ETF Performance vs. Fees & Assets Under Management (AUM) – Meb Faber Research
We did a fun little study comparing the average Morningstar Star Rating vs. fees on the...
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How Long Can US Stocks Underperform Foreign Stocks? – Meb Faber Research
Imagine waiting almost FOUR DECADES for US stocks to outperform. Crazy right? That was 1952-1989. If...
No Juice – Meb Faber Research
On the podcast with Research Affiliates’ Jim Masturzo, I said that the biggest head scratcher across...
Episode #534: Michael Melissinos – Mastering the Art of Trend-Following – Meb Faber Research
Guests: Michael Melissinos is the founder of Melissinos Trading, an investment firm that employs a systematic trend-following approach. Recorded:...
Episode #535: KraneShares’ Brendan Ahern on China’s Economic Landscape: Is It Still Investable? – Meb Faber Research
Guests: Brendan Ahern is the Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other...
What If You Owned No US Stocks? – Meb Faber Research
“I view diversification not only as a survival strategy but as an aggressive strategy because the next windfall might come...
My Conversation with Bank of America’s Savita Subramanian – Meb Faber Research
Savita Subramanian came on the podcast last week and did not disappoint! Savita is the Head of US Equity Strategy...
The #1 Stock in the World – Meb Faber Research
Did you know the most profitable stock in the world isn’t located in the United States? (I didn’t). Below we...
Episode #516: BlackRock’s Rick Rieder on The State of Markets & The US Debt Problem – Meb Faber Research
Guest: Rick Rieder is BlackRock’s Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of...
Episode #517: Bruno Caratori – The Bitcoin ETF is FINALLY Approved. Now What? – Meb Faber Research
Guest: Bruno Caratori is the co-founder & COO of Hashdex, a global crypto asset manager that launched the first crypto...
Episode #518: Jared Dillian on the Keys to Live a Stress-Free Financial Life – Meb Faber Research
Guest: Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Recorded: 1/17/2024 | Run-Time:...
Episode #520: Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla – Meb Faber Research
Guest: Drew Dickson is the founder of Albert Bridge Capital and CIO of Alpha Europe funds. Recorded: 1/24/2024 | Run-Time: 1:03:53...
Episode #521: GMO’s Tina Vandersteel on a “Once-in-a-Generation” Opportunity – Meb Faber Research
Guest: Tina Vandersteel is the head of GMO’s Emerging Country Debt team. Prior to joining GMO in 2004, she worked...
Episode #522: Wes Gray & Robert Elwood on How to Convert a Separately Managed Account (SMA) to an ETF – Meb Faber Research
Guests: Wes Gray is the founder, CEO and Co-CIO of Alpha Architect. Robert Elwood is the co-founder of Practus, LLP,...
Episode #523: Whitney Baker on The Death of (Upside) American Exceptionalism – Meb Faber Research
Guest: Whitney Baker is the founder of Totem Macro, leveraging extensive prior buyside experience to create unique research insights...
