Melhores podcasts sobre Meb Faber (2024)

1
Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549 51:41

6d ago51:41

51:41

Por The Idea Farm

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

1d 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…

1
Money, Family, and Meaningful Work with Jodi Kantor and Ron Lieber 1:00:24

1d ago1:00:24

1:00:24

Jodi Kantor and Ron Lieber are both distinguished journalists at The New York Times, and today they join Carl to discuss the importance of financial stability for their family while pursuing work that is meaningful, both as individuals, and as a couple. Ron has been the “Your Money” columnist for The New York Times since 2008, and worked as the edi…

1
#38 - Sophie Bakalar: For-Profit & For-Good 45:36

2d ago45:36

45:36

Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual objectives of generating financial returns while making a positive impact, discusses their unique “villain test,” and explores the emerging opportunities…

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

7d 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 …

1
Balancing Creative Freedom and Financial Stability with Brendan Leonard 1:11:11

4d ago1:11:11

1:11:11

What does it truly mean to balance success with artistic integrity? Brendan Leonard, an artist and creative known for his humorous and thoughtful writing at Semi-Rad.com, shares his journey through the delicate balance of staying true to his creative vision and the pressures of mass appeal. This episode explores a familiar theme on 50 Fires: Why do…

1
#37 - Jeff Krasnoff: Private Real Estate Investing 1:18:46

9d ago1:18:46

1:18:46

Jeff is the Founder and CEO of Rialto Capital Management, a firm that oversees $21B in commercial real estate assets as of 6/30/24. With his extensive experience over 4 decades, Jeff offers valuable perspectives on both private real estate property and debt investments. He also shares his outlook for various real estate markets.…

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

10d 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

14d 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

14d 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

8d 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
Learning How (And When) To Say ‘Yes’ With Economist Stephanie Kelton 56:37

15d ago56:37

56:37

Stephanie Kelton is an American Economist, Academic, and a leading proponent of Modern Monetary Theory. She served as chief economist on the U.S. Senate Budget Committee in 2015, and POLITICO called her one of the 50 Most Influential Thinkers the year after. On this episode of 50 Fires, she joins Carl to share her own personal stories about money a…

1
#36 - Tom Keck: Private Markets Overview & Outlook 1:15:28

16d ago1:15:28

1:15:28

Tom is co-founder and head of research and portfolio management at StepStone, which manages over $150B and focuses on private markets. Tom shares an overview and insights about the various segments within private markets: equity, credit, real estate, infrastructure and secondaries.Por Alex Shahidi

1
Introducing The Best Investment Writing 11:55

20d 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

21d 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…

1
Getting Your Money In Alignment with Philosopher and Storyteller Peter Rollins 1:08:33

22d ago1:08:33

1:08:33

Peter Rollins is an Irish philosopher, author, storyteller, producer and public speaker who has gained an international reputation for overturning traditional notions of religion and being in the world. Peter joins Carl to reflect on how we can align our lives more closely with our values, using money to enable that alignment. This wide ranging con…

1
#35 - Ted Seides: Industry Insights, Portfolio Construction 1:07:21

23d ago1:07:21

1:07:21

Ted is a podcaster and investment industry expert. He started his career working with David Swensen at the Yale Endowment and has spent the past 30+ years studying, speaking and writing about investing. He launched the Capital Allocators Podcast in 2017 and has published 3 books on investing. Ted shares insights on the investment industry, discusse…

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

28d 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

28d 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…

1
Comedian and Former Police Officer King Hassan on Finding Joy in Any Pursuit 37:36

29d ago37:36

37:36

Comedian King Hassan has lived many lives - he’s a former police officer who somehow became a stand up comic and writer, now living in Los Angeles with his wife and three kids. He was born in Alabama to an American mother and Nigerian father, which led to often confusing and conflicting approaches to money, wealth, and identity. He and Carl discuss…

1
#34 - Jeffrey Sherman: Fixed Income, Market Outlook 1:20:53

1M ago1:20:53

1:20:53

Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.Por Alex Shahidi

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

1M 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

1M 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
The Essentials Of Money with Leadership Expert Greg McKeown 1:03:57

1M ago1:03:57

1:03:57

Carl welcomes Greg McKeown, the author of two New York Times bestsellers “Effortless: Make It Easier to Do What Matters Most”, and “Essentialism: The Disciplined Pursuit of Less,” one of Carl’s favorite books. In this episode of 50 Fires, Greg and Carl discuss the concept of creating possibilities beyond money and why lack of capital should never b…

1
#33 - Matt Hougan: Bitcoin History & Outlook 1:00:30

1M ago1:00:30

1:00:30

Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com. Matt shares his perspectives on the history of Bitcoin, risks of investing, outlook and much more.Por Alex Shahidi

1
Challenging Conventional Investing Beliefs with Meb Faber 58:30

1M 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
Sharon Salzberg on Being Generous and Mindful with Your Money 1:07:27

1M ago1:07:27

1:07:27

Sharon Salzberg is a meditation pioneer, world-renowned teacher, and New York Times bestselling author. In fact, if you’ve come across the word ‘mindfulness’ in the past decade, Sharon has had a lot to do with it (at least here in the United States). On this episode of 50 Fires, Sharon shares how her experiences in India and Burma shaped her as a c…

1
#32 - George Milling-Stanley: Gold History & Outlook 1:15:33

1M ago1:15:33

1:15:33

George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council and has been working with gold for about 50 years. George shares insights about the history of gold, how it can serve as a portfolio diversifier and his gold market outlook.…

1
Bonus Minisode: Everyone Has a Money Story 4:30

1M ago4:30

4:30

Everyone has a meaningful story about money. What's yours? Start by answering this question: What's your earliest memory of money? Share yours by emailing Carl - hello@behaviorgap.com Email List: Sign up at https://www.50fires.com/ for our monthly email with resources for financial advisors! Follow 50 Fires on Instagram: https://www.instagram.com/5…

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
Meaningful Investing That Acutally Matters with Meb Faber 37:40

2M ago37:40

37:40

If you’ve ever felt like the investment advice you get feels closer from sources like CNBC feels like gambling (AKA The Financial Pornography Network) and want to be thoughtful about investing, this episode of 50 Fires is a great place to start. Carl welcomes Meb Faber, a co-founder and the Chief Investment Officer of Cambria Investment Management.…

1
#31 - Dan Ivascyn: Fixed Income, Market Outlook 53:30

2M ago53:30

53:30

Dan is Group CIO of PIMCO, one of the world’s largest asset managers ($1.8 trillion as of 6/30/24). Dan is also the lead portfolio manager of the PIMCO Income Strategy that he launched in 2007. Dan shares valuable insights about the fixed income market and his market outlook.Por Alex Shahidi

1
Bonus Minisode: What Happens When The Money Runs Out? 10:25

2M ago10:25

10:25

Have you ever found yourself gripped by the terrifying thought of your money running out? Join Carl in this bonus solo episode of 50 Fires, as he contemplates financial anxiety. Imagine if we viewed money not as a dwindling resource but as something more fluid and replenishable? This 'minisode' isn't just about financial strategies; it's an introsp…

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
Living a Creative Life with Filmmaker and Songwriter Scott Ballew 58:55

2M ago58:55

58:55

Scott Ballew is a filmmaker, singer, and songwriter who has taken a remarkable journey from directing adventure films for Yeti to releasing music as a solo artist starting in his late 30s. Carl explores Scott's upbringing in a modest household in Austin, Texas, where his family faced financial struggles but maintained a stable environment. Scott de…

1
#30 - Meb Faber: Industry Insights, Investment Framework 1:30:20

2M ago1:30:20

1:30:20

Meb is Co-Founder, CEO and CIO of Cambria Investment Management, which manages about $2.5B (as of 6/30/24). He also started a podcast 8 years ago called the Meb Faber Show where he interviews some of the brightest minds on Wall Street. Meb shares insights about the investment management industry, the financial advisory industry and portfolio constr…

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

2M 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

2M 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…

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