Author: Meb Faber

[ad_1] Episode #403: Ivy Zelman, Zelman & Associates – Right here’s Why This Housing Professional Says The Market is “Euphoric” and Urges Warning   Visitor: Ivy Zelman is the CEO and co-founder of Zelman & Associates, a number one housing analysis agency. She was not too long ago named to Barron’s 100 Most Influential Ladies in U.S. Finance. Date Recorded: 3/16/2022     |     Run-Time: 52:18 Abstract: In at present’s episode, we begin by going again to 2008 and listening to what led her to be one of many few housing bears. Then we get into the housing market at present, which…

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[ad_1] Episode #402: Paul Kim, Simplify Asset Administration – Embracing Convexity By The ETF Construction   Visitor: Paul Kim is CEO and co-founder of Simplify Asset Administration and President of Simplify ETFs, a brand new ETF supplier centered on serving to advisors construct higher portfolios. Beforehand he was head of ETF technique at Principal, constructing out a household of good beta and energetic ETFs. Date Recorded: 3/8/2022     |     Run-Time: 54:59 Abstract: In in the present day’s episode, Paul kicks it off by giving us an outline of Simplify and the agency’s concentrate on lengthy volatility ETFs that both generate earnings…

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[ad_1] Episode #400: Patrick Geddes, Aperio – Classes From A Personalized Indexing Pioneer Who Bought His Agency To BlackRock   Visitor: Patrick Geddes is the co-founder and former CEO of Aperio Group, a pioneer in customized index fairness portfolios delivering tax optimization with $42 billion underneath administration on the finish of 2020 when it was acquired by BlackRock, and one of many nation’s main specialists on after-tax investing. He was beforehand the Analysis Director and CFO at Morningstar. He’s the writer of Clear Investing: How you can Play the Inventory Market with out Getting Performed. Date Recorded: 3/2/2022     |     Run-Time: 1:04:23 Abstract:…

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[ad_1] Episode #401: Clay Gardner, Titan – Funding Administration Companies for The On a regular basis Investor   Visitor: Clayton Gardner is the Co-Founder and Co-CEO of Titan, a retail funding administration platform aimed on the new technology of on a regular basis buyers. Date Recorded: 3/8/2022     |     Run-Time: 47:50 Abstract: In at the moment’s episode, we kick it off with an outline of Titan and the companies’ funding philosophy. Clay touches on a few of their totally different choices, which now consists of crypto. We hear in regards to the firm’s content material technique, which assist each educate buyers and…

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[ad_1] Episode #398: Adam Nash, Daffy – Why This Distinguished Silicon Valley Operator & Investor Needs To Make Charitable Giving A Behavior   Visitor: Adam Nash is the co-founder & CEO of Daffy.org, a not-for-profit neighborhood constructed round a brand new, trendy platform for giving. Beforehand, he was the President & CEO of Wealthfront. He’s additionally held roles at DropBox, LinkedIn and eBay and is a serial angel investor. Date Recorded: 3/2/2022     |     Run-Time: 52:50 Abstract: In right now’s episode, Adam begins off by giving an outline of Daffy, which helps over 1.5 million charities, faculties, and faith-based organizations. Then…

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[ad_1] Episode #399: Mary Childs, NPR’s Planet Cash – Bond King Invoice Gross   Visitor: Mary Childs is a co-host and correspondent for NPR’s Planet Cash podcast. Earlier than becoming a member of the group in 2019, she labored at Barron’s journal, the Monetary Instances and Bloomberg Information. She’s additionally the writer of The Bond King: How One Man Made a Market, Constructed an Empire, and Misplaced It All. Date Recorded: 8/1/2022     |     Run-Time: 46:23 Abstract: In in the present day’s episode, we kick it off with Mary’s time with Planet Cash, one of the enjoyable and standard finance and econ podcasts round. We discuss a few…

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[ad_1] The coronavirus has been wrecking economies and overloading well being care techniques across the globe for the previous few years and simply when it felt like we could be rising from the pandemic…. Invasions. Warfare. The specter of nuclear strikes. Will there be a peaceable end result? Or one thing worse? I don’t know. Nobody actually is aware of. It’s heartbreaking on so many ranges. However with such massively totally different future prospects, many buyers are questioning what to do…and the reply for many of us is… Nothing. Or, because the late Bogle acknowledged: “My rule — and it’s…

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[ad_1] Episode #397: Jeremy Grantham, GMO – Quick-Time period Pessimist, Lengthy-Time period Optimist   Visitor: Jeremy Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation workforce, serving because the agency’s long-term funding strategist. He’s a member of the GMO Board of Administrators and has additionally served on the funding boards of a number of non-profit organizations. Date Recorded: 3/1/2022     |     Run-Time: 50:26 Abstract: It’s been a couple of 12 months since we first spoke with Jeremy (click on right here for that episode) and given his information of monetary historical past, there are few people who…

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[ad_1] Episode #396: Wes Fulford, Viridi Funds – How To Get Publicity To Crypto In Public Markets   Visitor: Wes Fulford is the CEO and Portfolio Supervisor for Viridi Funds. Wes was beforehand the previous CEO and Director of TSXV-listed Bitfarms Ltd., one of many largest publicly-traded cryptocurrency mining corporations globally. In July 2019, Bitfarms efficiently accomplished a Canadian public itemizing. Date Recorded: 2/9/2022     |     Run-Time: 50:27 Abstract: In as we speak’s episode, we’re speaking all issues crypto mining. Since there isn’t a Bitcoin or crypto ETF within the US, Wes needed to supply buyers the chance to get publicity…

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[ad_1] Episode #395: Rob Koyfman, Koyfin – Constructing The Go-To Investing Platform   Visitor: Rob Koyfman is the founder and CEO of Koyfin. Date Recorded: 2/2/2022     |     Run-Time: 42:49 Abstract: In as we speak’s episode, we begin with Rob’s background at Goldman Sachs underneath the now Chief U.S. Fairness Strategist, David Kostin. Then he shares why a private ache level later in his profession led him to start out Koyfin. Rob walks us by means of the platform, which supplies traders with out Bloomberg entry to skilled grade information protection and the analytical instruments. We hear in regards to the…

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