The Meb Faber Show - Better Investing

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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 ... Afficher plus

. 41min 19sec

MEBISODE: Even Berkshire Underperformed

In today’s episode, Meb reads a recent email sent to Cambria subscribers examining how to evaluate a strategy hitting a rough patch, using the Cambria Shareholder Yield ETF (SYLD) as a case study. Learn more: Cambria Shareholder Yield ETF (SYLD) https://cambriafunds.com/syld SYLD ... Afficher plus

. 14min 29sec

Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? | #619

My guest today is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran explains why he trimmed two Magnificent Seven stocks. He digs into AI’s real impact on valuations and moats, why big software i ... Afficher plus

. 1h 2min restantes

200 Years of Markets in 60 Minutes (Deutsche Bank’s Jim Reid) | #618

Today’s guest is Jim Reid, Global Head of Macro Research at Deutsche Bank. In today’s episode, Jim walks through lessons from his annual report, The Ultimate Guide to Long-Term Investing, which covers over 200 years of market data from 56 countries. He explains why cash is one of ... Afficher plus

. 1h 2min restantes

Dan Rasmussen & D.A. Wallach on Biotech’s Surge, China, IPOs, US Valuations & Japan | #617

Watch on YouTube. Today’s returning guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures. In today’s episode, we unpack the recent biotech surge through the lens of Dan’s recently published biotech report. We also ... Afficher plus

. 1h 15min restantes