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Today\u2019s returning guest is Rick Rieder, BlackRock\u2019s CIO of Global Fixed Income and the Head of the BlackRock\u2019s Global Allocation team. Rick recently won the Morningstar 2023 Outstanding Portfolio Manager award.\xa0\nIn today\u2019s episode, Rick shares his take on the macroeconomic landscape as we kick off a new year. He touches on the set up for both stocks and bonds and why he\u2019s focused on finding companies that have \u201crivers of fast cash flow.\u201d We talk about several other topics including crypto, AI, Japan, the recent shift by the Fed, US debt levels, and much more.\nAs we wind down, Rick touches on his entrance into the ETF space this year with two fund launches.\xa0\nListen to Rick\u2019s first appearance on the podcast.\n\u2022 1:30 - Welcome Rick back to the show\n\u2022 2:36 - Reflecting on current market dynamics\n\u2022 5:14 - The state of the bond market\n\u2022 9:00 - Rick\u2019s take on inflation dynamics\n\u2022 10:55 - Areas of the market that Rick likes today\n\u2022 15:58 - Opportunities in fixed-income\n\u2022 22:01 - Rick touches on several asset classes, including crypto, Japan & India\n\u2022 32:38 - Rick\u2019s new ETFs\n\u2022 36:01 - Reviewing unexpected outcomes from the last year\n\u2022 42:06 - Rick's most controversial viewpoints\n\u2022 46:33 - Thoughts on AI\n-----\nFollow Meb on Twitter, LinkedIn and YouTube\nFor detailed show notes, click here\nTo learn more about our funds and follow us, subscribe to our\xa0mailing list\xa0or visit us at cambriainvestments.com\n-----\nSponsor: Today's episode is sponsored by\xa0YCharts.\xa0YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit\xa0YCharts\xa0to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only)\nSponsor: Today\u2019s episode is sponsored by\xa0The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\u2019s largest institutions, funds, and money managers. Subscribe for free\xa0here.\nFollow The Idea Farm:\xa0Twitter\xa0|\xa0LinkedIn\xa0|\xa0Instagram\xa0|\xa0Tik Tok\n-----\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\n-----\nPast guests include\xa0Ed Thorp,\xa0Richard Thaler,\xa0Jeremy Grantham,\xa0Joel Greenblatt,\xa0Campbell Harvey,\xa0Ivy Zelman,\xa0Kathryn Kaminski,\xa0Jason Calacanis,\xa0Whitney Baker,\xa0Aswath Damodaran,\xa0Howard Marks,\xa0Tom Barton, and many more.\xa0\n-----\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\xa0here!\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices