Mebisode: Combining the Best Characteristics of the Tortoise and the Hare Date Recorded: 11/8/2023  |  Run-Time: 6:38 Summary:  In today’s episode, Meb reads a recent email sent to Cambria subscribers comparing the risk and returns of the Cambria Shareholder Yield ETF (SYLD) since inception through the lens of the famous fairy tale, “The Tortoise and...

Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market Guest: Louis-Vincent Gave co-founded Gavekal in 1999 with his father Charles and Anatole Kaletsky. Gavekal started as an independent research firm and evolved in 2005 to include fund management and in 2008 to include data...

Episode #510: Radio Show – Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate Guest: Jonathan Treussard is the founder of Treussard Capital Management LLC, a registered investment advisor that operates as a fiduciary for its clients. He was at Research Affiliates serving as Head of Product....

Episode #509: Austin Root, Stansberry Asset Management – The Case For Productive Assets Guest: Austin Root is the Chief Investment Officer of Stansberry Asset Management. Previously, he co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. Date Recorded: 11/1/2023 ...

Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets. Date Recorded: 11/8/2023  |  Run-Time: 1:23:49 Summary:  In today’s episode, Jim shares why 2020...

Whatcha Waiting For? Date Recorded: 10/25/2023  |  Run-Time: 15:09 Summary:  In today’s episode, Meb reads a recent email sent to Cambria subscribers about using a shareholder yield approach to take advantage of the opportunity in global value stocks today. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com...