The Meb Faber Show - Better Investing

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All Episodes

Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625

Today’s guests are Owen Lamont, a Portfolio Manager at Acadian Asset Management, and Randy Cohen, a finance and entrepreneurship professor at Harvard Business School and co-founder of PEO Partners, which is a leader in the emerging liquid Private Equity alternatives space. In tod ... Show more

. 1h 20min

The King of Coins & Collectibles - Van Simmons | #624

In today’s episode, Van explores the evolution of the rare coin and collectables market, how grading transformed collectibles into an institutional-quality asset class, and why high-grade coins may be undervalued today. He discusses supply dynamics, the historical link between cu ... Show more

. 1h 12min

The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623

Watch on YouTube. My guest today is Mike Wilson, Morgan Stanley’s Chief U.S. Equity Strategist and Chief Investment Officer. In today’s episode, Mike Wilson explains how a rolling recession has given way to a staggered recovery, and why he expects leadership to broaden beyond meg ... Show more

. 47min 54sec

The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622

Today’s guests are Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, which is the only publication focused on taxable portfolio strategy. In today’s episode, Brent Sullivan and Wes Gray discuss how to handle concentrated stock positions. They e ... Show more

. 59min 29sec

Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621

My guest today is Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs. Last year she was named one of the 100 Most Influential Women in US Finance by Barron’s. In today’s episode, Kristin discusses the explosive growth of the alternatives market over the past d ... Show more

. 41min 19sec