The Meb Faber Show - Better Investing Folgen

In episode 294, we welcome our guest, Dan Rasmussen, founder of Verdad Advisers, a global investment firm that provides a public market alternative to private equity. In today’s episode, we start with an update on Dan’s private equity replication thesis and hear about the rise of private credit in the past few years. Then we dive into his recent paper on emerging markets crisis investing. While buy and hold investors in emerging markets have experienced higher volatility for disappointing returns, Dan believes learning to navigate these EM crises can provide the ability to reap excess returns. He walks us through the differences between global and idiosyncratic crises and what performs best between both debt and equity in each case. All this and more in episode 294 with Verdad Advisers’ Dan Rasmussen.     Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 293, we welcome our guest, Ted Seides, host of the Capital Allocators podcast and author of Capital Allocators: How the world's elite money managers lead and invest. In today’s episode, we go all the way back to Ted’s early days working under the great David Swensen at Yale to hear what makes him one of the most respected Chief Investment Officer’s in the world. Then we move on to his famous bet with Warren Buffett and hear how the real winner of the bet was the collateral set aside for the duration of the bet. After touching on what the Chief Investment Officer job entails and sharing the insights he’s learned from speaking with some of the top managers in the world, Ted shares how he invests his own money. We talk about Bill Ackman’s fund, SPACs, and even some crypto.  All this and more in episode 293 with Ted Seides.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 291, we welcome our guest, Ron Lieber, the Your Money columnist for The New York author of the book, The Price You Pay for College. In today’s episode, we’re talking about what Ron describes as the biggest financial decision your family will ever make: paying for your child’s college tuition. We begin with some background as to how the sticker price of college has soared over the past few decades. Then Ron explains what merit aid is, how it can save you tens of thousands of dollars, and how schools are using it to compete with other schools for prospective students. Ron walks us through some of the best ways to start preparing for this big expense and why he believes you should talk to your son or daughter before they enter high school about all the factors impacting this important financial decision. As we wind down, Ron explains what policy suggestions he’d love to see implemented to help fix the student debt crisis. All this and more in episode 291 with The New York Times’ Ron Lieber.    Learn more about your ad choices. Visit megaphone.fm/adchoices