Лучшие подкасты про Meb Faber (2024)

1
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557 47:28

1d ago47:28

47:28

My guest today is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. In today’s episode, Dr. David Kelly discusses various economic themes, including inflation, consumer sentiment, the value of the dollar, and the government deficit. He also covers the current state of glo…

1
Cambria’s Meb Faber on Industry Game-Changer: The 351 ETF Exchange 31:40

3d ago31:40

31:40

Meb Faber, Co-Founder & Chief Investment Officer at Cambria, goes in-depth on ETF taxation, 351 tax-free conversions, and the firm’s innovative Tax Aware ETF (TAX).ETF Prime

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Meb Faber, Founder and CEO, Cambria Investment Management 56:37

9d ago56:37

56:37

It was a pleasure to host a discussion with Meb Faber, the Founder and CEO of Cambria Asset Management. Our conversation begins with the question of whether it’s a good idea to buy the market at an all time high. To this, Meb argues it’s actually a great idea, pointing to the data and that markets in an uptrend continue to move higher. We incorpora…

1
Shailesh Gupta, Head of Structural Alpha, Simplify Asset Management 49:56

3d ago49:56

49:56

Of all the concepts focused on throughout the discussions hosted on the Alpha Exchange, the notion of “carry” is one of my favorites. In its most basic definition, carry measures the income or cost to holding an asset in the steady state, when nothing changes. Underpinning the assessment of value in any option trade or strategy is a view on the fav…

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VettaFi’s Kirsten Chang Highlights ETF Flows 24:42

4d ago24:42

24:42

Kirsten Chang, Senior Industry Analyst at VettaFi, offers a tour around the world of ETF flows.ETF Prime

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Cambria’s Meb Faber on Industry Game-Changer: The 351 ETF Exchange 1:02:40

3d ago1:02:40

1:02:40

Cambria’s Meb Faber goes in-depth on ETF taxation, 351 tax-free conversions, and the firm’s innovative Tax Aware ETF (TAX). VettaFi’s Kirsten Chang offers a tour around the world of ETF flows.ETF Prime

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📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556 3:47

8d ago3:47

3:47

BIG NEWS! I just published the 2nd edition of Shareholder Yield: A Better Approach to Dividend Investing. For a limited time, the eBook is available for free! About The Book For decades, both professional money managers and retail investors have revered dividend stocks. However, an objective examination of historical data reveals a surprising truth…

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Aligning Spirit, Mind, Body & Money with Justin Castelli 1:04:46

8d ago1:04:46

1:04:46

In this episode, the ReSolve team delves into a profound conversation with Justin Caselli, a financial advisor and life coach, who shares his journey of self-discovery and alignment of spirit, mind, and body. He discusses how this alignment influences financial stability and the concept of living an authentic life. Topics Discussed • Justin's perso…

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Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555 38:01

9d ago38:01

38:01

My guest today is Marty Bergin, President of DUNN Capital Management, which manages over $1.5 billion and is one of the longest continually running trend following firms in the world. In today’s episode, Marty reflects on the firm's 50-year journey in the trend following space and shares how a firm can not only survive but thrive over five decades.…

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VettaFi’s Cinthia Murphy: ETF Launch Trends 25:48

11d ago25:48

25:48

Cinthia Murphy, Investment Strategist at VettaFi, explores the most interesting trends in this year’s ETF launches.ETF Prime

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Tradr’s Matt Markiewicz on Industry’s First Calendar Reset Leveraged ETFs 19:57

11d ago19:57

19:57

Matt Markiewicz, Head of Product & Capital Markets at Tradr ETFs, highlights the industry’s first weekly, monthly, and quarterly reset leveraged ETFs, detailing the issues they address and their potential uses in investment portfolios.ETF Prime

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Industry’s First Calendar Reset Leveraged ETFs 51:36

11d ago51:36

51:36

Tradr ETFs’ Matt Markiewicz highlights the industry’s first weekly, monthly, and quarterly reset leveraged ETFs, detailing the issues they address and their potential uses in investment portfolios. VettaFi’s Cinthia Murphy explores the most interesting trends in this year’s ETF launches.ETF Prime

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The DOTS (Discounting of Trump Success) 21:14

15d ago21:14

21:14

Is Trump in the price? Wall Street is asking this question. In this podcast, I walk through how the market prices implied volatility around the US Election, focusing on the SPX, TLT and even DJT. As option premiums are much higher than justified by recent realized, there’s an enormous vol risk premium, the result of a withdrawal of vol supply. Ther…

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Doomberg - Chips, China & Power Plays: The Big Bets on a Multipolar World 1:25:11

15d ago1:25:11

1:25:11

In this episode, the ReSolve team is joined by Doomberg, a popular regular on the show, to discuss a wide range of topics including AI, geopolitics, energy, and the financial markets. They delve into the complexities of the emerging multipolar world, the rise of China in the technology sector, the implications of AI, and the potential risks and nua…

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Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF 39:25

16d ago39:25

39:25

Today's guest is Wes Gray, CEO & Co-CIO of Alpha Architect and a strategic advisor to ETF Architect. Wes & I discuss the Cambria Tax Aware ETF (TAX), which aims to achieve a tax-efficient investment return consisting of capital appreciation while emphasizing low dividend distributions. We also break down the 351 to ETF contribution process and how …

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Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553 40:32

18d ago40:32

40:32

My guest today is Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information. In today's episode, Bryan walks through what he's learned from studying 200+ years of market concentration in the US. Then we dive into his analysis of financial history o…

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VettaFi’s Roxanna Islam Combs Through Recent ETF Filings 19:01

18d ago19:01

19:01

Roxanna Islam, Head of Sector & Industry Research at VettaFi, combs through new ETF filings from BattleShares, Cambria, iShares, Canary, and more.ETF Prime

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Galaxy’s Chris Rhine and State Street’s Matt Bartolini: Digital Assets & Disruptive Tech 26:10

18d ago26:10

26:10

Chris Rhine, Head of Liquid Active Strategies at Galaxy Asset Management, and Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, discuss their firms’ recent collaboration on three actively managed ETFs focused on digital assets and disruptive technology.ETF Prime

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Galaxy’s Chris Rhine and State Street’s Matt Bartolini: Digital Assets & Disruptive Tech 50:47

18d ago50:47

50:47

Galaxy’s Chris Rhine and State Street’s Matt Bartolini discuss their firms’ recent collaboration on three actively managed ETFs focused on digital assets and disruptive technology. VettaFi’s Roxanna Islam combs through new ETF filings from BattleShares, Cambria, iShares, Canary, and more.ETF Prime

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Diversification 2.0: Mastering the Art of Portable Alpha 1:02:28

21d ago1:02:28

1:02:28

Portable alpha (or as we like to call it: Return Stacking) has become increasingly popular in the financial media (including recent notes from industry giants like BlackRock, Russell Investments, and AQR) but many advisors are left asking: What does portable alpha mean? How might it benefit clients? How can I implement it? At Return Stacked Portfol…

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Mike Harris: The Price of Progress: AGI, Philosophy, and the Future of Humanity 2:14:16

22d ago2:14:16

2:14:16

In this interview, Adam Butler is in conversation with Mike Harris, a renowned financial market analyst and philosopher. The discussion is sparked by a Twitter exchange about the impact of low interest rates on the working class. The conversation evolves to cover a wide range of topics from the relationship between Quantitative Easing (QE) and tech…

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Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets 53:51

24d ago53:51

53:51

Today’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA’s Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework fo…

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Hedge When You Can, Not When You Have to 15:58

24d ago15:58

15:58

In this short podcast, I make the case for doing what doesn’t come naturally - taking defensive action when times are good. The first portion of the discussion assesses event risk premium into and after consequential macro events like Brexit and prior US elections. The main shared attribute is that implied vol remains elevated into the event, even …

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VettaFi’s Zeno Mercer Talks Tesla, Bitcoin 27:19

25d ago27:19

27:19

Zeno Mercer, Senior Industry Analyst at VettaFi, highlights Tesla’s recent “We, Robot” event and offers perspective on the price of bitcoin moving forward.ETF Prime

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Comeback for REIT ETFs? Hoya Capital’s David Auerbach Goes In-Depth 27:41

25d ago27:41

27:41

David Auerbach, Chief Investment Officer at Hoya Capital Real Estate, delves into the recent performance drivers of REIT ETFs and outlines key considerations for investing in the sector.ETF Prime

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Comeback for REIT ETFs? Hoya Capital’s David Auerbach Goes In-Depth 1:00:16

25d ago1:00:16

1:00:16

Hoya Capital’s David Auerbach delves into the recent performance drivers of REIT ETFs and outlines key considerations for investing in the sector. VettaFi’s Zeno Mercer highlights Tesla’s recent “We, Robot” event and offers perspective on the price of bitcoin moving forward.ETF Prime

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Eric Balchunas: The Hidden Gems of the ETF World You Need to Know! 1:03:52

29d ago1:03:52

1:03:52

In this episode, the ReSolve team is joined by Eric Balchunas to discuss the current state of the ETF industry, the rise of active ETFs, and the impact of Bitcoin and crypto on the market. Eric shares his insights on the 'hot sauce' approach to investing, the role of psychology in investment decisions, and the future of the ETF market. Topics Discu…

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Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552 56:01

30d ago56:01

56:01

Today's guest is Owen Lamont, a Portfolio Manager at Acadian Asset Management. He’s been on the faculty at Harvard, Princeton, Yale and the University of Chicago. He also writes the blog, Owenomics. In today's episode, Owen walks through how he analyzes market bubbles and if the U.S. is in a bubble today. He touches on the rise of passive investing…

1
The Opera of Option Prices 16:48

1M ago16:48

16:48

In China, the “vol shot” heard round the world occurred recently with the Chinese government throwing the kitchen sink at the economy and market, seeking to revive the relatively lifeless patient. As it usually does, at least temporarily, it worked. Insofar as asset price reaction that is. An explosion in volumes ensued as did the classic “stock up…

1
VettaFi’s Todd Rosenbluth Highlights Continued Rise of Active ETFs 27:18

1M ago27:18

27:18

Todd Rosenbluth, Head of Research at VettaFi, offers perspective on Bitwise’s XRP ETF filing, CLO ETFs, and the continued rise of actively managed ETFs.ETF Prime

1
Palmer Square’s Chris Long on CLO ETFs, Private Credit, & More 20:00

1M ago20:00

20:00

Chris Long, Founder & Chairman of Palmer Square Capital Management, discusses the $32 billion firm’s ETF entrance, spotlighting their Credit Opportunities ETF (PSQO) and CLO Senior Debt ETF (PSQA).ETF Prime

1
Palmer Square’s Chris Long on CLO ETFs, Private Credit, & More 53:38

1M ago53:38

53:38

Palmer Square Founder Chris Long discusses the $32 billion firm’s ETF entrance, spotlighting their Credit Opportunities ETF (PSQO) and CLO Senior Debt ETF (PSQA). VettaFi’s Todd Rosenbluth offers perspective on Bitwise’s XRP ETF filing, CLO ETFs, and the continued rise of actively managed ETFs.ETF Prime

1
Option Prices are Singing 15:45

1M ago15:45

15:45

Option prices - by incorporating time (expiry) and distance (strike) - give us many more dimensions than a mere flat price like the SPX or a single stock. If the stock market speaks, then the option market sings. It's my strong contention that option prices are singing out loud right now, begging for attention. The market was largely unchanged on t…

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

1M 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…

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