[ad_1] Episode #423: Mebisode – Shareholder Yield: Does it Work Inside Sectors and Industries? Run-Time: 8:33 Abstract: On this Mebisode, Meb reads his put up from January 2022, which seems to be to see if a shareholder yield technique works inside totally different sectors. To learn the complete put up, click on right here. Feedback or solutions? Considering sponsoring an episode? E-mail us Suggestions@TheMebFaberShow.com [ad_2] Source link
Author: Meb Faber
[ad_1] Episode #422: Greatest Concept Present – Doron Junger, Sanvia Capital – US Biotech Visitor: Dr. Doron Junger leads Sanvia Capital, a nascent Florida-based biopharmaceutical funding agency, which Doron initially began as a Millennium Companions platform firm. A surgeon by background, Doron Junger has since 2005 managed public fairness portfolios of biotechnology and pharmaceutical firms for a few of the world’s premier hedge funds, together with Citadel, S.A.C. and Millennium, in addition to J.P. Morgan. Date Recorded: 6/1/2022 | Run-Time: 1:46:22 Abstract: In at this time’s episode, we’re speaking about US biotech! Doron’s intensive background as a physician and…
[ad_1] Episode #421: Jeff Weniger, WisdomTree – Market Replace: Inflation, FAANG 2.0 & Indicators of A Bear Market Low Visitor: Jeff Weniger, CFA serves as Head of Fairness Technique at WisdomTree. Date Recorded: 6/1/2022 | Run-Time: 1:25:12 Abstract: In immediately’s episode, we’re speaking about every thing occurring available in the market and economic system. We contact on inflation and why Jeff first tweeted about rising meals costs over a 12 months in the past. Then we get into the market and talk about the connection between rates of interest and completely different sectors, the latest outperformance of shopper staples…
[ad_1] Episode #420: Dan Cooper, ROC Investments – ROC: Return on Character Visitor: Dan Cooper is the founder and CEO of ROC Investments, which allocates capital on the premise of the behaviors of the CEOs and their senior government groups. Date Recorded: 5/11/2022 | Run-Time: 50:11 Abstract: Dan shares how he ran a method centered on investing in firms with CEO’s that show excessive character earlier in his profession. When he later seemed again on the returns and located conventional components solely defined 30% of the technique’s outperformance, he determined to launch an ETF based mostly on that technique, ticker…
[ad_1] Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Ahead Visitor: Peter Zeihan is an professional in geopolitics: the research of how place impacts monetary, financial, cultural, political and army developments. His latest e-book is The Finish of the World Is Simply the Starting: Mapping the Collapse of Globalization. Date Recorded: 5/24/2022 | Run-Time: 1:00:50 Abstract: In at present’s episode, Peter talks concerning the two predominant themes he sees on the earth at present: deglobalization and depopulation. He touches on what nations set as much as thrive or endure based mostly…
[ad_1] Episode #418: Mebisode – Pink Gentle Run-Time: 10:45 Abstract: On this Mebisode, Meb reads his put up from February 2022 titled “Pink Gentle,” which mentioned the danger of an costly market coming into a downtrend. As he stated within the piece, “traditionally talking, markets have carried out poorly when in a downtrend, characterised by larger volatility and drawdowns.” Feedback or solutions? All in favour of sponsoring an episode? E-mail us Suggestions@TheMebFaberShow.com [ad_2] Source link
[ad_1] Episode #417: Andrew Peck, Baron Capital – A Progress Supervisor’s Tackle The Market Visitor: Andrew Peck is the co-CIO for Baron Capital, which is thought for its long-term, elementary, lively method to progress investing; it has over $50 billion in property below administration. Andrew serves because the Portfolio Supervisor for the Baron Asset Fund, Baron Mid Cap Progress Technique and Baron All Cap Progress Technique. Date Recorded: 5/11/2022 | Run-Time: 52:02 Abstract: In immediately’s episode, we’re speaking to a progress supervisor to listen to how he’s dealing with the volatility in 2022. Andrew shares his framework for wanting…
[ad_1] Episode #416: Jan van Eck, VanEck – Thematic Investing, Gold & Digital Belongings, and Monetary Historical past Visitor: Jan van Eck serves because the President & CEO and an proprietor of VanEck, which presents value-added exposures to rising industries, asset courses and markets in addition to differentiated approaches to conventional methods. ask rep for aum Date Recorded: 5/4/2022 | Run-Time: 1:03:14 Abstract: In at present’s episode, Jan shares the origin story of the agency and its’ tie to gold courting again to the 1960’s. Then he shares his macro framework, standards for launching a fund, and why the agency…
[ad_1] Episode #415: Sajid Rahman, MyAsiaVC – The VC Panorama in Rising Markets From Somebody Who’s Made Over 1,400 Investments Visitor: Sajid Rahman is the co-founder & CEO of Digital Healthcare Options and Managing Companion of MyAsiaVC, an early stage enterprise fund. Date Recorded: 4/27/2022 | Run-Time: 57:14 Abstract: In as we speak’s episode, we discuss with somebody who’s remodeled 1,400 investments – sure, you heard that proper. Sajid shares his journey of breaking into the VC world after which dives in to what he’s enthusiastic about as we speak. He touches on areas like Africa, India, Nigeria, Pakistan, and…
[ad_1] Episode #413: Antti Ilmanen, AQR – Investing Amid Low Anticipated Returns: Making the Most When Markets Supply the Least Visitor: Antti Ilmanen is a Principal and International Co-head of the Portfolio Options Group at AQR Capital Administration. On this position, he manages the group chargeable for advising institutional traders and sovereign wealth funds and develops the agency’s broad funding concepts. His latest e book is Investing Amid Low Anticipated Returns: Making the Most When Markets Supply the Least. Date Recorded: 4/27/2022 | Run-Time: 1:23:25 Abstract: In at this time’s episode, Antti offers a blueprint for traders as many years of…