40-years of experience. He’s best known for exposing fraud at mortgage lender Novastar Financial. Date Recorded: 11/21/2022     |     Run-Time: 1:06:23 Summary: Earlier this year, famed short-seller Marc Cohodes, who has investigated and brought down some major frauds in the past, set...