Best Data Crunch Corporation Podcasts (2023)

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The Meb Faber Show

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Radio Show: Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate | #510 59:47

3m ago59:47

59:47

Today’s returning guest is Jonathan Treussard, who recently left Research Affiliates to launch his own RIA. This time Jonathan brought along Nic Johnson, who ran the commodity desk at PIMCO until early last year, overseeing over $20 billion. In today’s episode, the three of us kick around a bunch of topics. We talk about asset allocation, investor …

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The Meb Faber Show

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Austin Root, Stansberry Asset Management - The Case For Productive Assets | #509 1:03:19

7d ago1:03:19

1:03:19

Today’s guest today is Austin Root, Chief Investment Officer of Stansberry Asset Management. Previously, he co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. In today’s episode, Austin starts off by discussing the combination of financial planning & inv…

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The Meb Faber Show

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Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508 1:25:04

14d ago1:25:04

1:25:04

Today’s guest today is Jim Bianco, President and Macro Strategist at Bianco Research and one of my favorite macro minds around. In today’s episode, Jim holds absolutely nothing back. He shares why 2020 was the biggest economic event of our lifetime, why the 40-year bond bull market is dead, and why energy is going to be weaponized going forward. We…

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Innovation Rockstars

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#65 - Barbara Schandl | Mondelēz International | Crunching Numbers and Trends in the Snack Industry 50:07

14d ago50:07

50:07

"Even more important than looking at the snacking industry is looking outside the box to see what is changing in consumer behavior, but also to see how certain trends complete the bigger picture." In this episode, we welcome Barbara Schandl from Mondelēz International. With more than 25 years of experience in consumer research and marketing at a gl…

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The Meb Faber Show

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Whatcha Waiting For? 15:54

18d ago15:54

15:54

In today’s episode, Meb reads a recent email sent to Cambria subscribers about using a shareholder yield approach to express the opportunity in global value stocks today. Resources: Performance after Peak Valuation: Navigating the Tech Sector’s High Multiples Think Income and Growth Don’t Exist In This Market? Think Again Think Income and Growth Do…

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The Meb Faber Show

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Thomas George, Grizzle - Disruption at a Reasonable Price | #507 55:08

21d ago55:08

55:08

Today’s guest is Thomas George, President of Grizzle and Portfolio Manager of the DARP ETF. In today’s episode, Thomas talks about investing in disruption at a reasonable price. Key word: reasonable. He talks about the sector and thematic focus of the ETF and takeaways from the 2022 sell-off in the growthier parts of the market. As we wind down, he…

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The Meb Faber Show

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Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill | #506 1:33:47

28d ago1:33:47

1:33:47

Today’s Radio Show is with guest co-host Corey Hoffstein. In today’s episode, Corey and Meb talk about whether topics are overhyped or underhyped: Bitcoin ETF recent news BlackRock launching Target-Date ETFs The death of the 60/40 T-Bill & Chill The Magnificent 7 Dividends They also talk about Roaring Kitty pitching us to come on the podcast in sum…

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The Meb Faber Show

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Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape | #505 45:20

1M ago45:20

45:20

Today’s guest today is Que Nguyen, the CIO of Equity Strategies at Research Affiliates. In today’s episode, she shares why stretched valuations along with a rise in interest rates and inflation may create a tinderbox for investors. But not everything is gloomy – she’s sure to share some areas she sees opportunity in the U.S. market today. We also d…

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Innovation Rockstars

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#64 - Ronja Stoffregen | DB Schenker | Next-Level Venture Clienting @ DB Schenker 41:36

1M ago41:36

41:36

“Make sure you actually solve the problem and make sure you know your audience. By that I mean know who's your champion inside the organization.”In this episode, we are delighted to welcome Ronja Stoffregen, Head of Global Startup Management at DB Schenker, co-author, and lecturer at the Frankfurt School of Finance & Management. Together with Ronja…

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The Meb Faber Show

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Mebisode – What If You Owned No US Stocks? | #504 8:56

1M ago8:56

8:56

In this Mebisode, Meb reads his post titled, What If You Owned No US Stocks? ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter inv…

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The Meb Faber Show

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Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer | #503 50:10

2M ago50:10

50:10

Today’s guest today is Jon Hirtle, founder and Executive Chairman of Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded over 35 years ago. Jon is well known for creating the OCIO model that is commonplace today. In today’s episode, Jon shares what led him to start his firm and the OCIO model itself over three decades ago. He …

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Innovation Rockstars

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#63 - Jana Uthayakumar | Ericsson ConsumerLab | XR Unleashed: The Future of Reality Tech 47:54

2M ago47:54

47:54

“There is an appetite for XR experiences to break out of just entertainment. So there is a real chance for XR to make it into our daily lives. It can really break the mold of the mundane routines that we do by making it really more convenient for us.” In this episode we welcome Jana Uthayakumar, Global Foresight, Data & Analytics Lead from the Eric…

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The Meb Faber Show

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Mikhail Samonov – Lessons from Two Centuries of Financial History | #502 1:13:39

2M ago1:13:39

1:13:39

Today’s guest is Mikhail Samonov, CEO of Two Centuries Investments, which was established to create long term wealth for investors through its blend of innovative and behaviorally focused investment strategies. In today’s episode, Mikhail walks through what led him to focus so much on ‘long history’ in his research. He shares lessons learned from s…

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The Meb Faber Show

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John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501 57:45

2M ago57:45

57:45

Today’s guest is John Davi, CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services. In today’s episode, John walks through his macro plus quant approach to the markets. We touch on his entrance into the ETF space with two tickers I love: PPI & ROE. We also talk about global diversification, opport…

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The Meb Faber Show

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Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing | #500 1:05:21

2M ago1:05:21

1:05:21

Today’s guest is Soo Chuen Tan, Founder & President of Discerene Group, which has a fundamental, contrarian, long-term value investing philosophy. Today’s episode starts off with lessons from working under the great Seth Klarman at Baupost. Then we spend a lot of time around what the ideal structure is for an investment firm and how to build a true…

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The Meb Faber Show

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Kevin Carter, EMQQ Global - India is Happening NOW | #499 57:46

3M ago57:46

57:46

Today’s returning guest is Kevin Carter, Founder and CIO of EMQQ Global. In today’s episode, Kevin pounds the table for India’s tech sector. He covers the demographic trends, The India Stack, the difference from China 15 years ago and the current valuations. He also explains why environmental risks are something to keep an eye on in India. Listen t…

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The Meb Faber Show

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Liz Ann Sonders on The State of the Markets | #498 59:29

3M ago59:29

59:29

Today’s guest is Liz Ann Sonders, the Chief Investment Strategist of Charles Schwab. In today’s episode, Liz Ann starts off by sharing some timeless lessons from her mentor, the great Marty Zweig! Then she shares her view of the economy and markets. She touches on earnings estimates, expectations for the Fed, market breadth, and where she sees oppo…

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Innovation Rockstars

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#62 - Justyna Baber | IKEA | The IKEA Innovation Community 42:50

3M ago42:50

42:50

“When building a community make sure that you really understand for whom you are building it, what is it for and what will be the benefit both for the business and most importantly, for the community itself, because without people, you don't have community.” In this inspiring episode, we are joined by Justyna Baber, Innovation Community Leader at t…

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The Meb Faber Show

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Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation | #497 46:35

3M ago46:35

46:35

Today’s guest is Ulrike Hoffmann-Burchardi, a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship fund. Her area of focus is around digital, data & disruptive innovation. Barron’s named her as one of the 100 most influential women in finance this year. In today’s episode, she starts…

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The Meb Faber Show

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Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing | #496 1:01:35

3M ago1:01:35

1:01:35

Today’s guest is Phil Bak, CEO of Armada ETFs, which provides investors broad access to the real estate asset class. In today’s episode, Phil gives a masterclass on real estate investing. He covers the residential real estate space, the problem investors have come across this year with private REIT strategies, and why he has a solution to their pro…

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Innovation Rockstars

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#61 - Leslie Shannon | Nokia | The Metaverse At Work 47:09

3M ago47:09

47:09

“We're at a position where it's so early that anyone who gets involved in the spatial computing area/ the metaverse area has the opportunity to shape the way it develops. It's a super exciting time.” In this enlightening episode, we're joined by Leslie Shannon, a Silicon Valley-based “novophiliac” and Head of Trend and Innovation Scouting at Nokia.…

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Tender, Love, and Cash with Amber Anthony

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The Importance of Ethical Entrepreneurship (with Dr. Sharon Elefant) | Ep 24 43:12

3M ago43:12

43:12

“We learned by trial and error and a lot by error so that you guys don't have to make those errors." In today’s episode, I’m joined by my very good friend Dr. Sharon Elefant, to talk about our 20 years of experience and insights in entrepreneurship, our customizable approach to business support, and our commitment to providing resources and guidanc…

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The Meb Faber Show

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Mohnish Pabrai on Cloning & Compounding | #495 1:17:00

3M ago1:17:00

1:17:00

Today’s guest is Mohnish Pabrai, founder and Managing Partner of the Pabrai Investments Funds, which he started in 1999 and has since built an incredible track record. In today’s episode, Mohnish talks about his love for bridge, what his friend Warren Buffett’s online bridge name is, his philanthropic endeavors, opportunities he sees in Turkey and …

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Tender, Love, and Cash with Amber Anthony

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The Power of Entrepreneurship: Empowering Others to Succeed | Ep 23 27:13

4M ago27:13

27:13

"How beautiful is it for them to witness their mothers operating in excellence and autonomy?" In this episode, I’m sharing my journey of acquiring and transforming a business into an employee-owned venture while emphasizing the importance of work-life balance and empowering her team. Also, I encourage to invest in small businesses to create opportu…

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The Meb Faber Show

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Stephanie Pomboy on the Corporate Credit Crunch | #494 55:06

4M ago55:06

55:06

Today’s guest is Stephanie Pomboy, founder of MacroMavens and one of the top macro minds around. In today’s episode, Stephanie shares her take on the investment landscape and why she’s very concerned about the corporate credit market. Then she shares her take on the dollar, gold, and where she sees opportunity given her bearish views. In reading so…

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Tender, Love, and Cash with Amber Anthony

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Piercing the Corporate Veil: Protecting Your Assets | Ep 22 21:58

4M ago21:58

21:58

"All offense. Finger on the pulse. Everything on your radar." In today’s episode, I’m discussing the importance of understanding legal and tax structures when starting a business. I emphasize the need for due diligence and thorough research to avoid legal issues and protect personal assets. You’re now tuned into Tender, Love, and Cash - The place w…

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The Meb Faber Show

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Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof! | #493 51:29

4M ago51:29

51:29

Today’s returning guests are Michael Batnick and Ben Carlson of Ritholtz Wealth Management and hosts of the awesome Animal Spirits podcast. In today’s episode, Michael & Ben give us a preview of Future Proof in September, which I attended last year and will be going once again. Then we talk about a bunch of topics, including asset allocation given …

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The Meb Faber Show

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Anthony Zhang, Vinovest - From Barrel to Bank: How to Invest in Whiskey | #492 53:55

4M ago53:55

53:55

Today’s returning guest is Anthony Zhang, founder and CEO of Vinovest, which gives investors the ability to invest in wine and now whiskey. In today’s episode, Anthony updates on the business since his first appearance two years ago. He shares Vinovest now has over 100 million dollars invested and 150,000 registered users. Then we dive into their e…

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Tender, Love, and Cash with Amber Anthony

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Leveraging Your Opportunities for Growth | Ep 21 20:59

4M ago20:59

20:59

"But it's not fair to the employee. It's not fair to the clients. And it's also not fair to you." In this episode, I talk about the importance of leveraging opportunities in business and building solid foundations through transparent systems and processes. I also emphasize the need for business owners to evaluate opportunities and build teams of ef…

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The Meb Faber Show

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JD Gardner - Bridging the Behavior Gap | #491 1:16:16

4M ago1:16:16

1:16:16

Today’s guest is JD Gardner, CIO & Founder of Aptus Capital Advisors, which provides risk-managed strategies designed to help clients stay invested through market cycles. Today’s episode has an overarching theme that can be summarized by a quote from JD himself: "A strategy's return is much less important than an investor's return while exposed to …

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Tender, Love, and Cash with Amber Anthony

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Be the Attractive Character with Personal Branding | Ep 20 36:58

4M ago36:58

36:58

"You can no longer hide behind your business corporation, job role, or title." In this episode, I talk about the importance of personal branding and its role in setting oneself apart in traditional businesses is discussed, along with the various skills and strategies required to successfully create and manage a personal brand. You’re now tuned into…

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The Meb Faber Show

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Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing | #490 52:59

4M ago52:59

52:59

Today’s returning guest is Dr. William Bernstein, a neurologist turned investment advisor. Bill’s an author of several books and just released an updated edition of The Four Pillars of Investing, which came out over 20 years ago. In today’s episode, Dr. Bernstein shares two key updates since the first edition. Then we walk through some his best quo…

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Tender, Love, and Cash with Amber Anthony

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Building a Winning Team: Roles, Responsibilities, and Results | Ep 19 32:39

5M ago32:39

32:39

"It's about having respect for the ecosystem. It's about having ultimate respect for people's time." In this episode, I talk about the importance of understanding organizational structure when bringing on new team members for a growing business. I also emphasize the need for clear roles and responsibilities, documented plans for success, and respec…

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The Meb Faber Show

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Steve Klinsky, New Mountain Capital – Private Equity Titan | #489 55:00

5M ago55:00

55:00

Today’s guest is Steve Klinsky, founder and CEO of New Mountain Capital, a private equity firm with over $37 billion in assets under management. Steve began his time in private equity when he co-founded Goldman Sachs’ Leverage Buyout Group back in 1981 when there were very few private equity firms around. In today’s episode, Steve shares how the pr…

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Tender, Love, and Cash with Amber Anthony

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The Truth About Leveling Up | Ep 18 30:01

5M ago30:01

30:01

"The more you drop your discipline, the less ability you have, the less magical you are." Today, I’m discussing how discipline is a perishable skill and sharing my personal struggles with maintaining discipline and the negative impact it has had on my life and those around me. I also emphasize the importance of discipline in achieving success and r…

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The Meb Faber Show

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Blake Street – Financial Advisor to New Media: From Tik Tok to E-Sports & OnlyFans | #488 53:22

5M ago53:22

53:22

Today’s guest is Blake Street, founder and Chief Investment Officer of Warren Street Wealth Advisors, an RIA located in California. In today’s episode, Blake shares how he wound up building a firm focused on content creators, which includes people who make a living from Tik Tok, e-sports, pickleball, and even OnlyFans! He explains the uniqueness of…

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Innovation Rockstars

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#60 - PJ Mistry | Unilever | A Toolbox for Start-up and Corporate Collaboration 42:33

5M ago42:33

42:33

“In fact, I believe there is not a lack of innovative ideas out there, but a lack of rolling up our sleeves and getting to work.” Get ready for an inspiring episode as we welcome PJ Mistry from Unilever. PJ is one of the driving forces behind the TRANSFORM program. Brace yourself for an insightful journey as we learn how TRANSFORM, an impact accele…

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The Meb Faber Show

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Dr. Gio Valiante on Peak Performance: From Tiger Woods to Steve Cohen | #487 59:40

5M ago59:40

59:40

Today’s guest is Dr. Gio Valiante, who is regarded as one of the most successful performance coaches in the world. He’s currently the Head Performance Coach for the Buffalo Bills and works with some of the top golfers and top investors. He was previously the Head Performance Coach for Point72 and Steve Cohen. In today’s episode, Dr. Gio starts by s…

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Tender, Love, and Cash with Amber Anthony

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Taking Over The Family Business | Ep 17 42:23

5M ago42:23

42:23

"So we lived still very below our means. We didn't take advantage of the cash flow, we didn't get greedy early. We kept reinvesting in the business." In today’s episode, I’m joined by my parents as we talk about how they transferred the family business to me. I also discuss the importance of having a different mindset and a strategy for fiscal resp…

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The Meb Faber Show

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Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity | #486 1:00:58

5M ago1:00:58

1:00:58

Today’s guests are GMO’s Ben Inker and Tom Hancock. Ben is the co-head of GMO’s Asset Allocation Team and Tom is the head of Focused Equity team and a portfolio manager for GMO’s Quality Strategies. In today’s episode, Ben and Tom give their take on the markets so far in 2023. They both share why they think quality and value stocks are attractive t…

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Tender, Love, and Cash with Amber Anthony

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Treating Your Hustle Like A Business | Ep 16 17:43

6M ago17:43

17:43

"Building the confidence within yourself and giving yourself permission to walk into a life." In this episode, I’m sharing with you how to treat your hustle like a business. I dive into how I was able to help clients who have had unconventional hustles and turn them into legit businesses while providing insights on how to apply business concepts to…

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The Meb Faber Show

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Dan Niles on Big Tech Stocks and the AI Revolution | #485 1:09:53

6M ago1:09:53

1:09:53

Today’s guest is Dan Niles, Portfolio Manager of the Satori Fund, a US focused, technology biased, large capitalization, long-short equity fund. In today’s episode, Dan shares how his macro outlook is impacting his valuation of the big tech names. And of course, he gives his thoughts about how AI will either help or hurt some those same companies. …

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Tender, Love, and Cash with Amber Anthony

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Building a Business for Under $40k I Ep 15 40:17

6M ago40:17

40:17

"Just like most of us, it's uncharted territories and really scary out there because you're having to put yourself out there." In this podcast episode, I’m sharing my experience starting a company for under $40,000 and achieving a breakeven point within the first month. I provide an in-depth analysis of the costs and revenue models for a recovery h…

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The Meb Faber Show

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Rodrigo Gordillo & Corey Hoffstein - Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking | #484 1:12:59

6M ago1:12:59

1:12:59

Today’s returning guests are Rodrigo Gordillo, President and Portfolio Manager at ReSolve Asset Management, and Corey Hoffstein, co-founder and Chief Investment Officer of Newfound Research, and with this episode, ties for the most appearances ever on the show! In today’s episode, we start off by discussing some takeaways from prior periods of infl…

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Tender, Love, and Cash with Amber Anthony

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8 Financial Mistakes Entrepreneurs Need To Avoid I Ep 14 24:02

6M ago24:02

24:02

“Do not wait till the end of the year to start digging for deductions and shopping for refunds. That is a horrible strategy.” In today's episode, I’m discussing the eight financial mistakes that entrepreneurs constantly make. I provide tips and strategies for avoiding these mistakes and managing key performance indicators to improve business effici…

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The Meb Faber Show

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Burton Malkiel - Applying 'A Random Walk' to the World Today | #483 48:06

6M ago48:06

48:06

Today’s guest is Dr. Burton Malkiel, a legendary economist, Chief Investment Officer of Wealthfront, and author of one of the most widely read investment books ever, A Random Walk Down Wall Street, which recently came out in the 50th edition. In today’s episode, Dr. Malkiel shares what’s changed in the latest update of his book, touching on the rol…

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Tender, Love, and Cash with Amber Anthony

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In It Together: The Dos and Don'ts of Business Partnerships | Ep 13 20:32

6M ago20:32

20:32

It's all about establishing good communication in the beginning. In today's episode, I focus on business partnerships and share my experiences and information on establishing an operating agreement, defining roles and responsibilities, setting compensation expectations, and creating a corporate minute. I also emphasize the importance of frequent me…

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The Meb Faber Show

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Meketa's Steve McCourt & Primark's Michael Bell - Democratizing Private Equity | #482 1:09:16

6M ago1:09:16

1:09:16

Today’s guests are Steve McCourt, co-CEO of Meketa Investment Group, an investment consulting and advisory firm serving institutional investors, and Michael Bell, founder of Primark Capital, an investment management firm providing retail investors with access to private equity investment opportunities. In today’s episode, Steve and Michael discuss …

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Tender, Love, and Cash with Amber Anthony

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Challenges Single-Parent Entrepreneurs Face | Ep 12 19:10

6M ago19:10

19:10

"You must unlearn and relearn and do an incredible amount of personal development.” In today’s episode, I’m sharing with you the challenges single-parent entrepreneurs face, including navigating co-parenting, investing in mental toughness, and building a support network. I also emphasize the importance of owning one's status as a single parent, dit…

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The Meb Faber Show

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Sarah Stanley Fallaw - The Psychology of the Millionaire Next Door | #481 51:25

7M ago51:25

51:25

Today’s guest is Dr. Sarah Stanley Fallaw, the author of The Next Millionaire Next Door and the founder of DataPoints, which provides technology-enabled financial psychology tools to enhance wealth-building. In today’s episode, we look back at some of the key takeaways from her Dad’s book, The Millionaire Next Door, one of the most important person…

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