The Meb Faber Show - Better Investing Folgen

In episode 220 we welcome our guest, Andrew Beer of Dynamic Beta Investments. In today’s episode, we’re talking hedge funds and replication. We kick things off with some background that includes Andrew’s start in the industry with Seth Klarman’s Baupost Group in 1994. We discuss replication strategies, what Dynamic Beta is doing to try to outperform hedge fund portfolios, and most importantly, how they are doing it. We talk about the firm’s equity long/short and managed futures strategies, understanding key hedge fund allocations, and what the funds look like right now. As the conversation winds, down we chat COVID and what the future might look like for liquid alts. All this and more in episode 220 with Andrew Beer. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 219 we welcome our guest, Sir Paul Collier. In today’s episode, we’re talking economics and capitalism. We kick things off by covering some instances of the derailment of capitalism. We go all the way back to the mid-1800s to Bradford England’s industrial rise, the ensuing health crisis, and how capitalism responded. We walk forward to talk about the divide between metropolis and provincial cities, and the new class divide. We discuss psychological and economic issues facing what professor Collier refers to as, “left behind countries.” We then shift to a thoughtful discussion of prescriptions to these problems, and the factors that need to work in harmony to create common purpose. All this and more in episode 219 with Sir Paul Collier. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 218 we welcome our guest, Adam Karr. In today’s episode, we’re talking stocks and investment process. We cover Orbis’ investment philosophy, and the relentless focus on companies trading at a discount to intrinsic value through a bottom-up analysis process. Adam offers thoughts on the current environment and why he thinks this looks more like the .com bubble, rather than the aftermath of the global financial crisis. We get into some of the opportunities in the market today and discuss emphasizing companies with balance sheet strength and thinking in terms of long-term, normalized earnings power. All this and more in episode 218 with Orbis Investments’ Adam Karr. Learn more about your ad choices. Visit megaphone.fm/adchoices