Melhores podcasts sobre Meb Faber (2024)

1
Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551 1:01:34

3d ago1:01:34

1:01:34

Today's is Brad Gerstner, founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm that invests in both public and private markets. In today's episode, Brad discusses his journey in investing, how to invest in the AI supercycle, and how he incorporates the impact of stock compensation when analyzing companies.…

1
Surviving a World on Fire: Lessons from History and the Future with Viktor Shvets 1:51:49

3d ago1:51:49

1:51:49

In this episode, the ReSolve team engages in a thought-provoking discussion with Viktor Shvets, a renowned global strategist and author. They delve into the complexities of the current global economic landscape, exploring topics like societal polarization, monetary policy, and the role of demographics in shaping the future. Topics Discussed • A dee…

1
Investing in a Flows Driven World | Cem Karsan 1:09:50

3d ago1:09:50

1:09:50

In this episode of Excess Returns, we welcome back Cem Karsan of Kai Volatility Advisors for an in-depth discussion on the current state of markets and the global economy. We explore:- How geopolitical events in the Middle East and Ukraine are impacting markets and risk- Cem's views on inflation, recent Fed actions, and market flows- The impact of …

1
What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly 1:02:30

11d ago1:02:30

1:02:30

In this episode, Matt sits down with Brent Donnelly, author of "50 Trades in 50 Weeks: One Year of Good Ideas, Dumb Mistakes, and Timeless Trading Lessons". Brent spent close to a year conducting a unique experiment where he created and executed one unique trade every week across a wide variety of markets and asset classes. We discuss what he learn…

1
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550 50:43

17d ago50:43

50:43

Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. He’s also a minority owner of the Pittsburgh Steelers. In today’s epi…

1
What Regular Investors Need to Know About Options Flows | Brent Kochuba 1:03:49

18d ago1:03:49

1:03:49

In this episode, we dive deep into the world of options and their impact on market dynamics. We start with an "Options Dealer Flows 101" primer, explaining key concepts like delta hedging, gamma, charm, and vanna to help viewers understand how options flows can drive stock prices.We then analyze the current market situation heading into the Septemb…

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Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549 51:41

24d ago51:41

51:41

Por The Idea Farm

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The Case for a Roaring 2020s | Ed Yardeni 1:01:59

25d ago1:01:59

1:01:59

In this episode of Excess Returns, we sat down with Ed Yardeni, president of Yardeni Research and YardeniQuickTakes.com. Ed is one of the most accurate and respected Wall Street strategists, and we were excited to discuss his views on the economy, markets, and forecasting. We covered a wide range of topics, including:Ed's outlook for inflation and …

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Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545 1:00:26

28d ago1:00:26

1:00:26

Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. In today’s episode, Michael covers some of his latest research on market concentration, equity issuance and stock buybacks, and how the boom and bust cycle relates to AI today. He also shares some common attributes among great inve…

1
Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548 55:43

1M ago55:43

55:43

Today’s guest is Doug Greenig, CEO & CIO of Florin Court Capital, which uses systematic trend-following in over 500 markets. Doug’s been involved in markets for over 30 years and was most recently at Man AHL as the Chief Risk Officer and Head of the Portfolio Management Group. In today’s episode, Doug explains why we’re living in a world made f…

1
The Harsh Truth About Investing Edge with Adam Butler 1:20:27

1M ago1:20:27

1:20:27

In this episode of Excess Returns, we sit down with our good friend Adam Butler, co-founder and Chief Investment Officer of ReSolve Asset Management. We cover a lot of ground, including: The challenge of distinguishing investment edge from noise over typical investing lifetimesThe concept of return stacking and how it allows investors to increase p…

1
Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s 49:35

1M ago49:35

49:35

Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the sixth edition of the book Stocks for the Long Run. He received his B.S. in economics from the Wharton School of the University…

1
Introducing The Best Investment Writing 11:55

1M ago11:55

11:55

We launched a new podcast called The Best Investment Writing. It began as a book, then as individual episodes on this feed, but listeners enjoyed it so much that we decided it needs to be its own show! Where else can you hear hand-selected investment research voiced by some of the most respected money managers and investment researchers in the worl…

1
Value Investing in a Changing World with Aswath Damodaran 1:09:25

1M ago1:09:25

1:09:25

In this episode of Excess Returns, we sat down with NYU professor Aswath Damodaran to discuss his new book on the corporate life cycle and get his insights on a wide range of investing topics.We cover:- How companies age and why they struggle to act their age- The importance of storytelling in valuation- Aswath's thoughts on factor investing and it…

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Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547 50:14

2M ago50:14

50:14

Today’s guests are Andre Rzym and Tarek Abou Zeid, two Portfolio Managers from Man AHL, one of the longest running systematic asset managers in the world. In today’s episode, Andre & Tarek delve into the world of catastrophe bonds. They provide an overview of what catastrophe bonds are, recent performance metrics, how they relate to ESG and sustain…

1
Challenging "Stocks for the Long Run" with Jason Buck 1:01:49

2M ago1:01:49

1:01:49

In this episode of Excess Returns, we sit down with Jason Buck of Mutiny Funds to examine the idea of stocks for the long run and some potential challenges to it. We discuss:- Why the impressive historical returns of the US stock market may be an outlier- The importance of looking at real returns vs nominal returns- How to build a diversified portf…

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Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546 1:10:38

2M ago1:10:38

1:10:38

Today’s guest is Roger Mitchell, founder of Albachiara, which offers consultancy services and does early stage venture investing, mostly around sports and entertainment. Roger began his career in finance and later became the inaugural Chief Executive of the Scottish Premier League in 1998. In today’s episode, Roger walks through topics from his new…

1
The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan 1:02:31

2M ago1:02:31

1:02:31

In this episode of Excess Returns, we welcome back Andy Constan, founder of DampedSpring . We cover a wide range of topics, including recent market volatility, the broader economic outlook, and Andy's perspectives on inflation and monetary policy. Andy shares his framework for analyzing deleveraging events, emphasizes the importance of thinking in …

1
Challenging Conventional Investing Beliefs with Meb Faber 58:30

2M ago58:30

58:30

In this episode of Excess Returns, we sit down with Meb Faber, founder of Cambria Investment Management, to discuss his unconventional views on investing that often go against mainstream opinions. We explore a wide range of topics, including the Federal Reserve's performance, dividend investing strategies, international diversification for U.S. inv…

1
Daniel Coyle - The Culture Playbook: The Secrets of Highly Successful Groups & How To Apply Them To Your Own Team (w/ Oliver Winterbone) 50:35

2M ago50:35

50:35

My guest today is Daniel Coyle, best-selling author of The Talent Code, The Culture Code, and his newest book that was released this week, The Culture Playbook: 60 Highly Effective Actions to Help Your Group Succeed. In this episode, Daniel shares insights he’s learned about how to build a strong culture, what some best practices are around hiring …

1
Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544 36:31

2M ago36:31

36:31

Today’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and his role in Michael Lewis’ book, The Big Short. He’s now a portfolio manager at Neuberber Berman. In today’s episode, Steve talks about the three themes he sees driving markets today: AI, infrastructure and crypto. He explains why he’s a be…

1
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau 1:02:50

2M ago1:02:50

1:02:50

In this episode of Excess Returns, our good friend Matt Ziegler interviews retirement planning expert Wade Pfau. They discuss key concepts in retirement income planning, including the 4% rule, variable withdrawal strategies, and Pfau's "safety first" approach. They discuss Wade's work on retirement income styles and the RISA (Retirement Income Styl…

1
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543 50:44

2M ago50:44

50:44

Today's guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy. In this episode, Kate talks about the resilience of the U.S. economy. She talks about the concentration of market leadership, the upcoming election's potential effects on policy and markets, the potential for a momentum reversal, an…

1
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle 1:02:01

2M ago1:02:01

1:02:01

In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value stocks, tackle the challenges of long periods of underperformance for value strategies, and examine how Tobias constructs his portfolios. We delve into his process for selectin…

1
Ben Reeves: From Bridgewater to Wealthsimple: Institutional investing Through a Robo Advisor 51:48

3M ago51:48

51:48

In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation rese…

1
Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542 59:19

3M ago59:19

59:19

Today’s guest is Ian Cassel. Ian is the founder of MicroCap Club, which is a best idea generator and networking resource for the microcap space. Ian is also the CIO of Intelligent Fanatics Capital Management, which invests in small, illiquid microcaps. In today's episode, Ian gives an overview of the microcap space. He shares common mistakes people…

1
The Case for a Continued Rally with Warren Pies 56:07

3M ago56:07

56:07

In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discussing topics like the future of the 60/40 portfolio, inflation trends, labor market indicators, earnings expectations, and the impact of AI on producti…

1
Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541 53:26

3M ago53:26

53:26

Today's returning guest is Aaron Edelheit, CEO and founder of Mindset Capital, a private investment firm. In today's episode, Aaron updates us on the state of the cannabis sector after a rough couple of years. He touches on possible Federal regulatory changes, the key characteristics he looks for in cannabis companies and why he refers to cannabis …

1
Passive Investing, Inflation and the Bifurcated Economy with Mike Green 58:41

3M ago58:41

58:41

In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting his thesis and discusses how the risks of passive may play out over time. We also explore potential risks from increased options usage and the short vola…

1
Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill 1:05:46

3M ago1:05:46

1:05:46

In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Michael is currently the Head of Consilient Research at Counterpoint Global (part of Morgan Stanley Investment Management). He also serves a…

1
Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History 1:05:06

3M ago1:05:06

1:05:06

In this episode from our sister podcast Two Quants and a Financial Planner, we dive into the key lessons we took from our recent conversation with Rick Ferrii on Excess Returns. If you enjoy the episode and want to receive future episodes of the podcast, please subscribe by searching Two Quants and a Financial Planner on your favorite podcast platf…

1
The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber 52:52

3M ago52:52

52:52

Today’s returning guest is Jerry Parker, CEO of Chesapeake Holding Company. Jerry began his career in 1983 when he was accepted into Richard Dennis’ Turtle Program. In today’s episode, Meb & Jerry discuss the launch of their new ETF, the Cambria Chesapeake Pure Trend ETF (MFUT). They delve into the fund, which uses a systematic trend following stra…

1
A Tour of the Macroeconomic Landscape with Bob Elliott 54:35

3M ago54:35

54:35

In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and di…

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Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539 55:11

3M ago55:11

55:11

Today’s guest is Herb Greenberg, a veteran financial journalist and skeptical market commentator. In today’s episode, Herb talks about the evolution of markets during his career, finding and following frauds like Herbalife, and advice for those starting in markets. (1:05) Introducing Herb Greenberg (1:29) Herb's early career (7:10) Market structure…

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Show Us Your Portfolio: Eric Crittenden 1:04:05

3M ago1:04:05

1:04:05

In our latest episode of Show Us Your Portfolio, we speak with Standpoint's Eric Crittenden. Eric discusses the all weather approach he uses to construct his personal portfoio. He emphasizes maximizing "true wealth" per unit of risk, which he defines as compounded returns after accounting for all costs, taxes, and inflation. Eric's all-weather inve…

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UBS' Jason Draho - Another Roaring '20s for the US? | #538 52:50

4M ago52:50

52:50

Today’s guest is Jason Draho, Head of Asset Allocation Americas for UBS Global Wealth Management. He’s also the Chair of the US Investment Strategy Committee. In today’s episode, Jason talks about the possibility of a Roaring 20’s decade for the US economy. He discusses the factors contributing to this scenario, including a possible capex boom, AI,…

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