#371 – Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues
In episode 371, we welcome our guest, Frank Holmes, the CEO of not one but two companies – U.S. Global Investors, an investment manager with both ETFs and mutual funds, and HIVE Blockchain, the first cryptocurrency mining company to go public.
In today’s episode, we’re talking ETFs and crypto! Frank starts by sharing what piqued his interest in crypto and why he chose to go down the mining path instead of pursuing a Bitcoin ETF. He offers some macro perspective on crypto and how it differs from gold. Then we turn to the ETF space and hear about Frank’s hit ETF, JETS, which focuses on the airline industry and caught fire in 2020 after the March decline as retail interest skyrocketed.
Be sure to stick around until the end when Frank shares the thesis behind his newest ETF around the marine shipping and air freight industries.
-----
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. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.
More episodes from The Meb Faber Show
Steve Romick, FPA Funds – Live at Future Proof! | #444
Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the …
Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)
Today’s episode features Ben Inker reading his piece, Dispelling Myths in The Value vs. Growth Debate. Ben is co-head of GMO’s Asset Allocation team and a member of the GMO Board of …
Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443
Today’s guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities.
In …
David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing | #442
Today’s guest is David Rubenstein, co-founder and co-Chairman of The Carlyle Group, one of the largest private equity firms in the world, now managing $325 billion.
In today’s episode, …
Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)
Today’s episode features Whitney Baker reading her piece, Put Down. Whitney is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research …
Marlena Lee, DFA – Value, Fama & How To Weather Bear Markets | #441
Today’s guest is Marlena Lee, the Global Head of Investment Solutions for Dimensional Fund Advisors, which manages over $600 billion.
In today’s …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.