Лучшие подкасты про Faber (2024)

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Professor Kenneth French on Risk, Return, and Rationality | #529 54:00

10h ago54:00

54:00

Today’s guest is Professor Ken French, the Roth Family Distinguished Professor of Finance at the Tuck School of Business at Dartmouth College. He’s written some of the most influential papers in finance alongside former podcast guest, Professor Eugene Fama. In today’s episode, Ken shares what topic he and Professor Fama disagree on. Then we get int…

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MEBISODE: T-Bills and Chill…Most of the Time | #528 15:58

8d ago15:58

15:58

In today’s episode, Meb reads a white paper, “T-Bills and Chill…Most of the Time.” ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list. ----- 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 c…

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Cliff Asness: Timely & Timeless Investment Wisdom | #527 1:05:36

14d ago1:05:36

1:05:36

Today’s guest is Cliff Asness, co-founder, managing principal and Chief Investment Officer at AQR Capital Management. In today’s episode, Cliff & I start by talking about some quotes he may or may not have said in the past. Then we kick around a bunch of topics. We talk about diversifying by both asset class and geography, the challenge of managing…

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Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy | #527 48:04

21d ago48:04

48:04

Today’s guest is Steve Edmundson, the Chief Investment Officer of the Public Employees’ Retirement System of Nevada, which manages over $60 billion. As pension funds continue to hire more employees, pay more and more fees and build more complex portfolios, Steve is an outlier for his approach that emphasizes simplicity over complexity. He’s one of …

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MEBISODE: Should CalPERS Fire Everyone And Just Buy Some ETFs? | #526 18:16

29d ago18:16

18:16

In today’s episode, Meb reads his blog post, “Should CalPERS Fire Everyone And Just Buy Some ETFs?.” Resource: What Does Nevada’s $35 Billion Fund Manager Do All Day? Nothing ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list. ----- Follow Meb on Twitter, LinkedIn and YouTube…

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Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' | #525 56:56

1M ago56:56

56:56

Today’s guests are Peter Atwater and Grant Williams, two guys that have known each other for a decade. Peter is a professor and author of The Confidence Map: Charting a Path from Chaos to Clarity. Grant is the author of the newsletter Things That Make you Go Hmmm… and host of The Grant Williams Podcast. He was also a co-founder of Real Vision. Toda…

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Tim Ranzetta, NGPF - Teaching America Personal Finance | #524 49:34

1M ago49:34

49:34

Today’s guest is Tim Ranzetta, co-founder of Next Gen Personal Finance, a non-profit organization working to increase access to financial education. In today’s episode, Tim updates us on everything going on with Next Gen Personal Finance. You all know I’m a huge proponent of teaching kids personal finance and Tim is as focused on this making this h…

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Whitney Baker on The Death of (Upside) American Exceptionalism | #523 1:26:28

2M ago1:26:28

1:26:28

Today’s guest is Whitney Baker, founder of Totem Macro. She previously worked at shops like Bridgewater and Soros. In today’s episode, Whitney explains what led to $500 billion in money expansion last year and why that’s driven recent performance in asset prices. She discusses the challenge the Federal Reserve faces as they try to balance inflation…

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How to Convert an SMA to an ETF with Wes Gray & Robert Elwood | #522 47:06

2M ago47:06

47:06

Today’s returning guest is Alpha Architect’s Wes Gray, and he’s joined by Bob Elwood, a business lawyer with a focus on investment funds. Wes and Bob just helped complete a separately managed account to ETF conversion of $770 million, so we had to get them on the show to walk through the process! They walk through the process of doing an SMA to ETF…

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MEBISODE: A Better Approach to Dividend Investing 8:02

2M ago8:02

8:02

In today’s episode, Meb reads a paper titled, “A Better Approach to Dividend Investing.” Learn more about the Cambria Shareholder Yield ETF, SYLD. ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list. To determine if this Fund is an appropriate investment for you, carefully con…

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GMO's Tina Vandersteel on a "Once-in-a-Generation" Opportunity | #521 56:23

2M ago56:23

56:23

Today’s guest is Tina Vandersteel, who is the head of GMO’s Emerging Country Debt team. She’s been with GMO for almost two decades. In today’s episode, we dive into Tina’s teams’ recent piece about what they call a possible “once-in-a-generation opportunity” in emerging market local currency debt. Tina gives a great overview of the emerging market …

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Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla | #520 1:03:59

2M ago1:03:59

1:03:59

Today’s guest is Drew Dickson, founder of Albert Bridge Capital and CIO of Alpha Europe funds. We talk a lot about global investing on this show and wanted to talk about that with Drew given his focus on European markets. Between the end of 1979 and the end of 2009, both the U.S. and Europe were 26 baggers and roughly had the same returns. Since th…

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Ben Mackovak on The Secret Sauce of Investing in Banks | #519 1:03:47

3M ago1:03:47

1:03:47

Today’s guest is Ben Mackovak, Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. Ben also sits on the board for several banks, giving him unique insight into what’s going on in this area. It's been a wild ride lately for the banks. 2023 was the biggest year ever for bank failures. There are conc…

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Jared Dillian on the Keys to Live a Stress-Free Financial Life | #518 54:06

3M ago54:06

54:06

Today’s guest is Jared Dillian, the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Jared’s back on the podcast to talk about his book, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal finance, his “no worries” approach to i…

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Bruno Caratori - The Bitcoin ETF is FINALLY Approved. Now What? | #517 42:43

3M ago42:43

42:43

Today’s guest is Bruno Caratori, co-founder & COO of Hashdex, a global crypto asset manager that launched the first crypto index ETF in the world. In today’s episode, we’re talking all about the SEC’s recent spot Bitcoin ETF approval with someone from one of the 11 companies in the Bitcoin ETF race. And in crypto fashion, the approval actually happ…

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BlackRock's Rick Rieder on The State of Markets & The US Debt Problem | #516 57:39

3M ago57:39

57:39

Today’s returning guest is Rick Rieder, BlackRock’s CIO of Global Fixed Income and the Head of the BlackRock’s Global Allocation team. Rick recently won the Morningstar 2023 Outstanding Portfolio Manager award. In today’s episode, Rick shares his take on the macroeconomic landscape as we kick off a new year. He touches on the set up for both stocks…

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Felix Zulauf – 2024 Macro Outlook Not Rosy | #515 45:07

4M ago45:07

45:07

Today’s guest is well-known macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm. In today’s episode, Felix shares his view of the global investment landscape from Asia to Europe to the US. He shares why the tailwinds of lower inflation may reverse and l…

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Liz Simmie, Honeytree – A Quantamental Approach to ESG | #514 56:11

4M ago56:11

56:11

Today’s guest is Liz Simmie, co-founder Honeytree Investment Management, which recently launched an actively managed, ESG-focused ETF, BEEZ. In today’s episode, Liz dives into the strategy of BEEZ, which focuses on responsibly growing companies that are stakeholder governed, purpose driven, and make a net positive impact on the world. Then she shar…

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J.P. Morgan's Gabriela Santos Likes International Stocks for 2024 | #513 51:10

4M ago51:10

51:10

Today’s guest is Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management. In today’s episode, Gabi shares her view of the world after a year where the Magnificent 7 has dominated the headlines. She hammers home her excited about the opportunity set outside of the U.S. She explains why she likes the set up for Japan…

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Alfonso "Alf" Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade | #512 1:11:51

4M ago1:11:51

1:11:51

Today’s guest today is Alfonso Peccatiello but you may know him as Alf! He’s the Founder & CEO of The Macro Compass, which provides financial education, macro insights and actionable investment ideas. In today’s episode, Alf gives a masterclass on the bond market. He talks about Dr. Yield Curve and how yield curve inversions are related to recessio…

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S3 Ep5: Ishion Hutchinson & Oluwaseun Olayiwola + Emilia Clarke 1:07:52

4M ago1:07:52

1:07:52

Oh what a night. . . In this special episode, recorded live at the London Review Bookshop, Rachael and Jack are joined by Ishion Hutchinson and Oluwaseun Olayiwola, and we have an audio postcard from Charlotte Mew, delivered by the actress Emilia Clarke. Show notes Live guests ISHION HUTCHINSON was born in Port Antonio, Jamaica. He is the author of…

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Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511 1:17:06

5M ago1:17:06

1:17:06

Today’s returning guests are Gavekal co-founder Louis-Vincent Gave and Praetorian Capital Management founder, Harris “Kuppy” Kupperman. In today’s episode, we start by covering the macro landscape and then dive in on some key themes Louis and Kuppy are focused on. We talk about emerging markets, the energy transition’s impact on commodities like oi…

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Radio Show: Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate | #510 1:00:02

5M ago1:00:02

1:00:02

Today’s returning guest is Jonathan Treussard, who recently left Research Affiliates to launch his own RIA. This time Jonathan brought along Nic Johnson, who ran the commodity desk at PIMCO until early last year, overseeing over $20 billion. In today’s episode, the three of us kick around a bunch of topics. We talk about asset allocation, investor …

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Austin Root, Stansberry Asset Management - The Case For Productive Assets | #509 1:03:34

5M ago1:03:34

1:03:34

Today’s guest today is Austin Root, Chief Investment Officer of Stansberry Asset Management. Previously, he co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. In today’s episode, Austin starts off by discussing the combination of financial planning & inv…

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Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508 1:25:34

5M ago1:25:34

1:25:34

Today’s guest today is Jim Bianco, President and Macro Strategist at Bianco Research and one of my favorite macro minds around. In today’s episode, Jim holds absolutely nothing back. He shares why 2020 was the biggest economic event of our lifetime, why the 40-year bond bull market is dead, and why energy is going to be weaponized going forward. We…

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Whatcha Waiting For? 16:09

5M ago16:09

16:09

In today’s episode, Meb reads a recent email sent to Cambria subscribers about using a shareholder yield approach to express the opportunity in global value stocks today. Resources: Performance after Peak Valuation: Navigating the Tech Sector’s High Multiples Think Income and Growth Don’t Exist In This Market? Think Again Think Income and Growth Do…

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