Today’s guests are Peter Atwater and Grant Williams, two guys that have known each other for a decade. Peter is a professor and author of The Confidence Map: Charting a Path from Chaos to Clarity. Grant is the author of the newsletter Things That Make you Go Hmmm… and host of The Grant Williams Podcast. He was also a co-founder of Real Vision.
Today’s episode is a masterclass in how to analyze market sentiment, which seems particularly timely given how the market has been lately. Peter shares his framework for looking at the world through the lens of certainty and control and how that drives consumer confidence. Then he and Grant kick around a bunch of topics, including the relationship between natural gas and Nvidia, Elon Musk and the velvet rope economy, gold and Bitcoin, the opportunity in Japan, and much, much 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
-----
Sponsor: 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.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
-----
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!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Mebisode – Journey to 100X | #332
Phil Nadel, Forefront Venture Partners - The Best Companies Are Founded By Folks Who Personally Feel The Pain Point | #331
Guillermo Cornejo, Riders Share - Riders Share Is Like An AirBnB, But For Renting Motorcycles | #330
Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria | #329
Startup Series – Katie Echevarria Rosen Kitchens, FabFitFun - Paying $50 And Getting Over $300 In Full-Size Products Is A Pretty Cool Thing | #328
Mario Gabelli, GAMCO Investors - We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time | #327
Starup Series – Viktor Nebehaj, Freetrade - We Want Everybody To Have Access To Investing | #326
Bhu Srinivasan, Author, Americana - Is The Entrepreneur More Important Or Is The Movement And Moment More Important? | #325
Edward McQuarrie, Santa Clara University - Sometimes Stocks Beat Bonds, Sometimes Bonds Beat Stocks | #324
John Montgomery, Bridgeway Capital Management - A Factors-Based World View Resonated With Me | #323
Radio Show – Inflation or Deflation?…Foreign Stocks….Value and Momentum | #322
Rajiv Jain, GQG Partners - “Everything Is Temporary And The Only Way To Survive Long-Term Is To Be Adaptive” | #321
Shonda Warner, Chess Ag Full Harvest Partners - The Interesting Thing About Ag Is That It’s There To Play Another Day | #320
Brandon Zick, Ceres Partners - The Market Is $3 Trillion And Institutional Investors Own About 3% Of That | #319
Perth Tolle, Life + Liberty Indexes – If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This | #318
Chris Cole, Artemis Capital Management - You Want To Diversify Based On How Assets Perform In Different Market Regimes | #317
Dianne McKeever, Ides Capital - My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist | #316
Warren Pies & Fernando Vidal, 3Fourteen Research - I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years | #315
Dan Morehead, Pantera Capital Management - Satoshi Created Bitcoin As A Result Of The 2008 Global Financial Crisis And It’s Really Coming Into It’s Own Now | #314
Rob Arnott, Research Affiliates - Modern Monetary Theory Does Not Work | #313
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast