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2022/09/26
Meb Faber
Today’s guest is Jeff Currie, Goldman Sachs’ global head of Commodities Research. In today’s episode, Jeff shares why he called for a commodity supercycle almost two years ago and where we are within that cycle today. He touches on the underinvestment in supply, why ESG makes this cycle different from past cycles, and why the risk of a policy error could exacerbate the problems we have in the commodity markets today.  Be sure to stick around to hear Jeff’s price target for oil and a surprising call on the European energy markets. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/jeff-currie-goldman-sachs-why-esg-makes-this-commodity-supercycle-different-from-past-cycles-445
First Party Tracking Cookies
Open
2022/09/26
Data Skeptic
When you accept cookies on a website, you cannot tell whether the cookies are used for tracking your personal data or not. Shaoor Munir’s machine learning model does that. On the show today, the Ph.D student at the University of California, discussed the world of first-party cookies and how he developed a machine learning model that predicts whether a first-party cookie is used for tracking purposes.
https://dataskeptic.com/blog/episodes/2022/first-party-tracking-cookies
Steve Romick, FPA Funds – Live at Future Proof!
Open
2022/09/24
Meb Faber
Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the FPA Crescent Fund and one of my favorite portfolio managers to talk to. In today’s episode, Steve shares his view of the world and where he sees value today. He explains why he owns Google, Comcast, CarMax, and even some SPACs and convertible bonds. Then he updates us on investments we discussed on his first appearance on the podcast in 2019, including farmland and container ships. To listen to Steve's first appearance on The Meb Faber Show back in 2019, click here ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Composer. Composer is the premier platform for investing in and building quantitative investment strategies. What used to take Python,Excel and expensive trading software is available for free in an easy to use no-code solution. Learn more at www.cmpsr.co/meb. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discoun
https://mebfaber.libsyn.com/steve-romick
Steve Case on Startup Entrepreneurship
Open
2022/09/23
Bloomberg
Bloomberg Radio host Barry Ritholtz speaks with entrepreneur and investor Steve Case, who came to prominence as a co-founder of America Online and has spent the last 15 years with Washington-based investment firm Revolution. In addition to serving as chairman and chief executive officer at Revolution, Case is a partner at Revolution Growth, which has invested nearly $1 billion in growth-stage companies. He is also the author of the New York Times bestselling book “The Third Wave: An Entrepreneur’s Vision of the Future” and the upcoming “The Rise of the Rest: How Entrepreneurs in Surprising Places are Building the New American Dream.” See omnystudio.com/listener for privacy information.
https://omny.fm/shows/masters-in-business/steve-case-on-startup-entrepreneurship
Binyamin Appelbaum, "The Economists' Hour: False Prophets, Free Markets, and the Fracture of Society" (Little Brown, 2019)
Open
2022/09/22
Think economics is the "dismal science" with abstract formulas that have no impact on life as it is actually lived? Think again. In The Economists' Hour: False Prophets, Free Markets, and the Fracture of Society (Little Brown, 2019), Binyamin Appelbaum--former correspondent and now an editorial board member of the New York Times--brings to life how academic economists rose "from the basement" of banks and universities in the post-war period to have a direct impact on almost every aspect of our lives. The end of the draft, unemployment levels, inflation, deregulation, air transport, phone service, patent law, monopolies and anti-trust activity, even the value of human lives--all of these have been directly affected by the activity of economists who emerged on the scene after World War II. Appelbaum traces the transition from the first school of these economists--the Keynesians who advocated a bigger role for government in addressing economic and social problems--to the second school, the Chicago "market" crowd that held sway from the 1970s until the financial crisis or 2008-9. The latter school held that the market had the answer to problems in the economy and society and that government should stay out of the way. Regardless of which side of the debate you find yourself on, you will want to be familiar with the lives and ideas of the individuals who have had such an impact on your life. Daniel Peris is Senior Vice President at Federated Investors in Pittsburgh. Trained as a h
https://traffic.megaphone.fm/LIT5466743929.mp3?updated=1663873313
Episode #93: Market Update Week Of 9/19- FOMC Meeting
Open
2022/09/22
Market Maker
Market update podcast. FOMC meeting; Trading adjustments; OTC trading & market making; Prior podcasts discussion --------------------------------------------------------------------------------------------- If you'd like to join a professional community of traders you can join JJ & Ray at microfutures.com
https://rss.com/podcasts/confessionsmm/627850
#382: Apache Superset: Modern Data Exploration Platform
Open
2022/09/22
Michael Kennedy
When you think data exploration using Python, Jupyter notebooks likely come to mind. They are excellent for those of us who gravitate towards Python. But what about your everyday power user? Think of that person who is really good at Excel but has never written a line of code? They can still harness the power of modern Python using a cool application called Superset. This open source Python-based web app is all about connecting to live data and creating charts and dashboards based on it using only UI tools. It's super popular too with almost 50,000 GitHub stars. Its creator, Max Beauchemin is here to introduce it to us all. Links from the show Max on Twitter: @mistercrunch Superset: superset.apache.org 60 notebook environments: talkpython.fm SQL Fluff linter: sqlfluff.com DB API PEP: peps.python.org Preset Company: preset.io Watch this episode on YouTube: youtube.com Episode transcripts: talkpython.fm --- Stay in touch with us --- Subscribe to us on YouTube: youtube.com Follow Talk Python on Twitter: @talkpython Follow Michael on Twitter: @mkennedy Sponsors Sentry's DEX Conference Talk Python Training
https://talkpython.fm/episodes/show/382/apache-superset-modern-data-exploration-platform
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
Open
2022/09/22
CFA Society
Our guest today is Zach Conway, Founder and CEO of Seeds Investor. Seeds Investor is a new wealth technology platform designed to empower advisors to better understand investors and deliver the personalized portfolios that align. In addition to Seeds, Zach is a Managing Director with the Conway Wealth Group, a private advisory firm based in Parsippany, New Jersey. Prior to the Conway Group, Zach served as Editorial Manager at Standard & Poor’s. Zach is a contributor to Forbes, Founder of the Leader Board and Co-Founder of the Life & Health Network. Zach earned his bachelors degree from Gettysburg College. In today’s episode, we discuss current headwinds in ESG, actor Adrian Grenier’s involvement with Seeds Investor, tailored portfolios with values based investing and eliminating Fund/ETF wrappers from client conversations with direct investing. Our host today is Steve Curley, CFA, board member & past President of CFA Society Orlando, as well as co-founder of the Investors First Podcast. Please enjoy the episode. Follow us on Twitter and LinkedIn.
https://cfasocietyorlando.libsyn.com/zach-conway-seeds-investor-esg-values-based-investing-bespoke-portfolios
Steve Romick, FPA Funds – Live at Future Proof!
Open
2022/09/21
Meb Faber
Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the FPA Crescent Fund and one of my favorite portfolio managers to talk to. In today’s episode, Steve shares his view of the world and where he sees value today. He explains why he owns Google, Comcast, CarMax, and even some SPACs and convertible bonds. Then he updates us on investments we discussed on his first appearance on the podcast in 2019, including farmland and container ships. To listen to Steve's first appearance on The Meb Faber Show back in 2019, click here ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Composer. Composer is the premier platform for investing in and building quantitative investment strategies. What used to take Python,Excel and expensive trading software is available for free in an easy to use no-code solution. Learn more at www.cmpsr.co/meb. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discoun
https://mebfaber.libsyn.com/steve-romick
Jamie Martin, "The Meddlers: Sovereignty, Empire, and the Birth of Global Economic Governance" (Harvard UP, 2022)
Open
2022/09/21
The Meddlers: Sovereignty, Empire, and the Birth of Global Economic Governance (Harvard University Press, 2022) presents a pioneering history that traces the origins of global economic governance—and the political conflicts it generates—to the aftermath of World War I. International economic institutions like the International Monetary Fund and World Bank exert incredible influence over the domestic policies of many states. These institutions date from the end of World War II and amassed power during the neoliberal era of the late twentieth century. But as Jamie Martin shows, if we want to understand their deeper origins and the ideas and dynamics that shaped their controversial powers, we must turn back to the explosive political struggles that attended the birth of global economic governance in the early twentieth century. In The Meddlers, Dr. Jamie Martin tells the story of the first international institutions to govern the world economy, including the League of Nations and Bank for International Settlements, created after World War I. These institutions endowed civil servants, bankers, and colonial authorities from Europe and the United States with extraordinary powers: to enforce austerity, coordinate the policies of independent central banks, oversee development programs, and regulate commodity prices. In a highly unequal world, they faced a new political challenge: was it possible to reach into sovereign states and empires to intervene in domestic economic policies wit
https://traffic.megaphone.fm/NBN4178432026.mp3?updated=1663549304
ReSolve Riffs with Jeff Weniger on the Housing Recession, Perky Consumers, and Where to Invest Now
Open
2022/09/20
Invest Resolve
Our friend Jeff Weniger, Head of Equity Strategy at Wisdom Tree, returned as this week’s guest. Our wide-ranging conversation covered topics including: How sticky has inflation really become Many ways to measure inflation Leading and lagging indicators The recent drop in US home prices and the health of the real-estate market How the recent rise in interest rates affects mortgages and affordability US money supply and the reversal of the TINA trade Japan – demographics, debt burden and a collapsing Yen Reverse currency wars What makes a country (and its currency) a safe haven The apparent disconnect between financial markets and the economy How investors should prepare and protect their portfolios for the next few years And much more This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.   *ReSolve Global Inc. refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global Inc. is a registered person with the Cayman Islands Monetary Authority.
https://gestaltu.libsyn.com/resolve-riffs-with-jeff-weniger-on-the-housing-recession-perky-consumers-and-where-to-invest-now
Predicting Out Of Memory Kill events with Machine Learning (Ep. 203)
Open
2022/09/20
Sometimes applications crash. Some other times applications crash because memory is exhausted. Such issues exist because of bugs in the code, or heavy memory usage for reasons that were not expected during design and implementation. Can we use machine learning to predict and eventually detect out of memory kills from the operating system? Apparently, the Netflix app many of us use on a daily basis leverage ML and time series analysis to prevent OOM-kills. Enjoy the show! Our Sponsors Explore the Complex World of Regulations. Compliance can be overwhelming. Multiple frameworks. Overlapping requirements. Let Arctic Wolf be your guide. Check it out at https://arcticwolf.com/datascience   Amethix works to create and maximize the impact of the world’s leading corporations and startups, so they can create a better future for everyone they serve. We provide solutions in AI/ML, Fintech, Healthcare/RWE, and Predictive maintenance.   Transcript 1 00:00:04,150 --> 00:00:09,034 And here we are again with the season four of the Data Science at Home podcast. 2 00:00:09,142 --> 00:00:19,170 This time we have something for you if you want to help us shape the data science leaders of the future, we have created the the Data Science at Home's Ambassador program. 3 00:00:19,340 --> 00:00:28,378 Ambassadors are volunteers who are passionate about data science and want to give back to our growing community of data science professionals and enthusiasts. 4 00:00:28,534 --> 00:
https://datascienceathome.podbean.com/e/predicting-out-of-memory-kill-events-with-machine-learning/
Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)
Open
2022/09/19
Meb Faber
Today’s episode features Ben Inker reading his piece, Dispelling Myths in The Value vs. Growth Debate.  Ben is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls.  With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to the Massachusetts Coalition to Prevent Gun Violence on behalf of
https://mebfaber.libsyn.com/ben-inker-gmo-dispelling-myths-in-the-value-vs-growth-debate-the-best-investment-writing-volume-6
The Harms of Targeted Weight Loss Ads
Open
2022/09/19
Data Skeptic
Liza Gak, a Ph.D. student at UC Berkeley, joins us to discuss her research on harmful weight loss advertising. She discussed how weight loss ads are not fact-checked, and how they typically target the most vulnerable. She extensively discussed her interview process, data analysis, and results. Listen for more!
https://dataskeptic.com/blog/episodes/2022/the-harms-of-targeted-weight-loss-ads
Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade
Open
2022/09/17
Meb Faber
Today’s guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. In today’s episode, Kyle touches on his famous nickel collection, the current macro environment, and why he thinks people need to stop fat shaming oil companies. The second half of the episode touches on Kyle’s newest venture, Conservation Equity Management, an environmental sustainability private equity firm. He walks us through his thesis and explains why he’s buying real assets during a time when people are thinking about the metaverse. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check the
https://mebfaber.libsyn.com/kyle-bass
Albert Wenger on Global Venture Capital Firms
Open
2022/09/16
Bloomberg
Bloomberg Radio host Barry Ritholtz speaks with Albert Wenger, who is a managing partner at Union Square Ventures. Before joining USV, Wenger was the president of del.icio.us as well as an angel investor; he also founded or co-founded several companies. He holds a Ph.D. in information technology from MIT. See omnystudio.com/listener for privacy information.
https://omny.fm/shows/masters-in-business/albert-wenger-on-global-venture-capital-firms
Episode #92: Tim Grittanni on Abstracting Millions From the Market
Open
2022/09/15
Market Maker
Full-time trader since 2012 starting with only $1500; Now he's abstracted millions in profit from the market as a retail trader; Aka Kroyrunner89. Confessions of a Market Maker presents Tim Grittanni---------------------------------------------------------------------------------------------Tim on Twitter: https://twitter.com/kroyrunner89?s=20&t=GW3JEqACP-ke-TUcWw0BEA---------------------------------------------------------------------------------------------If you'd like to join JJ, Ray & a supportive and professional community of traders, join us at microefutures.com
https://rss.com/podcasts/confessionsmm/619265
Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade
Open
2022/09/15
Meb Faber
Today’s guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. In today’s episode, Kyle touches on his famous nickel collection, the current macro environment, and why he thinks people need to stop fat shaming oil companies. The second half of the episode touches on Kyle’s newest venture, Conservation Equity Management, an environmental sustainability private equity firm. He walks us through his thesis and explains why he’s buying real assets during a time when people are thinking about the metaverse. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check the
https://mebfaber.libsyn.com/kyle-bass
Polly Mitchell-Guthrie
Open
2022/09/14
Pierre Pinson
Polly Mitchell-Guthrie is the VP of Industry Outreach and Thought Leadership at Kinaxis.In this episode, Polly talks to us about the collaboration between the academic and business worlds. She tackles topics such as possible synergies, building trustful cooperation and proper forecasting communication. She also shares with us the forecasters' ABCs rule.Listen to find out more!
https://www.buzzsprout.com/1641538/11310072-polly-mitchell-guthrie.mp3
Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade
Open
2022/09/14
Meb Faber
Today’s guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. In today’s episode, Kyle touches on his famous nickel collection, the current macro environment, and why he thinks people need to stop fat shaming oil companies. The second half of the episode touches on Kyle’s newest venture, Conservation Equity Management, an environmental sustainability private equity firm. He walks us through his thesis and explains why he’s buying real assets during a time when people are thinking about the metaverse. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check the
https://mebfaber.libsyn.com/kyle-bass
Data Analytics vs Fintech
Open
2022/09/14
Patrick J Zoro
Professor Patrick Zoro speaks with Professor Troy Adair about the differences between Data Analytics and Fintech. Professor Zoro is a director for the Master in Financial Engineering https://business.lehigh.edu/academics/graduate/masters-programs/ms-financial-engineering Professor Aider is a vocal advocate for the use of technology to enhance business processes, and is the author of numerous textbooks leveraging technology in the business decision-making processes https://business.lehigh.edu/directory/troy-adair-jr
https://soundcloud.com/patrick-nettlebay/data-analytics-vs-fintech
ReSolve Riffs Returns! The ReSolve Crew Offers a Galaxy Brain Perspective on CTAs!
Open
2022/09/13
Invest Resolve
As we returned from the summer break, the season’s opening episode brought the ReSolve crew together for a deep dive into Commodity Trading Advisor (CTA) strategies, often referred to as Managed Futures, covering topics that included: The path we all took to become CTA fund managers The role these strategies can and should play in portfolios How to position them within a broader asset allocation framework ‘Closet betas’ vs true diversifiers Are CTAs necessarily synonymous with trend following? The many faces of trend following ‘Lumpy’ returns and prolonged winters The role central banks have played in reducing outcome dispersion across asset classes Behavioral hurdles and challenges Going beyond trend and the tradeoffs associated with stacking other strategies All-weather vs all-terrain investing And much more This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.   *ReSolve Global Inc. refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global Inc. is a registered person with the Cayman Islands Monetary Authority.
https://gestaltu.libsyn.com/resolve-riffs-returns-the-resolve-crew-offers-a-galaxy-brain-perspective-on-ctas
David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing
Open
2022/09/13
Meb Faber
Today’s guest is David Rubenstein, co-founder and co-Chairman of The Carlyle Group, one of the largest private equity firms in the world, now managing $325 billion. In today’s episode, David walks through the evolution of the private equity industry during his career. Then we spend some time on his new book, How to Invest: Masters on the Craft, which gives unprecedented access to legends in the investment industry, including the likes of Dalio, Klarman, Simons, Fitzpatrick, & more.  ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Visit masterworks.io/meb to skip their wait list. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/david-rubenstein-on-the-art-craft-of-investing-442
Is studyng AI in academia a waste of time? (Ep. 202)
Open
2022/09/13
Companies and other business entities are actively involved in defining data products and applied research every year. Academia has always played a role in creating new methods and solutions/algorithms in the fields of machine learning and artificial intelligence. However, there is doubt about how powerful and effective such research efforts are. Is studying AI in academia a waste of time?   Our Sponsors Explore the Complex World of Regulations. Compliance can be overwhelming. Multiple frameworks. Overlapping requirements. Let Arctic Wolf be your guide. Check it out at https://arcticwolf.com/datascience   Amethix works to create and maximize the impact of the world’s leading corporations and startups, so they can create a better future for everyone they serve. We provide solutions in AI/ML, Fintech, Healthcare/RWE, and Predictive maintenance.
https://datascienceathome.podbean.com/e/ai-in-academia-is-a-waste-of-time/
David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing
Open
2022/09/12
Meb Faber
Today’s guest is David Rubenstein, co-founder and co-Chairman of The Carlyle Group, one of the largest private equity firms in the world, now managing $325 billion. In today’s episode, David walks through the evolution of the private equity industry during his career. Then we spend some time on his new book, How to Invest: Masters on the Craft, which gives unprecedented access to legends in the investment industry, including the likes of Dalio, Klarman, Simons, Fitzpatrick, & more.  ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Visit masterworks.io/meb to skip their wait list. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/david-rubenstein-on-the-art-craft-of-investing-442
Podcast Advertising
Open
2022/09/12
Data Skeptic
Growing your podcast to the point of monetization is not a walk in the park. Today, Rob Walch, the VP of Podcast Relations at Libsyn talks about podcast advertising. He discussed how advertising works, how to grow your audience and some blueprints to being a successful podcaster. Listen for more.
https://dataskeptic.com/blog/episodes/2022/podcast-advertising
Kristen Bitterly Michell on Wealth Management
Open
2022/09/09
Bloomberg
Bloomberg Radio host Barry Ritholtz speaks with Kristen Bitterly Michell, who is Head of North American Investments for Citi Global Wealth, which manages $800 billion in client assets. Prior to joining Citi, she led structured product sales to Latin American investors at Credit Suisse and provided structured derivative solutions to private investor clients at JPMorgan. See omnystudio.com/listener for privacy information.
https://omny.fm/shows/masters-in-business/kristen-bitterly-michell-on-wealth-management
Episode #91: Jim Dalton Sharing His Wisdom of Over 50 Years in the Market-The Godfather of Market Profile
Open
2022/09/09
Market Maker
Trading and studying the markets has been his life’s work for over 50 years. He is the author of two seminal books on Market Profile Trading; Mind over Markets and Markets in Profile. He has been a member of the Chicago Board of Trade as well as a member of the Chicago Board Options Exchange, and Senior Executive Vice President of the CBOE during its formative years. You may know him as the godfather of market profile; Confessions of a Market Maker presents Jim Dalton---------------------------------------------------------------------------------------------Jim's Website: http://jimdaltontrading.com/Link to Jim's Foundation eCourse: https://jimdaltontrading.com/product/foundation-course/Jim on Twitter: https://twitter.com/daltontrading---------------------------------------------------------------------------------------------If you'd like to join a supportive and professional community of traders, you can join JJ & Ray at microefutures.com
https://rss.com/podcasts/confessionsmm/612258
Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)
Open
2022/09/09
Meb Faber
Today’s episode features Whitney Baker reading her piece, Put Down. Whitney is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros Fund Management, co-managing an internal allocation with a dual Global Macro (cross-asset) and Global Long/Short Financial Equity mandate. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to
https://mebfaber.libsyn.com/biw-whitney-baker
Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper
Open
2022/09/08
CFA Society
Our guest today is Andrew Beer, Managing Member and Co-Portfolio manager for Dynamic Beta Investments, an investment firm founded in 2012. Over the past decade, Andrew’s singular focus has been to identify strategies to match or outperform portfolios of leading hedge funds with low fees, daily liquidity, and less downside risk. Andrew has been in and around the financial services and hedge fund industry in particular for more than 25 years. In today’s episode, we will discuss Andrew’s journey to starting dynamic beta, democratizing access to hedge fund strategies at a reasonable costs, the benefits of replication and managed futures for portfolios, and building investment solutions to solve for client needs. My name is Frank Garcia and I currently serve as the president of CFA Society Orlando and will be your host today. Please enjoy the episode.   https://www.dynamicbeta.com/ Follow Andrew on Twitter: @Andrewdbeer1 FranklyFinances.com Follow Frank on Twitter: @franklyfinances
https://cfasocietyorlando.libsyn.com/andrew-beer-dynamic-beta-investments-replicating-hedge-funds-in-an-etf-wrapper
Marlena Lee, DFA – Value, Fama & How To Weather Bear Markets
Open
2022/09/07
Meb Faber
Today’s guest is Marlena Lee, the Global Head of Investment Solutions for Dimensional Fund Advisors, which manages over $600 billion. In today’s episode, we start by hearing what it was like to be a TA under the legendary Gene Fama. Marlena gives he thoughts on the state of value investing, the mentality needed to navigate bear markets, and applying factors to fixed income.   As we wind down, Marlena touches on DFA’s entrance into the ETF space and their plans for future launches. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/marlena-lee-dfa-value-fama-how-to-weather-bear-markets-441
Zero-Cost Proxies: How to find the best neural network without training (Ep. 201)
Open
2022/09/07
Neural networks are becoming massive monsters that are hard to train (without the "regular" 12 last-generation GPUs). Is there a way to skip that? Let me introduce you to Zero-Cost proxies     References https://www.technologyreview.com/2022/08/05/1056814/automation-ai-machine-learning-automl/ https://iclr-blog-track.github.io/2022/03/25/zero-cost-proxies/
https://datascienceathome.podbean.com/e/zero-cost-proxies/
Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach
Open
2022/09/06
Meb Faber
Today’s guest is Jason Buck, founder and CIO of Mutiny Funds, which specializes in volatility, options, hedging, and portfolio construction. In today’s episode, Jason shares the winding path that led him to launch Mutiny Funds and focus on the risk management side of things. We spend a lot of time talking about what true diversification looks like and why people don’t consider human capital when constructing portfolios. Jason shares how this led him to launch the cockroach portfolio and long volatility strategies. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/jason-buck-mutiny-fund-carry-convexity-the-cockroach-440
Phillip B. Levine, "A Problem of Fit: How the Complexity of College Pricing Hurts Students—and Universities" (U Chicago Press, 2022)
Open
2022/09/06
According to A Problem of Fit: How the Complexity of College Pricing Hurts Students—and Universities (U Chicago Press, 2022) a college education doesn't come with a sticker price and perhaps, he argues, it should. Millions of Americans miss out on the economic benefits of a college education because of concerns around the costs. Financial aid systems offer limited help and produce uneven distributions. In the United States today, the systems meant to improve access to education have in fact added a new layer of deterrence. In A Problem of Fit Levine examines the role of financial aid systems in facilitating (and discouraging) access to college. If markets require prices in order to function optimally, then the American higher-education system--rife as it is with hidden and variable costs--amounts to a market failure. It's a problem of price transparency, not just affordability. Ensuring that students understand exactly what college will cost, including financial aid, could lift the lid on not only college attendance for more people, but for greater representation across demographics and institutions. As he illustrates, our conversations around affordability and free tuition miss a larger truth: that the opacity of our current college-financing systems is a primary driver of inequities in education and society. A Problem of Fit offers a bold, trenchant new argument for an educational reform that is well within rea Phillip B. Levine is the Katharine Coman and A. Barton Hepburn
https://traffic.megaphone.fm/NBN3537583996.mp3?updated=1661962719
Fairness in e-Commerce Search
Open
2022/09/05
Data Skeptic
When we search for products in e-commerce stores, we do not care what goes on under the hood to generate the results. However, there may be an intentional algorithmic effort to gravitate us toward a particular product. On the show, today, Abhisek Dash and Saptarshi Ghosh discuss their research on fairness in the search result of Amazon smart speakers.
https://dataskeptic.com/blog/episodes/2022/fairness-in-e-commerce-search
J. Bradford DeLong, "Slouching Towards Utopia: An Economic History of the Twentieth Century" (Basic Books, 2020)
Open
2022/09/05
From one of the world's leading economists, a grand narrative of the century that made us richer than ever, yet left us unsatisfied Before 1870, humanity lived in dire poverty, with a slow crawl of invention offset by a growing population. Then came a great shift: invention sprinted forward, doubling our technological capabilities each generation and utterly transforming the economy again and again. Our ancestors would have presumed we would have used such powers to build utopia. But it was not so. When 1870-2010 ended, the world instead saw global warming; economic depression, uncertainty, and inequality; and broad rejection of the status quo.  Brad DeLong's Slouching Towards Utopia: An Economic History of the Twentieth Century (Basic Books, 2022) tells the story of how this unprecedented explosion of material wealth occurred, how it transformed the globe--and why it failed to deliver us to utopia. Of remarkable breadth and ambition, it uncovers the last century to have been less a march of progress than a slouch in the right direction. Javier Mejia is a Postdoctoral Research Fellow at the Political Science Department at Stanford University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance
https://traffic.megaphone.fm/NBN2985300264.mp3?updated=1660664507
The StarzData Episode
Open
2022/09/05
In this episode I speak to Mathieu Colas of Starz Data, the Paris-based external data community.In our conversation, Mathieu and I discuss the future of data discovery, and how Starz might be the solution the market has needed.I am now back from paternity leave and the cupboard is looking a little bare, so please reach out if you would like to propose yourself or another guest for the podcast, preferably not somebody who has been on already. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
https://www.starzdata.com/
Lynn Martin on Market Models and Meme Stock Trends
Open
2022/09/02
Bloomberg
Bloomberg Radio host Barry Ritholtz speaks with Lynn Martin, who is the 68th president of NYSE Group. NYSE Group includes the New York Stock Exchange — the world’s largest stock exchange, with 2,400 listed companies and a combined market capitalization of $36 trillion — as well as four fully electronic equity markets and two options exchanges. NYSE is part of the Intercontinental Exchange (NYSE: ICE) and Martin is also chair of fixed income and data services at ICE, which includes ICE Bonds execution venues, securities pricing and analytics, reference data, indices, desktop solutions, consolidated feeds and connectivity services that cover all major asset classes.  See omnystudio.com/listener for privacy information.
https://omny.fm/shows/masters-in-business/lynn-martin-on-market-models-and-meme-stock-trends
Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)
Open
2022/09/02
Meb Faber
Today’s episode features Lawrence Kissko and Graham Robertson reading their piece, Trend-Following in Inflationary Environment.  Lawrence is a Client Portfolio Manager for Man AHL.  Graham is a partner and Head of Client Portfolio Management at Man AHL and is a member of the investment and management committees. He has overall responsibility for client communication across Man AHL’s range of quantitative strategies. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls.  With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. S
https://mebfaber.libsyn.com/lawrence-kissko-graham-robertson-man-ahl-trend-following-in-inflationary-environments-the-best-investment-writing-volume-6
Episode #90: JJ's Market Update 8/31/2022
Open
2022/09/01
Market Maker
JJ recaps his thoughts on the markets this summer. Topics include: market volatility & volume, news items of the summer, what to look out for in the fall & overarching thoughts.---------------------------------------------------------------------------------------------If you'd like to join Ray, JJ & a supportive community of trades, join them at microefutures.com
https://rss.com/podcasts/confessionsmm/602929
Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach
Open
2022/08/31
Meb Faber
Today’s guest is Jason Buck, founder and CIO of Mutiny Funds, which specializes in volatility, options, hedging, and portfolio construction. In today’s episode, Jason shares the winding path that led him to launch Mutiny Funds and focus on the risk management side of things. We spend a lot of time talking about what true diversification looks like and why people don’t consider human capital when constructing portfolios. Jason shares how this led him to launch the cockroach portfolio and long volatility strategies. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/jason-buck-mutiny-fund-carry-convexity-the-cockroach-440
Howard Yaruss, "Understandable Economics: Because Understanding Our Economy Is Easier Than You Think and More Important Than You Know" (Prometheus Books, 2022)
Open
2022/08/31
Incomes are stagnating, middle-class jobs are disappearing, economic growth is slowing, and the meager gains are mostly going to those who are already wealthy. More Americans than ever are frustrated by the direction in which we are headed. Understandable Economics: Because Understanding Our Economy Is Easier Than You Think and More Important Than You Know (Prometheus, 2022) aims to replace this frustration with a practical understanding of our economy and empower readers to identify and advocate for a better approach to the problems we face. In this entertaining and informative guide, author Howard Yaruss breaks down our economic system in a straightforward way, avoiding jargon, formulas, graphs, and other technical material so common in books on this subject. Instead, he creates a compelling and comprehensive picture of our economy using accessible analogies, real-world observations, and entertaining anecdotes. Understandable Economics will enable readers to answer questions such as: Why is inequality soaring and what can we do about it? Do tax cuts for the wealthy create jobs or just create more inequality? Where does money come from, why does it have value, and who controls it? What does the Fed do and how does it affect our lives? Could alternative currencies like Bitcoin replace the dollar? Is our national debt a threat? Why do so many people believe free trade is good if it causes some people to lose jobs? Why does the economy regularly turn down and how can we
https://traffic.megaphone.fm/NBN6736716363.mp3?updated=1661368724
Amy Edwards, "Are We Rich Yet?: The Rise of Mass Investment Culture in Contemporary Britain" (U California Press, 2022)
Open
2022/08/31
In this podcast, Amy Edwards, author of Are We Rich Yet?: The Rise of Mass Investment Culture in Contemporary Britain (U California Press, 2022), provides a fascinating journey into her own research and how she built a picture of a key moment of the 20th century. As a result, she brings together different strands of work such as cultural, business, economic and financial history. The book and podcast will be of interest to anyone old enough to remember the 1980s or whose current life has been shaped by that decade. References to other works discussed in the podcast: Allon, Fiona. 2014. "The Feminisation of Finance", Australian Feminist Studies, 29:79, 12-30, DOI: 10.1080/08164649.2014.901279 Chatelain, Marcia. 2020. Franchise: The Golden Arches in Black America. Liverlight. NBN Interview by Amanda Joyce here. Effosse, Sabine. 2021. “Financial Empowerment for Married Women in France.” Quaderni Storici 166: 117-141. doi: 10.1408/101558 Martínez-Rodríguez, Susana (2022). “DIANA (1969-1978): The First Women´s Finance Magazine in Spain” Feminist Media Studies (early view). NBN Interview by Paula de la Cruz here.  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance
https://traffic.megaphone.fm/NBN8547259865.mp3?updated=1661361803
Episode #89: Paula Webb- Collaborating Partner of Mark Douglas on Trading Psychology
Open
2022/08/30
Market Maker
Known worldwide as “The First Lady of Trading Psychology”, alongside the ‘father’ of Trading Psychology, Mark Douglas. Former floor trader; today as an investment trader she coaches all levels of traders, and is co-author of 15 books including the award-winning book “The disciplined trader”, the first book written on the subject of trading psychology. Confessions of a Market Maker Present Paula Webb---------------------------------------------------------------------------------------------Paula's Twitter: https://twitter.com/_MarkDouglas_ Websites: www.markdouglas.com & www.paulatwebb.com---------------------------------------------------------------------------------------------If you'd like to join a supportive and professional community of traders, join JJ & Ray at microefutures.com
https://rss.com/podcasts/confessionsmm/600456
Quiet Quitting: Good or Concerning
Open
2022/08/30
Dimitri
What is "quiet quitting" and why is everyone talking about it?There are really two differently defined perspectives on this issue. One side is saying, "hey, employees need a good work-life balance so quiet quitting is just doing what you are asked." While others are seeing it as "doing the bare minimum meaning just enough not to get fired."Both sides have merits and I think it is important to recognize there are good companies and bad companies. Some companies understand a work-lifer balance and provide good benefits while others are bad in the sense that they try and maximize every last hour out of their employees. Besides taking this issue at face value I think many are realizing they are unhappy with their careers in general. They might not enjoy the type of work, their colleagues, or the career lifestyle. It is important for people to really figure out if they need a simple company change or an entire career change. Some careers do require more hours than others and are more competitive. There is nothing wrong with finding a slow moving career. Now that being said, those that quietly quit should not expect good promotions and pay raises compared to other employees who are going above and beyond.Support the show
https://www.buzzsprout.com/803279/11225955-quiet-quitting-good-or-concerning.mp3
Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal
Open
2022/08/29
Meb Faber
Today’s guest is Tim Pickering, founder and CIO of Auspice Capital. In today’s episode, we talk all about trend-following and commodities. Tim shares why trend-following can serve as a great diversifier to stocks and bonds, and why it’s a great way to play the current commodity cycle.  He ever shares his thoughts on the LME fiasco earlier this year and what his reaction was when he saw his trades were cancelled. Tim mentions some charts during the episode, so if you want to follow along, click the YouTube link here. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/tim-pickering-auspice-commodities-ctas-the-lme-fiasco-439
Fraudulent Amazon Reviewers
Open
2022/08/29
Data Skeptic
https://dataskeptic.com/blog/episodes/2022/fraudulent-amazon-reviewers
Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked
Open
2022/08/29
Meb Faber
Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of the economy, Cam’s research recessions and yield curve inversions, and why the Fed is not positioned to handle the inflation crisis we have today. They share why they both have a non-consensus view that inflation hasn’t peaked yet. Then they touch on what areas of the market look attractive today. Be sure to stick around until the end when we chat with Cam on his interest in DeFi and what he’s most excited about in the space. To listen to Rob Arnott’s appearance in May 2021, click here To listen to Campbell Harvey’s appearance in August 2019, click here ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminsk
https://mebfaber.libsyn.com/rob-arnott-and-cam-harvey
Kevin Cole - Systematic Multi-Strategy from 100+ Models (S5E12)
Open
2022/08/29
Corey
In this episode I speak with Kevin Cole, CEO and CIO of Campbell & Company.   In the first half of the conversation, we discuss Campbell’s flagship systematic multi-strategy program.  We cover topics including trend-following versus multi-strategy, the taxonomy of alpha signals, the concept of edge when you’re running hundreds of models, the process for introducing and sunsetting signals, and risk management. With such a strong focus on quantitative research, we spend the latter half of the conversation discussing how Campbell organizes its research team and process.  Kevin explains how the team is organized and how the agenda is set.  He also introduces the management process they’ve adopted called “Pulse,” providing the framework for which the team operates. Please enjoy my conversation with Kevin Cole.
https://flirtingwithmodels.libsyn.com/kevin-cole-systematic-multi-strategy-from-100-models-s5e12
Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked
Open
2022/08/27
Meb Faber
Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of the economy, Cam’s research recessions and yield curve inversions, and why the Fed is not positioned to handle the inflation crisis we have today. They share why they both have a non-consensus view that inflation hasn’t peaked yet. Then they touch on what areas of the market look attractive today. Be sure to stick around until the end when we chat with Cam on his interest in DeFi and what he’s most excited about in the space. To listen to Rob Arnott’s appearance in May 2021, click here To listen to Campbell Harvey’s appearance in August 2019, click here ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminsk
https://mebfaber.libsyn.com/rob-arnott-and-cam-harvey
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