In our newest conversation on Bespokecast, we speak with investor, blogger, analyst, and commentator Meb Faber.  Meb is the CIO of Cambria Investments, has written three books on investing as well as 10 white papers and countless blog posts.  You can follow his work at MebFaber.com.  Cambria's ETFs cover a broad swathe of US and global equity markets as well as asset allocation and fixed income.  For Meb and Cambria, evidence-based investing is at the core of their investment approach, and we spend much of the podcast discussing the specific investment strategies this leads to.  We were thrilled to record this conversation and are very excited with how it turned out.  We hope you feel the same!
The post Bespokecast Episode 5 – Meb Faber first appeared on Bespoke Investment Group.

Bespokecast Episode 5 – Meb Faber

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In this new episode of Bespokecast we sit down with Alexandra Scaggs of Barron’s. Alexandra joins us to discuss the plumbing of fixed income markets and the evolution of Federal Reserve policy. In recent weeks, the New York Fed has had to intervene in repo markets, driven by a sudden scarcity of liquidity that didn’t exist […]
The post Bespokecast Episode 31 — Alexandra Scaggs first appeared on Bespoke Investment Group.

Bespokecast Episode 31 — Alexandra Scaggs

In this new episode of Bespokecast we sit down with Petr Pinkhasov of Jade Market Analytics. Petr is the founder of Jade and has a unique perspective on macro markets. His research focuses on cross-asset relationships, identifying repeating patterns in prices, and trade construction. Over the course of his career, Petr has worked at a variety of macro-oriented […]
The post Bespokecast Episode 30 — Petr Pinkhasov first appeared on Bespoke Investment Group.

Bespokecast Episode 30 — Petr Pinkhasov

In this new episode of Bespokecast we explore a new format: a shorter conversation on a specific topic rather than a wide-ranging interview. Guillermo Roditi Domínguez, a founder and managing director of New River Investments, joins us to discuss the fiscal impact of the government shutdown. Guillermo is our first repeat guest; you can listen to our previous conversation here. This conversation is focused on the economic impact of the government shutdown, using uniquely analyzed data on US Treasury income tax witholdings published in close to real-time to gauge the labor market and income impacts of the shutdown. You can follow New River on Twitter here.
If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.


Bespokecast Episode 29 — Guillermo Roditi Domínguez On The Shutdown

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms.  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well! In this episode of Bespokecast, we sit down with Kevin Muir, the Market Strategist […]
The post Bespokecast Episode 28 — Kevin Muir first appeared on Bespoke Investment Group.

Bespokecast Episode 28 — Kevin Muir

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms.  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well! In this episode of Bespokecast, we sit down with Patrick Wyman, the host of […]
The post Bespokecast Episode 27 — Patrick Wyman first appeared on Bespoke Investment Group.

Bespokecast Episode 5 – Meb Faber

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