[ad_1] Visitor: Felix Zulauf is the founder and CEO of Zulauf Consulting, a boutique analysis and consulting agency. Recorded: 12/14/2023 | Run-Time: 49:41 Abstract: In right this moment’s episode, Felix shares his view of the worldwide funding panorama from Asia to Europe to the US. He shares why the tailwinds of decrease inflation could reverse and lead inflation to rise above 10%. He additionally touches on the state of gold, the Greenback and different currencies, and why he’s targeted on the upcoming election in Taiwan. Feedback or strategies? Desirous about sponsoring an episode? Electronic mail us Suggestions@TheMebFaberShow.com Hyperlinks from the…
Author: Meb Faber
[ad_1] Visitor: Liz Simmie is the co-founder of Honeytree Funding Administration, an asset administration agency based mostly in Toronto, Canada. Recorded: 12/13/2023 | Run-Time: 52:11 Abstract: In in the present day’s episode, Liz dives into the technique of BEEZ, which focuses on responsibly rising corporations which are stakeholder ruled, goal pushed, and make a internet constructive affect on the world. Then she shares some sizzling takes on the state of each ESG and energetic administration. As we wind down, Liz talks in regards to the means of launching an ETF with our pals at Alpha Architect and shares recommendation for…
[ad_1] Episode #513: J.P. Morgan’s Gabriela Santos Likes Worldwide Shares for 2024 Visitor: Gabriela Santos is the Chief Market Strategist for the Americas on the International Market Insights Technique Crew at J.P. Morgan Asset Administration. Gabriela’s analysis focuses on rising markets, particularly China. She is accountable for the event of the Information to the Markets, Information to China and Information to the Markets – Latin America, amongst different publications. Recorded: 12/6/2023 | Run-Time: 49:41 Abstract: In as we speak’s episode, Gabi shares her view of the world after a yr the place the Magnificent 7 has dominated the headlines. She…
[ad_1] Episode #512: Alfonso “Alf” Peccatiello on Dr. Yield Curve, Neighbor Monitoring Error & The Rising Markets Decade Visitor: Alfonso “Alf” Peccatiello is the Founder & CEO of The Macro Compass, a disruptive funding technique agency whose mission is to deliver you thru a studying journey that can help you step up your macro sport. Date Recorded: 11/29/2023 | Run-Time: 1:08:46 Abstract: In right this moment’s episode, Alf provides a masterclass on the bond market. He talks about Dr. Yield Curve and the way yield curve inversions are associated to recessions. He additionally talks about the place he sees alternative…
[ad_1] Mebisode: Combining the Greatest Traits of the Tortoise and the Hare Date Recorded: 11/8/2023 | Run-Time: 6:38 Abstract: In immediately’s episode, Meb reads a current e mail despatched to Cambria subscribers evaluating the danger and returns of the Cambria Shareholder Yield ETF (SYLD) since inception by means of the lens of the well-known fairy story, “The Tortoise and the Hare.” Feedback or strategies? Excited by sponsoring an episode? Electronic mail us Suggestions@TheMebFaberShow.com [ad_2] Source link
[ad_1] Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market Visitor: Louis-Vincent Gave co-founded Gavekal in 1999 along with his father Charles and Anatole Kaletsky. Gavekal began as an unbiased analysis agency and developed in 2005 to incorporate fund administration and in 2008 to incorporate information evaluation companies. Harris Kupperman is the President of Praetorian Capital, a macro themed small cap targeted hedge fund. Date Recorded: 11/28/2023 | Run-Time: 1:16:02 Abstract: In immediately’s episode, we begin by protecting the macro panorama after which dive in on some key themes Louis and Kuppy are targeted…
[ad_1] Episode #510: Radio Present – Jonathan Treussard & Nic Johnson on Carbon Credit, Pre-Worrying & Disrupting Residential Actual Property Visitor: Jonathan Treussard is the founding father of Treussard Capital Administration LLC, a registered funding advisor that operates as a fiduciary for its shoppers. He was at Analysis Associates serving as Head of Product. Nic Johnson is the Founding father of ListWise, which is making an attempt to disrupt the residential actual property business. Beforehand, he ran PIMCO’s commodity desk, overseeing over $20 billion. Date Recorded: 11/8/2023 | Run-Time: 56:02 Abstract: In in the present day’s episode, the three of…
[ad_1] Episode #509: Austin Root, Stansberry Asset Administration – The Case For Productive Belongings Visitor: Austin Root is the Chief Funding Officer of Stansberry Asset Administration. Beforehand, he co-founded and ran North Oak Capital, a New York-based hedge fund that obtained a strategic funding from Julian Robertson and Tiger Administration. Date Recorded: 11/1/2023 | Run-Time: 1:00:14 Abstract: In at present’s episode, Austin begins off by discussing the mix of economic planning & funding administration. After giving a masterclass on personal credit score, he shares why he describes himself as a tweener with regards to investing, the position of gold…
[ad_1] Episode #508: Jim Bianco on “The Largest Financial Occasion of Our Lifetime” & The Finish of the 40-12 months Bond Bull Market Visitor: Jim Bianco is the President and Macro Strategist at Bianco Analysis, which provides macro funding analysis on monetary markets. Date Recorded: 11/8/2023 | Run-Time: 1:23:49 Abstract: In as we speak’s episode, Jim shares why 2020 was the most important financial occasion of our lifetime, why the 40-year bond bull market is lifeless, and why vitality goes to be weaponized going ahead. We additionally contact on the latest labor strikes, the impression of distant work, and why…
[ad_1] Whatcha Ready For? Date Recorded: 10/25/2023 | Run-Time: 15:09 Abstract: In right this moment’s episode, Meb reads a latest e-mail despatched to Cambria subscribers about utilizing a shareholder yield strategy to reap the benefits of the chance in world worth shares right this moment. Feedback or solutions? Fascinated about sponsoring an episode? Electronic mail us Suggestions@TheMebFaberShow.com Hyperlinks from the Episode: Efficiency after Peak Valuation: Navigating the Tech Sector’s Excessive Multiples Assume Earnings and Development Don’t Exist In This Market? Assume Once more Assume Earnings and Development Don’t Exist Across the Globe? Assume Once more …