RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 14 June 2024

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. She was recently named to Barron’s 100 Most Influential Women in U.S. Finance. In today’s episode, Lori explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad market. She also touches on small cap stocks, takeaways from earnings season, and her early thoughts on 2025. (1:11) Welcome to our guest, Lori Calvasina (3:50) Indicators and gauging market sentiment today (10:37) Current market valuations (13:08) Impact of upcoming election on financial markets (17:05) US small cap stocks setup (20:24) Value versus growth discussion (36:56) Lori's favorite indicators (42:37) Lori's most memorable investment ----- 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: 10 East is a membership-based investment firm founded by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focused on providing targeted exposure to private markets. Members invest at their discretion in single-investment and niche fund vehicles across private credit, real estate, private equity, and venture capital. 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 [email protected] ----- 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

Transcript

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0:00.0	Welcome to the Medfavor Show where the focus is on helping you grow and preserve your wealth.
0:06.6	Join us as we discuss the craft of investing and uncover new and profitable ideas,
0:11.0	all to help you grow wealthier and wiser.
0:13.0	Better investing starts here.
0:15.0	Meff Baber is the co-founder and Chief Investment Officer at Cambria Investment Management.
0:18.0	Did it industry regulations, he will not discuss any of Cambra's funds on this podcast.
0:22.0	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of Cambria
0:25.6	Investment Management or its affiliates. For more information, visit Cambria
0:28.4	Investments.com.
0:31.0	This episode is brought to you by 10 East.
0:33.0	Long time listeners know I've invested in private markets quite a bit myself,
0:37.0	but with access to these markets broadening, it can be hard to know where to find vetted high quality offerings.
0:42.0	That's where 10 East comes in. Ten East is a platform where
0:46.0	qualified investors can co-invest on a deal by deal basis across private equity, private credit,
0:51.9	real estate, venture, and other one-off opportunities typically unavailable through traditional channels.
0:57.4	They're founded and led by Michael Lefel who spent his early career building Davidson Kimbner and who invest material personal capital
1:04.7	in every offering they bring to the platform aligning interests with 10 East members who co-invest at
1:10.0	their discretion.
1:11.0	Join numerous founders, executives in portfolio managers
1:14.0	from leading investment firms who use Ten East
1:15.9	to diversify their personal portfolios.
1:17.8	Inquire for membership at 10 East.co.
	...

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