Guest: Grant Williams is the author of the newsletter Things That Make you Go Hmmm… and host of The Grant Williams Podcast. He was also a co-founder of Real Vision.  Peter Atwater teaches confidence-driven decision-making at William and Mary and the University of Delaware, writes the Financial Insyghts newsletter, and is the author of […] The post Episode #525: Grant Williams & Peter Atwater: The Market is ‘Long Abstraction, Short Reality’ appeared first on Meb Faber Research - Stock Market and Investing Blog ..read more

Guest: Tim Ranzetta is the Founder of Next Gen Personal Finance, a non-profit organization to connect educators with free resources and equip students with the knowledge and skills to lead financially successful and fulfilling lives since 2014. Recorded: 1/17/2024  |  Run-Time: 48:27  Summary:  In today’s episode, Tim updates us on everything going on with Next […] The post Episode #524: Tim Ranzetta, NGPF – Teaching America Personal Finance appeared first on Meb Faber Research - Stock Market and Investing Blog ..read more

Guest: Whitney Baker is the founder of Totem Macro, leveraging extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros Fund Management, co-managing an internal allocation with a dual Global Macro […] The post Episode #523: Whitney Baker on The Death of (Upside) American Exceptionalism appeared first on Meb Faber Research - Stock Market and Investing Blog ..read more

Guests: Wes Gray is the founder, CEO and Co-CIO of Alpha Architect. Robert Elwood is the co-founder of Practus, LLP, a business law firm that focuses primarily on investment funds. Recorded: 1/18/2024  |  Run-Time: 47:02  Summary: Wes and Bob just helped complete a separately managed account to ETF conversion of $770 million, so we had […] The post Episode #522: Wes Gray & Robert Elwood on How to Convert a Separately Managed Account (SMA) to an ETF appeared first on Meb Faber Research - Stock Market and Investing Blog ..read more

Guest: Tina Vandersteel is the head of GMO’s Emerging Country Debt team. Prior to joining GMO in 2004, she worked at J.P. Morgan in fixed income research developing quantitative arbitrage strategies for emerging debt and high yield bonds. Recorded: 1/31/2024  |  Run-Time: 52:23  Summary:  In today’s episode, we dive into Tina’s teams’ recent piece about […] The post Episode #521: GMO’s Tina Vandersteel on a “Once-in-a-Generation” Opportunity appeared first on Meb Faber Research - Stock Market and Investing Blog ..read more

Guest: Drew Dickson is the founder of Albert Bridge Capital and CIO of Alpha Europe funds. Recorded: 1/24/2024  |  Run-Time: 1:03:53 Summary:  We talk a lot about global investing on this show and wanted to talk about that with Drew given his focus on European markets. Between the end of 1979 and the end of 2009, […] The post Episode #520: Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla appeared first on Meb Faber Research - Stock Market and Investing Blog ..read more

Guest: Ben Mackovak is the Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. Ben also sits on the board for several banks. Recorded: 1/10/2024  |  Run-Time: 1:03:42  Summary:  It’s been a wild ride lately for the banks. 2023 was the biggest year ever for bank failures. There are concerns about commercial […] The post Episode #519: Ben Mackovak on The Secret Sauce of Investing in Banks appeared first on Meb Faber Research - Stock Market and Investing Blog ..read more

Guest: Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Recorded: 1/17/2024  |  Run-Time: 49:41  Summary:  Jared’s back on the podcast to talk about his book titled, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal […] The post Episode #518: Jared Dillian on the Keys to Live a Stress-Free Financial Life appeared first on Meb Faber Research - Stock Market and Investing Blog ..read more

 Guest: Bruno Caratori is the co-founder & COO of Hashdex, a global crypto asset manager that launched the first crypto index ETF in the world. Hashdex also runs the spot Bitcoin ETF, DEFI. Recorded: 1/10/2024  |  Run-Time: 38:43  Summary:  In today’s episode, we’re talking all about the SEC’s recent spot Bitcoin ETF approval with someone […] The post Episode #517: Bruno Caratori – The Bitcoin ETF is FINALLY Approved. Now What? appeared first on Meb Faber Research - Stock Market and Investing Blog ..read more

Guest: Rick Rieder is BlackRock’s Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Mr. Rieder is responsible for roughly $2.4 trillion in assets. Recorded: 12/19/2023  |  Run-Time: 49:41 Summary:  In today’s episode, Rick shares his take on the macroeconomic landscape as we kick […] The post Episode #516: BlackRock’s Rick Rieder on The State of Markets & The US Debt Problem appeared first on Meb Faber Research - Stock Market and Investing Blog ..read more