The Meb Faber Show - Better Investing
Business:Investing
Today’s guest is Hugh Hendry, formerly the CIO of Eclectica Asset Management and now a luxury hotelier and host of The Acid Capitalist podcast.
In today’s episode, Hugh shares his thoughts on all the macro factors in the world today. He touches on inflation, energy markets, the dollar, the situation in China, and more. Be sure you stick around to hear why a dream about the Wizard of Oz led him to buy gold from the Bank of England.
-----
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!
Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539
UBS' Jason Draho - Another Roaring '20s for the US? | #538
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537
Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537
MEBISODE: The Bear Market in Diversification | #536
KraneShares' Brendan Ahern: Is China Investable? | #535
Michael Melissinos - Mastering the Art of Trend-Following | #534
Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533
Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532
GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531
Professor Kenneth French on Risk, Return, and Rationality | #530
MEBISODE: T-Bills and Chill…Most of the Time | #529
Cliff Asness: Timely & Timeless Investment Wisdom | #528
Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy | #527
MEBISODE: Should CalPERS Fire Everyone And Just Buy Some ETFs? | #526
Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' | #525
Tim Ranzetta, NGPF - Teaching America Personal Finance | #524
Whitney Baker on The Death of (Upside) American Exceptionalism | #523
How to Convert an SMA to an ETF with Wes Gray & Robert Elwood | #522
MEBISODE: A Better Approach to Dividend Investing
Create your
podcast in
minutes
It is Free
The Business Of
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast