Meb Faber Research – Stock Market and Investing Blog

Warren Buffett has made some pretty amazing investments over the years. He's famously held Coca-Cola stock for over three decades, turning an initial $1.3 billion stake into $25 billion today. American Express is another multi-decade investment, with similar returns. His most recent investment in Apple, while not the best in percentage terms, is likely the best in absolute dollar amounts. His...

Episode #498: Liz Ann Sonders on The State of the Markets Guest: Liz Ann Sonders is the Chief Investment Strategist of Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. Recorded: 8/16/2023  |  Run-Time: 57:07  Summary: In today’s episode, Liz Ann starts off by sharing some timeless lessons...

Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation Guest: Ulrike Hoffmann-Burchardi is a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship fund focusing on Digital, Data & Disruptive Innovation. Recorded: 8/17/2023  |  Run-Time: 44:23 Summary: In today’s episode, she starts by lessons learned over the past 25 years working...

Episode #496: Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing Guest: Phil Bak is the CEO of Armada ETFs, which provides investors broad access to the real estate asset class. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. Date Recorded: 8/9/2023  |  Run-Time: 59:24   ...

Episode #495: Mohnish Pabrai on Cloning & Compounding Guest: Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, which he started in 1999. Date Recorded: 7/28/2023  |  Run-Time: 1:15:01 Summary: In today’s episode, Mohnish talks about his love for bridge, what his friend Warren Buffett’s online bridge name is, his philanthropic endeavors, opportunities he sees in Turkey...

Guest: Stephanie Pomboy is the founder of MacroMavens, a boutique research firm that provides macroeconomic research and commentary to an exclusive swath of the institutional investment community. Date Recorded: 8/2/2023  |  Run-Time: 53:59 Summary: In today’s episode, Stephanie shares her take on the investment landscape and why she’s very concerned about the corporate credit market. Then she shares her take on...

Episode #493: Michael Batnick & Ben Carlson - What’s Your Favorite Diversifier? PLUS: Future Proof!   Guests: Michael Batnick, CFA. Michael Batnick is the Director of Research at Ritholtz Wealth Management. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. Date Recorded: 8/2/2023     |     Run-Time: 48:44 Summary: In today’s episode, Michael & Ben give us a preview of the Future Proof...

Guest: Anthony Zhang is the co-founder and CEO of Vinovest, the world’s first platform for investing in fine wine. Date Recorded: 6/21/2023  |  Run-Time: 52:48 Summary: In today’s episode, Anthony updates on the business since his first appearance two years ago. He shares Vinovest now has over 100 million dollars invested and 150,000 registered users. Then we dive into their entrance...

Episode #491: JD Gardner - Bridging the Behavior Gap   Guest: JD Gardner is the CIO & Founder of Aptus Capital Advisors, which provides risk-managed strategies designed to help clients stay invested through market cycles. Date Recorded: 7/5/2023     |     Run-Time: 1:14:56 Summary: Today’s episode has an overarching theme that can be summarized by a quote from JD himself: "A strategy's return is much less...

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing   Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals. Known for his website on asset allocation and portfolio theory, Efficient Frontier, Bill is also a co-principal in the money management firm Efficient Frontier Advisors. He recently...