Radio Show: Cheapest Countries Right Now for New Dollars | #53
Episode 53 is another “radio show” format. This means we tackle a handful of topics from Meb’s blog and tweets. TOPIC 1 – VALUATIONS 3 DIFFERENT TAKES ON CURRENT VALUE PICTURE: Meb’s recent blog post ...
18 Maj 201759min
Jason Hsu - “This is a Market Where the Average Human Tendencies Are Precisely the Wrong Thing to Do" | #52
In Episode 52, we welcome Jason Hsu, joining us all the way from Taipei. We start with a bit of background on Jason and his company, Rayliant, which is a spinoff off Research Affiliates. Listeners mig...
17 Maj 201751min
Mark Kritzman - “We Have to Question the Assumptions that Underpin Our Models... Nothing is Simple" | #51
In Episode 51, we welcome Mark Kritzman. Per usual, we start with Mark’s background. He tells us a bit about his 40-year career in investing, leading to Windham, where he focuses on asset allocation a...
10 Maj 201750min
Radio Show: Faber Spin-Off Executed | #50
Episode 50 is a return to our “radio show” format, in which we discuss current market news, Tweets Meb finds interesting, various research papers of note, and anything else on Meb’s mind. But first th...
3 Maj 20171h 7min
Steve Sjuggerud - “This is Not What the Peak of a Bull Market Looks Like" | #49
In Episode 49, we welcome Dr. Steve Sjuggerud. The conversation begins with Meb and Steve reminiscing about the origin of their friendship, which dates back some 10 years. This leads the guys into Ste...
26 Apr 20171h 16min
Van Simmons - “The Rare Coin Market Can Go Up Dramatically, Quickly" | #48
In Episode 48, we break new ground for The Meb Faber Show. Departing from our usual world of stocks and bonds, we welcome expert numismatist, Van Simmons. For anyone unfamiliar with the word, a “numis...
19 Apr 20171h 10min
Ric Edelman - “47% of the Occupations in America Will Be Gone Within 15 Years" | #47
In Episode 47, we welcome New York Times bestselling author, Ric Edelman. We start with some quick background on Ric, but then jump into the main topic: the future of technology and how it will affect...
12 Apr 201756min
Raoul Pal - “We've Got to Expect a Recession This Year or Next Year, or if We're at the Wild Extremes, the Year After That" | #46
In Episode 46, we welcome Real Vision TV co-founder, Raoul Pal. The guys start by going over a bit of Raoul’s background. Raoul started his career by running equity and equity derivatives at Goldman S...
5 Apr 201757min
