Today’s guests today are Frank Giustra and Ian Telfer, two successful mining executives that built Goldcorp to a $50 billion company. In today’s episode, we’re talking all about gold with two of the most knowledgable in the space. The guys discuss why the set up today mirrors 2001, a time right before gold when on a big bull run. We also touch on how gold performed during the 1970’s and why they’re so bullish on gold today that they started another mining company, Aris. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to ourmailing listor visit us at cambriainvestments.com ----- 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. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library....
Today’s guest is Kevin Kelly, the founder & CEO of both Kelly ETFs and Kelly Intelligence. In today’s episode, we start with Kevin’s entrance into the ETF space years ago with a Covered Call ETF, ticker QYLD. Then he shares what he’s been up to lately with Kelly ETFs. We talk about some thematic offerings around genetic editing, residential real estate, and hotels, and the bull case for each. As we wind down, Kevin shares his thoughts on the future of the ETF space and what other products he’s thinking about offering in the future, and if you’re wondering about how China invading Taiwan may effect your portfolio, you won’t want to miss what Kevin has to say. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to ourmailing listor visit us at cambriainvestments.com ----- 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. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests includeEd 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 outhere!
Today’s episode features Dan Rasmussen reading his piece, Emerging Markets Crisis Investing. Dan is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to ourmailing listor visit us at cambriainvestments.com ----- Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and indu...
Today’s guest is Eric Balchunas, an analyst at Bloomberg Intelligence focused on exchange-traded funds and the author of The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions. In today’s episode, we’re talking about the legend John Bogle. Eric covers his early struggles to get Vanguard off the ground and the impact he’s had on the entire investment community. I even ask Eric what he thinks Mr. Bogle would say about my one major disagreement with him. We also touch on a number of big trends within the ETF industry, including direct indexing, possible consolidation, and Mutual Fund to ETF conversions. As we wind down, Eric shares some of his favorite ETF ideas that haven’t been launched yet, including a Congressional replication ETF. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to ourmailing listor visit us at cambriainvestments.com ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests includeEd 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 outhere!
Today’s guest is Mark Yusko, Chief Investment Officer of Morgan Creek Capital Management and the Managing Partner of Morgan Creek Digital. In today’s episode, Mark covers the evolution he’s seen in the digital asset space and why he likes applying trend-following approach to crypto. Then we hear about his foray into ETFs and a SPAC idea that I love. We also touch on China, the Fed, inflation, and how some of his predictions for 2022 look at the halfway point. To listen to episode 314 with Mark’s friend and Pantera CIO Dan Morehead, click here. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to ourmailing listor visit us at cambriainvestments.com ----- Today's episode is sponsored by the Bonner Private Wine Partnership. Founded in 2019 by Will Bonner, the Bonner Private Wine Partnership is a group of wine lovers who come together to import great, small batch wines that might otherwise get overlooked by large importers. Click here to get 4 bottles of wine for almost half off plus free shipping. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests includeEd 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 outhere!
Today we’re looking back at some of our most popular episode in the first half of 2022 covering a range of topics with some amazing guests. I know it’s hard to listen to every episode, so we picked some clips from our most downloaded episodes for you. We already have a great lineup for 3Q22, so be sure to subscribe to the show or share with a friend who hasn't listened yet! (0:38) - Sponsor: Bonner Private Wine Partnership (1:50) - Intro (2:14) - John Arnold (8:59) - Whitney Baker (14:00) - Jeremy Grantham (20:12) - Ivy Zelman (24:28) - Gio Valiante (27:08) - Dylan Grice (30:49) - Antii Illmanen (36:20) - Chris Bloomstran (37:56) - Peter Zeihan (44:28) - Dan Ariely ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to ourmailing listor visit us at cambriainvestments.com ----- Today's episode is sponsored by the Bonner Private Wine Partnership. Founded in 2019 by Will Bonner, the Bonner Privat...
Today’s guest is Dan Ariely, a Founding Partner of Irrational Capital, leading behavioral economist, and author of six books. Dan’s Ted Talks have been viewed over 10 million times. In today’s episode, Dan starts by sharing what some of his research around finance and investing. We touch on how we can encourage people to save more, the mental challenges with hedging, retirement planning, and why he’s a fan of annuities. Then we dive into his newest project, Irrational Capital, and the launch of an ETF with a killer ticker: HAPY. He shares an overview of the strategy and what research into the Human Capital factor says about what leaders can do to help their employees and company thrive. Interested in hearing from another behavioral economist? Check out episode 337 with Nobel laureate Richard Thaler. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to ourmailing listor visit us at cambriai...
Today’s guests are Robin Goldstein and Daniel Sumner, two economists and the authors of the new book, Can Legal Weed Win?: The Blunt Realities of Cannabis Economics. If you are a fan of Freakonomics, this episode is up your alley! In today’s episode, we start with the history of weed and what led to it becoming illegal in the US. Then we get into the competition between the legal and illegal markets, the impact of both good and bad regulations so far, and the future of the cannabis industry from both the business and investment perspective. As we wind down, our guests share predictions for when it will be legalized at the Federal level, and what their worst-case scenario is for when that happens. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to ourmailing listor visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that mak...
In this Mebisode, Meb reads his post from January 2022, which looks to see if a shareholder yield strategy works within different sectors. To read the entire post, click here. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to ourmailing listor visit us at cambriainvestments.com ----- 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. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests includeEd 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 outhere!
Today’s guest is Doron Junger, founder and Portfolio Manager for Sanvia Capital, a biotech investment firm, which originally started as a Millennium Partners platform company. In today’s episode, we’re talking about US biotech! Doron’s extensive background as a doctor and PM with the likes of Citadel, SAC, Millennium and JP Morgan makes him the perfect guest to discuss why this space is so beaten down and what opportunity lies ahead. After giving us a high level overview of where the sector sits today, Doron shares some areas he’s excited about, including gene-therapy and psychedelics, and companies in each space that he likes going forward. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to ourmailing listor visit us at cambriainvestments.com ----- 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 usual...