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Episode #463: J.P. Morgan’s Dr. David Kelly on Why He Believes Foreign Stocks Are...
...budget deficit but it gave money, large chunks of money to lower and middle-income households in America. And so we had lots of spending power with nothing to buy, and so the prices all shot up. And that’s really what kicked off this inflation. And we were beginning to turn the corner on that. And I think we would’ve turned the corner on that in the first half of 2022, except then we had Ukraine. And Ukraine caused a huge surge in energy prices,...
Episode #462: Porter Stansberry on a Possible Recession, Opportunities in Distressed Debt, & The...
...2022 25:13 – The Stay Rich Portfolio 26:05 – Cyclical strategies for fixed-income markets, corporate bonds, and distressed debt 27:59 – What can be learned from Carl Icahn and Icahn Enterprises 31:01 – Porter’s predictions for the world of distressed debt and future bankruptcies 35:35 – I Disagree (Faber) 36:05 – How practicable is it for individual investors to get in on distressed debt? 43:01 – A discussion about business creation and interesti...
Episode #461: Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris...
...possibly be. Soon after FTX filed for bankruptcy, I spoke with famed short-seller Marc Cohodes, who talked about the red flags he saw on Sam Bankman-Fried & FTX earlier this year. Back in June, I spoke with geopolitical expert Peter Zeihan on the implications of deglobalization, depopulation, and the Russia/Ukraine war Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/bxBJIG_PZKA...
Episode #460: Louisa Nicola – How To Perform At Your Best Physically & Mentally
...days, what’s the plan? Do you do a fair amount of travel in your normal day-to-day? Louisa: Unfortunately, I go against everything I believe in and I’m travelling far too often now just because of my job. I work with elite athletes and also investors and portfolio managers, so, I am in New York, then I’m in LA, then, you know, I mean, Dubai, it’s just…now I’m in Australia. And I really need to settle myself down because this jet lag is really ea...
Episode #459: Louis-Vincent Gave, Gavekal – Investment Themes for 2023
...ne because the market didn’t exist. So we built a pretty good Chinese fixed-income franchise. And we did so partly on the premise that if China was going to do this, they wanted to do it well. And our bet was that Chinese bonds would outperform most bond markets over any period. And if you look at the past 10 years, five years, three years, Chinese government bonds have outperformed U.S. Treasuries, JGBs. Because you had massive government support...
Episode #458: Bob Elliott, Unlimited Funds – A Macro Masterclass
...nderlying all of those sort of cyclical dynamics that we’re seeing in a day-to-day basis. And so, when I look at the world today, it is in some ways feels very new and different than what we…that many investors have experienced, which is an inflationary business cycle in the context of the end of the long-term debt cycle and in the context of a shift from globalization to deglobalization. But those sorts of dynamics, they’ve existed plenty of time...
Episode #457: Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All...
...e lending that’s happening is secured against that collateral at a low loan-to-value. So you know, in a terrible scenario, you’re still going to recover your principals plus penalty plus interest, and in the meantime, you can generate a nice high return stream, you know, high-interest return stream with that collateral protection behind you. That, in our view, is a really robust return stream, and there’s lots of ways to do that. Like, I mentioned...
Episode #456: Marc Cohodes on SBF, Fraud, & The FTX Death Spiral
...ases. But this Lernout almost put me in the grave. You know, it’s spelled L-E-R-N-O-U-T & H-A-U-S-P-I-E. So, there are two guys, Jo Learnout and Pol Hauspie. So, I don’t know, this is back when my son was young. He was born in ’87, so this is about ’98-ish. He was born with cerebral palsy. You know, he doesn’t walk, but he’s very smart, talks fine, went to regular school. He’s great. He’s 35 now. So, at the time, I was looking for a speech softw...
Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment...
...ors: 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 Quantitative Equities department. 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 t...
Episode #455: Eugene Fama: A Life in Finance
...ws up in the actual numbers. Meb: Well, I think it’s particularly a front-of-mind risk this year. I think it was, like, 95% of all emerging market funds held Russian securities, which are currently somewhere frozen in purgatory. Maybe they’re worth something, maybe they’re not, but the funds have all written them down. But for the most part, Russia is small. The concern of many investors, it seems like, today, where this really is front-of-mind...
