Meb Faber Research – Stock Market and Investing Blog

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...

Episode #447: Dave Thornton, Vested – Could Index Investing Come to Venture Capital?   Guest: Dave Thornton is a co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. Date Recorded: 8/31/2022     |     Run-Time: 59:40 Summary: In today’s episode, Dave shares how Vested is providing liquidity for startup employees, along with a way for investors to...

Episode #446: BlackRock's Rick Rieder on the State of the Markets   Guest: Rick Rieder is BlackRock's Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Mr. Rieder is responsible for roughly $2.4 trillion in assets. He is a member of BlackRock’s Executive Sub-Committee on Investments, a member...

Episode #445: Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles   Guest: Jeff Currie is Goldman Sachs’ global head of Commodities Research. Date Recorded: 9/16/2022     |     Run-Time: 47:04 Summary: In today’s episode, Jeff shares why he called for a commodity supercycle almost two years ago and where we are within that cycle today. He touches...

Episode #444: Steve Romick, FPA Funds – Live at Future Proof!   Guest: Steve Romick joined FPA in 1996 and serves as a Portfolio Manager for the FPA Crescent Fund. Date Recorded: 9/12/2022     |     Run-Time: 45:47 Summary: In today’s episode, Steve shares his view of the world and where he sees value today. He explains why he owns Google, Comcast, CarMax, and even...