Meb Faber Research – Stock Market and Investing Blog

Episode #301: Dr. Daniel Crosby, Orion Advisor Solutions, “You Want The Best Anxiety Adjusted Returns”   Guest: Daniel Crosby, Ph.D, is Chief Behavioral Officer at Orion Advisor Solutions. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. Date Recorded: 3/17/2021     |    ...

Episode #300: Best Idea Show – Geoffrey Batt, Euphrates Advisors, “You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies”   Guest: Geoffrey Batt has been investing on the Iraq Stock Exchange since January 2008. In October 2010, Mr. Batt launched the Euphrates Iraq Fund. Prior to his Iraq investments,...

Episode #299: Sundeep Ahuja, Climate Capital, “Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around”   Guest: Sundeep Ahuja is a 3x founder-turned-investor who's currently GP @ Duro Ventures, Climate Capital, and DVC. Prior investments include Good Eggs, Substack, Mighty Buildings, Goodreads, and Shef. He's also the...

Episode #298: Boris Wertz, Version One, “I Really Think About The Next Decade As A Golden Decade For Technology”   Guest: Boris Wertz is founding partner of Version One and one of the top tech early-stage investors in North America. Born in Germany and based in Vancouver, Boris takes a wide-angle view to find great companies all...

Episode #297: Tim Ranzetta, Next Gen Personal Finance, “Every Student Wants To Learn About Money”   Guest: Tim Ranzetta is the co-founder of Next Gen Personal Finance (NGPF), a non-profit organization to partner with teachers by sharing timely and relevant curricular resources, providing effective professional development, and advocating to increase access to financial education. Date Recorded: 3/3/2021    ...

Episode #296: Jason Hsu, Rayliant Global Advisors, “As Investors, We’re Always Looking For Uncorrelated Sources Of Return”   Guest: Jason Hsu is the founder and chairman of Rayliant Global Advisors. Prior to his current role, Jason was the co-founder and vice chairman of Research Affiliates. Date Recorded: 3/3/2021     |     Run-Time: 51:11 Summary: In today’s episode, we get an update from...

Episode #295: Jacob Rubin, Philosophy Capital Management, “I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat”   Guest: Jacob Rubin is the Founder and Managing Member at Philosophy Capital Management LLC, launched April 1, 2020. Prior to Philosophy, Jacob was a Managing Director at Lonestar Capital and...

Episode #294: Dan Rasmussen, Verdad Advisers, “A Lot Of These Regime Changes Happen Around Recessions And Crises”   Guest: Dan Rasmussen is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity. Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Date Recorded: 3/1/2021    ...

Episode #293: Ted Seides, Capital Allocators, “I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust”   Guest: Ted Seides, CFA, is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from the perspective of asset owners,...

Episode #292: Tom Barton, White Rock Capital, “I Just Thought, Well, This Is The Dumbest Short Of All-Time”   Guest: Tom Barton is the Founder, President, and General Partner of White Rock Capital. He helped build the first multibillion-dollar short-selling hedge fund at Feshbach Brothers in the 1980s, where he exposed dozens of stock frauds. Then he...