Episode #525: Grant Williams & Peter Atwater: The Market is ‘Long...
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...
View ArticleEpisode #526: Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy
Guest: Steve Edmundson is the Chief Investment Officer at the Public Employees’ Retirement System of Nevada (NVPERS), overseeing over $60 billion in assets. Recorded: 3/18/2024 | Run-Time: 48:01...
View ArticleEpisode #527: Cliff Asness – Timely & Timeless Investment Wisdom
Guest: Cliff Asness is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. Recorded: 3/20/2024 | Run-Time: 01:05:24 Summary: In today’s episode, Cliff & I...
View ArticleWhat If You Replaced All of Your Bonds With…..Gold?!
Here’s a crazy stat that no one will believe. The universal investment benchmark is the 60/40 portfolio of stocks and bonds. What if you replaced the bonds entirely with gold….crazy right? Turns out it...
View ArticleGlobal Stock Market CAPE Ratios
For the full list by country head on over to The Idea Farm…it’s free! Source Global Financial Data The post Global Stock Market CAPE Ratios appeared first on Meb Faber Research - Stock Market and...
View ArticleWhen To Take On Bond Risk….
Wrote a fun little piece on bonds: “T-Bills and Chill….Most of the Time” It never made much sense to me to take on a bunch of risk in bonds if they yield similar amounts to T-Bills (or even less!) So...
View ArticleEpisode #530: Professor Kenneth French on Risk, Return, and Rationality
Guest: Kenneth French is the Roth Family Distinguished Professor of Finance at the Tuck School of Business at Dartmouth College. He is an expert on the behavior of security prices and investment...
View ArticleEpisode #531: GMO’s Catherine LeGraw – Capitalizing on Global Asset...
Guest: Catherine LeGraw is a member of GMO’s Asset Allocation Team. Recorded: 4/17/2024 | Run-Time: 45:15 Summary: In today’s episode, Catherine explains why this is “the best relative asset...
View ArticleEpisode #532: Hendrik Bessembinder – Do Stocks Outperform T-Bills?
Guest: Hendrik Bessembinder, a professor at Arizona State University. Recorded: 4/24/2024 | Run-Time: 43:38 Summary: In today’s episode, Meb and Hank discuss Hank’s research on long-term stock...
View ArticleEpisode #533: Eric Crittenden & Jason Buck Explain Why Best Investors Follow...
Guests: Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds. Recorded: 5/1/2024 | Run-Time: 01:16:52 Summary: In today’s episode, we talk about the...
View ArticleEpisode #534: Michael Melissinos – Mastering the Art of Trend-Following
Guests: Michael Melissinos is the founder of Melissinos Trading, an investment firm that employs a systematic trend-following approach. Recorded: 5/15/2024 | Run-Time: 40:04 Summary: In today’s...
View ArticleEpisode #535: KraneShares’ Brendan Ahern on China’s Economic Landscape: Is It...
Guests: Brendan Ahern is the Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other uncorrelated strategies. He also produces China Last Night, a daily...
View ArticleWhat is the Best Performing Stock of All Time?
What’s the best performing stock of all time? We’re talking about a total percentage gain of 265,528,901%. $1,000 invested in this stock would be worth over $2.5 billion today. To answer this...
View ArticleWhat If You Owned No US Stocks?
“I view diversification not only as a survival strategy but as an aggressive strategy because the next windfall might come from a surprising place.” – Peter Bernstein What is the single most...
View ArticlePodcast Update!
Excited news to share… After almost 550 episodes, the podcast has its own website! You may have noticed we stopped posting podcast episodes here on the blog. Going forward, all episode show notes will...
View ArticleShareholder Yield 2nd Edition!
We’ve (finally) updated our Shareholder Yield book with a 2nd edition! Lots more data and resources and info….let me know what you think! Shareholder Yield: A Better Approach to Dividend Investing The...
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