Meb Faber Research – Stock Market and Investing Blog

Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)   Authors:  Guido Baltussen is Head of Robeco’s Factor Investing strategies and Co-head of the Quant Fixed Income team. Bart P. Van Vliet is a Client Portfolio Manager at Robeco. Pim Van Vliet is Head of Conservative Equities and Head of Robeco’s...

Episode #455: Eugene Fama: A Life in Finance   Guest: Eugene F. Fama, 2013 Nobel laureate in economic sciences, is widely recognized as the "father of modern finance." His research is well known in both the academic and investment communities. He is strongly identified with research on markets, particularly the efficient markets hypothesis. Date Recorded: 10/12/2022     |     Run-Time: 42:23 Summary: In today’s episode,...

Episode #454: Rex Salisbury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech   Guest: Rex Salisbury is the Founder and General Partner of Cambrian Ventures. He was previously a founding partner on the A16Z fintech team. Date Recorded: 10/12/2022     |     Run-Time: 1:01:18 Summary: In today’s episode, Rex shares an overview of Cambrian and the...

Episode #453: Whitney Baker on Why "Immaculate Disinflation" is an Illusion   Guest: Whitney Baker is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros Fund Management, co-managing an internal...

Episode #452: Jerry Parker & Salem Abraham - Lessons From A Lifetime of Trading   Guests: Jerry Parker is the CEO of Chesapeake and a long-time trend follower since he was in the Turtle training program. Salem Abraham is the President of Abraham Trading Company and the Fortress Fund, which seeks to protect capital and achieve long-term capital appreciation. Date Recorded: 10/5/2022    ...

Episode #451: Hugh Hendry - The Acid Capitalist Unfiltered   Guest: Hugh Hendry is an award winning hedge fund manager, market commentator, St Barts real estate investor & surfer. Date Recorded: 10/5/2022     |     Run-Time: 49:15 Summary: In today’s episode, Hugh shares his thoughts on all the macro factors in the world today. He touches on inflation, energy markets, the dollar, the situation in...

Episode #450: Harris “Kuppy” Kupperman - Oil is the World’s Central Banker Now   Guest: Harris “Kuppy” Kupperman is the Founder and CIO of Praetorian Capital. He’s also the Chairman and CEO of Mongolia Growth Group (YAK: Canada and MNGGF: USA). Date Recorded: 10/10/2022     |     Run-Time: 1:12:57 Summary: In today’s episode, Kuppy shares why the macro set up today leads him go be...

Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Value Stocks? (The Best Investment Writing Volume 6)   Author: Christine Wang, CFA, CPA is a Portfolio Manager for Bridgeway Capital Management. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money managers and investment researchers from all over the world to pick the best...

Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)   Authors: Corey Hoffstein is a co-founder of and Chief Investment Officer at Newfound Research. Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global and has over 15 years of experience in investment management. Summary: Each year,...

Episode #448: Annie Duke – Why Great Investors Are Great Quitters   Guest: Annie Duke is an author, corporate speaker, and consultant in the decision-making space, as well as Special Partner focused on Decision Science at First Round Capital Partners, a seed stage venture fund. She’s also the author of Quit: The Power of Knowing When to Walk Away. As a...