The Meb Faber Show - Better Investing
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#183 - Ben Inker - The Problem With Good Returns In The Near Term Is They Have To Be Paid Back Sometime
71 hours 37 mins; October 23, 2019
The Best Investment Writing Volume 3: Gary Antonacci – Extended Backtest of Global Equities Momentum
14 mins; October 21, 2019
#182 - Larry Hite - I Want To Be In A Position Where Something Great Can Happen…If I Don’t Get That, I Don’t Want To Play
61 hours 39 mins; October 16, 2019
#181 - Radio Show: Zero Trading Commissions…Valuations…And Trend Following
38 mins; October 14, 2019
#180 - Rodrigo Gordillo - “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust”
78 hours 41 mins; October 09, 2019
The Best Investment Writing Volume 3: Justin J. Carbonneau – 10 Reasons Why It’s Tough to be a True “Intelligent Investor”
12 mins; October 07, 2019
#179 - Dan Ferris - What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline
72 hours 22 mins; October 02, 2019
#178 - Nobody Wants To Invest In Your Sh*t
15 mins; September 30, 2019
#177 - Alex Rubalcava - We Want To Help Build Companies That Are Solving Hard Problems That Matter
69 hours 47 mins; September 25, 2019
The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are Value and Momentum Dead?
29 mins; September 23, 2019
#176 - Adam Tkaczuk - We Think There Is About A 3% Per Year Tax Benefit To This
66 hours 6 mins; September 18, 2019
#175 - The Biggest Valuation Spread In 40 Years?
9 mins; September 16, 2019
#174 - Amlan Roy - Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old
59 mins; September 11, 2019
The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me
11 mins; September 09, 2019
#173 - Tom Williams - I Want To Be That First Call In The Darkest Of Days
110 hours 30 mins; September 04, 2019
#172 - Cam Harvey - This is a Time of Considerable Risk of a Drawdown
109 hours 13 mins; August 28, 2019
The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter
18 mins; August 26, 2019
#171 - Raoul Pal - Buy Bonds. Buy Dollars. Wear Diamonds.
70 hours 37 mins; August 21, 2019
#170 - Bill Martin - On The Short Side, Position Sizing Is The Biggest Driver Of Success
62 hours 9 mins; August 14, 2019
The Best Investment Writing Volume 3: Aswath Damodaran – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!
16 mins; August 12, 2019
#169 - Jeremy Jacobson - We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years
46 mins; August 07, 2019
#168 - Brian Livingston - What’s True Is That We Have To Adapt To Modern Markets
66 hours 5 mins; July 31, 2019
The Best Investment Writing Volume 3: Rob Arnott – Yes. It’s a Bubble. So What?
14 mins; July 29, 2019
#167 - The Cannabis Opportunity
19 mins; July 24, 2019
#166 - Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k)
49 mins; July 24, 2019
#165 - Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It
51 mins; July 17, 2019
The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend Following
23 mins; July 15, 2019
Jake Shapiro - It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening | #164
65 hours 13 mins; July 10, 2019
#163 - Albert Meyer - You’re Held In Higher Regard When You Don’t Dilute Shareholders
79 hours 28 mins; July 03, 2019
The Best Investment Writing Volume 3: Paul Novell – When Models Fail
16 mins; July 01, 2019
#162 - Chase Nobles - I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis
52 mins; June 26, 2019
#161 - Brandon Zick - In Row Crops You’re Generating A Lot Of Current Income
90 hours 54 mins; June 19, 2019
The Best Investment Writing Volume 3: Jack Vogel – Trust The Process
36 mins; June 17, 2019
#160 - John Huber - Stock Prices Fluctuate Much More Than The Underlying Businesses
73 hours 37 mins; June 12, 2019
#159 - Ashby Monk - The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation
68 hours 42 mins; June 05, 2019
#158 - Tobias Carlisle - The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap
58 mins; May 29, 2019
#157 - Randy Swan - Always Invested, Always Hedged
48 mins; May 22, 2019
#156 - Steve Glickman - I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones
60 hours 1 min; May 15, 2019
#155 - Aswath Damodaran - They [Uber And The Ride Sharing Companies Collectively] Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think They’ve Figured Out A Business Model That Can Convert That Growth Into Profits
59 mins; May 10, 2019
#154 - Frank Curzio - You Have To Be Able To Adapt To Different Strategies In Different Markets Because They're Ever Changing
61 hours 27 mins; May 08, 2019
#153 - Kim Shannon - I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value
55 mins; May 01, 2019
#152 - Kevin Smith and Tavi Costa - We Believe We’re In The Early Stages Of A Bear Market
56 mins; April 24, 2019
#151 - Divya Narendra - Valuation Is Probably The Most Critical Component of SumZero’s Thesis
59 mins; April 17, 2019
#150 - Bill Smead - The United States Economy is Highly Likely To Be The Strongest The Next 10 Years It's Been Since The Baby Boomers Went Through The 30-45 Year-Old Age Range
63 hours 55 mins; April 10, 2019
#149 - Phil Haslett - Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That Kind Of Profile
61 hours 20 mins; April 03, 2019
Paul Lountzis - The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis | #148
76 hours 13 mins; March 27, 2019
The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account) | #147
17 mins; March 20, 2019
Neil Littman - The More Risk You Kill, Inherently, The More Value You Create | #146
61 hours 58 mins; March 13, 2019
Cloning The Largest Hedge Fund In The World: Bridgewater's All Weather | #145
14 mins; March 06, 2019
Marty Bergin - Adapt Or Die | #144
58 mins; February 27, 2019
David Eifrig - Most People Run Losses Into The Ground | #143
70 hours 46 mins; February 20, 2019
Ryan Ansin - I Don't Believe That It's Easy To Back Into Revenue In This Industry, There Are Just A Thousand Things That Can Go Wrong | #142
57 mins; February 13, 2019
Radio Show - 34 of 40 Countries Have Negative 52 Week Momentum...Big Tax Bills for Mutual Fund Investors...and Listener Q&A | #141
56 mins; February 06, 2019
Ralph Acampora - Don't Ever Fight Papa Dow | #140
57 mins; January 30, 2019
Taz Turner and Nate Nienhuis - We're Really Driving At What We Feel Is The Holy Grail Of Cannabis | #139
62 hours 18 mins; January 23, 2019
Yariv Haim - You Should Never Try To Reassess Your Risk Appetite When Markets Crash | #138
61 hours 43 mins; January 16, 2019
Emily and Morgan Paxhia - The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around Today | #137
51 mins; January 09, 2019
Steve Romick - Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You've Made An Investment Where It's Hard To Lose Money Over Time | #136
63 hours 44 mins; January 02, 2019
Karan Wadhera - We're Still In Very, Very Early Innings For What's Going To Be An Incredible Ride | #135
42 mins; December 26, 2018
Chris Cole - Volatility Is The Instrument That Makes Us Face Truth | #134
63 hours 20 mins; December 19, 2018
Todd Harrison - Humanity Has Had a 30,000 Year Relationship with Cannabis | #133
50 mins; December 12, 2018
Radio Show - Since 1989 80% of Stocks Had a Collective Return of 0%... A Goldman Bear-Market Indicator at Its Highest Point in Decades... and Listener Q&A | #132
68 hours 41 mins; December 05, 2018
David Rosenberg - If Next Year is Not a Recession, It’s Going to Feel Like It | #131
43 mins; November 28, 2018
Eric Falkenstein - I Think in the Long Run (Cryptocurrencies) Are Going to Work | #130
52 mins; November 21, 2018
Meb's Take on Return Expectations, Portfolio Construction, and Practical Market Approaches | #129
67 hours 7 mins; November 14, 2018
Claude Lamoureux - When You Have to Make A Decision, Always Make the One That Will Help You Sleep Better, Not Eat Better | #128
52 mins; October 31, 2018
Radio Show - Meb and Elon Musk Talk Shorting... Conflicting U.S. Valuation Indicators... and Listener Q&A | #127
64 hours 21 mins; October 24, 2018
Karen Finerman - 'Out-of-Favorness' Is Appealing. The Difficult Part is Timing | #126
54 mins; October 17, 2018
Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change | #125
87 hours 3 mins; October 10, 2018
Bonus Episode: Wes Gray - Factor Investing is More Art, and Less Science
53 mins; October 08, 2018
Howard Marks - It's Not What You Buy, It's What You Pay for It That Determines Whether Something is a Good Investment | #124
43 mins; October 03, 2018
Bonus Episode: Russel Kinnel - Mind the Gap
10 mins; October 01, 2018
Fabrice Grinda - We're Still at the Very Beginning of the Tech Revolution... We Are Day One | #123
60 hours 49 mins; September 26, 2018
Bonus Episode: Rick Friedman & Anna Chetoukhina - FAANG SCHMAANG
20 mins; September 24, 2018
Phil Haslett - It's a Place to Connect Interested Buyers and Interested Sellers...in Late-Stage, Pre-IPO Tech Shares | #122
60 hours 29 mins; September 19, 2018
Bonus Episode: Michael Philbrick - Skis and Bikes: The Untold Story of Diversification
44 mins; September 17, 2018
Pim van Vliet - The Reality Is High-Risk Stocks Earn Low Returns | #121
60 hours 42 mins; September 12, 2018
Bonus Episode: Leigh Drogen - Revenge of the Humans
80 hours 45 mins; September 10, 2018
Bonus Episode: Jeremy Schwartz - Net Buybacks Supplement Dividend Yields and Support Future Per Share Growth
8 mins; September 03, 2018
Tom Dorsey - Fundamentals Answer the First Question 'What Should I Buy?' The Technical Side Answers the Question "When?' | #119
53 mins; August 29, 2018
Bonus Episode: Elroy Dimson - The Evolution of Equity Markets
14 mins; August 27, 2018
Radio Show - Record-Setting US Valuations... Emerging Market Opportunities... VC Bad Behavior… and Listener Q&A | #118
34 mins; August 22, 2018
Bonus Episode: Ehren Stanhope - Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative
21 mins; August 15, 2018
Steve Lockshin - We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients | #117
66 hours 30 mins; August 15, 2018
Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax
22 mins; August 13, 2018
Sarah Ketterer - Without a Quant Risk Model, I'd Argue an Investment Manager is Completely Blind | #116
49 mins; August 08, 2018
Steve Glickman - Opportunity Zones: Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever | #115
51 mins; August 01, 2018
David Gladstone - Farmland Is One of the Most Stable Assets One Can Own | #114
63 hours 31 mins; July 25, 2018
Stanley Altshuller - I’m Bullish On Active Management, But I Think That You Need A Correction For People To Remember Why Hedge Funds Exist In The First Place | #113
60 hours 5 mins; July 18, 2018
Peter Ricchiuti - “You’re Better Off Investing When Things Look Miserable" | #112
64 hours 6 mins; July 11, 2018
Radio Show - Which Portfolio Hedge for This Market?... Is Short-Termism Harming Your Investments?... and Listener Q&A | #111
78 hours 12 mins; July 04, 2018
Bryan Taylor - “At Some Point, the Stresses Are Going to Be So Great that Some of the Countries (In the European Union) Are Eventually Forced to Leave" | #110
78 hours 28 mins; June 27, 2018
Matt Hougan - “Anyone Who Tells You They Know What’s Going to Happen in Crypto Is Probably Lying to You" | #109
75 hours 49 mins; June 20, 2018
Radio Show: What’s More Important – Savings or Returns… What Meb’s Doing with U.S. Bonds… and Listener Q&A | #108
52 mins; May 30, 2018
#107 - James Montier - “There Really Is A Serious Challenge to Try to Put Together an Investment Portfolio That’s Going to Generate Half-Decent Returns On A Forward-Looking Basis"
58 mins; May 23, 2018
Brian Singer - “We Don’t Know What Will Trigger the Decline, but When It Happens, Our Fear Is That It’s Sharper and Deeper Than Investors Would Otherwise Expect" | #106
69 hours 21 mins; May 16, 2018
Olivia Judson - “Life Has Transformed the Planet, Which Has Gone On to Alter the Future Course of Life" | #105
55 mins; May 09, 2018
Ken Fisher - “If You’re Worried About What Things Are Going to Be Worth Next Week…You’re Going to Make Yourself Way Poorer 20 Years from Now" | #104
66 hours 43 mins; May 02, 2018
The Asset Allocation Pyramid | #103
24 mins; April 25, 2018
Radio Show: The "Stay Rich" Portfolio... A Senator Wants to Ban Share Repurchases... and Listener Q&A | #102
68 hours 31 mins; April 18, 2018