The Meb Faber Show - Better Investing · The Idea Farm
Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580
·1 hr 6 min·5 clips
Carl Kawaja reveals how his grandmother's Caribbean store taught him to invest like selling shoes and bolts of cloth.
As heard by us
A veteran portfolio manager weighs business durability against tariff pressure.
Carl Kawaja reads as a manager who cares more about staying power than the day's noise. Meb keeps pulling him toward tariffs and business quality, and Kawaja's best stretches come when he gets concrete about what is still worth owning when conditions shift.
Why you'd press play
You want a veteran portfolio manager's read on how tariffs change the math.
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