William Bernstein, Efficient Frontier – We Are Creatures That Seek Compelling Narratives

The Meb Faber Show | 2 September 2021 | 0h 56m | Listen Later | iTunes | Spotify
Interview with William Bernstein about his book The Delusions Of Crowds: Why People Go Mad in Groups. Explains why we’re susceptible to manias and backgrounds situations that have seen extreme speculation. Discusses today’s market: Robinhood, meme stocks, lofty valuations, and crypto. Debunks prevailing narratives around star fund managers and the notion that the Fed will save the market.

Thomas Eiden – Atomic Alchemy

The Meb Faber Show | 30 July 2021 | 1h 01m | Listen Later | iTunes
Interview with Thomas Eiden, founder of Atomic Alchemy, a company dedicated to building a nuclear reactor to produce radioisotopes used in nuclear medicine. Backgrounds the shortage of manmade radioactive materials and the startups changing the landscape of nuclear waste; debunks arguments against nuclear power; and discusses the use case for nuclear medicine, the size of the nuclear medicine market, and his startup journey so far.

Julian Klymochko on the Democratisation of Investment Alternatives

The Meb Faber Show | 24 June 2020 | 1h 13m | Listen Later | iTunes
Interview with Julian Klymochko, founder and CEO of Accelerate Financial Technologies. Discusses the standardisation and commoditisation that is democratising access to alternative investment strategies previously accessible only by the world’s largest institutions.

Steven Jorgenson on Investing in the Space Industry

The Meb Faber Show | 25 May 2020 | 1h 01m | Listen Later | iTunes
Interview with Steven Jorgenson, Managing General Partner of Starbridge Venture Capital. Backgrounds the space industry – only 2% of which is the launch sector. Fascinating overview of space research and development, the potential applications, and likely timelines.

Brian Livingston on Muscular Portfolios

The Meb Faber Show | 31 July 2019 | 1h 04m | Listen Later | iTunes
Interview with Brian Livingston about ideas in his book Muscular Portfolios: The Investing Revolution for Superior Returns with Lower Risk. Makes the case for investing with ultra-low-cost index funds, tilted for momentum, thereby reducing drawdowns, lifting returns and making it easier to stick with the approach.

Brandon Zick on the Business of Investing in Farmland

The Meb Faber Show | 19 June 2019 | 1h 28m | Listen Later | iTunes
Interview with Brandon Zick of Ceres Partners about investing in farmland. Nicely frames the build-up of returns from farmland. Intriguing insights on the influence of technology on farming.

Elroy Dimson on Triumph of the Optimists

The Meb Faber Show | 4 April 2018 | 0h 53m | Listen Later  | iTunes
Interview with Elroy Dimson describing his research that led to the book Triumph of the Optimists: 101 Years of Global Investment Returns, which assembled very long-term stocks and bonds indices for world markets. Discusses the lack of correlation between economic growth and stock market performance. Includes a lesson in finance: real yields today, the Gordon Model, the multiple people are willing to pay today (which is higher), and the takeaway that high valuations are a reflection of today’s low real interest rates.