The Meb Faber Show - Better Investing

Gabriela Santos, Chief Market Strategist for J.P. Morgan Asset Management, shares her optimistic view on international stocks. Topics include opportunities in Japan and India, bullishness on Mexico due to nearshoring, and China becoming a tactical trading market.

Listen to Alfonso Peccatiello, Founder & CEO of The Macro Compass, as he dives into the bond market, discussing the Yield Curve and its relation to recessions. He also shares insights on investment opportunities in emerging markets, offers unique perspectives that go against his peers, and explores controversial beliefs about central banks printing money.

Louis-Vincent Gave and Harris “Kuppy” Kupperman discuss various interesting topics in this podcast: emerging markets, the impact of the energy transition on commodities like oil and uranium, stealth bull markets in Japan and India, Mag7, Argentina, Turkey, aviation sub-assembly stocks, geopolitical consequences of trade restrictions, market sentiment, uranium market factors and challenges, overlooked potential in the aviation industry, and criticism of Calpers.

Jonathan Treussard, recently launched his own RIA, and Nic Johnson, formerly ran the commodity desk at PIMCO, discuss topics such as asset allocation, investor interest in commodities & TIPS, the role of financial incentives in behavior, and disrupting the residential real estate market with List Wise.

Austin Root, Chief Investment Officer of Stansberry Asset Management, discusses financial planning, private credit, investing approaches, and the role of gold in portfolios. They also explore investing globally, preference for recurring revenues, and opportunities in different sectors. The chapter concludes by discussing the importance of letting winners run and success stories like Domino's Pizza.

Jim Bianco, President and Macro Strategist at Bianco Research, shares insights on the biggest economic event of our lifetime, the end of the 40-year bond bull market, and the weaponization of energy. They discuss labor strikes, remote work, and the need for active management in stocks and bonds. The podcast also explores the impact of the pandemic on the global economy, inflation, interest rates, market flows, opportunities in foreign equity markets, and the potential effects of rising interest rates.

Thomas George, President of Grizzle and Portfolio Manager of the DARP ETF, discusses investing in disruption at a reasonable price, the sector focus of the ETF, and takeaways from the 2022 sell-off. He also dives into the performance of Amazon since its IPO as a case study for disruption at a reasonable price.

Co-host Corey Hoffstein joins Meb Faber to discuss a range of investing topics including Bitcoin ETF news, the death of the 60/40 portfolio, T-bill and Chill, the Magnificent Seven, and dividend income investing. They also touch on other subjects such as Roaring Kitty and Meb Faber's job application at CalPERS.

Que Nguyen, CIO of Equity Strategies at Research Affiliates, discusses stretched valuations, rising interest rates, and inflation as potential challenges for investors. She highlights opportunities in the U.S. market and explores topics like fundamental indexing, the Magnificent Seven, and the outlook for the dollar. The podcast also covers inflation, rising interest rates' impact on different markets, retirees' portfolio allocation, and the concept of investing in quality.

Mebisode discusses the idea of owning no US stocks and challenges the belief that stocks are the best way to build wealth. It explores the concept and benefits of this approach, analyzing returns, statistics, and different portfolio strategies.