Meb Faber Research – Stock Market and Investing Blog

Episode #196: Minnie Ingersoll, TenOneTen, “I Do Believe That Innovation In Our Country Is The Huge Bright Spot”   Guest: Minnie Ingersoll is a long-time Silicon Valley product leader and operations executive with experience building and scaling impact through elegant technical solutions and great teams. She recently moved back to LA after 20+ years in the Bay...

The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors   Run-Time: 5:38:52 What is this Episode? Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it. This year,...

Episode #195: Top Podcasts 2019 - Replay: Bill Smead, Cam Harvey, Raoul Pal   Guests: Episode 195 is a replay of The Meb Faber Show’s top podcasts of 2019. Guests include Bill Smead, Cam Harvey, and Raoul Pal Run-Time: 3:55:41 Summary: Episode 195 is a replay of The Meb Faber Show’s top podcasts of 2019. Guests include Bill Smead,...

The Best Investment Writing Volume 3: Frazer Rice – Preparing For The Hurricane Of Wealth   Author: Frazer Rice is a Senior Wealth Strategist, based out of Calamos Wealth Management’s Midtown offices in Rockefeller Center. Frazer provides Wealth Strategy guidance to individuals, families, institutions, endowments, and small businesses. He also serves as an in-house resource for advisory...

Episode #194: Doug McCormick, HCI Equity Partners, “I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested”   Guest: Doug McCormick is a Co-Founder and Managing Partner at HCI Equity Partners and oversees the origination, management and development of the firm’s investments. He joined the HCI team in 1999 and has served...

The Best Investment Writing Volume 3: Wes Gray – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.   Author: Wes Gray. Wes is the CEO/CIO of Alpha Architect. He has published multiple academic papers and four books, including Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). After serving...

Episode #193: Chris Brightman, Research Affiliates, “Here We Are With Emerging Markets Again Trading At A Shiller PE Multiple Less Than Half Of The US Stock Market”   Guest: Chris Brightman is a member of the Research Affiliates board and leads the Research, Investment Management, and Investment Strategy teams. In this role, he supervises Research Affiliates' research...

The Best Investment Writing Volume 3: Ben Johnson – When Markets Are Tough, Don't Look   Author: Ben Johnson is director of global exchange-traded fund research for Morningstar. Run-Time: 9:09 What is this Episode? Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to...

Episode #192: Tim Hayes, Ned Davis Research, “The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009”   Guest: Tim Hayes is NDR’s Chief Global Investment Strategist. He has been with the firm since 1986. Tim directs NDR’s global asset allocation services, develops strategy and major investment themes, and...