Meb Faber Research – Stock Market and Investing Blog

Episode #7: Playing Defense Against Black Swans   Guest: Episode #7 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 7/7/16     |     Run-Time: 30:10 Topics:  With Brexit rattling the markets recently, it’s a good time to revisit the discussion of “black swans” (not that Brexit was a black swan, despite catching many investors off-guard)....

Episode #6: Three Concepts That Investors Get Wrong   Guest: Episode 6 is a Mebisode. Date: 6/24/16     |     Run-Time: 28:12 Topics:  Do you know which three concepts most investors – retail and professional alike – get wrong? One is asset allocation; two is a bit different – it’s actually a lack of awareness of a type of...

Episode #5: Jared Dillian, The Daily Dirtnap, “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite”   Guest: Jared Dillian is the editor and publisher of The Daily Dirtnap, strategist at Mauldin economics and author of the free 10th Man newsletter. In a previous life, Jared was head of ETF trading...

Episode #4: Wes Gray, Alpha Architect, “Even God Would Get Fired as an Active Investor”   Guest: Wes Gray is the CEO/CIO of Alpha Architect. Wes was a Captain in the U.S. Marine Corps, holds a PhD, and was a finance professor at Drexel University. He has also published four books, multiple academic articles, and is a...

Episode #3: Co-host: Jeff Remsburg – Where Are Best Global Values Right Now?   Guest: Episode #3 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 6/15/16     |     Run-Time: 58:56 Topics: Is right now a good time to be in U.S. stocks? What about global stocks? Well, the answer in large part depends on...

Episode #2: Patrick O’Shaughnessy, O’Shaughnessy Asset Management, An Unexpected Drop-in from Patrick O’Shaughnessy    Guest: Patrick O’Shaughnessy of O’Shaughnessy Asset Management, a $5B+ asset management group. Patrick is also an author, having written the book Millennial Money while frequently posting on his blog, “The Investor’s Field Guide.” Date: 6/8/16     |     Run-Time: 1:28:28 Summary: Meb and Patrick cover...

Episode #1: Global Asset Allocation – Investing 101   Guest: This inaugural episode features just host, Meb Faber. Date: 6/7/16     |     Run-Time: 39:47 Topics: On this first-ever podcast, Meb provides listeners with a bit about himself and answers the question “What in the world am I doing starting a podcast?” (After all, he is a self-professed former...

  The podcast is finally live! Woo-hoo! You can find all of the episodes on the blog at mebfaber.com/podcast.  You can also subscribe here: iTunes feed Libsyn feed We'll update each show with showlinks, etc.  The format is threefold:  Me chatting about a research topic, trading idea, or recent speech.  Often they don't record them so I'll rehash some of the topics.  Interviewing...