Meb Faber Research – Stock Market and Investing Blog https://mebfaber.com Stock Market and Investing Blog of Meb Faber Thu, 21 Oct 2021 01:25:49 +0000 en-US hourly 1 https://wordpress.org/?v=5.8 108476735 Episode #361: Jeff Hooke, Johns Hopkins, “The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years” https://mebfaber.com/2021/10/20/e361-jeff-hooke/?utm_source=rss&utm_medium=rss&utm_campaign=e361-jeff-hooke Wed, 20 Oct 2021 17:00:59 +0000 https://mebfaber.com/?p=14961 Episode #361: Jeff Hooke, Johns Hopkins, “The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years”               Guest: Jeff Hooke is a broad-based finance and investment executive with global experience throughout the U.S., Europe and the emerging markets of Latin America and Asia. […]

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]]> 14961 Episode #360: Erin Browne, PIMCO, “I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View” https://mebfaber.com/2021/10/18/e360-erin-browne/?utm_source=rss&utm_medium=rss&utm_campaign=e360-erin-browne Mon, 18 Oct 2021 17:00:05 +0000 https://mebfaber.com/?p=14956 Episode #360: Erin Browne, PIMCO, “I Combine A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View”               Guest: Erin Browne is a managing director and portfolio manager for PIMCO, focusing on asset allocation strategies. Prior to joining PIMCO in 2018, Ms. Browne was a […]

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]]> 14956 The Best Investment Writing Volume 5: Amie Ko, Research Affiliates – A Quick Survey of “Broken” Asset Classes https://mebfaber.com/2021/10/15/biw5-amie-ko/?utm_source=rss&utm_medium=rss&utm_campaign=biw5-amie-ko Fri, 15 Oct 2021 17:00:06 +0000 https://mebfaber.com/?p=14763 The Best Investment Writing Volume 5: Amie Ko, Research Affiliates – A Quick Survey of “Broken” Asset Classes               Author:  Amie Ko, a senior vice president and Head of Marketing, is responsible for Research Affiliates’ brand-building efforts. In this role, she leads the development and execution of the firm’s […]

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]]> 14763 Meb’s Greatest Hits https://mebfaber.com/2021/10/13/mebs-greatest-hits/?utm_source=rss&utm_medium=rss&utm_campaign=mebs-greatest-hits Wed, 13 Oct 2021 22:00:23 +0000 https://mebfaber.com/?p=15001 We’ve been publishing papers, books and blog posts for over 15 years covering everything from asset allocation strategies and global value investing, to farmland investing, to startups, and even the question of whether or not institutions and endowments should just be managed by a robot. With thousands of pieces of content, we thought it was […]

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]]> 15001 Episode #359: Africa Startup Series – Aaron Fu, Sherpa Ventures, “We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa” https://mebfaber.com/2021/10/13/e359-aaron-fu/?utm_source=rss&utm_medium=rss&utm_campaign=e359-aaron-fu Wed, 13 Oct 2021 17:13:55 +0000 https://mebfaber.com/?p=14853 Episode #359: Africa Startup Series – Aaron Fu, Sherpa Ventures, “We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa”               Guest: Aaron Fu leads growth at emerging market inclusive tech focused Catalyst Fund and is a general partner in Africa focused founder […]

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]]> 14853 Episode #358: Africa Startup Series – Zachariah George, Launch Africa Ventures, “The Evolution of Tech In Africa Had To Always Start With Fintech” https://mebfaber.com/2021/10/11/e358-zachariah-george/?utm_source=rss&utm_medium=rss&utm_campaign=e358-zachariah-george Mon, 11 Oct 2021 17:00:09 +0000 https://mebfaber.com/?p=14889 Episode #358: Africa Startup Series – Zachariah George, Launch Africa Ventures, “The Evolution of Tech In Africa Had To Always Start With Fintech”               Guest: Zachariah George is the Managing Partner at Launch Africa Ventures – Africa’s leading Early-Stage VC Fund. He is also the Co-Founder and Chief Investment […]

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]]> 14889 The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited https://mebfaber.com/2021/10/08/biw5-peter-chiappinelli/?utm_source=rss&utm_medium=rss&utm_campaign=biw5-peter-chiappinelli Fri, 08 Oct 2021 17:00:52 +0000 https://mebfaber.com/?p=14760 The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited             Author:  Peter Chiappinelli is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2010, he was an institutional portfolio manager on the asset allocation team at Pyramis Global Advisors, a subsidiary […]

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]]> 14760 Episode #357: Marko Papic, Clocktower Group, “If You Don’t Make Calls, Why Are You In This Industry?” https://mebfaber.com/2021/10/06/e357-marko-papic/?utm_source=rss&utm_medium=rss&utm_campaign=e357-marko-papic Wed, 06 Oct 2021 17:00:27 +0000 https://mebfaber.com/?p=14903 Episode #357: Marko Papic, Clocktower Group, “If You Don’t Make Calls, Why Are You In This Industry?”           Guest: Marko Papic is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the firm’s Strategy Team, providing bespoke research to […]

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]]> 14903 Episode #356: Jim Paulsen, The Leuthold Group, “The Wildcard Is Inflation and Whether It’s Truly Transitory” https://mebfaber.com/2021/10/04/e356-jim-paulsen/?utm_source=rss&utm_medium=rss&utm_campaign=e356-jim-paulsen Mon, 04 Oct 2021 17:00:01 +0000 https://mebfaber.com/?p=14898 Episode #356: Jim Paulsen, The Leuthold Group, “The Wildcard Is Inflation and Whether It’s Truly Transitory”               Guest: Jim Paulsen is Chief Investment Strategist of The Leuthold Group, LLC. He is a member of the investment committee, authors market and economic commentary, and works with the Leuthold investment team […]

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]]> 14898 The Best Investment Writing Volume 5: Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming https://mebfaber.com/2021/10/01/biw5-andrew-patterson/?utm_source=rss&utm_medium=rss&utm_campaign=biw5-andrew-patterson Fri, 01 Oct 2021 17:00:03 +0000 https://mebfaber.com/?p=14757 The Best Investment Writing Volume 5: Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming             Author:  Andrew Patterson, CFA is an investment analyst in Vanguard Investment Strategy Group. He has coauthored research on topics including the global economy, fixed income, and equity investing. Run-Time: 28:36 […]

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