[ad_1] Episode #461: Prime Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan Run-Time: 5:33 Abstract: We’re sharing our 5 hottest episodes from 2022. We all know it’s exhausting to pay attention to each episode, so we now have probably the most downloaded episodes for you proper right here! When you click on the hyperlink within the description, you possibly can leap to the episode you need to hearken to. Listed here are the highest 5 in no particular order: In August, we have been joined…
Author: Meb Faber
[ad_1] Episode #460: Louisa Nicola – How To Carry out At Your Greatest Bodily & Mentally Visitor: Louisa Nicola is a neurophysiologist and human efficiency coach. She based Neuro Athletics, a multi-enterprise consulting agency, to supply scientific methods to assist athletes and traders obtain peak efficiency. Louisa was a world championship triathlete and raced each nationally and internationally for Australia and competed at London, Beijing and Auckland. After retiring in 2012 Louisa adopted her desires and went to Sydney Medical faculty and graduated with a selected curiosity in neurophysiology. Date Recorded: 12/14/2022 | Run-Time: 1:13:37 Abstract: In as we…
[ad_1] Episode #459: Louis-Vincent Gave, Gavekal – Funding Themes for 2023 Visitor: Louis-Vincent Gave is the Founding Associate and CEO of GaveKal, a number one unbiased supplier of macro analysis, and GaveKal Capital, a worldwide asset supervisor. Date Recorded: 12/7/2022 | Run-Time: 55:13 Abstract: In in the present day’s episode, Louis kicks it off with the most important matter in international markets in the present day – the Xi Pivot & reopening of China. He shares his outlook for the way it might have an effect on international provide chains, commodity markets, and monetary markets. He covers the case…
[ad_1] Episode #458: Bob Elliott, Limitless Funds – A Macro Masterclass Visitor: Bob Elliott is the CEO & CIO of Limitless Funds, which utilizing machine studying to create merchandise that replicate the index returns of other investments. Beforehand, he was the Head of Ray Dalio’s Analysis Staff and on the Funding Committee at Bridgewater Associates. Date Recorded: 11/30/2022 | Run-Time: 1:46:12 Abstract: In at this time’s episode, we contact on charges, the inflationary cycle, the sturdy US greenback, and the way all of those form his view of the markets and financial system as we head into 2023. Then…
[ad_1] Cambria Fund Profile Sequence – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) Host: Meb Faber is Co-Founder and Chief Funding Officer of Cambria Funding Administration. Meb has authored quite a few books, whitepapers and weblog posts, and is the host of The Meb Faber Present podcast. Run-Time: 20:36 Abstract: In at the moment’s episode of the Cambria Fund Profile Sequence, Meb discusses Cambria’s Asset Allocation ETFs, the Cambria International Asset Allocation ETF (GAA), the Cambria International Momentum ETF (GMOM), and the Cambria Trinity ETF (TRTY). Meb kicks off the episode with the benefits of holistic-all-in-one asset allocation portfolios. He talks…
[ad_1] Episode #457: Damien Bisserier and Alex Shahidi on Danger Parity & Investing for All Market Environments Visitor: Damien Bisserier and Alex Shahidi are the Co-CIOs of Evoke Wealth, a $20b+ billion RIA. In 2019, they launched the RPAR Danger Parity ETF. Damien beforehand labored at Bridgewater and Alex labored at Merrill Lynch. Date Recorded: 11/2/2022 | Run-Time: 1:19:45 Abstract: In at the moment’s episode, we’re speaking all issues threat parity. The fellows share their method to portfolio building, which focuses on threat administration and whereas nonetheless in search of a beautiful anticipated return. We additionally discuss what true…
[ad_1] Episode #456: Marc Cohodes on SBF, Fraud, & The FTX Loss of life Spiral Visitor: Marc Cohodes is a famed brief vendor with 40-years of expertise. He’s greatest identified for exposing fraud at mortgage lender Novastar Monetary. Date Recorded: 11/21/2022 | Run-Time: 1:06:23 Abstract: Earlier this 12 months, famed short-seller Marc Cohodes, who has investigated and introduced down some main frauds up to now, set his eyes on crypto darling Sam Bankman-Fried, the founding father of FTX. Except you’ve been residing beneath a rock, you will need to pay attention to the chapter of FTX and different associated…
[ad_1] Robeco – The Cross-Part of Inventory Returns earlier than 1926 (and past) (The Finest Funding Writing Quantity 6) Authors: Guido Baltussen is Head of Robeco’s Issue Investing methods and Co-head of the Quant Mounted Earnings staff. Bart P. Van Vliet is a Shopper Portfolio Supervisor at Robeco. Pim Van Vliet is Head of Conservative Equities and Head of Robeco’s Quantitative Equities division. Abstract: Annually, our staff fastidiously types via tons of analysis from among the most revered cash managers and funding researchers from everywhere in the world to select the most effective of the most effective to share…
[ad_1] Episode #455: Eugene Fama: A Life in Finance Visitor: Eugene F. Fama, 2013 Nobel laureate in financial sciences, is widely known because the “father of contemporary finance.” His analysis is well-known in each the educational and funding communities. He’s strongly recognized with analysis on markets, significantly the environment friendly markets speculation. Date Recorded: 10/12/2022 | Run-Time: 42:23 Abstract: In right now’s episode, we discuss to Professor Fama about whether or not he thinks the Fed can management inflation, the place the phrase environment friendly markets got here from, and his tackle the worldwide market portfolio. As we wind…
[ad_1] Episode #454: Rex Salisbury, Cambrian – a16z Associate Turned Solo GP on Why He Believes Now could be the Time for Fintech Visitor: Rex Salisbury is the Founder and Common Associate of Cambrian Ventures. He was beforehand a founding companion on the A16Z fintech workforce. Date Recorded: 10/12/2022 | Run-Time: 1:01:18 Abstract: In at present’s episode, Rex shares an outline of Cambrian and the good thing about the fintech neighborhood he’s constructed over time. We contact on the three-body downside and the way it pertains to enterprise capital, the aggressive benefits of various VC’s, and why he believes…