Meb Faber Research – Stock Market and Investing Blog

Episode #479: Jim Chanos & Bethany McLean on Regulators, Enron, Earnings Adjustments, & The Golden Age of Fraud   Guest: Jim Chanos is the founder and managing partner of Kynikos Associates. As the largest exclusive short selling investment firm, Kynikos provides investment management services for domestic and offshore clients. His celebrated short-sale of Enron shares was dubbed by Barron’s as "the...

Episode #478: Sam Zell - The Grave Dancer on Private REITs, the Macro Landscape, & Timeless Investing Wisdom   Guest: Sam Zell is the founder and chairman of Equity Group Investments, a private investment firm he founded more than 50 years ago.  Sam’s thought to be the most successful real estate investor of all time and the man who known for...

Episode #477: Richard Thaler & Cade Massey on the NFL Draft, Misbehaving GM's, & Exploiting Inefficiencies   Guest: Richard Thaler is the Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics at the University of Chicago Booth School. Thaler is the 2017 recipient of the Nobel Memorial Prize in Economic Sciences for his contributions to behavioral economics. Thaler studies behavioral...

Episode #476: Ramit Sethi on his Netflix Series 'How to Get Rich'   Guest: Ramit Sethi is an entrepreneur, author of I Will Teach You to Be Rich, and star of the Netflix show releasing April 18th called How to Get Rich. Date Recorded: 4/11/2023     |     Run-Time: 1:00:51 Summary: In today’s episode, Ramit gives us a preview of what to expect from his...

Episode #475: Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here's Why Guest: Bill Martin leads Raging Capital Ventures (RVC), his private investment office, which is primary focused on partnering with great entrepreneurs and investors. Date Recorded: 3/31/2023     |     Run-Time: 1:17:26 Summary: Today’s episode starts off with a Twitter thread from Bill on January 18th which said there were...

Episode #474: Wes Gray & Jack Vogel, Alpha Architect - BOXX, HIDE, & Why Trend Following is Timeless. PLUS: Embarrassing Career Moments   Guest: Wes Gray is the founder and CEO of Alpha Architect, a quantitative asset management firm.  Jack Vogel heads the research department and serves as the CFO of Alpha Architect. Date Recorded: 3/22/2023     |     Run-Time: 1:14:48 Summary: In today’s episode, we...

Stocks for the Long Run is one of my favorite books. If you were to ask me what the single most universally held belief in all of investing is, I'd say it is that "stocks are the best way to build wealth". I don't disagree. After all the largest fund I manage is a long only US stocks fund! But...

Episode #473: Jeroen Blokland, True Insights - Multi Asset Masterclass   Guest: Jeroen Blokland is the founder of True Insights, an independent research provider, and previously spent over a decade at Robeco. Date Recorded: 3/22/2023     |     Run-Time: 1:00:58 Summary: Today’s episode kicks off with an overview of the recent stress we’ve seen in financial markets and the implications for your portfolio. He shares...

Episode #472: Morgan Stanley's Mike Wilson Says the Earnings Recession is Worse Than You Think   Guest: Mike Wilson is Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley. Date Recorded: 3/8/2023     |     Run-Time: 46:39 Summary: In today’s episode, Mike starts by touching on the price action we’ve seen so far in 2023, which he says is driven by global liquidity instead of...

Episode #471: Gary Zimmerman, MaxMyInterest - SVB, FDIC, & Improving ROI on Cash   Guest: Gary Zimmerman is the Managing Partner of Six Trees Capital LLC and Founder of MaxMyInterest, a software platform that allocates individuals’ cash among their own bank accounts so that they earn the most interest possible while staying within the limits for FDIC government-deposit insurance. Date Recorded: 3/14/2023    ...