הפודקאסטים הטובים ביותר ב-Meb Faber (2024)

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

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

5d 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
Meb Faber - Cambria Investments 40:22

13d ago40:22

40:22

In a recent episode of “Behind the Ticker,” Meb Faber, CEO and CIO of Cambria Investments, shares insights into his career journey and the innovative investment strategies employed by his firm. Faber, who has a background in engineering and biotech, founded Cambria Investments and has led the firm to manage approximately $2.5 billion in assets. Bas…

1
Will Rhind - GraniteShares 24:43

11h ago24:43

24:43

In a recent episode of “Behind the Ticker,” Will Rhind, founder and CEO of GraniteShares, discussed the innovative approach behind the GraniteShares NASDAQ Select Disruptors ETF, ticker DRUP. GraniteShares, an ETF issuer with around $8 billion in assets under management, offers a diverse range of ETFs including physical gold, income strategies, bro…

1
What to Watch in the Markets this Week 40:42

5d ago40:42

40:42

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and individual stocks.על ידי Barron's Live

1
Tim Kramer - CNIC Funds 30:04

6d ago30:04

30:04

In a recent episode of “Behind the Ticker,” Tim Kramer, founder of CNIC Funds, shares his extensive background in the energy industry and the innovative approach behind CNIC’s latest offering. Kramer, who has been in the energy sector since 1997, brings a wealth of experience from working with various energy companies and a private equity firm wher…

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

8d 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

9d 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
#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction 54:03

12d ago54:03

54:03

Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world’s largest hedge funds. Drawing from her 18-year career at the firm, she offers valuable insights into her professional journey, Bridgewater's current market outlook, and strategies for effective portfolio construction.…

1
Barron's Roundtable Member Todd Ahlsten on His Investment Style 40:44

12d ago40:44

40:44

Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and Parnassus Investments' Chief Investment Officer Todd Ahlsten discuss the outlook for financial markets, industry sectors, and individual stocks.על ידי Barron's Live

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

16d 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
Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill 1:05:46

17d 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
#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds 1:32:38

19d ago1:32:38

1:32:38

Michael is the Founder of Cendana Capital, a San Francisco-based firm that invests in very early-stage venture capital funds globally. Kelli Fontaine joined the firm 6 years ago and is a Partner. Cendana was launched in 2010 and has over $2B in assets (as of 3/31/24). Michael and Kelli provide insights into the world of VC and seed investing, why t…

1
John McHugh - WealthTrust Asset Management 32:53

22d ago32:53

32:53

In a recent episode of “Behind the Ticker,” John McHugh, founder of WealthTrust Asset Management, shared his extensive experience in portfolio management and the innovative strategies his firm employs. McHugh, who began his career at Merrill Lynch in 1988 and later joined Oppenheimer and Wells Fargo Advisors, eventually founded WealthTrust in 2015.…

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

23d 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
#27 - Jacob Ziemann: AI Explained 1:08:07

26d ago1:08:07

1:08:07

Jacob is a Partner and Portfolio Manager at Glynn Capital Management, which invests in private and public technology growth companies. The firm was founded 50 years ago and Jacob has been right at the forefront, witnessing AI innovation up close and regularly interfacing with pioneers from top private and public technology companies. With this uniq…

1
The Great Rotation: Nvidia, Apple, and What Was Left Behind 42:23

26d ago42:23

42:23

Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root and Mizuho Securities’ Managing Director Jordan Klein discuss Nvidia's recent weakness, Apple's recent strength, and where to look for opportunities in a market that is desperately trying to broaden out from Big Tech.על ידי Barron's Live

1
Andrew Skatoff - Bancreek 29:55

29d ago29:55

29:55

In a recent episode of “Behind the Ticker,” Andrew Skatoff, founder of Bancreek, shared insights into his journey and the innovative investment strategies his firm employs. Skatoff, who graduated from Columbia Business School’s value investing program in 2009, began his career in the family office world, where he developed a deep understanding of l…

1
Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539 54:11

29d ago54:11

54:11

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. As we wind down, Herb explains his new business venture, Wall Street Beats, an onlin…

1
#26 - Rob Arnott: Quant Investing, Asset Class Outlook 1:34:04

1M ago1:34:04

1:34:04

Rob is Founder and Chairman of Research Affiliates ($147B in assets as of 3/31/24), which he launched in 2002. Rob shares insights into quant investing, the outlook for various asset classes, mean reversion, rebalancing alpha, asymmetric risks and much more.על ידי Alex Shahidi

1
The Outlook for Energy - and Energy Stocks 41:42

1M ago41:42

41:42

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with OPIS’ Chief Oil Analyst Denton Cinquegrana on the outlook for energy and financial markets.על ידי Barron's Live

1
Danielle Gilbert - Panagram 33:35

1M ago33:35

33:35

In a recent episode of “Behind the Ticker,” Danielle Gilbert, head of business development at Panagram, discusses her career path and the innovative structured credit solutions offered by Panagram. Gilbert began her career in structured credit at UBS and spent 18 years on the sell side. In that role, she met the investment team at Eldridge. Panagra…

1
UBS' Jason Draho - Another Roaring '20s for the US? | #538 52:50

1M 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,…

1
The Fed and Fixed Income: Talking with BlackRock’s Rick Rieder 41:20

1M ago41:20

41:20

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with BlackRock’s Chief Investment Officer of Global Fixed Income Rick Rieder, on the outlook for financial markets, industry sectors, and individual stocks.על ידי Barron's Live

1
#25 - Stephen Nesbitt: Cliffwater, Private Debt 43:42

1M ago43:42

43:42

Steve is the Co-Founder and CEO of Cliffwater, a $78B investment advisory firm specializing in alternative investments. He also manages two private debt funds with combined assets of $23B. Steve shares insights into the history and future prospects of the private debt market.על ידי Alex Shahidi

1
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537 49:55

1M ago49:55

49:55

Today’s guest is Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. She was recently named to Barron’s 100 Most Influential Women in U.S. Finance. In today’s episode, Lori explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad ma…

1
Yang Tang - Arch Indicies / VWI 31:19

1M ago31:19

31:19

In a recent episode of “Behind the Ticker,” Yang Tang, co-founder of Arch Indices, discusses his career journey and the innovative approach his firm takes in constructing investment portfolios. With a background in commodity sales and macro solutions at major financial institutions like Barclays, Morgan Stanley, and Citi, Tang brings a wealth of ex…

1
#24 - Martín Escobari: GA, Entrepreneurship, Growth Equity 1:12:33

2M ago1:12:33

1:12:33

Martín Escobari is Co-President, Head of Global Growth Equity and Chairman of the Investment Committee at General Atlantic. GA is a leading growth equity firm that manages $84B and has been one of the pioneers of growth equity since its founding in 1980. Martín covers a wide range of topics including his philosophy, entrepreneurship and the outlook…

1
The Outlook for Travel-Related Stocks 43:43

2M ago43:43

43:43

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Vontobel’s Portfolio Manager Markus Hansen about promising travel-related stocks and other consumer-focused investments.על ידי Barron's Live

1
Alfonso Peccatiello: Unveiling the Macro Endgame: The Wealth Illusion Paradigm 54:10

2M ago54:10

54:10

In this episode, Alfonso Peccatiello, a renowned macro investor, joins the ReSolve team to delve into the macro end game, the impact of leverage on the financial system, and the potential paths forward. They also discuss the role of politicians in managing fiscal interventions and the increasing volatility in the macro environment. Topics Discussed…

1
Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537 49:48

2M ago49:48

49:48

Today’s guest is Eva Shang, co-founder and CEO of Legalist, which is an institutional alternative asset management firm using data-driven technology to invest in credit assets at scale. Eva is a Thiel Fellow and participated in Y Combinator. In today’s episode, Eva covers everything related to litigation finance. We walk through why the asset class…

1
Ali Hamed – Contrarian Early-Stage Investing 56:12

2M ago56:12

56:12

Today we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the s…

1
Burke Ashenden - Innovator ETFs 25:15

2M ago25:15

25:15

In a recent episode of "Behind the Ticker," Burke Ashenden, Head of Capital Markets at Innovator ETFs, delves into the unique offerings of Innovator ETFs with host Brad. Ashenden, who started his career in ETF trading and later transitioned to the issuer side, shares his journey and how it led him to Innovator. Innovator ETFs, founded by industry v…

1
#23 - Melissa Ma: China, India, PE 1:13:13

2M ago1:13:13

1:13:13

Melissa is the Co-Founder and Managing Partner of Asia Alternatives, which manages over $15B and focuses on private equity in Asia. Melissa shares insights into China and India and discusses investing in private markets in these two large markets.על ידי Alex Shahidi

1
MEBISODE: The Bear Market in Diversification | #536 12:23

2M ago12:23

12:23

In today’s episode, Meb reads a recent post, "The Bear Market in Diversification." ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the …

1
Let’s Get Technical: A Conversation with Katie Stockton 41:23

2M ago41:23

41:23

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Founder and Managing Partner of Fairlead Strategies Katie Stockton on the outlook for financial markets, industry sectors, and individual stocks.על ידי Barron's Live

1
Navigating Market Volatility: Mastering Managed Futures and Carry Strategies 1:18:55

2M ago1:18:55

1:18:55

In this episode, ReSolve team members Adam Butler and Rodrigo Gordillo discuss the concept of market volatility and its implications for investment strategies. They delve into the intricacies of Carry strategies, their impact on portfolio returns, and how to navigate market volatility effectively. Topics Discussed • The concept of Carry in the inve…

1
Jerry Parker - Chesapeake Capital 33:38

2M ago33:38

33:38

In a recent episode of "Behind the Ticker," Jerry Parker, founder of Chesapeake Capital an industry veteran in trend following and systematic trading, shares his professional journey and insights into the systematic investing approach that defines Chesapeake. Parker's career transition from accounting to trading was catalyzed by his training under …

1
KraneShares' Brendan Ahern: Is China Investable? | #535 52:14

2M ago52:14

52:14

Today’s guest is Brendan Ahern, Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other uncorrelated strategies. He also produces China Last Night, a daily note recapping important news out of China. In today’s episode, Brendan delves into the current state of China's stock market and economy, exploring…

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