Author: Meb Faber

[ad_1] Episode #453: Whitney Baker on Why “Immaculate Disinflation” is an Phantasm   Visitor: Whitney Baker is the founding father of Totem Macro, which leverages intensive prior buyside expertise to create distinctive analysis insights for an unique client-base of a number of the world’s preeminent traders. Beforehand, Whitney labored for Bridgewater Associates as Head of Rising Markets and for Soros Fund Administration, co-managing an inner allocation with a twin World Macro (cross-asset) and World Lengthy/Quick Monetary Fairness mandate. Date Recorded: 10/19/2022     |     Run-Time: 1:17:46 Abstract: In at present’s episode, Whitney shares the place she sees alternative in at a time when, as…

[ad_1] Episode #452: Jerry Parker & Salem Abraham – Classes From A Lifetime of Buying and selling   Friends: Jerry Parker is the CEO of Chesapeake and a long-time development follower since he was within the Turtle coaching program. Salem Abraham is the President of Abraham Buying and selling Firm and the Fortress Fund, which seeks to guard capital and obtain long-term capital appreciation. Date Recorded: 10/5/2022     |     Run-Time: 1:16:31 Abstract: In right now’s episode, Jerry and Salem share a few of the classes they’ve realized from buying and selling over time. We spend a while speaking about trend-following and…

[ad_1] Episode #451: Hugh Hendry – The Acid Capitalist Unfiltered   Visitor: Hugh Hendry is an award successful hedge fund supervisor, market commentator, St Barts actual property investor & surfer. Date Recorded: 10/5/2022     |     Run-Time: 49:15 Abstract: In in the present day’s episode, Hugh shares his ideas on all of the macro components on this planet in the present day. He touches on inflation, power markets, the greenback, the state of affairs in China, and extra. Ensure you stick round to listen to why a dream in regards to the Wizard of Oz led him to purchase gold from the…

[ad_1] Episode #450: Harris “Kuppy” Kupperman – Oil is the World’s Central Banker Now   Visitor: Harris “Kuppy” Kupperman is the Founder and CIO of Praetorian Capital. He’s additionally the Chairman and CEO of Mongolia Development Group (YAK: Canada and MNGGF: USA). Date Recorded: 10/10/2022     |     Run-Time: 1:12:57 Abstract: In as we speak’s episode, Kuppy shares why the macro arrange as we speak leads him go be as bullish on oil because it will get. He touches on the Fed, OPEC, ESG, and the way he’s implementing this commerce. Sponsor: Masterworks is the primary platform for getting and promoting shares representing an…

[ad_1] Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Worth Shares? (The Greatest Funding Writing Quantity 6)   Creator: Christine Wang, CFA, CPA is a Portfolio Supervisor for Bridgeway Capital Administration. Abstract: Annually, our crew rigorously kinds by tons of analysis from a few of the most revered cash managers and funding researchers from everywhere in the world to choose the most effective of the most effective to share with you. We provide the authors of these items the prospect to document an audio model as a phase of the podcast. Sufficient from me, let’s get to Christine Wang…

[ad_1] Episode #449: Jim Rogers – The Journey Capitalist’s View of International Markets   Visitor: Jim Rogers is the co-founder of the Quantum Fund and Soros Fund Administration and creator of the Rogers Worldwide Commodities Index. Date Recorded: 9/27/2022     |     Run-Time: 54:20 Abstract: In right now’s episode, Jim offers us his tackle the worldwide markets right now. We contact on inflation, commodities, central banks, and why he believes the following recession would be the worst in his lifetime. Jim additionally shares what international locations he’s bullish on, and a number of the names might make you just a little queasy. Sponsor: AcreTrader –…

[ad_1] Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Methods for Overcoming a Low Return Atmosphere (The Greatest Funding Writing Quantity 6)   Authors: Corey Hoffstein is a co-founder of and Chief Funding Officer at Newfound Analysis. Rodrigo Gordillo is President of and a Portfolio Supervisor at ReSolve Asset Administration International and has over 15 years of expertise in funding administration. Abstract: Every year, our staff rigorously kinds by tons of analysis from a few of the most revered cash managers and funding researchers from all around the world to select the perfect of the perfect to share with you. We…

[ad_1] Episode #448: Annie Duke – Why Nice Traders Are Nice Quitters   Visitor: Annie Duke is an writer, company speaker, and guide within the decision-making house, in addition to Particular Companion centered on Choice Science at First Spherical Capital Companions, a seed stage enterprise fund. She’s additionally the writer of Stop: The Energy of Figuring out When to Stroll Away. As a former skilled poker participant, she has gained greater than $4 million in match poker. Date Recorded: 9/21/2022     |     Run-Time: 1:21:17 Abstract: In as we speak’s episode, Annie shares why quitting isn’t all the time as unhealthy as…

[ad_1] Episode #447: Dave Thornton, Vested – Might Index Investing Come to Enterprise Capital?   Visitor: Dave Thornton is a co-founder & Chief Buyer Officer of Vested, which helps startup workers unlock the worth of their fairness. Date Recorded: 8/31/2022     |     Run-Time: 59:40 Abstract: In at present’s episode, Dave shares how Vested is offering liquidity for startup workers, together with a method for buyers to entry the beta of enterprise capital in contrast to it’s ever been achieved earlier than. He shares the ins and outs of their enterprise, the value-add they supply to startup workers about deal with their…

[ad_1] Episode #445: Jeff Currie, Goldman Sachs – Why ESG Might Make This Commodity Supercycle Totally different From Previous Cycles   Visitor: Jeff Currie is Goldman Sachs’ international head of Commodities Analysis. Date Recorded: 9/16/2022     |     Run-Time: 47:04 Abstract: In right this moment’s episode, Jeff shares why he known as for a commodity supercycle virtually two years in the past and the place we’re inside that cycle right this moment. He touches on the underinvestment in provide, why ESG makes this cycle totally different from previous cycles, and why the chance of a coverage error may exacerbate the issues we…