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Episode #472: Morgan Stanley’s Mike Wilson Says the Earnings Recession is Worse Than You...
...ng at China as a rejuvenated investment target 31:46 – Quick takes on fixed-income, bonds, real estates, and commodities 35:13 – A belief he holds that the majority of his peers don’t 35:31 – Twitter thread for Meb’s non-consensus beliefs 41:00 – His most memorable investment 43:29 – Learn more about Mike and listen to the Morgan Stanley “Thoughts on the Market” podcast Transcript: Welcome Message: Welcome to The Meb Faber Show, where the focus is...
Episode #471: Gary Zimmerman, MaxMyInterest – SVB, FDIC, & Improving ROI on Cash
...here and Circle had 3 billion. All these companies that had payroll and day-to-day expenses, they’re running through this checking account that has no protection and things could have easily, in my mind, gone a slightly different way where they got back 80 cents on the dollar and it got stuck for six months. How much of the discussion now is this kind of coming from the business channel? And is there anything different that they should be thinking...
Episode #470: How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley
...$17 worth of enjoyment. So, I told my wife to go steal some from my mother-in-law, said, can you just get a couple tablespoons? Just don’t tell her, just grab some. So, inflation, it’s definitely picking up in places. Some expected, some unexpected, but it definitely feels very, very real. Okay, Mark, you’re allowed out of the penalty box. You’re allowed to talk now. Sorry, Carter and I could just do two hours’ worth of this, but talk to us, how’...
Episode #469: Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, &...
...s Week in Startups Podcast 36:33 – A quick overview of his syndicate direct-to-investor offering and his new fund 47:44 – launchangelsummit.com 57:40 – Playing the long game, power laws, and turtle traders 1:02:25 – Learn more about Jason; jason@calacanis.com ; Twitter ; Instagram 1:02:47 – What is the correct ballpark when thinking about buying and trading domains Transcript: Welcome Message: Welcome to the Meb Faber Show, where the focus is on h...
Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)
...bria Foreign Shareholder Yield ETF (FYLD) International emerging market focused Cambria Emerging Shareholder Yield ETF (EYLD) Links Think Income and Growth Don’t Exist In This Market? Think Again Think Income and Growth Don’t Exist Around the Globe? Think Again Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/Xqf06imGofs...
Episode #468: Kate Moore, BlackRock – How to Invest in Consumer Disruption, Natural Resources,...
...est and most straightforward example that we all knew was that a shift to e-commerce was happening for many years pre pandemic. That was falling into bucket one, incrementally more spend happening with online retailers. And then of course, the pandemic accelerated and significantly led to a step change that fell into bucket two. So sometimes these themes can bridge these different buckets, but we are seeing a significant preference change for cons...
Episode #467: Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC,...
...hem yesterday where some of their bridged assets were not actually held one-to-one, collateralized one-to-one with the underlying assets. They’ve been co-mingled with other user funds in wallets. Frankly, they probably don’t even know where all the assets are. It’s a mess. Just like FTX was a mess. My conspiracy theory is that the DOJ has basically made a deal with Binance to say, “Look, you’re too big to fail. If we took you down, it would unduly...
Episode #466: Sean Goldsmith, The Zero Proof – The Golden Age for Non-Alcoholic Beverages
...non-alcoholic products, so the regulation is much easier. And launched an e-com shop and started wholesaling these products. And that was about two-and-a-half years ago. Started as a blog and started doing e-commerce and wholesale distribution. And in July of last year, we closed a seed round of VC-led financing and hired a team. And so, now we’re pedal to the metal and enjoying the growth of the category. Meb: I definitely see a bunch of people...
Episode #465: Jim O’Shaughnessy, OSV – Unleashing The World’s Infinite Potential
...company, it’s like Chick-fil-A is always like the number one. It’s like In-N-Out Burger, Chick-fil-A. Jim: Right, yeah. And we used to have a… Meb: Sorry to derail you with my Chick-fil-A. Jim: No, no. It’s okay. You just make me think of things we used to do. We used to have a joke portfolio that we called eat, drink, and be merry for tomorrow you die. And it was filled up, you know, with gambling stocks, cigarette makers, booze makers, ph...
Episode #464: Radio Show: The Gates Are Going Up! PLUS: The Set Up For...
...ents.” And so you look at a chart of, like, what happens when you buy price-to-sale stocks above 10 historically and it’s awful. I mean, it’s like it doesn’t even keep up with T-bills and yet people were doing it hand over fist. We have a great Leuthold chart that’s top 200 tech and internet companies trading at price sales over $15. And you saw it go nuts during the internet bubble and then nothing, and then this last blow-off in 2021, go right b...
