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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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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 […]

The post 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” appeared first on Meb Faber Research - Stock Market and Investing Blog.

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 […]

The post Episode #358: Africa Startup Series – Zachariah George, Launch Africa Ventures, “The Evolution of Tech In Africa Had To Always Start With Fintech” appeared first on Meb Faber Research - Stock Market and Investing Blog.

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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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 […]

The post Episode #357: Marko Papic, Clocktower Group, “If You Don’t Make Calls, Why Are You In This Industry?” appeared first on Meb Faber Research - Stock Market and Investing Blog.

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 […]

The post Episode #356: Jim Paulsen, The Leuthold Group, “The Wildcard Is Inflation and Whether It’s Truly Transitory” appeared first on Meb Faber Research - Stock Market and Investing Blog.

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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Episode #355: Sheel Mohnot, Better Tomorrow Ventures “We Think That We’re In The Very Early Innings of Fintech”               Guest: Sheel Mohnot is a co-founder of Better Tomorrow Ventures, a $75m fund that leads pre-seed and seed rounds in fintech companies globally. Sheel is also on the investment committee for […]

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Episode #354: Shawn Merani, Parade Ventures, “The Seed And Pre-Seed Stage, You’re Betting On People”               Guest: Shawn Merani is the Founder and Managing Partner of Parade Ventures, a pre-seed & seed stage-focused venture capital firm. Previously, Shawn was a co-founder and partner at Flight Ventures, investing in early […]

The post Episode #354: Shawn Merani, Parade Ventures, “The Seed And Pre-Seed Stage, You’re Betting On People” appeared first on Meb Faber Research - Stock Market and Investing Blog.

The Best Investment Writing Volume 5: Brian Barish, Cambiar Investors – The Virus Plaguing Value               Author:  Brian Barish is the President and CIO at Cambiar Investors and is responsible for the oversight of all investment functions at the firm. Prior to joining Cambiar in 1997, Mr. Barish served […]

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Episode #339: George Davis, Hotchkis & Wiley, “We’re In Unchartered Territory Right Now”               Guest: George Davis serves as CEO and is responsible for setting the firm’s strategic direction. Mr. Davis also serves as a portfolio manager on the Large Cap Fundamental Value and Large Cap Diversified Value portfolios. […]

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Episode #338: Startup Series – Will Matthews, Fellow, “Semen Quality Is The Canary In The Coal Mine To Overall Health”                 Guest: William Matthews is the founder and CEO of Fellow, which offers the only lab-certified, mail-in semen analysis that exceeds all standards for FDA validated semen analysis […]

The post Episode #338: Startup Series – Will Matthews, Fellow, “Semen Quality Is The Canary In The Coal Mine To Overall Health” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #337: Professor Richard Thaler, University of Chicago, “When Somebody Would Fire Us, It Was Almost Always At Exactly The Wrong Time”                 Guest: Richard Thaler is the Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics at the University of Chicago Booth School. Thaler is […]

The post Episode #337: Professor Richard Thaler, University of Chicago, “When Somebody Would Fire Us, It Was Almost Always At Exactly The Wrong Time” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #336: Startup Series – Hugh Thomas, Ugly Drinks, “This Is The Result Of Two 23-Year Olds In A Pub In London Having A Couple Of Beers”                 Guest: Hugh Thomas is the co-founder and CEO of Ugly Drinks. Use code UGLYMEB for 20% off your order.  Date […]

The post Episode #336: Startup Series – Hugh Thomas, Ugly Drinks, “This Is The Result Of Two 23-Year Olds In A Pub In London Having A Couple Of Beers” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #335: Startup Series – Thomas Eiden, Atomic Alchemy, “There Is A Vast Shortage Of Man Made Radioactive Materials”     Guest: Thomas Eiden is the founder and CEO of Atomic Alchemy, a company dedicated to producing radioisotopes used in nuclear medicine. Date Recorded: 7/7/2021     |     Run-Time: 1:01:13 Summary: In today’s episode, we’re going nuclear! […]

The post Episode #335: Startup Series – Thomas Eiden, Atomic Alchemy, “There Is A Vast Shortage Of Man Made Radioactive Materials” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #334: Peter Johnson, Jump Capital, “What I Think About Most Of The Time Is What Crypto Is Going To Mean To The World“               Guest: Peter Johnson joined Jump Capital in 2013 as its first employee, and leads Jump’s investments in the FinTech, InsurTech, and Crypto / Blockchain […]

The post Episode #334: Peter Johnson, Jump Capital, “What I Think About Most Of The Time Is What Crypto Is Going To Mean To The World” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #333: Startup Series – Rob Forster, Wonderbird Spirits, “Making Gin Is Truly An Art”                 Guest: Rob Forster – A native of south Louisiana, Rob came to Oxford in the footsteps of his father, an Ole Miss Law alum. Rob is a graduate of the University of […]

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Episode #332: Mebisode – Journey to 100X     Guest: Episode #332 has no guest, it’s a Mebisode. Date Recorded: 7/18/2021     |     Run-Time: 54:25 Summary: Episode 332 is a Mebisode. In this episode, you’ll hear Meb talk about his journey investing in over 250 private companies since 2014. He explains why he chose to do […]

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Episode #331: Phil Nadel, Forefront Venture Partners, “The Best Companies Are Founded By Folks Who Personally Feel The Pain Point”                 Guest: Phil Nadel co-founded Forefront Venture Partners (formerly Barbara Corcoran Venture Partners) in 2014 and has been its Managing Director ever since. Phil is also one of […]

The post Episode #331: Phil Nadel, Forefront Venture Partners, “The Best Companies Are Founded By Folks Who Personally Feel The Pain Point” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #330: Guillermo Cornejo, Riders Share, “Riders Share Is Like An AirBnB, But For Renting Motorcycles”               Guest: Guillermo Cornejo is the co-founder of Riders Share, the first & largest motorcycle peer-to-peer rentals platform in the United States. Date Recorded: 6/29/2021     |     Run-Time: 45:40 Summary: In today’s episode, we […]

The post Episode #330: Guillermo Cornejo, Riders Share, “Riders Share Is Like An AirBnB, But For Renting Motorcycles” appeared first on Meb Faber Research - Stock Market and Investing Blog.