The Meb Faber Show - Better Investing

Jared Dillian, Editor of The Daily Dirtnap, discusses his book on living a stress-free financial life. Topics covered include the 80/20 rule in personal finance, the 'awesome portfolio,' best-performing asset since 2000, inflation, private equity, and concerns about Tony Robbins' book.

Today’s guest is Bruno Caratori, co-founder & COO of Hashdex, a global crypto asset manager that launched the first crypto index ETF in the world. In today’s episode, we’re talking all about the SEC’s recent spot Bitcoin ETF approval with someone from one of the 11 companies in the Bitcoin ETF race. And in crypto fashion, the approval actually happened halfway through our episode! Bruno talks about what a wild week it was with the fake announcement by someone who hacked the SEC’s Twitter account. Then he shares the unique structure he created for their ETF (ticker DEFI) and what his prediction is for total assets in Bitcoin ETFs by the end of the year.(1:32) - Welcome Bruno to the show(3:06) – The Bitcoin ETF approval(7:22) - The enthusiasm surrounding a Bitcoin ETF(9:02) - Introducing Hashdex & DEFI(19:22) - The significance of crypto-native companies running the Bitcoin ETF(30:26) - Forecasting the crypto market in 2024(37:19) - Delving into Bruno's most controversial viewpoint(39:57) - Reflecting on Bruno’s most notable investmentLearn more about Bruno: Hashdex; Twitter; LinkedIn; Instagram-----Follow Meb on Twitter, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com-----Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok-----Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com-----Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. -----Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

Rick Rieder, BlackRock's CIO of Global Fixed Income, discusses the macroeconomic landscape, including stocks, bonds, cash flow, crypto, AI, Japan, the Fed, US debt, and ETFs. They explore investment opportunities beyond traditional assets such as equity exposure in Japan and mid-cap companies in India. Concerns about the US debt issue and potential impact on the economy. Delve into the features and benefits of high income and total return ETFs. Discussion on tech companies, healthcare changes, and exciting discoveries. Emphasize the importance of studying history for investment decisions and discuss the US consumer's strength and leverage in the system.

Macro-expert Felix Zulauf discusses the global investment landscape, predicts inflation to rise above 10%, highlights Taiwan's upcoming election, and shares non-consensus views on potential wars and conflicts in the Middle East. They also explore the potential for silver to outperform gold in the future.

Liz Simmie, co-founder Honeytree Investment Management, discusses the strategy of their ESG-focused ETF and provides insights on the process of launching an ETF. They explore stakeholder governance, integrating ESG data, challenges of implementing ESG approach in the Canadian market, evaluating companies based on board diversity and governance, aligning long-term goals and efficiency, future of ESG reporting and pay equity, ESG investing and exclusion of pharmaceutical companies, and efforts of oil sands companies in addressing diversity and reducing emissions.

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.