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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...
Episode #454: Rex Salisbury, Cambrian – a16z Partner Turned Solo GP on Why He...
...y on investing in kind of first money and checks for companies with U.S. go-to-markets, usually, like, a 500k initial check. And then the fund itself has kind of a community flavor to it. And then we have, as LPs in the fund, a lot of the top founders in the ecosystem, from places like SoFi, Plaid, Betterment, kind of the list goes on. We’ve got 20+ folks across all sorts of verticals in WealthTech, to InsurTech, to real estate, you know, financia...
Episode #453: Whitney Baker on Why “Immaculate Disinflation” is an Illusion
...wealth shocks before. Obviously, the GFC was a huge housing shock, the dot-com unwind was a pretty big wealth shock, the 70s was terrible. And so, there have been big wealth shocks before but, because we’re starting, again, from such high levels of market cap to GDP or wealth to GDP, we’re having a massive wealth shock relative to GDP. And so, the question is just…but remember, like two years ago or over the last, really, two years, you had a m...
Episode #452: Jerry Parker & Salem Abraham – Lessons From A Lifetime of Trading
...but you got to divorce yourself and separate yourself from that in the day-to-day trading. Meb: That comment you just made is I feel very simple on the surface, “If you trust the math, if you trust the historical evidence.” The challenge is no one does. I’d love to try to dig and figure out why. If you just look at historical summary bullet point stats, and there was one we did on Twitter where I said…and I’m going to paraphrase. It was somethi...
Episode #451: Hugh Hendry – The Acid Capitalist Unfiltered
...se when you move someone with a per capita GDP of 6,000, a lot of these out-of-the-city provinces, you’re still down there at those levels, and you move it to one with 8,000, forget it. We make mistakes in the West because I don’t know what we put into our NPV calculations, but we underinvest. The U.S. is a disgrace, UK is a disgrace. It’s the one thing that unites the political parties, they don’t invest in infrastructure. It is a disgrace, but...
