Meb Faber Research – Stock Market and Investing Blog

Episode #461: Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan   Run-Time: 5:33 Summary: We’re sharing our 5 most popular episodes from 2022. We know it’s hard to listen to every episode, so we have the most downloaded episodes for you right here! If you click the link in the description,...

Episode #460: Louisa Nicola - How To Perform At Your Best Physically & Mentally   Guest: Louisa Nicola is a neurophysiologist and human performance coach. She founded Neuro Athletics, a multi-enterprise consulting firm, to provide scientific strategies to help athletes and investors achieve peak performance. Louisa was a world championship triathlete and raced both nationally and internationally for Australia and competed...

Episode #459: Louis-Vincent Gave, Gavekal - Investment Themes for 2023   Guest: Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, a global asset manager. Date Recorded: 12/7/2022     |     Run-Time: 55:13 Summary: In today’s episode, Louis kicks it off with the biggest topic in global markets today – the Xi Pivot...

Episode #458: Bob Elliott, Unlimited Funds – A Macro Masterclass   Guest: Bob Elliott is the CEO & CIO of Unlimited Funds, which using machine learning to create products that replicate the index returns of alternative investments. Previously, he was the Head of Ray Dalio’s Research Team and on the Investment Committee at Bridgewater Associates. Date Recorded: 11/30/2022     |     Run-Time: 1:46:12 Summary: In...

Episode #457: Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments   Guest: Damien Bisserier and Alex Shahidi are the Co-CIOs of Evoke Wealth, a $20b+ billion RIA. In 2019, they launched the RPAR Risk Parity ETF. Damien previously worked at Bridgewater and Alex worked at Merrill Lynch. Date Recorded: 11/2/2022     |     Run-Time: 1:19:45 Summary: In today’s...

Episode #456: Marc Cohodes on SBF, Fraud, & The FTX Death Spiral   Guest: Marc Cohodes is a famed short seller with 40-years of experience. He’s best known for exposing fraud at mortgage lender Novastar Financial. Date Recorded: 11/21/2022     |     Run-Time: 1:06:23 Summary: Earlier this year, famed short-seller Marc Cohodes, who has investigated and brought down some major frauds in the past, set...

Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)   Authors:  Guido Baltussen is Head of Robeco’s Factor Investing strategies and Co-head of the Quant Fixed Income team. Bart P. Van Vliet is a Client Portfolio Manager at Robeco. Pim Van Vliet is Head of Conservative Equities and Head of Robeco’s...

Episode #455: Eugene Fama: A Life in Finance   Guest: Eugene F. Fama, 2013 Nobel laureate in economic sciences, is widely recognized as the "father of modern finance." His research is well known in both the academic and investment communities. He is strongly identified with research on markets, particularly the efficient markets hypothesis. Date Recorded: 10/12/2022     |     Run-Time: 42:23 Summary: In today’s episode,...

Episode #454: Rex Salisbury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech   Guest: Rex Salisbury is the Founder and General Partner of Cambrian Ventures. He was previously a founding partner on the A16Z fintech team. Date Recorded: 10/12/2022     |     Run-Time: 1:01:18 Summary: In today’s episode, Rex shares an overview of Cambrian and the...

Episode #453: Whitney Baker on Why "Immaculate Disinflation" is an Illusion   Guest: Whitney Baker is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros Fund Management, co-managing an internal...