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The Meb Faber Show

542 EpisodesProduced by Meb FaberWebsite

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing.Featuring some of the top investment professionals in the world as his gue… read more

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Morgan Stanley's Mike Wilson Says the Earnings Recession is Worse Than You Think | #472

March 22nd, 2023

46:40

Today’s guest is Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley, and one of the biggest bears on the Street today.

 In today’s episode, Mike starts by touching on the price …

Gary Zimmerman, MaxMyInterest - SVB, FDIC, & Improving ROI on Cash | #471

March 16th, 2023

57:58

In this special episode, our returning guest is Gary Zimmerman, founder of MaxMyInterest, a cash management platform that helps you maximize the return on your cash.  Given the recent events with Silicon Valley Bank, …

How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley | #470

March 15th, 2023

1:10:28

Today we’re joined AcreTrader’s Carter Malloy, who’s back for his third appearance on the show, and Mark Foley, who joined AcreTrader a little over …

Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, & Why The Price You Pay Matters...Even in Venture Capital | #469

March 8th, 2023

1:07:42

Today’s returning guest is Jason Calacanis, famed Angel investor and podcast host of the All-In Podcast and This Week in Startups.

In today’s episode, Jason shares why he’s more excited about the startup landscape …

Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)

March 4th, 2023

16:06

In today’s episode, Meb Faber, Cambria Chief Investment Officer, reads a profile of Cambria's shareholder yield ETFs:

Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468

February 25th, 2023

55:38

Today’s guest is Kate Moore, BlackRock’s Head of Thematic Strategy and a member of BlackRock’s Global Allocation investment team.

In today’s episode, Kate shares her framework for looking at markets from the perspective …

Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More | #467

February 15th, 2023

1:13:51

Today’s guests are Leigh Drogen, CIO of Starkiller Capital, which applies quantitative strategies to the blockchain based digital asset space, and Corey Hoffstein, co-founder of and CIO at Newfound Research, and a …

Sean Goldsmith, The Zero Proof – The Golden Age for Non-Alcoholic Beverages | #466

February 8th, 2023

47:04

Today’s guest is Sean Goldsmith, founder of The Zero Proof, a leading curator, wholesaler, and online retailer of premium non-alcoholic wine and …

Cambria Fund Profile Series: Cambria Global Value ETF (GVAL) – Totally (Not) Crushing It!!!

February 4th, 2023

12:40

In today’s episode Cambria Chief Investment Officer Meb Faber reads a note he recently sent to Cambria subscribers about the Cambria Global Value ETF …

Jim O'Shaughnessy, OSV - Unleashing The World's Infinite Potential | #465

February 1st, 2023

1:16:55

 Today’s guest is Jim O’Shaughnessy, founder and CEO of O’Shaughnessy Ventures. You may know Jim from his prior time at O’Shaughnessy Asset Management or from hosting the Infinite Loops podcast.  

In today’s episode, …

Radio Show: The Gates Are Going Up! PLUS: The Set Up For Value & Trend-Following in 2023 | #464

January 28th, 2023

43:13

Today's radio show is with Meb Faber & Colby Donovan. We cover:

  • Global valuations update: where does the US rank?
  • Is it too late to jump on the …

J.P. Morgan's Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a "Doomsday Machine" | #463

January 25th, 2023

49:33

Today’s guest is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management.

In today’s episode, Dr. Kelly shares his view of the investment world …

Porter Stansberry on a Potential Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks | #462

January 18th, 2023

1:18:02

Today’s returning guest is Porter Stansberry, a leading financial writer and the founder of MarketWise. His newest venture, Porter & Company, was launched last year.

In today’s episode, Porter shares his frustrating …

Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan | #461

December 28th, 2022

5:34

Today we’re sharing our 5 most popular episodes from 2022! We know it’s hard to listen to every episode, so we have the most downloaded episodes for …

Louisa Nicola – How To Perform At Your Best Physically & Mentally | #460

December 21st, 2022

1:13:38

Today’s guest is Louisa Nicola, a neurophysiologist and human performance coach, and the founder of Neuro Athletics, which provides scientific …

Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459

December 16th, 2022

55:14

Today’s guest is Louis-Vincent Gave, Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, a global asset manager.

In today’s episode, Louis kicks it off with the …

Bob Elliott, Unlimited Funds – A Macro Masterclass | #458

December 7th, 2022

1:46:13

Today’s guest is Bob Elliott, CEO & CIO of Unlimited Funds, which using machine learning to create products that replicate the index returns of alternative investments. Previously, Bob was the Head of Ray Dalio’s …

Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments | #457

December 3rd, 2022

1:19:46

Today’s guests are Damien Bisserier and Alex Shahidi, Co-CIOs of Evoke Wealth, a $20b+ billion RIA. They also entered the ETF game in 2019 when they launched the RPAR Risk Parity ETF. 

In today’s episode, we’re talking …

Marc Cohodes on SBF, Fraud, & The FTX Death Spiral | #456

November 25th, 2022

1:06:24

Today's guest is famed short-seller Marc Cohodes. Marc has investigated and brought down some major frauds in the past, and earlier this year he set his eyes on crypto darling Sam Bankman-Fried, the founder of FTX. …

Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)

November 21st, 2022

33:49

Today’s episode features Guido Baltussen, Bart Van Vliet and Pim Van Vliet reading their piece, The Cross-Section of Stock Returns before 1926 (and beyond)

Guido Baltussen is Head of Robeco’s Factor Investing …

Eugene Fama – A Life in Finance | #455

November 19th, 2022

42:24

Today’s guest is the legendary Professor Eugene Fama, a 2013 Nobel laureate and widely recognized as the “father of modern finance.”

In today’s episode, we talk to Professor Fama about whether he thinks the Fed can …

Rex Salisury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech | #454

November 11th, 2022

1:01:19

Today’s guest is Rex Salisbury, a founding partner of the a16z fintech team and is now a solo GP with Cambrian Ventures.

In today’s episode, Rex …

Whitney Baker on Why "Immaculate Disinflation" is an Illusion | #453

November 7th, 2022

1:17:47

Today’s returning guest is Whitney Baker, founder of Totem Macro and previously worked at shops like Bridgewater and Soros.

If you missed her first episode back in January 2022, feel free to pause this & listen to …

Jerry Parker & Salem Abraham - Lessons From A Lifetime of Trading | #452

October 29th, 2022

1:16:32

Today’s returning guests are Jerry Parker and Salem Abraham. Jerry is the CEO of Chesapeake and a long-time trend follower since he was in the Turtle …

Hugh Hendry - The Acid Capitalist Unfiltered | #451

October 24th, 2022

49:16

Today’s guest is Hugh Hendry, formerly the CIO of Eclectica Asset Management and now a luxury hotelier and host of The Acid Capitalist podcast.

In today’s episode, Hugh shares his thoughts on all the macro factors in …

Harris “Kuppy” Kupperman - Oil is the World’s Central Banker Now | #450

October 22nd, 2022

1:12:58

Today’s guest is Harris Kupperman, but you may know him as Kuppy! He’s the founder and CIO of Praetorian Capital, a global micro hedge fund.  In today’s episode, Kuppy shares why the macro set up today leads him go be …

Jim Rogers – The Adventure Capitalist’s View of Global Markets | #449

October 12th, 2022

54:21

Today’s guest is the legendary Jim Rogers, co-founder of the Quantum Fund and Soros Fund Management and creator of the Rogers International Commodities Index.

In today’s episode, Jim gives us his take on the global …

Annie Duke – Why Great Investors Are Great Quitters | #448

October 8th, 2022

1:21:18

Today’s guest is Annie Duke, a consultant in the decision-making space and previously was a professional poker player who won over 4 million dollars. …

Dave Thornton, Vested – Could Index Investing Come to Venture Capital? | #447

October 3rd, 2022

59:44

Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity.

In today’s episode, Dave shares how Vested is providing liquidity for …

BlackRock's Rick Rieder on the State of the Markets | #446

October 1st, 2022

41:04

Today’s guest is Rick Rieder, the CIO of Global Fixed Income at BlackRock & the Head of the BlackRock Global Allocation team. Rick is responsible for roughly $2.4T in assets.

In today’s episode, Rick shares his view …

Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445

September 27th, 2022

47:05

Today’s guest is Jeff Currie, Goldman Sachs’ global head of Commodities Research.

In today’s episode, Jeff shares why he called for a commodity …

Steve Romick, FPA Funds – Live at Future Proof! | #444

September 24th, 2022

47:58

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)

September 19th, 2022

30:18

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 Directors.

The Best Investment …

Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443

September 17th, 2022

48:14

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 today’s episode, Kyle touches on his …

David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing | #442

September 13th, 2022

49:12

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 …

Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)

September 9th, 2022

31:43

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 insights for an exclusive …

Marlena Lee, DFA – Value, Fama & How To Weather Bear Markets | #441

September 7th, 2022

57:43

Today’s guest is Marlena Lee, the Global Head of Investment Solutions for Dimensional Fund Advisors, which manages over $600 billion.

In today’s …

Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440

September 6th, 2022

1:28:19

Today’s guest is Jason Buck, founder and CIO of Mutiny Funds, which specializes in volatility, options, hedging, and portfolio construction.

In …

Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439

August 29th, 2022

1:19:19

Today’s guest is Tim Pickering, founder and CIO of Auspice Capital.

In today’s episode, we talk all about trend-following and commodities. Tim shares …

Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438

August 29th, 2022

1:10:34

Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates …

Tim Alcorn, Baillie Gifford – Lessons from Bessembinder (The Best Investment Writing Volume 6)

August 19th, 2022

12:19

Today’s episode features Tim Alcorn reading his piece, Lessons from Bessembinder. Tim is the Head of Investment Risk for Baillie Gifford.

The Best Investment Writing series features top research pieces that we’ve shared …

Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money | #437

August 17th, 2022

1:03:12

Today’s guest is Edward Chancellor, financial historian, author of Devil Take the Hindmost, and previously part of GMO’s Asset Allocation team. He’s out with a new book yesterday called The Price of Time: The Real Story …

#436 – Kevin Van Trump – Here’s What's Going on With Ag Commodities

August 15th, 2022

55:54

Today’s guest is Kevin Van Trump, the founder of Farm Direction and the Van Trump Report, which shares proprietary research for investors and ag professionals.

In today’s episode, Kevin walks us through his early career …

#435 - Radio Show with Michael Batnick & Ben Carlson of RWM

August 10th, 2022

1:11:03

Today’s guests are Michael Batnick and Ben Carlson, co-hosts of the Animal Spirits podcast and employees Ritholtz Wealth Management.

In today’s …

#434 – Lyn Alden – The Macro Landscape & Bull Case for Real Assets

August 8th, 2022

1:01:45

Today’s guest is Lyn Alden, founder of Lyn Alden Investment Strategy one of my favorite macro thinkers.

In today’s episode, Lyn gives an overview of how she sees the world today, starting with why the US today reminds …

Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)

August 5th, 2022

28:31

Today’s episode features Michael Mauboussin reading his piece, Everything Is a DCF Model. Michael is Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley …

#433 – Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets

August 3rd, 2022

1:09:08

Today’s guest is Dwight Anderson, founder of Ospraie Management, a firm that actively invests in commodity markets and basic industries worldwide. Dwight previously worked at famed shops like Tudor and Tiger Management …

#432 – Robert Keith, Beartooth Group – Investing for Financial & Environmental Returns Through Ranch Restoration in The American West

August 1st, 2022

1:07:08

Today’s guest is Robert Keith, co-founder of Beartooth Group, a firm offering meaningful, high-value ways for conservation-minded ranch investors, …

#430 - Frank Giustra & Ian Telfer - The Bull Case for Gold

July 20th, 2022

52:37

Today’s guests today are Frank Giustra and Ian Telfer, two successful mining executives that built Goldcorp to a $50 billion company.

In today’s …

#429 – Kevin Kelly – How To Invest in Genetic Editing, Residential Real Estate, & The Hotel Industry

July 18th, 2022

1:10:19

Today’s guest is Kevin Kelly, the founder & CEO of both Kelly ETFs and Kelly Intelligence.

In today’s episode, we start with Kevin’s entrance into the ETF space years ago with a Covered Call ETF, ticker QYLD. Then …

#427 – Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both"

July 6th, 2022

59:20

Today’s guest is Mark Yusko, Chief Investment Officer of Morgan Creek Capital Management and the Managing Partner of Morgan Creek Digital.

In today’s …

#426 – The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely

June 29th, 2022

46:43

Today we’re looking back at some of our most popular episode in the first half of 2022 covering a range of topics with some amazing guests. I know …

#425 – Dan Ariely, Irrational Capital – Investing in Human Capital

June 28th, 2022

56:34

Today’s guest is Dan Ariely, a Founding Partner of Irrational Capital, leading behavioral economist, and author of six books. Dan’s Ted Talks have been viewed over 10 million times.

In today’s episode, Dan starts by …

#423 – Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries?

June 15th, 2022

8:34

In this Mebisode, Meb reads his post from January 2022, which looks to see if a shareholder yield strategy works within different sectors. To read …

#422 – Best Idea Show – Doron Junger, Sanvia Capital – US Biotech

June 13th, 2022

1:46:23

Today’s guest is Doron Junger, founder and Portfolio Manager for Sanvia Capital, a biotech investment firm, which originally started as a Millennium …

#421 – Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low

June 8th, 2022

1:25:13

Today’s guest is Jeff Weniger, the Head of Equity Strategy at WisdomTree. 

In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and why Jeff first tweeted about …

#420 – Dan Cooper, ROC Investments – ROC: Return on Character

June 6th, 2022

50:01

Today’s guest is Dan Cooper, founder and CEO of ROC Investments, which allocates capital on the basis of the behaviors of the CEOs and their senior executive teams.

Dan shares how he ran a strategy focused on investing …

#419 – Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward

June 1st, 2022

1:00:51

Today’s guest is Peter Zeihan, a geopolitical expert who may be the best person to talk to about the secular changes happening in the world today. …

#418 – Mebisode – Red Light

May 25th, 2022

10:45

In this Mebisode, Meb reads his post from February 2022 titled “Red Light," which discussed the risk of an expensive market entering a downtrend. As he said in the piece, "historically speaking, markets have performed …

#417 – Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market

May 23rd, 2022

52:03

Today’s guest is Andrew Peck, co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing.

In today’s episode, we’re talking to a growth manager to hear how he’s handling …

#416 – Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History

May 18th, 2022

1:03:15

Today’s guest is Jan van Eck, President & CEO of VanEck, which offers value-added exposures to emerging industries, an investment management firm that manages $85 billion. 

In today’s episode, Jan shares the origin …

#415 – Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments

May 16th, 2022

57:15

Today’s guest is Sajid Rahman, Managing Partner of MyAsiaVC, an early stage venture fund, and the co-founder & CEO of Digital Healthcare …

#414 – Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO

May 13th, 2022

1:04:02

Today’s guest is Tim Laehy, a long-time CFO that’s taken 3 companies public and raised over $3 billion dollars in his career.

In today’s episode, …

#413 – Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least

May 9th, 2022

1:23:26

Today’s guest is Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management and author of Investing Amid …

#411 – Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3

May 4th, 2022

1:33:11

Today’s guest is Kai Wu, founder and CIO of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets.

In today’s …

#410 – Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition

April 27th, 2022

1:59:58

Today’s guest is Chris Bloomstran, President & Chief Investment Officer of Semper Augustus.

In today’s episode, we touch on a lot. Chris shares why the best investors are those who can pivot, why a good business …

#409 – Meb’s Corner – Ben Rollert, Composer – Democratizing Access To Quantitative Investment Strategies

April 26th, 2022

57:10

Today’s guest is Ben Rollert, co-founder & CEO of Composer, a platform for investing in and building quantitative investment strategies for free …

#407 – Marc Chaikin, Chaikin Analytics – A Quantamental Approach To Investing

April 13th, 2022

36:43

Today’s guest is Marc Chaikin, a 50-year Wall Street veteran and the founder of Chaikin Analytics. 

In today’s episode, we start by discussing Marc’s early career and what led him to have an approach today that combines …

#406 – Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration & Esoteric Investment Opportunities

April 11th, 2022

1:03:08

Today’s guest is Dylan Grice, co-founder of Calderwood Capital, a hedge fund boutique specializing in orthogonal, niche and capacity-constrained …

#405 – Gio Valiante – Prepare For The Masters With A Masterclass in Peak Performance in Athletics & Investing

April 6th, 2022

58:27

Today’s guest is Gio Valiante, one of the most successful performance coaches in the world. He currently works with some of the top golfers on the …

#404 – Mebisode – How I Invest 2022

April 4th, 2022

21:04

In this Mebisode, Meb reads his article titled “How I Invest 2022” which is an update to a piece he originally penned during the pandemic in 2020. You’ll hear how Meb invests his own money and how that’s changed in the …

#403 – Ivy Zelman, Zelman & Associates – Here's Why This Housing Expert Says The Market is "Euphoric" and Urges Caution

March 30th, 2022

52:14

Today’s guest today is Ivy Zelman, CEO and co-founder of Zelman & Associates, a leading housing research firm. She was recently named to Barron's 100 Most Influential Women in U.S. Finance and gained notoriety …

#402 – Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure

March 28th, 2022

55:00

Today’s guest is Paul Kim, co-founder and CEO of Simplify Asset Management, an ETF provider focused on helping advisors build better portfolios.    

#401 – Clay Gardner, Titan – Investment Management Services for The Everyday Investor

March 23rd, 2022

47:51

Today’s guest today is Clay Gardner, co-founder and Co-CEO of Titan, a retail investment management platform aimed at the new generation of everyday investors.

In today’s episode, we kick it off with an overview of …

#400 – Patrick Geddes, Aperio – Lessons From A Customized Indexing Pioneer Who Sold His Firm To BlackRock

March 21st, 2022

1:04:24

Today’s guest today is Patrick Geddes, founder and former CEO of Aperio Group, a leader in the direct indexing space with $42b in AUM when it was acquired by BlackRock for over $1b.

In today’s episode, we kick it off …

#399 – Mary Childs, NPR’s Planet Money – Bond King Bill Gross

March 16th, 2022

46:24

Today’s guest is Mary Childs, co-host for NPR’s Planet Money podcast and author of The Bond King, which shares how Pimco and Bill Gross changed finance forever.

In today’s episode, we kick it off with Mary’s time with …

#398 – Adam Nash, Daffy – Why This Prominent Silicon Valley Operator & Investor Wants To Make Charitable Giving A Habit

March 14th, 2022

52:51

Today’s guest is Adam Nash, a prominent Silicon Valley operator and investor who has turned his attention to philanthropy with his newest venture, Daffy, a not-for-profit community built around a new, modern platform …

#397 – Jeremy Grantham, GMO – Short-Term Pessimist, Long-Term Optimist

March 9th, 2022

50:27

Today’s guest is Jeremy Grantham, the Long-Term Investment Strategist and co-founder of GMO. It’s been about a year since we first spoke with Jeremy and given his knowledge of financial history, there are few people who …

#396 – Wes Fulford, Viridi Funds – How To Get Exposure To Crypto In Public Markets

March 7th, 2022

50:28

Today’s guest is Wes Fulford, CEO and Portfolio Manager of Viridi Funds and the Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF (ticker …

#395 – Rob Koyfman, Koyfin – Building The Go-To Investing Platform

March 2nd, 2022

43:25

Today’s guest is Rob Koyfman, founder and CEO of Koyfin, a financial data and analytics platform for researching stocks and understanding market …

#394 – Africa Startup Series – Peter Ngunyi, EarlyBird Venture Lab – Accelerating Africa’s Startup Ecosystem

February 28th, 2022

38:12

Today’s guest is Peter Ngunyi, founder and CEO of EarlyBird Venture Lab, which provides growth, acquisition and funding strategy for early-stage tech startups.

In today’s episode, we’re talking to someone who’s seen the …

#393 – Duncan Kelm, Arrow Point Tax – Strategic Tax Planning & Tax Mitigation Strategies

February 23rd, 2022

46:00

Today’s guest is Duncan Kelm, managing partner for Arrow Point Tax Services, specializing in financial plans and processes for business owners, professionals, and executives with an eye on taxes.

In today’s episode, …

#392 – Laurens Swinkels, Robeco – The Global Market Portfolio, (Realistic) Expected Returns & Global Factor Premiums

February 21st, 2022

1:01:16

Today’s guest is Laurens Swinkels, Robeco’s Head of Quant Strategy and one of my favorite authors.

In today’s episode, we walk through some of …

#391 – Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence

February 16th, 2022

1:04:55

Our guest is Vinesh Jha, founder and CEO of ExtractAlpha, an independent research firm dedicated to providing unique, actionable alpha signals to …

#390 - Radio Show - Meb’s Thoughts on Angel Investing After Making 250+ Investments

February 14th, 2022

43:05

Today's radio show is with Meb Faber, Justin Bosch & Colby Donovan. We cover Meb’s experience investing in startups, including:

  • Why Meb started …

#389 – Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing

February 9th, 2022

1:15:10

Our guest today is Eric Crittenden, Chief Investment Officer of Standpoint Asset Management, an investment firm focused on bringing all-weather …

Cambria Fund Profile Series — Cambria Value and Momentum ETF (VAMO)

February 7th, 2022

12:49

In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Value and Momentum ETF (VAMO).

Meb walks through the strategy, which provides exposure to stocks focused on value and momentum metrics, …

#387 – Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in Emerging Markets

January 31st, 2022

1:24:42

In episode 387, we welcome our guest, Whitney Baker, founder of Totem Macro, an EM macro consultancy and hedge fund advisory boutique.

In today’s …

#386 – John Arnold – Why The Greatest Natural Gas Trader Walked Away To Pursue Philanthropy

January 26th, 2022

1:12:34

In episode 386, we welcome our guest, John Arnold, arguably the best natural gas trader of all-time and now one of the largest philanthropists in the …

#385 – Startup Series – Jeff Shaw, Underground Cellar - Disrupting E-Commerce Wine Sales Through Gamification

January 24th, 2022

53:12

In episode 385, we welcome our guest, Jeff Shaw, founder of Underground Cellar, a new way to discover, buy, and store limited edition wines.

In today’s episode, we’re talking to one of the most passionate, gritty, and …

#384 – Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion

January 19th, 2022

56:59

In episode 384, we welcome our guest, Robert Cantwell, founder and Chief Investment Officer of Upholdings and portfolio manager for the Compound …

#383 – Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO

January 17th, 2022

1:02:39

In episode 383, we welcome our guest, Mike Dudas, founder and General Partner of 6th Man Ventures, which focuses on investing in Web3 infrastructure and the metaverse.  His previous experience at Disney, Google and …

#382 – Dan Zwirn, Arena Investors - A Stoic Approach to Investing

January 12th, 2022

54:38

In episode 382, we welcome our guest, Dan Zwirn, CEO and CIO of Arena Investors, a firm focused on global special situations and asset and credit investments.

In today’s episode, we’re diving into the private credit …

#381 – Leonard Mlodinow - How To Harness Your Emotions To Become A Better Investor

January 5th, 2022

47:59

In episode 381, we welcome our guest, Leonard Mlodinow, a theoretical physicist and best-selling author of a number of books, including The …

#380 - Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder

December 29th, 2021

3:34:34

Episode 380 is a replay of The Meb Faber Show’s top podcasts of 2021. Guests include Jeremy Grantham, Chris Cole, & Jeff Seder. 

(2:53) - Jeremy …

The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors

December 27th, 2021

3:50:06

This year, we’re bringing you the entire volume of The Best Investment Writing Volume 5 in podcast format. You’ll hear from some of the most …

#379 – Peter Livingston, Unpopular Ventures - The Best VC’s Actually Have A Lower Batting Average But A High Slugging Percentage

December 22nd, 2021

1:10:04

In episode 379, we welcome back our guest, Peter Livingston, founder of Unpopular Ventures, which invests in early stage technology startups around …

#378 – Cullen Roche, Discipline Funds - QE Is Not As Powerful As A Lot Of People Like To Think It Is

December 20th, 2021

1:19:23

In episode 378, we welcome our guest, Cullen Roche, founder and Chief Investment Officer of Discipline Funds, a low fee financial advisory firm with …

#377 – Garrott McClintock, AcreTrader - Live From The 2021 Farmland Investing Summit!

December 15th, 2021

46:26

In episode 377, we welcome our guest, Garrott McClintock, a fifth-generation farmer and the Chief Operating Officer of AcreTrader, a farmland real estate investment company offering individuals access to low minimum …

#376 – Jason Wenk, Altruist - How To Make Financial Advice Better, More Affordable & Accessible To Everybody

December 13th, 2021

1:26:07

In episode 376, we welcome our guest, Jason Wenk, founder and CEO of Altruist, an all-in-one financial advisor platform.

In today’s episode, we’re …

The Best Investment Writing Volume 5: Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics

December 10th, 2021

10:44

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#375 – Jonathan Fell, Ash Park Capital - People Always Overestimate The Extent To Which Tobacco Is A Dying Business

December 8th, 2021

1:02:59

In episode 375, we welcome our guest, Jonathan Fell, founder of Ask Park Capital, where he manages the Global Consumer Franchise funds.

In today’s episode, we’re talking all things consumer staples and tobacco stocks. …

#374 – Phil Huber, Savant Wealth Management - Expected Returns For That Classic 60/40 Stock Bond Mix Is Significantly Lower Today Than It Has Been In Recent Past

December 6th, 2021

1:14:03

In episode 374, we welcome our guest, Phil Huber, Chief Investment Officer of Savant Wealth management, an independent, fee-only wealth management firm, and the author of The Allocator's Edge: A modern guide to …

#373 – Tim Maloney, Roundhill Investments – We Hit The Right Theme At The Right Time

December 1st, 2021

55:42

In episode 373, we welcome our guest, Tim Maloney, co-founder and Chief Investment Officer for Roundhill Investments, an ETF sponsor focused on thematic and sector-specific investing.

In today’s episode, we’re getting …

#372 – Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price

November 29th, 2021

1:17:13

In episode 372, we welcome our guest Chas Cocke, founder of LB Partners and previously one of the founding partners of Investure, a firm that started …

The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing

November 26th, 2021

28:32

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#371 – Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues

November 24th, 2021

1:02:45

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 …

#370 – Ashley Flucas, Flucas Ventures - This Is A Really Opportunistic Time For Someone Who's Not Afraid And New In The Game To Get Started

November 22nd, 2021

56:35

In episode 370, we welcome our guest, Ashley Flucas, founder of Flucas Ventures and General Counsel and Partner for a real estate finance fund.

In today’s episode, we hear how someone with a capital markets law …

The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha - Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities

November 19th, 2021

10:31

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#369 – Africa Startup Series – Maya Horgan Famodu, Ingressive Capital - Africa Holds The Fastest Growing Consumer Class, Fastest Growing Population & Fastest Growing Middle Class in The World

November 17th, 2021

35:57

In episode 369, we welcome our guest, Maya Horgan Famodu, founder of Ingressive Capital, a VC fund focused on early stage African tech, and believed to be the youngest person to launch a tech fund in Sub-Saharan Africa.

#368 – Rodrigo Gordillo & Corey Hoffstein - You Now Get To Have Your Beta Cake While Eating Your Alpha Too

November 15th, 2021

1:15:18

In episode 368, we welcome our guests, Corey Hoffstein, CIO and co-founder of Newfound Research, and Rodrigo Gordillo, President and PM at ReSolve …

The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts

November 12th, 2021

12:48

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#367 – Robert Lawson, SMU - Initially This Whole Thing Was A Tax Dodge So I Could Go Drink In Cuba

November 10th, 2021

57:05

In episode 367, we welcome our guest, Robert Lawson, director of the Bridwell Institute for Economic Freedom at (SMU) and author of Socialism Sucks: Two Economists Drink Their Way Through the Unfree World.

In today’s …

#366 – Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime

November 8th, 2021

1:26:12

In episode 366, we welcome our guest, Darius Dale, founder and CEO of 42 Macro, which specializes in macro risk management through the dual lenses of …

The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When?

November 5th, 2021

19:11

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#365 – Dr. Bryan Taylor, Global Financial Data - There Are 100 Ways To Beat The Market; You Just Got To Figure Out What Works For You And Stick To That Plan

November 3rd, 2021

52:54

In episode 365, we welcome our guest, Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information available anywhere.

#364 – Nancy Davis, Quadratic Capital Management - Some Women Like To Buy Shoes And I Love To Buy Options

November 1st, 2021

1:00:00

In episode 362, we welcome our guest, Nancy Davis, founder of Quadratic Capital Management and Portfolio Management for the Inflation Hedge ETF.

 

In …

The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns

October 29th, 2021

14:00

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#363 – Rick Bookstaber, Fabric – Risk Is The Other Side Of The Coin From Opportunity

October 27th, 2021

1:05:06

In episode 363, we welcome our guest, Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors.

 

In today’s episode, we’re talking all …

The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification

October 22nd, 2021

19:31

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#360 – Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View

October 18th, 2021

58:02

In episode 360, we welcome our guest, Erin Browne, portfolio manager for PIMCO, focusing on asset allocation strategies. She was also named as one of …

The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes

October 15th, 2021

22:35

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#359 – Africa Startup Series – Aaron Fu, Sherpa Ventures - We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa

October 13th, 2021

1:05:41

In episode 359, we welcome our guest, Aaron Fu, general partner for Sherpa Ventures, which focuses on pre-seed investments across Africa. He’s also the co-founder of Venture for Africa, a fellowship for those interested …

#358 – Africa Startup Series – Zachariah George, Launch Africa Ventures - The Evolution of Tech In Africa Had To Always Start With Fintech

October 11th, 2021

1:07:03

In episode 358, we welcome our guest, Zachariah George, Managing Partner at Launch Africa Ventures, Africa’s leading early-stage VC fund, and the co-founder and CIO of Startupbootcamp AfriTech, the leading venture …

The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited

October 8th, 2021

17:16

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#357 – Marko Papic, Clocktower Group - If You Don’t Make Calls, Why Are You In This Industry?

October 6th, 2021

1:00:41

In episode 357, we welcome our guest, Marko Papic, Chief Strategist at the Clocktower Group, an alternative investment asset management firm, where …

#356 – Jim Paulsen, The Leuthold Group - The Wildcard Is Inflation and Whether It’s Truly Transitory

October 4th, 2021

48:50

In episode 356, we welcome our guest, Jim Paulsen, Chief Investment Strategist of The Leuthold Group, an independent investment research firm. 

 

In …

The Best Investment Writing Volume 5: Andrew Patterson, Vanguard - The Idea Multiplier: An acceleration in innovation is coming

October 1st, 2021

28:37

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#355 – Sheel Mohnot, Better Tomorrow Ventures - We Think That We're In The Very Early Innings of Fintech

September 29th, 2021

1:02:04

In episode 355, we welcome our guest, Sheel Mohnot, Better Tomorrow Ventures, a fintech-focused VC fund focused on pre-seed and seed companies around the globe.  

 

In today’s episode, we’re talking with one of the most …

#354 – Shawn Merani, Parade Ventures - The Seed And Pre-Seed Stage, You’re Betting On People

September 27th, 2021

1:02:51

In episode 354, we welcome our guest, Shawn Merani, founder and Managing Partner of Parade Ventures, a pre-seed & seed stage-focused venture capital firm.

 

In today’s episode, we hear what it’s like to invest at …

The Best Investment Writing Volume 5: Brian Barish, Cambiar Investors – The Virus Plaguing Value

September 24th, 2021

22:19

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#353 – Artem Milinchuk, FarmTogether - Everything Pointed Towards This Massive Democratization of Alternative Investing

September 22nd, 2021

1:03:54

In episode 353, we welcome our guest, Artem Mililchuk, founder and CEO of FarmTogether, an investment platform providing accredited investors with direct access to farmland.

 

In today’s episode, we’re talking about …

#352 – James Rasteh, Coast Capital - The World Is Running Out Of Gold

September 20th, 2021

1:10:17

In episode 352, we welcome our guest, James Rasteh, founder of Coast Capital, a fund that takes a private equity approach to investing in public …

The Best Investment Writing Volume 5: Jack Vogel, Alpha Architect - Value Investing: An Examination of the 1,000 Largest Firms

September 17th, 2021

17:05

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#351 – Leigh Drogen, Starkiller Capital - If This Thing Isn’t Dead Yet, It’s Not Going To Die

September 15th, 2021

1:17:33

In episode 351, we welcome our guest, Leigh Drogen, General Partner of Starkiller Capital, an institutional investment firm employing both quantitative and fundamental strategies to blockchain based digital assets.

 

In …

#350 – Startup Series – Saad Alam, Hone Health – 40% Of Men Over 35 Have Hormone Imbalance With Testosterone

September 13th, 2021

48:37

In episode 350, we welcome our guest, Saad Alam, founder and CEO of Hone Health, a company that helps you fix hormonal imbalances and low …

The Best Investment Writing Volume 5: Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends

September 10th, 2021

31:53

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#349 – Anthony Zhang, Vinovest - You Should Separate Your Drinking Preferences From Your Investment Preferences

September 8th, 2021

1:03:01

In episode 349, we welcome our guest, Anthony Zhang, founder and CEO of Vinovest, a platform for investing in a managed portfolio of fine wines.

 

In …

#348 – Zach Coelius, Coelius Capital - I Like To Play Where It’s Still Qualitative

September 6th, 2021

1:07:07

In episode 348, we welcome our guest, Zach Coelius, the Managing Partner of Coelius Capital and angel investor in early-stage startups.

 

In today’s episode, we’re chatting angel investing with one of Angel List’s top …

#347 – Radio Show – Wes Gray & Patrick Cleary, Alpha Architect – All Things ETFs

September 3rd, 2021

1:24:27

Episode 347 has a radio show format with Alpha Architect’s Wes Gray and Patrick Cleary. We cover a variety of ETF-related topics, including:  

 

- Current state of the ETF space

 

- The ins-and-outs of launching an ETF

 

#346 – William Bernstein, Efficient Fronter - We Are Creatures That Seek Compelling Narratives

September 1st, 2021

56:14

In episode 346, we welcome our guest, Dr. William Bernstein, neurologist, author, and co-founder of Efficient Frontier Advisors.

 

 

Click here to …

#345 – Africa Startup Series – Dr. Abasi Ene-Obong, 54gene - There Really Hasn’t Been Human Genomics Infrastructure In Africa

August 30th, 2021

42:38

In episode 345, we welcome our guest, Dr. Abasi Ene-Obong guest is the founder of 54gene, a company pioneering the inclusion of the African genome in research.

 

 

In today’s episode, we’re talking about genetics. Less …

#344 – Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon

August 27th, 2021

51:13

In episode 344, we welcome back our guest, Jared Dillian, author, DJ, and editor of The Daily Dirtnap.

 

 

Click here to listen to Jared's first episode on The Meb Faber Show.

 

 

In today’s episode, we’re talking all …

#343 – Dr. Nathan Myhrvold, Intellectual Ventures - Pizza In The United States Is What Convinced The World That Pizza Was A Great Thing

August 25th, 2021

56:12

In episode 343, we welcome our guest, Dr. Nathan Myhrvold, one of the most prolific inventors with over 900 U.S. patents awarded. He graduated high …

#342 – Aaron Edelheit, Mindset Capital - The Best Investors Are Those That View It As A Game

August 23rd, 2021

1:20:19

In episode 342, we welcome our guest, Aaron Edelheit, CEO of Mindset Capital, a private investment firm.

 

 

In today’s episode, we start with Aaron’s time as the CEO of The American Home, a company he grew to over …

#341 – Lyle Fitterer, Baird Asset Management - You Could Even Argue That They’re Better Credits Than The Federal Government

August 18th, 2021

1:01:17

In episode 341, we welcome our guest, Lyle Fitterer, portfolio manager for Baird Asset Management, where he runs a $1.8 billion municipal bond fund.

 

#340 – Michael Suffredini, Axiom Space - The Only Thing I Know How To Do Is Build And Operate A Space Station

August 16th, 2021

55:20

In episode 340, we welcome our guest, Michael Suffredini, CEO and co-founder of Axiom Space, which is building the world’s first internationally available commercial space station.

 

 

In today’s episode, we’re talking …

#339 – George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now

August 11th, 2021

49:48

In episode 339, we welcome our guest, George Davis, CEO and Portfolio Manager for Hotchkis & Wiley, a global investment manager serving …

#338 – Startup Series – Will Matthews, Fellow – Semen Quality Is The Canary In The Coal Mine To Overall Health

August 9th, 2021

49:22

In episode 338, we welcome our guest, Will Matthews, the founder and CEO of Fellow, a company that’s rethinking the future of men’s fertility and runs the largest semen analysis lab in the U.S.  

 

 

In today’s episode, …

#337 – Professor Richard Thaler, University of Chicago - When Somebody Would Fire Us, It Was Almost Always At Exactly The Wrong Time

August 4th, 2021

54:42

In episode 337, we welcome our guest, Professor Richard Thaler, the co-founder of Fuller & Thaler, Professor at the University of Chicago, and …

#336 – Hugh Thomas, Ugly Drinks - This Is The Result Of Two 23-Year Olds In A Pub In London Having A Couple Of Beers

August 2nd, 2021

46:03

In episode 336, we welcome our guest, Hugh Thomas, founder of Ugly Drinks, a beverage company that makes drinks with no sugar, no sweetener, and no calories and is trying to expose the ugly truth about big beverage. 

 

 

#335 – Thomas Eiden, Atomic Alchemy - There Is A Vast Shortage Of Man Made Radioactive Materials

July 30th, 2021

1:01:14

In episode 335, we welcome our guest, Thomas Eiden, founder of Atomic Alchemy, a company dedicated to producing radioisotopes used in nuclear medicine.

 

 

In today’s episode, we’re going nuclear! Thomas is undertaking …

#334 – Peter Johnson, Jump Capital - What I Think About Most Of The Time Is What Crypto Is Going To Mean To The World

July 28th, 2021

1:08:50

In episode 334, we welcome our guest, Peter Johnson, a partner at Jump Capital, where he leads Jump’s investments in the FinTech, crypto, and blockchain sectors. 

 

 

In today’s episode, we’re talking all things …

#333 – Startup Series – Rob Forster, Wonderbird Spirits - Making Gin Is Truly An Art

July 26th, 2021

1:14:52

In episode 333, we welcome our guest, Rob Forster, co-founder of Wonderbird Spirits, Mississippi's first grain-to-glass gin distillery. 

 

 

In today’s episode, we hear how Rob stopped practicing law and decided to open …

#332 – Mebisode – Journey to 100X

July 23rd, 2021

54:21

Episode 332 is a Mebisode. In this episode, you’ll hear Meb talk about his journey investing in over 250 private companies since 2014. He explains why he chose to do so and his framework around sizing, timing, and …

#331 – Phil Nadel, Forefront Venture Partners - The Best Companies Are Founded By Folks Who Personally Feel The Pain Point

July 21st, 2021

56:27

In episode 331, we welcome back our guest, Phil Nadel, co-founder of Forefront Venture Partners, one of the largest and most successful syndicates on …

#330 – Guillermo Cornejo, Riders Share - Riders Share Is Like An AirBnB, But For Renting Motorcycles

July 19th, 2021

45:41

In episode 330, we welcome our guest, Guillermo Cornejo, founder and CEO of Riders Share, the first & largest motorcycle peer-to-peer rentals platform in the United States.

 

In today’s episode, we hear why peer to …

#329 – Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria

July 14th, 2021

1:03:43

In episode 329, we welcome our guest, Samantha McLemore founder of Patient Capital Management and a Co-Portfolio Manager at Miller Value Partners.   

#328 – Startup Series – Katie Echevarria Rosen Kitchens, FabFitFun - Paying $50 And Getting Over $300 In Full-Size Products Is A Pretty Cool Thing

July 12th, 2021

51:40

In episode 328, we welcome our guest, Katie Echevarria Rosen Kitchens, co-founder of FabFitFun, a lifestyle membership that provides a curated …

#327 – Mario Gabelli, GAMCO Investors - We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time

July 7th, 2021

31:13

In episode 327, we welcome our guest, Mario Gabelli, Chairman and Chief Executive Officer of GAMCO Investors, the firm he founded in 1977.

 

In today’s episode, we hear the framework behind one of the best stock pickers …

#326 – Starup Series – Viktor Nebehaj, Freetrade - We Want Everybody To Have Access To Investing

July 5th, 2021

54:53

In episode 326, we welcome our guest, Viktor Nebehaj, co-founder of Freetrade, whose mission is to get everyone investing by making it simple and commission-free with a stockbroker you can trust.

 

As a special offer …

Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)

July 2nd, 2021

25:42

In today’s episode of the Cambria Fund Profile Series, Meb discusses Cambria’s shareholder yield ETFs, US focused Cambria Shareholder Yield ETF …

#325 – Bhu Srinivasan, Author, Americana - Is The Entrepreneur More Important Or Is The Movement And Moment More Important?

June 30th, 2021

1:17:17

In episode 325, we welcome our guest, Bhu Srinivasan, author of AMERICANA: A 400-Year History of American Capitalism and founder and CEO of SCORETRADE, which is developing the fastest and most precise in-game sports …

#324 – Edward McQuarrie, Santa Clara University - Sometimes Stocks Beat Bonds, Sometimes Bonds Beat Stocks

June 28th, 2021

1:16:53

In episode 324, we welcome our guest, Dr. Edward McQuarrie, Professor Emeritus at Santa Clara University.    In today’s episode, we hear why the ‘stocks for the long-run’ thesis may not be so true. Dr. McQuarrie found …

#323 – John Montgomery, Bridgeway Capital Management - A Factors-Based World View Resonated With Me

June 23rd, 2021

1:00:53

In episode 323, we welcome our guest, John Montgomery, founder and Chief Investment Officer of Bridgeway Capital Management, a $5 billion quantitative manager that donates 50% of its profits to charity.

In today’s …

#322 – Radio Show – Inflation or Deflation?…Foreign Stocks….Value and Momentum

June 21st, 2021

44:00

Episode 322 has a radio show format. We cover a variety of topics, including: - Preparing your portfolio for the possibility of both inflation and …

#321 – Rajiv Jain, GQG Partners - “Everything Is Temporary And The Only Way To Survive Long-Term Is To Be Adaptive”

June 16th, 2021

1:02:57

In episode 321, we welcome our guest, Rajiv Jain, Chairman and Chief Investment Officer of GQG Partners, a boutique investment management firm focused on global and emerging markets equities.   In today’s episode, we …

#320 – Shonda Warner, Chess Ag Full Harvest Partners - The Interesting Thing About Ag Is That It’s There To Play Another Day

June 14th, 2021

1:11:58

In episode 320, we welcome our guest, Shonda Warner, founder of Chess Ag Full Harvest Partners, an asset management company focused on agricultural …

#319 – Brandon Zick, Ceres Partners - The Market Is $3 Trillion And Institutional Investors Own About 3% Of That

June 9th, 2021

59:31

In episode 319, we welcome our guest, Brandon Zick, Chief Investment Officer of Ceres Partners, a specialist investment manager focused exclusively …

#318 – Perth Tolle, Life + Liberty Indexes – If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This

June 7th, 2021

57:38

In episode 318, we welcome our guest, Perth Tolle, founder of Life + Liberty Indexes.   In today’s episode, we’re talking about freedom! Perth shares …

#317 – Chris Cole, Artemis Capital Management - You Want To Diversify Based On How Assets Perform In Different Market Regimes 

June 2nd, 2021

1:21:28

In episode 317, we welcome our guest, Chris Cole, Founder and Chief Investment Officer of Artemis Capital Management, which aims to transform stock …

#316 – Dianne McKeever, Ides Capital - My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist

May 31st, 2021

1:25:10

In episode 316, we welcome our guest, Dianne McKeever, Co-founder and Chief Investment Officer of Ides Capital, which has been cited as the only woman-led activist fund.

In today’s episode, we’re talking all about …

#315 – Warren Pies & Fernando Vidal, 3Fourteen Research - I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years

May 26th, 2021

1:01:59

In episode 315, we welcome our guests, Warren Pies and Fernando Vidal, co-founders of 3Fourteen Research, which combines expert qualitative insights with true quantitative discipline.    In today’s episode, we take a …

#314 – Dan Morehead, Pantera Capital Management - Satoshi Created Bitcoin As A Result Of The 2008 Global Financial Crisis And It’s Really Coming Into It’s Own Now

May 24th, 2021

54:30

In episode 314, we welcome our guest, Dan Morehead, Co-founder and Chief Investment Officer of Pantera Capital Management, the first institutional …

#313 – Rob Arnott, Research Affiliates - Modern Monetary Theory Does Not Work

May 19th, 2021

49:02

In episode 313, we welcome our guest, Rob Arnott, founder and Chairman of Research Affiliates.    In today’s episode, we start with the U.S. stock market and why today’s valuations meet Rob’s definition of a bubble. Rob …

#312 – Carter Malloy, AcreTrader - In A Couple Of Minutes, You Can Invest As Little As $15,000 Or $20,000 In A Particular Farm

May 17th, 2021

52:37

In episode 312, we welcome our guest, Carter Malloy, founder and CEO of AcreTrader, a farmland real estate investment company offering low minimum, passive farm investments.    In today’s episode, we’re talking all …

#311 – Radio Show – Valuation Update…Bond Returns….Meb’s Startup Investing

May 14th, 2021

50:41

Episode 311 has a radio show format. We cover a variety of topics, including: · The importance of having an investment plan · Valuations update · How Meb approaches startup investing · Listener questions!    There’s …

#310 – Kathryn Kaminski, AlphaSimplex - When You’re A Systematic Investor, Your Process Makes The Decision

May 12th, 2021

57:18

In episode 310, we welcome our guest, Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the …

#309 – Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out

May 10th, 2021

1:12:15

In episode 309, we welcome our guest Andrew Horowitz, President and Founder of Horowitz & Company and host of The Disciplined Investor Podcast.    In today’s episode, we start with Andrew’s investment framework. We …

#308 – Best Idea Show – Maciej Wojtal, Amtelon Capital – I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia

May 5th, 2021

58:35

In episode 308, we welcome our guest, Maciej Wojtal, founder and CIO of Amtelon Capital, an investment fund focused on Iranian equities. In today's episode, we're covering Maciej’s best idea: Iranian equities.

In …

#307 – Vikram Mansharamani, Harvard Lecturer and Author - In All Bubbles, You Usually Have A ‘This Time It’s Different’ Story

May 3rd, 2021

59:47

In episode 307, we welcome our guest, Vikram Mansharamani, a Harvard lecturer, author, and global trend spotter who shows people how to anticipate the future, manage risk, and spot opportunities.    In today’s episode, …

#306 – Jeff Seder, EQB - We Ended Up The First Triple-Crown Winner in 37 Years

April 28th, 2021

51:21

In episode 306, we welcome our guest, Jeff Seder, founder of EQB, a high-tech sports medicine startup that consults with the majority of the major …

#305 – Marc Faber, The Gloom, Boom & Doom Report – The Environment We’re In Favors Quick Profits And Long-Term Loss

April 26th, 2021

58:07

In episode 305, we welcome our guest, Marc Faber, Editor and Publisher of The Gloom, Boom & Doom Report, which highlights unusual investment opportunities around the world.   In today’s episode, we begin with Marc’s …

#304 – Damon Ficklin, Polen Capital – Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots

April 21st, 2021

58:20

In episode 304, we welcome our guest, Damon Ficklin, Polen Capital’s head of the Large Company Growth Team and the lead portfolio manager of the …

#303 – Kevin Lozer, Holistiplan – Streamline And Scale The Tax Planning Process For Advisors  

April 19th, 2021

46:10

In episode 303, we welcome our guest, Kevin Lozer, co-founder of Holistiplan, a tax planning software for financial advisors.    In today’s episode, …

#302 – Lisa Rich, Hemisphere Ventures, Xplore – There’s Never Been A More Exciting Time For The Space Industry

April 14th, 2021

44:48

In episode 302, we welcome back our guest, Lisa Rich, managing partner of Hemisphere Ventures and founder and COO of Xplore.   In today’s episode, …

#301 – Dr. Daniel Crosby, Orion Advisor Solutions – You Want The Best Anxiety Adjusted Returns

April 12th, 2021

59:20

In episode 301, we welcome our guest, Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, where he helps organizations understand …

#300 – Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies

April 7th, 2021

1:27:12

In episode 300, we welcome our guest, Geoffrey Batt, managing partner and founder of the Euphrates Advisors, where he invests in Iraqi equities. In today's episode, we're covering Geoffrey's best idea: investing in the …

#299 – Sundeep Ahuja, Climate Capital - Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around

April 5th, 2021

45:34

In episode 299, we welcome our guest, Sundeep Ahuja, a three-time founder-turned-investor, who's currently a General Partner at Duro Ventures, Climate Capital, and DVC. In today’s episode, we start by hearing about …

#298 – Boris Wertz, Version One - I Really Think About The Next Decade As A Golden Decade For Technology

March 31st, 2021

44:55

In episode 298, we welcome our guest, Boris Wertz, the founding partner of Version One, an early-stage venture capital firm focused on backing mission-driven founders. In today’s episode, we’re talking all things …

#297 – Tim Ranzetta, Next Gen Personal Finance - Every Student Wants To Learn About Money

March 29th, 2021

1:17:22

In episode 297, we welcome our guest, Tim Ranzetta, co-founder of Next Gen Personal Finance, a non-profit organization working to increase access to …

#296 - Jason Hsu, Rayliant Global Advisors - As Investors, We’re Always Looking For Uncorrelated Sources Of Return

March 24th, 2021

51:12

In episode 296, we welcome our guest, Jason Hsu, founder and chairman of Rayliant Global Advisors.    In today’s episode, we get an update from Jason on the Chinese stock market and hear how it differs from the U.S. …

#295 – Jacob Rubin, Philosophy Capital Management – I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat

March 22nd, 2021

1:12:05

In episode 295, we welcome our guest, Jacob Rubin, founder and Managing Member at Philosophy Capital Management, which focuses on value and distressed credit.    In today’s episode, we start by discussing Jacob’s windy …

#294 – Dan Rasmussen, Verdad Advisers - A Lot Of These Regime Changes Happen Around Recessions And Crises

March 17th, 2021

1:11:55

In episode 294, we welcome our guest, Dan Rasmussen, founder of Verdad Advisers, a global investment firm that provides a public market alternative to private equity. In today’s episode, we start with an update on …

#292 – Tom Barton, White Rock Capital – I Just Thought, Well, This Is The Dumbest Short Of All-Time

March 8th, 2021

1:36:22

In episode 292, we welcome our guest, Tom Barton, famed-short seller and founder and President of White Rock Capital.    In today’s episode, we start with taking a look back at one of Tom’s tweets from September, which …

#291 – Ron Lieber, The New York Times - If You Look At Private Colleges And Universities, On Average, They’re Discounting Their Tuitions by 52%

March 3rd, 2021

44:41

In episode 291, we welcome our guest, Ron Lieber, the Your Money columnist for The New York author of the book, The Price You Pay for College.  In …

#290 – Bill Smead, Smead Capital Management - There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble

February 24th, 2021

49:56

In episode 290, we welcome our guest, Bill Smead, the Chief Investment Officer for Smead Capital Management.  In today’s episode, Bill explains why he believes the market is undergoing a tide change. He starts with a …

#289: Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right?

February 22nd, 2021

22:05

Episode 289 is a Mebisode. In this episode, you’ll hear Meb put today's stock valuations into historical perspective. He addresses the claim that …

#288 - Best Idea Show - Doug Pugliese, Alpha Architect - Why Not Elect A 1042 Sale And Control When You Pay Those Taxes?

February 17th, 2021

54:42

In episode 288, we welcome our guest, Doug Pugliese, the Head of 1042 QRP Solutions at Alpha Architect, where he manages the firm’s qualified …

#287 – Jonathan Hsu, Tribe Capital - Our Specific Areas Of Expertise Are Around Being Able To Tell A Story Utilizing Your Own Data

February 10th, 2021

57:49

In episode 287, we welcome our guest, Jonathan Hsu, the co-founder and General Partner at Tribe Capital, a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments.

In …

#286 – Jeremy Grantham, GMO - What Day Is The Highest Level Of Optimism? It’s The Day The Market Hits The Peak

February 8th, 2021

1:19:56

In episode 286, we welcome our guest, Jeremy Grantham, co-founder and Chief Investment Strategist of GMO. 

In today’s episode, Jeremy begins by talking about the current market, which he believes will be recorded as one …

#285 – Best Idea Show - David Marcus, Evermore Global Advisors - Do You Sell Things That You Like To Buy Things That You Now Love?

February 3rd, 2021

1:13:54

In episode 285, we welcome our guest David Marcus, the co-founder and Chief Investment Officer of Evermore Global Advisors, where he manages the Evermore Global Value Fund. In today’s episode, we’re talking about …

#284 – Michael Gayed, Toroso Investments - I Don’t Know The Exact Mile Marker I Might Crash My Car, But I Do Know The Conditions That Favor The Accident

February 1st, 2021

59:05

In episode 284, we welcome our guest, Michael Gayed, a Portfolio Manager at Toroso Investments, where he runs two tactical, risk-on, risk-off …

#283 – Brian Barish, Cambiar Investors- In The Digital Age We’re De-Physicalizing Things

January 27th, 2021

1:13:41

In episode 283, we welcome our guest, Brian Barish, the President and Chief Investment Officer at Cambiar Investors, a relative value firm focusing on out-of-favor companies with strong fundamentals.

In today’s episode …

#282 – Salem Abraham, Abraham Trading Company - Managing Risk Starts With Imagining the Unimaginable

January 25th, 2021

1:03:21

In episode 282, we welcome our guest, Salem Abraham, President of Abraham Trading Company and a legend within the trend following and managed futures …

#281 – Adrian Helfert, Westwood Group - We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum

January 20th, 2021

48:17

In episode 281, we welcome our guest, Adrian Helfert, Director of Multi-Asset Portfolios for Westwood Group, where he leads Westwood’s multi-asset …

#280 – Matthew O’Connor, AdQuick - People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry

January 18th, 2021

54:57

In episode 280, we welcome our guest, Matthew O’Connor, co-founder of AdQuick, the first true marketplace for out-of-home advertising, providing …

#279 – Kevin Davitt, John Hiatt, Cboe - Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact

January 13th, 2021

1:07:25

In episode 279, we welcome our guests, Kevin Davitt and John Hiatt, both of whom work for the Cboe as the Senior Options Institute Instructor and VP of Derivatives Strategy, respectively.

In today’s episode, we’re …

#278 – Lucas White, GMO - Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market

January 12th, 2021

57:33

In episode 278, we welcome our guest, Lucas White, a portfolio manager for the Resources and Climate Change Strategies at GMO.

In today’s episode …

#277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso

January 6th, 2021

3:19:37

Episode 277 is a replay of The Meb Faber Show’s top podcasts of 2020. Guests include Rick Rule, Joe Davis, and Tom Basso

Hear Rick Rule discuss the …

The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors

January 4th, 2021

1:58:34

Last year when we published The Best Investment Writing Volume 3, we offered authors the opportunity to record an audio version of their chapter to …

#276 – Craig Wichner, Farmland LP - There’s $2.7T Worth Of Farmland In The U.S…And That’s The Same Economic Value As All The Apartment Buildings In The U.S Or All The Office Buildings In The U.S.

December 30th, 2020

1:05:08

In episode 276, we welcome our guest, Craig Wichner, Founder of Farmland LP, a leading investment fund that generates returns by converting conventional commercial farmland to sustainable farmland.

In today’s episode we …

#275 - David Lau, DPL Financial Partners - The Root Of All Evil When It Comes To Annuities Are Commissions

December 28th, 2020

54:48

In episode 275, we welcome our guest, David Lau, Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor …

#274 – Mitch Baruchowitz, Merida Capital Holdings - Is The Trade Over? No…It’s Just Getting Going In Some Ways

December 23rd, 2020

1:09:54

In episode 274, we welcome our guest, Mitch Baruchowitz, a Managing Partner at Merida Capital Holdings, a private equity firm targeting fundamental …

#273 - Adam Moelis, Yotta Savings - Almost Half Of American’s Can’t Come Up With $400 In An Emergency And 78% Of People Live Paycheck To Paycheck

December 21st, 2020

37:46

In episode 273, we welcome our guest, Adam Moelis, co-founder and CEO of Yotta Savings, which allows users to save money, earn over 2x the national average in interest and get weekly chances to win additional prizes up …

#272 - Best Idea Show - Tobias Carlisle, Acquirers Fund - There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement

December 16th, 2020

1:08:23

In episode 272, we welcome our guest, Tobias Carlisle, founder and managing director of Acquirers Funds, where he serves as the portfolio manager of …

#271 - Gary Zimmerman, Max My Interest - Several Of The Banks On Our Platform Offer Preferential Rates That Are Only Visible On The Max Platform

December 14th, 2020

56:42

In episode 271, we welcome our guest, Gary Zimmerman, Managing Partner of Six Trees Capital LLC and Founder of MaxMyInterest, a software platform that allocates individuals’ cash among their own bank accounts so that …

#270 - Terri Spath, Sierra Investment Management - We Use A Quantitative Rules Based Process To Go Risk On, Risk Off

December 9th, 2020

57:56

In episode 270, we welcome our guest, Terri Spath, Chief Investment Officer and Portfolio Manager at Sierra Investment Management, where she's …

#269 - Scott Lynn, Masterworks - I Think Art As An Asset Class Has To Be The Largest Asset Class That Has Never Been Securitized

December 7th, 2020

1:04:37

In episode 269, we welcome our guest, Scott Lynn, the Founder & CEO of Masterworks, the first company to allow investors to buy shares …

#268 - Best Idea Show - Doug Ludlow, MainStreet - We’re Now Saving The Average Company Using Our Platform About $75,000 Per Year

December 2nd, 2020

18:06

In episode 268, we welcome our guest, Doug Ludlow, the co-founder and CEO of MainStreet, a startup making it easy for businesses to access government incentive programs. In today’s episode, we talking Doug’s best idea: …

The Best Investment Writing Volume 4: Tyler, Portfolio Charts - The Benefits of Bond Convexity

November 30th, 2020

19:28

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved …

#267 - Edward Altman, NYU - We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever

November 25th, 2020

52:17

In episode 267, we welcome our guest, Edward Altman, professor at the Stern School of Business at NYU. In today’s episode, we’re talking corporate …

#266 - Best Idea Show - Kiyan Zandiyeh, Sturgeon Capital - We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years

November 18th, 2020

52:06

In episode 266, we welcome our guest, Kiyan Zandiyeh, Chief Investment Officer for Sturgeon Capital, a leading frontier markets investment boutique …

The Best Investment Writing Volume 4: Martin Tarlie, GMO - Is the U.S. Stock Market Bubble Bursting?

November 16th, 2020

25:19

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved …

#265 - Rusty Vanneman, Orion - To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward

November 11th, 2020

53:11

In episode 265, we welcome our guest, Rusty Vanneman, Chief Investment Officer for Orion Advisor Solutions. In today’s episode, we’re talking asset …

#264 - Sammy Courtright, Ten Spot - How Do We Get People To Feel Like They Work For The Same Company When They’re No Longer In The Same Place?

November 9th, 2020

39:00

In episode 264, we welcome our guest, Sammy Courtright, co-founder of Ten Spot. In today’s episode, we’re talking about workforce engagement and …

#262 - Ihor Dusaniwsky, S3 Partners - When People Say ‘Shorts Only Kill The Stock Price’…No…There’s A Two Way Street In Their Activity

November 4th, 2020

58:08

In episode 262, we welcome our guest, Ihor Dusaniwsky, Managing Director of Predictive Analytics for S3 Partners. In today’s episode, we’re chatting all things short-selling. If you are managing money on behalf of …

The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification

November 2nd, 2020

21:38

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved …

#261 - Best Idea Show - Mike Lecours, fpPathfinder - We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business

October 30th, 2020

35:50

In episode 261, we welcome our guest, Mike Lecours, co-founder of fpPathfinder, a firm developing flowcharts and checklists specifically to help advisors navigate complex financial planning questions to be more diligent …

#260 - Joel Greenblatt, Gotham Asset Management - Nine Out Of Ten Families In The Top Fifth Of The Income Chain Have Retirement Savings, Nine In Ten In The Bottom Fifth Have None

October 28th, 2020

1:02:38

In episode 260, we welcome our guest, Joel Greenblatt, Co-Chief Investment Officer of Gotham Asset Management. In today’s episode we’re talking about real proposals for real problems.

We dig into topics that touch …

#259 - Shane Heath, MUD\WTR - I Had Everything In My Head Already…I Felt Like I Was Just As Much Of A Customer Of My Own Product As Any Prospective Customer

October 26th, 2020

59:24

In episode 259, we welcome our guest, Shane Heath, founder and CEO of MUD\WTR. In today’s episode, we’re diving into building a brand around needing something more out of coffee and the morning ritual.

Shane takes us …

#258 - Best Idea Show - Wes Gray, Alpha Architect - An ETF Centralizes Everything Into One Product

October 23rd, 2020

1:27:18

In today’s episode we welcome our guest, Alpha Architect’s founder and CEO, Wes Gray. We’re covering Wes’s best idea: Launching an ETF. We cover the ups and downs of the asset management business, and the different …

#257 - Marc Levine - A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win

October 21st, 2020

1:36:43

In episode 257 we welcome our guest, Marc Levine. In today’s episode, we’re approaching investing from the institutional, pension side of things.

We …

The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble

October 19th, 2020

32:25

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved …

#256 - Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree - Japan Is Trading At The Lowest Valuation In 30 Years

October 16th, 2020

44:16

In our inaugural ‘what’s your best idea’ episode, we welcome our guests, Jeremy Schwartz, WisdomTree’s Executive Vice President and Head of Global …

#255 - Matt Peterson, Peterson Capital Management - We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity

October 14th, 2020

55:11

In episode 255 we welcome our guest, Matt Peterson, Managing Partner of Peterson Capital Management. In today’s episode, we’re getting into concentrated, deep-value investing. We get into Matt’s long-term value based …

#254 - Ken Nguyen, Republic - In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public

October 12th, 2020

1:14:49

In episode 254 we welcome our guest, Ken Nguyen, co-founder and CEO of Republic. In today’s episode, we’re talking startups, and how to make private investing widespread and available to everyone.

Traditionally, …

#253 - Carl Chang, Kairos Investment Management - Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow

October 7th, 2020

50:26

In episode 253 we welcome our guest, Carl Chang, founder and CEO of Kairos Investment Management. In today’s episode, we’re talking real estate. It’s not every day I get a chance to talk with a pizza entrepreneur, …

The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds

October 5th, 2020

18:49

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved …

#252 - Cem Karsan, Aegea Capital - 30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically

September 30th, 2020

56:07

In episode 252 we welcome our guest, Cem Karsan, Founder and Senior Managing Partner of Aegea Capital Management.

In today’s episode, we’re getting …

Cambria Fund Profile Series – Cambria Global Value ETF (GVAL)

September 28th, 2020

14:42

In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Global Value ETF (GVAL).

Meb walks through why it’s important for investors to consider valuations in their process, and how investors can …

#251 - Robert Jacobson, Space Advisors - It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme

September 23rd, 2020

54:28

In episode 251 we welcome our guest, Robert Jacobson, entrepreneur, advisor, and founder of Space Advisors, a strategic consulting firm for space …

#250 - Kevin Gibbon, Airhouse - We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands

September 21st, 2020

1:00:02

In episode 250 we welcome our guest, Kevin Gibbon, co-founder and CEO of Airhouse. In today’s episode, we’re talking about easing the frustration of shipping, operations and logistics for ecommerce companies.

We don’t …

#249 - Ben Savage, Clocktower Technology Ventures - Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry

September 16th, 2020

1:29:17

In episode 249 we welcome our guest, Ben Savage, Partner at Clocktower Technology Ventures. In today’s episode, we’re diving into VC and innovation …

The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias?

September 14th, 2020

9:20

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved …

#248 - JC Parets, All Star Charts - The Sooner We Can Find Out We’re Wrong The Better…Then We Can Go Move On To Something Else

September 9th, 2020

1:01:41

In episode 248 we welcome our guest, JC Parets, Founder and Chief Strategist of All Star Charts. In today’s episode, we’re talking technical analysis, and what’s going on in the markets right now. We cover JC’s jump …

#247 - David Oates, Curtsy - Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts

September 7th, 2020

45:54

In episode 247 we welcome our guest, David Oates, CEO and Co-Founder of Curtsy. In today’s episode, we’re talking about running a company completely designed around making it easy for people to buy and sell clothes.

We …

#246 - Eric Sprott, Mark O’Dea, Oxygen - I’m Trying To Look For Some Value That’s Not Appreciated By The Market

September 2nd, 2020

49:39

In episode 246 we welcome our guests, the legendary Eric Sprott, and Oxygen Capital’s Mark O’Dea. In today’s episode, we’re talking gold, silver, …

#245 - Éva Goicochea, Maude - The Ethos Of The Company Is To Make Sex More Human, More Normalized, Destigmatized…To Do That, It Started With Design

August 31st, 2020

37:25

In episode 245 we welcome our guest Éva Goicochea, founder and CEO of Maude.

In today’s episode, we’re talking about building a modern business around sexual wellness. We start with Éva’s background in the business …

#244 - Tom Basso - Investing Is A Mental Game More Than It Is Having The Perfect Indicator Or…Even The Perfect Position Sizing

August 26th, 2020

1:00:31

In episode 244 we welcome our guest, long time trader and trend follower, Tom Basso. In today’s episode, we’re talking trend following and trading.

#243 - Doug Ludlow, MainStreet - We’d Like To Be There As America And The World Starts To Rebuild, And Give Tools To These Companies…Access To Capital And Financing In A Way They Wouldn’t Have Had Before

August 12th, 2020

50:59

In episode 243 we welcome our guest, Doug Ludlow, CEO of MainStreet. In today’s episode, we’re talking about saving meaningful money.

We kick off the …

#242 - Ham Serunjogi, Chipper Cash - Africa Has The Highest Cost Of Sending Money In The World

August 5th, 2020

50:10

In episode 242 we welcome our guest, Ham Serunjogi, co-founder and CEO of Chipper Cash. In today’s episode, we’re talking cross border peer-to-peer money transfer.

We walk through the reality of limited access to easy …

#241 - Doug Ramsey, The Leuthold Group - By Our Interpretation, We’re There, I Do Think It’s Time To Be Rotating Away From Large Cap Growth

July 29th, 2020

1:02:41

In episode 241 we welcome our guest, Doug Ramsey, Chief Investment Officer of The Leuthold Group. In today’s episode, we’re talking markets.

We jump …

#240 - Stefan Batory, Booksy - This Is Probably The Last Major Vertical That’s Not Digitalized…And This Is A Massive Space

July 27th, 2020

53:59

In episode 240 we welcome our guest, Stefan Batory, co-founder and CEO of Booksy. In today’s episode, we’re talking about helping folks in the hair …

#239 - Chris Fernandez, EnsoData - There Was One Particular Area That Felt Like It Was At Least 5 Years Behind…And That Was The Application Of AI To Waveform Data

July 22nd, 2020

50:08

In episode 239 we welcome our guest, Chris Fernandez, co-founder and CEO of EnsoData. In today’s episode, we’re talking all things sleep.

We walk through the origin story of EnsoData, from the founders’ initial idea …

#238 - Mark Straub, Smile Identity - Face Recognition Is, In A Sense, Deep Technology

July 20th, 2020

1:04:17

In episode 238 we welcome our guest, Mark Straub, co-founder and CEO of Smile Identity. In today’s episode, we’re talking user authentication and biometric checks.

We kick off the episode with some observations from …

#237 - Ryan McQuaid, PlushCare - If You Look At Virtual Visits Last Year, They’re Only 1-2% Of All Addressable Visits

July 15th, 2020

41:06

In episode 237 we welcome our guest, Ryan McQuaid, co-founder and CEO of PlushCare. In today’s episode, we’re getting into a hot topic in this pandemic environment, telehealth.

We start by hearing the origin story …

#236 - Stuart Landesberg, Grove Collaborative - I Believe Deeply That Having A Truly Mission Driven Business Is A Sustainable Competitive Advantage

July 13th, 2020

57:54

In episode 236 we welcome our guest, Stuart Landesberg, founder and CEO of Grove Collaborative. In today’s episode, we’re talking about building a …

#235 - Ajay Prakash, Rinse - The Barriers To Entry Are Super Low…But The Barriers To Scale Are Incredibly High

July 8th, 2020

55:16

In episode 235 we welcome our guest, Ajay Prakash, co-founder and CEO of Rinse.

In today’s episode, we’re talking about building and scaling laundry and dry cleaning. We talk about the origin story behind Rinse and …

#234 - Harindra de Silva, Analytic Investors of Wells Fargo Asset Management - Just Because A Factor Hasn’t Been Working For 3 Years…Don’t Ignore It…Continue To Evaluate It

July 6th, 2020

49:58

In episode 234 we welcome our guest, Harin de Silva, president and portfolio manager for the Wells Fargo Asset Management Analytic Investors team. In …

#233 - Lisa Rich, Hemisphere Ventures, Xplore - Opening Up The Door For Access To Space

July 1st, 2020

1:02:06

In episode 233 we welcome our guest, Lisa Rich, managing partner of Hemisphere Ventures and founder and COO of Xplore. In today’s episode, we’re talking about tech and the front lines of space exploration.

Lisa walks …

#232 - Luis Perez, Remoov - We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back

June 29th, 2020

52:42

In episode 232 we welcome our guest, Luis Perez, Founder of Remoov. In today’s episode, we’re getting organized. We’re talking about taking the work off your hands of removing all of that unwanted clutter.

We discuss …

#231 - Julian Klymochko, Accelerate Financial Technologies - The Democratization Of Alternatives, It’s Happening, But It’s Something That Does Not Happen Overnight

June 24th, 2020

1:13:05

In episode 231, we welcome our guest, Julian Klymochko, founder and CEO of Accelerate Financial Technologies. In today’s episode, we’re talking …

#230 - Ryan Lupberger, Cleancult - There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste

June 22nd, 2020

48:23

In episode 230 we welcome our guest, Ryan Lupberger, Co-Founder and CEO of Cleancult. In today’s episode, we’re talking cleaning. Sustainable …

#229 - Evan Brandoff, LeagueSide - There’s No Better Way To Engage With Families In The Community Than Through Youth Sports

June 17th, 2020

46:10

In episode 229 we welcome our guest, Evan Brandoff, Co-Founder and CEO of LeagueSide. In today’s episode, we’re talking about targeted, local marketing through youth sports organizations.

Marketing through youth sports …

Cambria Fund Profile Series – Cambria Tail Risk ETF (TAIL)

June 15th, 2020

16:11

In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Tail Risk ETF (TAIL).

Meb walks through the S&P 500’s move from it’s all time high on February 14th 2020 to it’s recent low on March …

#228 - Danilo Santiago, Rational Investment Methodology - The Market Will Tend To Overpay When Earnings Are Good And Underpay When The Company Gets In Some Kind Of Trouble

June 10th, 2020

1:09:00

In episode 228 we welcome our guest, Danilo Santiago, founding partner of Rational Investment Methodology. In today’s episode, we’re talking stocks …

#227 - Alex Smereczniak, 2ULaundry - Quality Has to Be At The Forefront of Everything That We’re Doing

June 8th, 2020

53:02

In episode 227 we welcome our guest, Alex Smereczniak, Co-Founder and CEO of 2ULaundry. In today’s episode, we’re talking about re-thinking the laundry and dry cleaning business.

Alex cut his teeth in the business with …

#226 - Vineer Bhansali, LongTail Alpha - The Bigger Question To Me Is Not Whether Tail Risk Hedging Is Good Or Bad, But Whether It Is Good Or Bad For Your Current Portfolio Posture

June 3rd, 2020

1:03:31

In episode 226 we welcome our guest, Vineer Bhansali, CIO of LongTail Alpha. In today’s episode, we’re talking current markets and tail risk hedging.

We get into what has been going on in markets, and talk about …

#225 - Eric Crittenden, Standpoint Asset Management - I Enjoy Trying To Win A Marathon Rather Than Winning Sprints

June 1st, 2020

1:04:50

In episode 225 we welcome our guest, Eric Crittenden. In today’s episode, we’re talking managed futures and trend following.

We get into investor …

#224 - Eric Kinariwala, Capsule - The Pharmacy Sits At The Center Of The Healthcare System

May 27th, 2020

41:23

In episode 224 we welcome our guest, Eric Kinariwala, Founder and CEO of Capsule. In today’s episode, we’re talking disruption of the $425 billion …

#223 - Steven Jorgenson, Starbridge Venture Capital - The Launch Sector is Literally Less Than 2% Of The Space Industry

May 25th, 2020

1:01:28

In episode 223 we welcome our guest, Steven Jorgenson, Managing General partner of Starbridge Venture Capital. Strap in and let your imagination run wild…In today’s episode, we’re talking about the space industry.

 

We …

#222 - Dakin Sloss, Prime Movers Lab - Power Law Is The Key To Understanding Venture Capital

May 20th, 2020

1:13:24

In episode 222 we welcome our guest, Dakin Sloss of Prime Movers Lab. In today’s episode, we’re talking venture capital and investing in breakthrough scientific startups.

 

We get into the way Prime Movers Lab thinks …

#221 - Chris Davis, Davis Advisors - As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions [Tend To] Produce

May 18th, 2020

1:13:05

In episode 221 we welcome our guest, Chris Davis of Davis Advisors. In today’s episode, we’re talking stocks and investor behavior.

We begin with Chris’s background and transition into some of his early lessons about …

#220 - Andrew Beer, Dynamic Beta Investments - Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk?

May 13th, 2020

1:04:27

In episode 220 we welcome our guest, Andrew Beer of Dynamic Beta Investments. In today’s episode, we’re talking hedge funds and replication.

We kick things off with some background that includes Andrew’s start in the …

#219 - Paul Collier, Oxford - What Capitalism Offers Is A Combination Of Competition And Collaboration

May 11th, 2020

48:13

In episode 219 we welcome our guest, Sir Paul Collier. In today’s episode, we’re talking economics and capitalism.

We kick things off by covering …

#218 - Adam Karr, Orbis Investments - One Of The Most Important Decisions You Make Is The Price That You Pay

May 6th, 2020

56:45

In episode 218 we welcome our guest, Adam Karr. In today’s episode, we’re talking stocks and investment process.

We cover Orbis’ investment philosophy, and the relentless focus on companies trading at a discount to …

#217 - Mary Wheeler, BioRock Ventures - 2019…There Were 20 $1B Biopharma IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare

May 4th, 2020

50:00

In episode 217 we welcome our guest, Mary Wheeler, Founding Managing Director of BioRock Ventures. In today’s episode, we get into biotech and …

#216 - David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value

April 29th, 2020

55:33

In episode 216 we welcome our guest, David Samra, a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team.

In today’s episode, we discuss David’s background and what …

#215 - David Chan, FarmTogether - How Do We Make Farmland As An Asset Class More Accessible?

April 27th, 2020

57:06

In episode 215 we welcome our guest, David Chan, COO and a founding team member of FarmTogether. We discuss the FarmTogether platform and making farmland investing more accessible.

We cover farmland as an asset class, …

#214 - Jake Gibson, Better Tomorrow Ventures - We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come

April 22nd, 2020

56:08

In episode 214 we welcome our guest, Jake Gibson, founding partner of Better Tomorrow Ventures.

We discuss startup investing in the world of fintech. We get into some of the opportunities going forward, from disruption …

#213 - David Sanderson, Reelgood - The Average Household In The US Uses 5 Streaming Services

April 20th, 2020

38:17

In episode 213 we welcome our guest, David Sanderson, founder and CEO of Reelgood. We get into David’s frustrating experience of juggling multiple …

#212 - Eric Satz, AltoIRA - I Want Everybody To Be Able To Invest In Alternative Assets

April 15th, 2020

54:16

In episode 212 we welcome our guest, Eric Satz, the founder and CEO of AltoIRA.

Eric shares the frustration he experienced trying to make private investments in his retirement account, and how that led him down the path …

#211 - Julie Novack, PartySlate - We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect

April 13th, 2020

50:16

In episode 211 we welcome our guest, Julie Novack, the CEO and co-founder of PartySlate. We discuss the party planning industry and how PartySlate is …

#210 - Jonathan Treussard, Research Affiliates - Be Aware Of The Cracks Under Your Feet

April 8th, 2020

56:07

In episode 210 we welcome our guest, Jonathan Treussard, Partner, and Head of Product Development at Research Affiliates.

We discuss what’s currently going on in the world around us and how rapidly things are changing. …

#209 - Andrew Schulz, NoiseAware - A Lot Of Our Competitive Advantage Is How We Quantify Sound

April 6th, 2020

31:30

In today’s episode we welcome our guest, Andrew Schulz, co-founder and CEO of NoiseAware.

We discuss the miserable experience that led to the fresh …

#208 - How Long Can You Handle Underperforming?

April 1st, 2020

16:35

Episode 208 is a Mebisode. Meb reads a recent piece that highlights the data and reality of market drawdowns, underperformance, and some statistics that illustrate that investors may not be prepared to face the reality …

#207 - Jeremy Yamaguchi, Lawn Love - It’s…One Of The Last Markets In The US…That Has Been…Resistant To Technology

March 25th, 2020

49:24

In episode 207, we welcome our guest, Jeremy Yamaguchi, founder of Lawn Love. We kick off the episode by getting into Jeremy’s background as a son of missionaries, starting his first company at the age of 16, and the …

#206 - Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests, and Investing in the time of Corona

March 18th, 2020

1:27:16

Episode 206 is a Mebisode. Meb reads a few of his recently penned pieces. He covers the importance of being prepared for market turbulence with an …

#205 - Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality

March 11th, 2020

42:41

In episode 205, Meb talks with Cornerstone Acquisition and Management CEO and Portfolio Manager, Derren Geiger. Meb and Derren cover Caritas Funds’ …

#204 - Doug Hapeman and Matt Milford, Foresight Mental Health - We Have This Vision Of Recreating Mental Healthcare With Technology To Make People Happier and Healthier

March 4th, 2020

34:47

In episode 204, Meb talks with Foresight Mental Health co-founders Doug Hapeman and Matt Milford. They discuss Foresight’s origin story and the …

#203 - Sanchal Ranjan, ZiffyHomes - We Give You A Different Lifestyle To Work And Play

February 26th, 2020

46:22

In episode 203, Meb talks with ZiffyHomes co-founder and CEO, Sanchal Ranjan. Meb and Sanchal discuss the story behind ZiffyHomes and how Sanchal and …

#202 - Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation

February 19th, 2020

1:24:37

In episode 202, Meb talks with Vanguard’s global chief economist and the global head of Vanguard Investment Strategy Group, Joe Davis.

Meb and Joe get into the broad framework of Vanguard’s research, and some depth on …

#201 - The Case For Global Investing

February 12th, 2020

45:31

Episode 201 is a Mebisode. In this episode, you’ll hear Meb discuss his favorite research pieces on international investing from 2019. He covers diversification through the lens of company revenue exposure, …

#200 - Radio Show - Decade End Returns and Valuations…Process vs. Performance…VC Power Laws

February 5th, 2020

52:37

Episode 200 has a radio show format. We cover a variety of topics, including:

  • Coronavirus – how investors should be thinking about shocks
  • CalPERS …

#199 - Peter Livingston, Unpopular Ventures - All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do

January 29th, 2020

1:09:55

In episode 199 we welcome our guest, Peter Livingston. Peter and Meb spend some time on Peter’s background and his experience as an engineer and a founder.

They then dive into venture capital investing and Peter’s …

#198 - Rabi Gupta and Satwick Saxena, EvaBot - EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts

January 22nd, 2020

53:44

In episode 198 we welcome our guests, Rabi Gupta and Satwick Saxena. Rabi and Satwick walk through the early days of EvaBot and how the pair started the company accidentally as a way to improve their networking efforts …

#197 - Rick Rule, Global Resource Investments - In Resources You Are Either A Contrarian Or You Are Going To Be A Victim

January 15th, 2020

57:03

In episode 197 we welcome our guest, Rick Rule. Rick and Meb start with Rick’s background in natural resource investing and Rick getting into his …

#196 - Minnie Ingersoll, TenOneTen - I Do Believe That Innovation In Our Country Is The Huge Bright Spot

January 8th, 2020

1:18:39

In episode 196 we welcome our guest, Minnie Ingersoll. Minnie and Meb start the conversation by getting into venture capital investing and the nature …

The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors

January 6th, 2020

5:38:52

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#195 - Top Podcasts 2019 - Replay: Bill Smead, Cam Harvey, Raoul Pal

January 1st, 2020

3:55:42

Episode 195 is a replay of The Meb Faber Show’s top podcasts of 2019. Guests include Bill Smead, Cam Harvey, and Raoul Pal

Hear Bill Smead discuss …

The Best Investment Writing Volume 3: Frazer Rice, Calamos Wealth Management – Preparing For The Hurricane Of Wealth

December 30th, 2019

18:55

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#194 - Doug McCormick, HCI Equity Partners - I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested

December 25th, 2019

51:52

In episode 194 Meb and Doug kick off the conversation about thinking about a family as a business. Doug discusses the idea that people effectively have two businesses, selling labor in the marketplace, and converting …

The Best Investment Writing Volume 3: Wes Gray, Alpha Architect – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.

December 23rd, 2019

15:02

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#193 - Chris Brightman - Here We Are With Emerging Markets Again Trading At A Shiller PE Multiple Less Than Half Of The US Stock Market

December 18th, 2019

1:04:59

In episode 193 we welcome our guest, Chris Brightman. Meb and Chris start the conversation with an evolution of economic and monetary theory over the …

The Best Investment Writing Volume 3: Ben Johnson – When Markets Are Tough, Don't Look

December 16th, 2019

9:10

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#192 - Tim Hayes - The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009

December 11th, 2019

57:38

In episode 192 we welcome our guest, Tim Hayes. Tim and Meb kick off the conversation with an overview of the data driven Ned Davis research process and how the team gains an understanding of what is going on the market.

The Best Investment Writing Volume 3: Todd Tresidder – Bubbles, Bubbles Everywhere – How To Protect Yourself

December 9th, 2019

35:45

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#191 - Simon Hallett - Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance

December 4th, 2019

1:11:24

In episode 191, we welcome our guest, Simon Hallett. Simon and Meb start off the conversation with a run-down of Simon’s firm, Harding Loevner, cover its quality growth investment approach as well as its long-term …

#190 - Radio Show: Buying Stocks At All Time Highs…Fund Manager Sentiment…Year End Questions for Advisors and Brokers

December 2nd, 2019

42:56

Episode 190 has a radio show format. We cover a variety of topics, including:

  • Buying stocks at all-time highs
  • 2010 Fund Manager of the Decade
  • Jim …

#189 - John Parise - 70% Of Wealth Is Lost In The 3rd Generation

November 27th, 2019

1:07:45

In Episode 189 we welcome our guest, John Parise. John and Meb kick off the conversation with the idea of the family CFO and wealth planning. As John gained experience in financial planning, he investigated the family …

The Best Investment Writing Volume 3: Ray Micaletti – The Smart Money Indicator: A New Risk Management Tool

November 25th, 2019

42:33

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#188 - Andreas Clenow - Trend Following Is…About Taking A Lot of Bets On A Very Large Number Of Markets

November 20th, 2019

1:09:00

In episode 188 we welcome our guest, Andreas Clenow. Meb and Andreas start the conversation with a  hat on what hooked Andreas on trend following, …

The Best Investment Writing Volume 3: Jack Forehand – The Case Against Value Stocks

November 18th, 2019

7:48

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#187 - Kevin Carter - The Thing That’s Emerging Are The People, It’s All About The Consumer

November 13th, 2019

1:12:16

In episode 187 we welcome our guest, Kevin Carter. Meb and Kevin start the conversation with some background on Kevin’s career, getting to know Burton Malkiel, and launching EMQQ. 

Kevin offers some of his thoughts on …

The Best Investment Writing Volume 3: Scott Bell – The Asset of Gratitude

November 11th, 2019

10:36

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#186 - Carter Malloy - I Looked At Farmland And Realized…It’s Wildly Inefficient

November 6th, 2019

1:02:55

In episode 186 we welcome our guest, Carter Malloy. Meb kicks off the conversation with Carter’s background in finance and growing up in a farming family. When conducting research on the asset class. He saw attractive …

The Best Investment Writing Volume 3: Larry Swedroe – Investment Strategy in an Uncertain World

November 4th, 2019

28:44

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#185 - Ben Claremon - Value Investing Will Always Have A Place

October 30th, 2019

1:19:37

In episode 185 we welcome our guest, Ben Claremon. Ben and Meb start the conversation with some background on the blog Ben started in school, The …

#184 - You Could Have Missed...

October 28th, 2019

18:15

Episode 184 is a Meb Short. In this episode, you’ll hear Meb discuss the CAPE ratio, flawed logic behind the conclusion that “CAPE doesn’t work,” probabilistic investing, and a global perspective on CAPE.

All this and …

#183 - Ben Inker - The Problem With Good Returns In The Near Term Is They Have To Be Paid Back Sometime

October 23rd, 2019

1:09:32

In episode 183 we welcome our guest, Ben Inker. Ben and Meb start the conversation with a chat about Ben’s thoughts on markets which include the overriding theme that non-us markets are currently presenting opportunity …

The Best Investment Writing Volume 3: Gary Antonacci – Extended Backtest of Global Equities Momentum

October 21st, 2019

13:11

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#182 - Larry Hite - I Want To Be In A Position Where Something Great Can Happen…If I Don’t Get That, I Don’t Want To Play

October 16th, 2019

59:35

In episode 182 we welcome our guest, Larry Hite. Larry and Meb start off the conversation with Larry’s origin as a trend follower, and the parallels …

#181 - Radio Show: Zero Trading Commissions…Valuations…And Trend Following

October 14th, 2019

36:37

Episode 181 has a radio show format. We cover a variety of topics, including the new ETF rule:

  • Major brokerage firms dropping ETF trading …

#180 - Rodrigo Gordillo - “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust”

October 9th, 2019

1:16:35

In episode 180 we welcome back our guest, Rodrigo Gordillo. Meb and Rodrigo start the conversation with a walk through Rodrigo’s background and his experience growing up in Peru. Rodrigo then gets into his framework for …

The Best Investment Writing Volume 3: Justin J. Carbonneau – 10 Reasons Why It’s Tough to be a True “Intelligent Investor”

October 7th, 2019

11:39

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#179 - Dan Ferris - What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline

October 2nd, 2019

1:10:17

In episode 179 we welcome our guest, Dan Ferris. Meb begins with a discussion of Dan’s background as a guitarist, and his path into finance.

Dan then provides a high level view of his framework for how he thinks about …

#178 - Nobody Wants To Invest In Your Sh*t

September 30th, 2019

13:35

Episode 178 is a Meb Short. In this episode, you’ll hear Meb discuss the transactional nature of investing, finding an investment approach that works, and deploying an objective framework to govern removal investments …

#177 - Alex Rubalcava - We Want To Help Build Companies That Are Solving Hard Problems That Matter

September 25th, 2019

1:07:42

In episode 177, we welcome back our guest, Alex Rubalcava. Alex and Meb start the conversation by discussing startup company fundraising, and how it …

The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are Value and Momentum Dead?

September 23rd, 2019

28:50

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#176 - Adam Tkaczuk - We Think There Is About A 3% Per Year Tax Benefit To This

September 18th, 2019

1:04:41

In episode 176, we welcome our guest, Adam Tkaczuk. Adam and Meb kick off the episode with an overview of opportunity zones.

Meb then asks about the best way to source investments in OZs. Adam provides some background, …

#175 - The Biggest Valuation Spread In 40 Years?

September 16th, 2019

7:51

Episode 175 is a Meb Short. In this episode, you’ll hear Meb discuss a key development to be aware of in global markets, the valuation spread between the most and least expensive markets around the world. Meb explains …

#174 - Amlan Roy - Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old

September 11th, 2019

57:33

In episode 174, we welcome our guest, Amlan Roy. Amlan and Meb start the conversation off with a discussion on demographics, why we need to …

The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me

September 9th, 2019

10:13

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#173 - Tom Williams - I Want To Be That First Call In The Darkest Of Days

September 4th, 2019

1:48:21

In episode 173, we welcome our guest, Tom Williams. Tom and Meb get right into Tom’s background, moving to the Bay Area alone, and finding a job at the age of 15. He then spends some time on building BetterCompany, a …

#172 - Cam Harvey - This is a Time of Considerable Risk of a Drawdown

August 28th, 2019

1:47:04

In episode 172, we welcome our guest, professor Cam Harvey. Meb and professor Harvey begin the conversation with professor Harvey’s 1986 dissertation on the yield curve, and his finding that when the yield curve …

The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter

August 26th, 2019

17:42

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#171 - Raoul Pal - Buy Bonds. Buy Dollars. Wear Diamonds.

August 21st, 2019

1:08:31

In episode 171, we welcome back our guest from episode 46, Raoul Pal. Raoul and Meb start with a chat about one of Raoul’s tweets, “Buy Bonds. Buy …

#170 - Bill Martin - On The Short Side, Position Sizing Is The Biggest Driver Of Success

August 14th, 2019

59:55

In episode 170, we welcome our guest, Bill Martin. Bill and Meb start the conversation by diving into Bill’s early entrepreneurial experience running …

The Best Investment Writing Volume 3: Aswath Damodaran – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!

August 12th, 2019

15:07

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#169 - Jeremy Jacobson - We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years

August 7th, 2019

44:27

In episode 169, we welcome our guest, Jeremy Jacobson. Jeremy begins with his backstory of being an engineer by trade, and after paying off his …

#168 - Brian Livingston - What’s True Is That We Have To Adapt To Modern Markets

July 31st, 2019

1:04:01

In episode 168 we welcome Brian Livingston. Brian discusses his background and eventual transition into the world of investing out of a need to invest the money he had from the proceeds of selling his email newsletter.

The Best Investment Writing Volume 3: Rob Arnott – Yes. It’s a Bubble. So What?

July 29th, 2019

13:58

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#167 - The Cannabis Opportunity

July 24th, 2019

17:35

Episode 167 is a Meb Short. In this episode, you’ll hear Meb discuss a fresh opportunity…The Cannabis Opportunity. Meb covers some of his thoughts on thematic investing and how we arrived at where we are today. He gets …

#166 - Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k)

July 24th, 2019

47:06

Episode 166 has a radio show format. We cover a variety of topics, even Meb’s investment portfolio:

Bonds, stocks, and valuation

  • A Tweet from …

#165 - Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It

July 17th, 2019

49:30

In episode 165, we welcome our guest, Chris Mayer. Meb starts off asking Chris about his background, then shifts to the subject of 100 baggers. Chris provides insight into his work on analyzing companies that have …

The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend Following

July 15th, 2019

22:39

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#164 - Jake Shapiro - It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening

July 10th, 2019

1:03:08

In episode 164, we welcome our guest, Jake Shapiro. Jake begins by talking about his background, as well as his early days in public radio with NPR.

Meb asks Jake to expand on major moments for podcasts. Jake discusses …

#163 - Albert Meyer - You’re Held In Higher Regard When You Don’t Dilute Shareholders

July 3rd, 2019

1:17:22

In episode 163, we welcome our guest, Albert Meyer. Albert begins with his backstory as an accountant and his time in academia with the ultimate …

The Best Investment Writing Volume 3: Paul Novell – When Models Fail

July 1st, 2019

15:06

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#162 - Chase Nobles - I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis

June 26th, 2019

52:06

In episode 162, we welcome our guest, Chase Nobles. Chase kicks off the episode with some background, meeting his business partner, and how he went on to become the co-founder of Kush.com.

He then gets into starting …

#161 - Brandon Zick - In Row Crops You’re Generating A Lot Of Current Income

June 19th, 2019

1:28:47

In episode 161, we welcome our guest, Brandon Zick. Brandon begins talking about his background in farming, and the current ownership structure he’s seeing in the farm business; land ownership and operations are a …

The Best Investment Writing Volume 3: Jack Vogel – Trust The Process

June 17th, 2019

35:02

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …

#160 - John Huber - Stock Prices Fluctuate Much More Than The Underlying Businesses

June 12th, 2019

1:11:32

In episode 160, we welcome our guest, John Huber. John begins with some background on his approach to investing, and the framework he relies on at Saber Capital Management. John modeled his strategy after the early …

#159 - Ashby Monk - The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation

June 5th, 2019

1:06:37

In episode 159, we welcome our guest, Ashby Monk. The episode kicks off with a discussion about the concept of saving planet earth and the important …

#158 - Tobias Carlisle - The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap

May 29th, 2019

56:53

 

In episode 158, we welcome back our gest from episode #77, founder of the Acquirers Funds, Tobias Carlisle. Toby begins by providing some detail about his new fund, The Acquirers Fund, a long/short deep value U.S. …

#157 - Randy Swan - Always Invested, Always Hedged

May 22nd, 2019

46:52

In episode 157, we welcome back our guest from episode 83, Randy Swan. Randy and Meb kick off the conversation by getting into Randy’s new book, and what motivated him to write. Randy talks about having an opportunity …

#156 - Steve Glickman - I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones

May 15th, 2019

57:57

In Episode 156 we welcome back our guest from episode #115, Steve Glickman. To get listeners up to speed, Steve starts with an overview of what Opportunity Zones are, some specifics about the design of the program, and …

#155 - Aswath Damodaran - They [Uber And The Ride Sharing Companies Collectively] Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think They’ve Figured Out A Business Model That Can Convert That Growth Into Profits

May 10th, 2019

57:15

For this special Friday episode, we welcome NYU professor and valuation expert, Aswath Damodaran. As it is Uber IPO day, Meb and Professor Damodaran start with a discussion about Uber and ride sharing valuations.

Next, …

#154 - Frank Curzio - You Have To Be Able To Adapt To Different Strategies In Different Markets Because They're Ever Changing

May 8th, 2019

59:23

In episode 154 we welcome Frank Curzio.

Frank begins with his origin story, learning to conduct financial research from his dad, working for Jim Cramer and the incredible industry and company access he had, and …

#153 - Kim Shannon - I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value

May 1st, 2019

53:51

In episode 153 we welcome Kim Shannon. Kim begins with a discussion of human nature and her value investing framework. She covers the importance of using discipline, the characteristics she and her team look for, the …

#152 - Kevin Smith and Tavi Costa - We Believe We’re In The Early Stages Of A Bear Market

April 24th, 2019

54:44

In episode 152 we welcome Kevin Smith and Tavi Costa of Crescat Capital. Kevin kicks off the conversation with an overview of Crescat’s approach, the long-only strategy, long/short equity hedge fund, and Global Macro …

#151 - Divya Narendra - Valuation Is Probably The Most Critical Component of SumZero’s Thesis

April 17th, 2019

57:31

In episode 151 we welcome Divya Narendra, CEO & Co-Founder of SumZero. Divya begins by talking about the beginnings of SumZero and finding its …

#150 - Bill Smead - The United States Economy is Highly Likely To Be The Strongest The Next 10 Years It's Been Since The Baby Boomers Went Through The 30-45 Year-Old Age Range

April 10th, 2019

1:02:55

In episode 150 we welcome Bill Smead. Bill begins with how he came to be a value investor, describing himself as someone who came from a family of educated gamblers, and as a boy, going to greyhound races, learning to …

#149 - Phil Haslett - Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That Kind Of Profile

April 3rd, 2019

59:16

In episode 149 we welcome back our guest from Episode 122, Phil Haslett. Meb and Phil begin the episode with a chat of the IPO environment so far in 2019, and the recent Lyft IPO. Phil then gets into the cyclicality of …

#148 - Paul Lountzis - The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis

March 27th, 2019

1:14:07

In episode 148 we welcome Paul Lountzis. Paul starts with his background in consulting that led him to develop a skillset in competitive analysis …

#147 - The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account)

March 20th, 2019

15:07

Episode 147 is a Meb Short. In this episode, you’ll hear Meb discuss a critical topic to consider for investors…The portfolio that helps you get rich …

#146 - Neil Littman - The More Risk You Kill, Inherently, The More Value You Create

March 13th, 2019

59:53

In episode 146 we welcome Neil Littman. Neil starts with his background and how he came up with the idea of Bioverge, a platform that offers an opportunity to invest in healthcare startups, with the mission of …

#145 - Cloning The Largest Hedge Fund In The World: Bridgewater's All Weather

March 6th, 2019

11:32

Episode 145 is a Meb Short. In this episode, you’ll hear Meb follow-up on his 2014 article, Cloning the Largest Hedge Fund in the World: …

#144 - Marty Bergin - Adapt Or Die

February 27th, 2019

56:31

In Episode 144 we welcome Marty Bergin. Marty begins by going through his background, the history of Dunn Capital and the relationship he had with Bill Dunn, the founder of Dunn Capital. That relationship opened the …

#143 - David Eifrig - Most People Run Losses Into The Ground

February 20th, 2019

1:08:41

In episode 143 we welcome Dr. David Eifrig. David begins by going through his background and pathway to finance. He first discovered his interest in investing through the occasional Barron’s issue, and understood he …

#142 - Ryan Ansin - I Don't Believe That It's Easy To Back Into Revenue In This Industry, There Are Just A Thousand Things That Can Go Wrong

February 13th, 2019

55:03

In episode 142 we welcome Ryan Ansin. Ryan begins by discussing how his introduction into the cannabis industry started with thoughtful conversations …

#141 - Radio Show - 34 of 40 Countries Have Negative 52 Week Momentum...Big Tax Bills for Mutual Fund Investors...and Listener Q&A

February 6th, 2019

54:53

Episode 141 has a radio show format. We cover tweets of the month from Meb as well as listener Q&A.

For Tweets of the Month, a few topics we …

#140 - Ralph Acampora - Don't Ever Fight Papa Dow

January 30th, 2019

56:51

In episode 140 we welcome Ralph Acampora. Ralph begins with his background and talks about the accident that left him in a body cast for months. His father’s best friend left a copy of something market related that he …

#139 - Taz Turner and Nate Nienhuis - We're Really Driving At What We Feel Is The Holy Grail Of Cannabis

January 23rd, 2019

1:00:14

In episode 139, we welcome Taz Turner, CEO, and Nate Nienhuis, COO, of CordovaCann in the 4th installment of our cannabis series.

The episode begins with the backstory behind CordovaCann, and the mission to produce …

#138 - Yariv Haim - You Should Never Try To Reassess Your Risk Appetite When Markets Crash

January 16th, 2019

59:39

In episode 138, we welcome Yariv Haim. Yariv begins with his backstory. He had been working for a family running marketing and business development. …

#137 - Emily and Morgan Paxhia - The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around Today

January 9th, 2019

49:08

In episode 137 we welcome the sibling duo, Emily and Morgan Paxhia. Emily and Morgan begin by discussing their backstory, and how coming from a family with an entrepreneurial background influenced their path to start …

#136 - Steve Romick - Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You've Made An Investment Where It's Hard To Lose Money Over Time

January 2nd, 2019

1:01:39

In episode 136, we welcome Steve Romick. The conversation begins with Steve explaining that he hated losing more than he enjoyed winning, and while there wasn’t one event that led him to value investing, he considers …

#135 - Karan Wadhera - We're Still In Very, Very Early Innings For What's Going To Be An Incredible Ride

December 26th, 2018

41:28

In Episode 135, we welcome Karan Wadhera. We start with Karan giving his backstory that includes a stint at Goldman Sachs and some entrepreneurship. …

#134 - Chris Cole - Volatility Is The Instrument That Makes Us Face Truth

December 19th, 2018

1:02:28

In Episode 134, we welcome Chris Cole. Meb kicks off the show by asking Chris to describe his nontraditional background. Chris studied cinematography …

#133 - Todd Harrison - Humanity Has Had a 30,000 Year Relationship with Cannabis

December 12th, 2018

49:35

In Episode 133, we welcome Todd Harrison. Meb begins the conversation asking Todd about what got him into the cannabis space. Todd discusses his intellectual curiosity of the space, and what he has learned about the …

#132 - Radio Show - Since 1989 80% of Stocks Had a Collective Return of 0%... A Goldman Bear-Market Indicator at Its Highest Point in Decades... and Listener Q&A

December 5th, 2018

1:08:05

Episode 132 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb as well as listener Q&A.

For our Tweets of the …

#131 – David Rosenberg - If Next Year is Not a Recession, It’s Going to Feel Like It

November 28th, 2018

43:19

In Episode 131, we welcome economist David Rosenberg.

We jump right into David’s view of the current economic landscape. David talks about the global economy, especially the US looking classically late cycle, as the …

#130 - Eric Falkenstein - I Think in the Long Run (Cryptocurrencies) Are Going to Work

November 21st, 2018

50:47

In Episode 130, we welcome Eric Falkenstein. The show starts with Meb and Eric discussing ice fishing in Minnesota (where Eric is currently located). But then Meb asks for Eric’s origin story. Eric tells us about being …

#129 - Meb's Take on Return Expectations, Portfolio Construction, and Practical Market Approaches

November 14th, 2018

1:06:29

Episode 129 is a solo-Meb show. Meb has been out on the road, giving speeches. In this “Mebisode,” you’ll hear Meb’s most recent talk. It covers …

#128 - Claude Lamoureux - When You Have to Make A Decision, Always Make the One That Will Help You Sleep Better, Not Eat Better

October 31st, 2018

50:40

In Episode 128, we welcome pension fund expert, Claude Lamoureux. We start with Claude’s background, which took him from Met Life to running the Ontario Teachers Pension Plan.

When Claude took over the pension, the fund …

#127 - Radio Show - Meb and Elon Musk Talk Shorting... Conflicting U.S. Valuation Indicators... and Listener Q&A

October 24th, 2018

1:02:16

Episode 127 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb as well as listener Q&A.

We start with Meb telling us about his recent back-and-forth over Twitter with Elon Musk, …

#126 - Karen Finerman - 'Out-of-Favorness' Is Appealing. The Difficult Part is Timing

October 17th, 2018

52:29

In Episode 126, we welcome entrepreneur, author, and investor, Karen Finerman.

The episode starts with an interesting connection – Karen and Meb’s …

#125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change

October 10th, 2018

1:24:56

In Episode 125, we welcome famed short-seller and early stage investor, Tom Barton.

We start by going way back, after Tom graduated from Vanderbilt. He walks us through his early career experiences which helped him …

Bonus Episode: Wes Gray - Factor Investing is More Art, and Less Science

October 8th, 2018

51:47

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …

#124 - Howard Marks - It's Not What You Buy, It's What You Pay for It That Determines Whether Something is a Good Investment

October 3rd, 2018

42:51

In Episode 124, we welcome legendary investor, Howard Marks. Meb begins with a quote from Howard’s new book, Mastering the Market Cycle, and asks him to expound. Howard gives us his top-line take on market cycles, …

Bonus Episode: Russel Kinnel - Mind the Gap

October 1st, 2018

8:36

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …

#123 - Fabrice Grinda - We're Still at the Very Beginning of the Tech Revolution... We Are Day One

September 26th, 2018

58:45

In Episode 123, we welcome entrepreneur and renowned angel investor, Fabrice Grinda. The guys begin by discussing their mutual love for skiing, talking about heli-skiing in Canada, powder skiing in Japan, and the steeps …

Bonus Episode: Rick Friedman & Anna Chetoukhina - FAANG SCHMAANG

September 24th, 2018

18:26

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …

#122 - Phil Haslett - It's a Place to Connect Interested Buyers and Interested Sellers...in Late-Stage, Pre-IPO Tech Shares

September 19th, 2018

58:24

In Episode 122, we welcome investor and entrepreneur, Phil Haslett. Meb jumps in, asking Phil to tell us more about his company, Equity Zen.

Phil …

Bonus Episode: Michael Philbrick - Skis and Bikes: The Untold Story of Diversification

September 17th, 2018

42:03

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …

#121 - Pim van Vliet - The Reality Is High-Risk Stocks Earn Low Returns

September 12th, 2018

58:37

In Episode 121, we welcome fellow quant, Pim van Vliet. If you’re a low-vol investor, or having been wanting to learn more about low-vol, this is the …

Bonus Episode: Leigh Drogen - Revenge of the Humans

September 10th, 2018

1:18:39

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …

Bonus Episode: Jeremy Schwartz - Net Buybacks Supplement Dividend Yields and Support Future Per Share Growth

September 3rd, 2018

6:19

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …

#119 - Tom Dorsey - Fundamentals Answer the First Question 'What Should I Buy?' The Technical Side Answers the Question "When?'

August 29th, 2018

51:53

In Episode 119, we welcome entrepreneur and technical analyst expert, Tom Dorsey.

Meb begins by asking about a book which Tom claims had a tremendous influence on his entire life. From this, Tom tells us the story of …

Bonus Episode: Elroy Dimson - The Evolution of Equity Markets

August 27th, 2018

12:43

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …

#118 - Radio Show - Record-Setting US Valuations... Emerging Market Opportunities... VC Bad Behavior… and Listener Q&A

August 22nd, 2018

1:11:23

Episode 118 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb, as well as some write-in questions.

We start by discussing articles Meb posted in his Tweets of the Week. These include a …

Bonus Episode: Ehren Stanhope - Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative

August 15th, 2018

19:46

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …

#117 - Steve Lockshin - We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients

August 15th, 2018

1:04:26

In Episode 117, we welcome entrepreneur and wealth advisor, Steve Lockshin. At Meb’s request, Steve walks us through his professional background in the financial services industry. It’s an interesting story, reflecting …

Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax

August 13th, 2018

20:01

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …

#116 - Sarah Ketterer - Without a Quant Risk Model, I'd Argue an Investment Manager is Completely Blind

August 8th, 2018

47:01

In Episode 116, we welcome entrepreneur, CEO, and fund manager, Sarah Ketterer. Meb dives right in, asking about a quote on Causeway’s website which references how the shop blends fundamental and quant analysis. Sarah …

#115 - Steve Glickman - Opportunity Zones: Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever

August 1st, 2018

51:32

In Episode 115, we welcome entrepreneur and opportunity zone expert, Steve Glickman.

Meb jumps right in, asking “what is an opportunity zone?”

Steve tells us about this brand-new program that was created this past …

#114 - David Gladstone - Farmland Is One of the Most Stable Assets One Can Own

July 25th, 2018

1:01:27

In Episode 114, we welcome entrepreneur and author, David Gladstone. We start with David’s backstory, which dovetails into how he got into farming, and subsequently, launching a farmland REIT.

Meb asks for David’s broad …

#113 - Stanley Altshuller - I’m Bullish On Active Management, But I Think That You Need A Correction For People To Remember Why Hedge Funds Exist In The First Place

July 18th, 2018

59:00

In Episode 113, we welcome entrepreneur and hedge fund expert, Stan Altshuller. Meb starts by asking Stan to give us his backstory, and how he came …

#112 - Peter Ricchiuti - “You’re Better Off Investing When Things Look Miserable"

July 11th, 2018

1:02:01

In Episode 112, we welcome Professor Peter Ricchiuti. We start with Peter’s origin story, which includes his time in the investment world, then …

#111 - Radio Show - Which Portfolio Hedge for This Market?... Is Short-Termism Harming Your Investments?... and Listener Q&A

July 4th, 2018

1:16:05

Episode 111 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb, as well as some write-in questions.

Before jumping in, a few housekeeping items… Meb discusses a proxy campaign with which …

#110 - Bryan Taylor - “At Some Point, the Stresses Are Going to Be So Great that Some of the Countries (In the European Union) Are Eventually Forced to Leave"

June 27th, 2018

1:00:16

In Episode 110, we welcome author and market data expert, Dr. Bryan Taylor.

Meb begins by asking how Bryan built the massive financial database that is Global Financial Data. Bryan walks us through how the database …

#109 - Matt Hougan - “Anyone Who Tells You They Know What’s Going to Happen in Crypto Is Probably Lying to You"

June 20th, 2018

1:13:43

In Episode 109, we welcome ETF and crypto expert, Matt Hougan.

After a quick, fun story about Matt’s first job…as a 9-foot tall seal mascot for a minor league baseball team…Meb asks about the state of the ETF industry – …

#108: Radio Show: What’s More Important – Savings or Returns… What Meb’s Doing with U.S. Bonds… and Listener Q&A

May 30th, 2018

50:13

Episode 108 has a radio show format. In this one, we cover some of Meb’s Tweets of the Week and various write-in questions.

After giving us the overview of his upcoming travel, Meb shares his thoughts on our recent …

#107 - James Montier - “There Really Is A Serious Challenge to Try to Put Together an Investment Portfolio That’s Going to Generate Half-Decent Returns On A Forward-Looking Basis"

May 23rd, 2018

59:09

In Episode 107 we welcome the great James Montier. The chat starts on the topic of James’ questionable sartorial choices. He tells us he’s “always been a fan of dressing badly.” But the guys quickly jump in with Meb …

#106 - Brian Singer - “We Don’t Know What Will Trigger the Decline, but When It Happens, Our Fear Is That It’s Sharper and Deeper Than Investors Would Otherwise Expect"

May 16th, 2018

1:09:25

In Episode 106 we welcome market vet, Brian Singer. Meb dives right now, asking Brian for his general approach to the markets.

Brian tells us it’s fundamental in nature. They look at about 100 different asset markets, …

#105 - Olivia Judson - “Life Has Transformed the Planet, Which Has Gone On to Alter the Future Course of Life"

May 9th, 2018

55:08

Episode 105 is a wholly unique show. In this episode, we depart from traditional investment themes, and instead, bring you an episode featuring Meb’s …

#104 - Ken Fisher - “If You’re Worried About What Things Are Going to Be Worth Next Week…You’re Going to Make Yourself Way Poorer 20 Years from Now"

May 2nd, 2018

1:06:49

In Episode 104, we welcome the legendary, Ken Fisher.

Meb starts with a quick word of congratulations to Ken, as his firm just passed $100B in assets …

#103 - The Asset Allocation Pyramid

April 25th, 2018

24:42

Episode 103 is a solo-Meb show.

We just finished a short paper that references the old nutritional “Food Pyramid” published by the FDA a couple …

#102: Radio Show: The "Stay Rich" Portfolio... A Senator Wants to Ban Share Repurchases... and Listener Q&A

April 18th, 2018

1:08:35

Episode 102 has a radio show format. In this one, we cover Meb’s Tweets of the Week, some write-in questions, Twitter questions, and our first-ever …

#101 - Paul Merriman - “The People That Have Come Out Ahead Are the People Who Have Put Their Trust in the System Over the Long-Term"

April 11th, 2018

1:27:14

In Episode 101, we welcome the great educator, Paul Merriman.

We start with Paul’s background; specifically, the story of an early trading experience …

#100 - Elroy Dimson - “High Valuations Don't Necessarily Mean That We're Going to See Asset Prices Collapse"

April 4th, 2018

53:32

To celebrate the milestone of reaching 100 episodes, we’re thrilled to welcome Professor Elroy Dimson, author of Meb’s favorite investing book of all time, Triumph of the Optimists.

Per Meb’s request, Elroy starts by …

#99: Radio Show: Meb's Bullish on Emerging Markets... Strategies for Limited 401K Options... and Listener Q&A

March 28th, 2018

55:32

Episode 99 is a radio show format. We start discussing some of Meb’s “Tweets of the Week.” The first involves a presentation from Rob Arnott at …

#98 - Ed Yardeni - “We've Got Good Growth with Low Inflation and That's a Very Good Environment for Stocks and Okay Environment for Bonds"

March 21st, 2018

51:30

In Episode 98, we welcome a true market veteran, Dr. Ed Yardeni.

The episode starts with a fun story about Ed’s school days, studying off Janet …

#97 - Phil Nadel - “If You Try to Pick Winners, and You Only Invest in a Handful of Companies, Odds Are You're Going to Lose Your Money"

March 14th, 2018

1:06:48

In Episode 97, we welcome one of the most successful syndicate leads in angel investing, Phil Nadel (he also happens to be Meb’s favorite syndicate …

#96 - Craig Leupold & Jim Sullivan - “From a Commercial Property Standpoint, We See Values Drifting Sideways Over the Next 12 Months"

March 7th, 2018

49:42

In Episode 96, we welcome two of the brightest guys in real estate, Craig Leupold and Jim Sullivan of Green Street.

After touching on Craig’s and …

#95: Radio Show: The Short-Vol Trade Blows Up... Meb's Rare Coin Purchases... and Listener Q&A

February 28th, 2018

1:11:06

Episode 95 is a radio show format. We start with a recap of Meb’s recent travels to Nicaragua and San Francisco, but then dive into a discussion …

#94 - Michelle Leder - “There Are Some Companies That We Know Are Sort of Bad Eggs"

February 21st, 2018

49:59

In Episode 94, we welcome entrepreneur, author, and SEC filings expert, Michelle Leder.

We start with Michelle’s background. She was a business journalist – a self-professed “document geek.” She wrote the book Financial …

#93 - John Reese - “There Is No Strategy That Outperformed the Stock Market Every Single Year"

February 14th, 2018

53:48

In Episode 93, we welcome entrepreneur, author, and quant investor, John Reese.

We start with John’s background. When John was a child, his father was a subscriber to Value Line, and John related to the charts and …

#92 - Andrew Tobias - “There Are Just A Few Things You Really Need to Know About Investing, and They Don't Ever Change"

February 7th, 2018

51:34

In Episode 92, we welcome investor, author, and activist, Andrew Tobias.

Meb starts by asking Andy about his background and introduction to …

#91: Radio Show: Meb's Most Popular Tweet of All Time... Signs of the Top... Listener Q&A

January 24th, 2018

49:00

Episode 91 is a radio show format.

We bounce around a bit in this one, starting with Meb’s most popular Tweet of all time. It involves a market …

#90 - Dan Rasmussen - “The Crown Jewel of the Alternative Universe is Private Equity"

January 17th, 2018

1:01:49

In Episode 90, we welcome Founder and Portfolio Manager of Verdad, Dan Rasmussen.

We start with a brief walk-through of Dan’s background. It involves …

#89 - Blair Hull - “Emotions Will Kill You in This Game"

January 10th, 2018

46:17

In Episode 89, we welcome legendary market veteran, Blair Hull.

We start per usual, with our guest’s background. In this case, long-time Meb Faber …

#88 - Eric Clark - “I Still Believe that Alpha is Available and Possible, and Beating a Benchmark is Possible"

January 3rd, 2018

48:40

In Episode 88, we welcome portfolio manager, Eric Clark.

As usual, we start with Eric’s background, which spans 25 years in the investment industry. …

#87 - Michael Venuto - “I Would Suggest Seeking Out High Active-Share, Global Growth Themes"

December 20th, 2017

57:48

In Episode 87, we welcome market veteran and ETF expert, Mike Venuto.

Mike briefly walks us through his background, which includes a fun story about …

#85: Radio Show: Bitcoin Futures Are Here - What Now?

December 13th, 2017

50:50

Episode 85 is a radio show format. Meb starts with a recap of his latest travels – this time he was off to New York then Europe. Then, it’s onto …

#86 - A Quantitative Approach to Tactical Asset Allocation

December 12th, 2017

34:30

Episode 86 is a solo-Meb show.

It’s been 10 years since Meb wrote “A Quantitative Approach to Tactical Asset Allocation” which is the top-downloaded …

#84 - Howard Lindzon - “I Think There's So Many Ways the Markets are Rigged That I Think It's Best to Just Follow Along the Trends"

December 6th, 2017

51:57

In Episode 84, we welcome investor and entrepreneur, Howard Lindzon.

Howard starts by giving us his background. He was a broker who felt the pain of the ’87 crash. In the aftermath, he got the angel investing and …

#83 - Randy Swan - “What Do You Do When Things Are Fundamentally Overvalued, But You Want to Remain Invested in the Market?"

November 29th, 2017

51:19

In Episode 83, we welcome fund manager, Randy Swan, who’s calling in from the Bahamas after being displaced from Puerto Rico by Hurricane Maria.

The guys start with Randy’s backstory, which leads into why he started …

#82 - Vineer Bhansali - “The Market is Severely Underpricing the Probability of a Sharp, Catastrophic Loss to the Downside"

November 22nd, 2017

1:08:25

In Episode 82, we welcome trader, fund manager, and author, Vineer Bhansali.

Per usual, we start with Vineer’s backstory. It involves his …

#80 - Claude Erb - “It Is Possible That We're in the Middle of a Period in Which Gold Becomes the New Frankincense"

November 15th, 2017

1:04:15

In Episode 80, we welcome commodities and gold expert, Claude Erb.

As usual, we start with Claude’s back-story, but it’s not long before the guys …

#81: Radio Show: Notes from Meb's Office Hours - Listeners Are All Making the Same Mistakes

November 15th, 2017

1:05:59

Episode 81 is a radio show format. Meb starts with a note of thanks to listeners. It involves a milestone Cambria just passed as a company.

Next, Meb …

#79 - Jason Goepfert - “I Would Not Be Surprised at All to See a Multi-Day 5%-15% Decline"

November 8th, 2017

1:02:48

In Episode 79, we welcome Jason Goepfert, founder of SentimenTrader.

Per usual, we start with Jason’s background. It involves listening to margin …

#78 - Alex Rubalcava - “If You're Going to Be an Angel Investor... You Have to Be Devoting Significant Time to It"

November 1st, 2017

1:25:38

In Episode 78, we welcome angel investor, Alex Rubalcava. As Meb and Alex are friends, we start with Meb recalling the first time he met Alex over some egg tacos. Alex goes on to give us more about his background, which …

#77 - Tobias Carlisle - “In Order to Find Something Genuinely Undervalued...There's Always Something that You Don't Like"

October 25th, 2017

1:28:34

In Episode 77, we welcome author and asset manager, Tobias “Toby” Carlisle.

After discussing Toby’s background, including his time as an M&A …

#76 - Phil DeMuth - “Nothing in My Global Outlook is Telling Me It's Time to Pull Up the Anchor and Set Sail"

October 18th, 2017

1:31:41

In Episode 76, we welcome Phil DeMuth. We start with Phil’s background. It’s a fun recap, involving Phil’s clinical psychology roots, his move to LA …

#75 - Mike McDaniel - “One of the Biggest Conditions that Will Lead to Success is Simply Being Invested"

October 11th, 2017

56:07

In Episode 75, we welcome Mike McDaniel, CIO and co-founder of Riskalyze. It’s a special episode, being recorded at the Riskalyze Fearless Investment Summit in Lake Tahoe.

Per usual, we start with Mike’s origin story, …

#74 - Jeffrey Sherman - “There's This 'Buy-the-Dip;' Mentality... Do You Play in It, or Just Shake Your Head?"

October 4th, 2017

1:14:07

In Episode 74, we welcome Jeffrey Sherman from DoubleLine. We start with Jeff’s background – it’s a fun recap, including stories of running the scoreboard for The Stockton Ports… being a bank teller… earning graduate …

#73 - Jeff Porter & Barbara Schelhorn - Why Financial Planning? Because Investing Alone Won't Get You There

September 27th, 2017

1:35:38

In Episode 73, we welcome Jeff Porter and Barbara Schelhorn from the financial planning group, Sullivan Bruyette Speros & Blayney.

We start with …

#72: Radio Show: Investor Sentiment - What is it Telling Us About this Bull's Length?

September 20th, 2017

50:00

Episode 72 is a radio show format before we start back with guests this fall. Some of the questions and topics you’ll hear:

  • You've said that bonds …

#71: How to Outperform One of Investing's Most Beloved Strategies

September 13th, 2017

25:45

Episode 71 is a solo-Meb show in which he reads a white paper we’ll soon be publishing. The white paper might be a tad controversial as it calls into …

#70: Radio Show: The 13F Guru Meb Would Follow Today

September 6th, 2017

52:18

Episode 70 is a radio show format. We start with a quick catch-up, discussing the recent eclipse and Meb’s upcoming travel, including Iceland, Reno, Orlando, Amsterdam, among others.

Before jumping into listener …

#69 - Jason Calacanis - “This is a Little, Secret Way... A Dark Art of Becoming Truly Wealthy... Massive Wealth"

August 30th, 2017

1:29:07

In Episode 69, we welcome legendary angel investor, Jason Calacanis.

We start with Jason’s background. From Brooklyn, he worked his way through …

#68 - Corey Hoffstein - “Risk Cannot Be Destroyed, Only Transformed"

August 23rd, 2017

1:12:45

In Episode 68, we welcome Meb’s friend and Newfound Research founder, Cory Hoffstein (or as Meb refers to him, a “fellow nerd”).

Per usual, we start with Corey’s background, but then Meb jumps in by asking Corey to …

#67 - Simon Black - “I See a Lot of Red Flags"

August 16th, 2017

56:55

In Episode 67, we welcome Simon Black, founder of the newsletter, Sovereign Man.

We start with Simon’s military background, having been an intelligence officer. He spent lots of time overseas, yet became disillusioned …

#66: Radio Show: U.S. Equities: At What Valuation is Meb Selling?

August 10th, 2017

1:02:47

Episode 66 is a radio show. We start with Meb referencing the just-published book, The Best Investment Writing, which he edited. It’s a great …

#65 - Emil van Essen - “The Days of $80 Oil - That's a Long Way Away"

August 9th, 2017

57:04

In Episode 65, we welcome CTA and commodities expert, Emil van Essen.

Meb starts with a fun bit of trivia – if you mesh his and Emil’s name, coming up with “Emil Faber,” can you guess in which movie that name appears?

#64 - David Varadi - “Managing Risk is Absolutely Critical"

August 2nd, 2017

52:25

In Episode 64, we welcome David Varadi from Blue Sky Asset Management.

David tells us a bit about himself before he and Meb jump into investing. Meb starts by referencing a quote from Blue Sky’s website:

“Unlike …

#63 - Gary Beasley & Gregor Watson - “We're Trying to Really Change the Way People Invest in Real Estate"

July 26th, 2017

53:06

In Episode 63, we welcome Gary Beasley and Gregor Watson, co-founders of Roofstock. If you’re one of our listeners who has written in requesting an episode on rental real estate, be sure not to miss this one.

We start …

#62 - Ron Lieber - “We're Not Having the Right Kinds of Conversations with Our Kids About (Money)"

July 19th, 2017

1:00:00

In Episode 62, we welcome journalist and author, Ron Lieber.

Meb begins by congratulating Ron, as it was Meb's pregnant wife who read Ron's book …

#61 - Jack Vogel - “(Factor Timing?) It's Next to Near Impossible"

July 12th, 2017

1:00:53

In Episode 61, we welcome Jack Vogel, CFO/CIO of Alpha Architect, and the partner of Wes Gray, who you may remember as one of our earliest Meb Faber Show guests.

After Jack tells us a bit about his background and how he …

#60 - William Bernstein - “The More Comfortable You Are Buying Something, in General, the Worse the Investment It's Going to Be"

July 5th, 2017

58:01

In Episode 60, we welcome the great William (Bill) Bernstein.

Bill starts by giving us some background on how he evolved from medicine to finance. In …

#59: Radio Show: The Death of Value Investing

June 28th, 2017

1:07:09

Episode 59 is a radio show format. This week we're diving into some of the recent market stories which Meb has found most interesting. We also bring back some listener Q&A.

We start with a Tweet from Cliff Asness, …

#58 - Axel Merk - “Is Your Portfolio Robust Enough for Whatever Might Be Coming Your Way?"

June 21st, 2017

1:02:44

In Episode 58, we welcome Axel Merk from Merk Investments. After a bit on Axel's background, the guys jump in, discussing the Fed's decision to raise interest rates today (recorded on Wed 6/14/17).

Axel discusses how …

#57: Radio Show: Meb's 17 Different Million-Dollar Fintech Ideas

June 14th, 2017

1:32:48

Episode 57 is another "radio show" format, yet this one is different than our others.

In this episode, Meb discusses his 17 different …

#56 - Dave Nadig - “This is a Big Year for ETFs"

June 7th, 2017

57:28

In Episode 56, we welcome Meb's good friend, and CEO of ETF.com, Dave Nadig. Per usual, we start with some background information. Dave tells us …

#55 - Ed Easterling - “In Reality, Normal is Actually Volatile. Normal is Not Mellow"

May 31st, 2017

1:01:34

In Episode 55, we welcome Ed Easterling. Meb starts by referencing a survey he just conducted, asking readers’ opinions as to the single best …

#54 - Elizabeth Dunn - “How Can I Use My Money Most Effectively in Order to Promote My Happiness?"

May 24th, 2017

48:38

In Episode 54, we welcome Elizabeth “Liz” Dunn, author of the book, “Happy Money: The Science of Happier Spending”.

Meb suggests they walk through the book using its five broad takeaways as their outline. But before …

#53: Radio Show: Cheapest Countries Right Now for New Dollars

May 18th, 2017

1:00:42

Episode 53 is another “radio show” format. This means we tackle a handful of topics from Meb’s blog and tweets.

TOPIC 1 – VALUATIONS

3 DIFFERENT …

#52 - Jason Hsu - “This is a Market Where the Average Human Tendencies Are Precisely the Wrong Thing to Do"

May 17th, 2017

53:24

In Episode 52, we welcome Jason Hsu, joining us all the way from Taipei. We start with a bit of background on Jason and his company, Rayliant, which is a spinoff off Research Affiliates. Listeners might recognize the …

#51 - Mark Kritzman - “We Have to Question the Assumptions that Underpin Our Models... Nothing is Simple"

May 10th, 2017

51:48

In Episode 51, we welcome Mark Kritzman. Per usual, we start with Mark’s background. He tells us a bit about his 40-year career in investing, leading to Windham, where he focuses on asset allocation and risk premia …

#50: Radio Show: Faber Spin-Off Executed

May 3rd, 2017

1:09:46

Episode 50 is a return to our “radio show” format, in which we discuss current market news, Tweets Meb finds interesting, various research papers of note, and anything else on Meb’s mind.

But first things first: A huge …

#49 - Steve Sjuggerud - “This is Not What the Peak of a Bull Market Looks Like"

April 26th, 2017

1:17:56

In Episode 49, we welcome Dr. Steve Sjuggerud. The conversation begins with Meb and Steve reminiscing about the origin of their friendship, which dates back some 10 years. This leads the guys into Steve’s background, …

#48 - Van Simmons - “The Rare Coin Market Can Go Up Dramatically, Quickly"

April 19th, 2017

1:13:11

In Episode 48, we break new ground for The Meb Faber Show. Departing from our usual world of stocks and bonds, we welcome expert numismatist, Van Simmons. For anyone unfamiliar with the word, a “numismatist” is a rare …

#47 - Ric Edelman - “47% of the Occupations in America Will Be Gone Within 15 Years"

April 12th, 2017

57:38

In Episode 47, we welcome New York Times bestselling author, Ric Edelman.

We start with some quick background on Ric, but then jump into the main …

#46 - Raoul Pal - “We've Got to Expect a Recession This Year or Next Year, or if We're at the Wild Extremes, the Year After That"

April 5th, 2017

59:11

In Episode 46, we welcome Real Vision TV co-founder, Raoul Pal. The guys start by going over a bit of Raoul’s background.

Raoul started his career by …

#45 - Gary Antonacci - “You Get a Synergy That Happens When You Use (Dual Momentum)"

March 29th, 2017

54:39

In Episode 45, we welcome one of the most often-requested guests for our podcast, Gary Antonacci.

After a few minutes on Gary’s background, the guys dive into Gary’s “Dual Momentum” research. To make sure everyone is on …

#44 - Invest with the House

March 22nd, 2017

55:31

Last week’s solo “Mebisode” was met with lots of positive feedback, so we’re going to do one more in this format before we return to interviewing …

#43 - Learning to Play Offense and Defense

March 15th, 2017

24:42

Episode 43 finds us revisiting the “solo Meb” show. This time, he walks us through his research paper, Learning to Play Offense and Defense: …

#42 - Listener Q&A Episode

March 9th, 2017

58:05

Episode 42 is a remote podcast with Meb calling in from Hawaii. Fortunately, the roosters in the background aren’t loud enough to interfere...

Though this is a Q&A episode, it’s slightly different in nature. Rather …

#41 - Doug Ramsey - “Valuation Tells Me I Should Be Lighter Than Normal On U.S. Equities and Tilting More Towards Foreign”

March 1st, 2017

1:08:07

In Episode 41, we welcome Doug Ramsey from Leuthold. Meb is especially excited about this, as Leuthold publishes his favorite, monthly research …

#40 - Listener Q&A Episode

February 15th, 2017

51:30

We’ve had some great guests recently, and have many more coming up, so we decided to slip in a quick Q&A episode. No significant, recent travel for Meb, so we dive into questions quickly. A few you’ll hear tackled …

#39 - Ed Thorp - “If You Bet Too Much, You'll Almost Certainly Be Ruined”

February 8th, 2017

58:57

In Episode 39, we welcome the legendary Ed Thorp. Ed is a self-made man after having been a child of The Depression. He’s a professor, a renowned mathematician, a fund manager who’s posted one of the lengthiest and best …

#38 - E.V Better - “Special Super Bowl Show: It’s Higher-Stakes Poker is What You’re Playing”

February 3rd, 2017

1:12:34

In honor of this Sunday’s Super Bowl, Episode 38 is a special, bonus “gambling” podcast. We welcome mystery guest, E.V. Better, which is an alias for “Expected Value Better.”

Meb starts by asking E.V. how he got to this …

#37 - John Bollinger - “People Have This Time-Frame Confusion That I Think Does A Huge Amount of Damage”

February 1st, 2017

1:08:05

In Episode 37, we welcome John Bollinger, creator of Bollinger Bands, one of the most widely-used analytical tools in investing.

As John is also a …

#36 - Listener Q&A Episode

January 11th, 2017

1:01:19

We’re back with the first Q&A episode of 2017.

We start by discussing the “Zero Budget Portfolio,” about which Meb wrote a recent blog post. The …

#35 - Jerry Parker - “To Me it Just Boiled Down to One Question… Will the Big Winners Pay for the Small Losses?”

January 4th, 2017

1:12:17

Episode 35 features one of the original Turtle Traders. “What’s a Turtle Trader” you ask?

The story involves Richard Dennis, a great trader from the …

#34 - "Things I Find Beautiful, Useful or Downright Magical"

December 21st, 2016

1:31:38

It’s a special holiday episode of The Meb Faber Show. We thought it would be fun to combine all the “beautiful, useful or downright magical” …

#33 - Listener Q&A Episode

December 14th, 2016

53:32

It’s another Q&A episode before everyone gets too busy with the holiday swirl.

Per usual, Meb has just come back from more travel, this time to …

#32 - Brew Johnson & Brett Crosby - "We Have Long-Term Aspirations of Disrupting the Entire Mortgage Finance and Securitization Market"

December 7th, 2016

1:04:53

Episode 32 is like no other we’ve done to date. Local guys, Brew and Brett, run a startup in nearby Manhattan Beach – and it’s disrupting the real estate financing market. It’s not long into the episode before the guys …

#31 - Mark Yusko - "Asset Allocation Matters Most"

November 30th, 2016

53:10

Episode 31 starts with some background information on Mark. After some early-career twists, he got his “big break” – working for his alma mater, Notre Dame, in its endowment department. Several years later, The …

#30 - Listener Q&A Episode

November 23rd, 2016

1:01:19

As Meb is back from another series of speaking engagements, Episode 30 starts with a brief recap of his travels. But we hop in quickly, first addressing the election. We’ve had several anxious people write in, …

#29 - Tom McClellan - "Now Everybody Knows What the Outcome Is, They Can Get Back to Focusing on Real Things That Actually Matter”

November 16th, 2016

41:18

In Episode 29, we welcome market veteran, Tom McClellan. Meb starts with some background on Tom – he’s been doing financial writing for 20 years, likely making him one of the longest-running financial writers in the …

#28 - Larry Swedroe - "There is Literally No Logical Reason for Anyone to Have a Preference for Dividends"

November 9th, 2016

1:00:47

As we recorded Episode 28 on Halloween, it starts with Meb referencing his costume from the prior weekend’s festivities. Can you guess what it was? He stayed true to his financial roots, dressing as Sesame Street’s …

#27 - Porter Stansberry - "There's Going to Be a Big Bill of Bad Debt to Pay"

November 2nd, 2016

54:43

Episode 27 starts with a quick note from Meb. It’s a week of freebies! Why? Meb is celebrating his 10th “blogiversary.” (He’s officially been writing about finance now for a decade.) Be sure to hear what he’s giving …

#26 - Jeremy Schwartz - "You Should Be Hedged a Lot More Than You Are"

October 26th, 2016

51:39

If you’re ready to dive straight into the deep end, Episode 26 is for you. The guys waste no time, starting off with complicated topic of currencies. Jeremy takes issue with the currency-stance belonging to some former, …

#25 - Listener Q&A Episode

October 19th, 2016

1:06:55

We have some great guests lined up in the coming weeks, so we figured we’d squeeze in another Q&A episode. This week, Meb is back from traveling yet again, this time to The Caymans. The show starts with Meb giving …

#24 - Learning to Love Investment Bubbles

October 12th, 2016

21:12

Episode 24 brings us back to our most controversial episode format: the “solo Meb” show. Listeners seem to either love and loathe this style of show. …

#23 - Gregg Fisher - "Sometimes the Best Investment Strategy Isn't the Right Investment Strategy"

October 5th, 2016

52:36

If you’re a factor-investor, Episode 23 is for you. In fact, about 10 years ago, Gregg actually trademarked the term “multi-factor” in the use of …

#22 - Listener Q&A Episode

September 28th, 2016

59:50

Episode #22 is another “Listener Q&A” episode. Meb has been traveling again, this time giving several speeches. So we start the episode with Meb giving us the highlights from his most recent talk in Vegas, in which …

#21 - Michael Covel - "We Can't Make a Prediction Worth a Damn"

September 21st, 2016

1:03:13

Episode 21 starts with a “thank you” to Michael, as it was his advice on starting a podcast that got “The Meb Faber Show” off the ground. But …

#20 - Listener Q&A Episode

September 14th, 2016

39:30

Episode #20 is another “Listener Q&A” episode. Meb starts by telling us about his frustration after doing a guest panel on CNBC earlier in the morning. (Hint: questions about The Fed tend to annoy Meb…also, if you …

#19 - Jonathan Clements - "If Money Can Buy Happiness, Then Why Doesn't It?" "Because People Don't Spend It Right."

September 9th, 2016

51:40

Episode 19 is a fun, unique episode, delving into the connection between “more money” and “more happiness.” Turns out, Jonathan has literally written the book on this complex relationship. Do you know what studies …

#18 - Rob Arnott - "People Need to Ratchet Down Their Return Expectations"

September 7th, 2016

1:05:31

Episode 18 is packed with value. It starts with Meb asking Rob to talk about market cap weighting and its drawbacks.  Rob tells us that with market …

#17 - Michael Philbrick, Adam Butler, and Rodrigo Gordillo - It's About Risk Allocation, Not Capital Allocation

August 31st, 2016

59:19

Episode 17 starts with the guys from ReSolve discussing how they view asset allocation and top-down investing. They start with the global market …

Special Announcement

August 29th, 2016

15:12

Big news today! This isn't our usual podcast. Instead, Meb has an announcement for his listeners. It's only a few minutes long, so don't miss this one!

#16 - Listener Q&A Episode

August 24th, 2016

53:20

Episode #16 is another “Listener Q&A” episode. With Jeff asking follow-ups, here are a few of the questions Meb tackles:

-          Given low …

#15 - The Trinity Portfolio

August 19th, 2016

42:54

Meb tries something new in Episode 15. In “audio book” style, he walks listeners through his latest research piece: The Trinity Portfolio. …

#14 - Eric Crittenden - "It's Not Fear and Greed that Drives the Investment World; It's Envy"

August 17th, 2016

54:57

Episode 14 is easily one of our most interesting so far. While there’s great content about trend following, Eric and Meb also delve into the …

#13 - Want Buffett’s Returns? Here’s How to Get Them

August 12th, 2016

48:21

Stock picking is hard—really hard. Fortunately, there’s a simple strategy you could begin following today to improve your success. It’s simple to …

#12- Why “Shareholder Yield” Beats “Dividend Yield”

August 10th, 2016

36:39

If you’re a dividend investor, Episode 12 is for you. Yes, historical market data tells us that dividend stocks outperform the broad market. But that’s where too many investors stop. That same historical market data …

#11 – Sam Stovall – Sam’s Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market

August 8th, 2016

40:28

Episode 11 features the always-fun Sam Stovall. Sam starts by making an unlikely connection between Clint Eastwood and investing – “A man’s got to know his limits.” Being aware of his own limits, Sam put together a list …

#10 - Listener Q&A Episode

August 3rd, 2016

45:59

Episode #10 is our second “Listener Q&A” episode. This time, instead of spending the entire episode answering one question, Meb tackles many. Here’s a sample of a few of the topics you’ll hear him address:

- How …

#9 - Pete Mladina - "What You Thought Was Skill Was Just Risk Premia"

July 28th, 2016

1:07:27

“Do I have enough to fund my retirement?” “What’s the optimal lifetime asset allocation?” Those two questions, stemming from a recent academic paper written by Pete, help launch Episode 9. The answers point toward …

#8 – Starved for Yield? Time to Go Global

July 21st, 2016

30:47

Episode #8 marks Meb’s first “listener feedback” episode. We’ve received numerous bond-related questions from listeners, but they all tend to reduce to something along the lines of: “Bonds are hovering around …

# 7 – Playing Defense Against Black Swans

July 14th, 2016

30:11

With Brexit rattling the markets recently, it’s a good time to revisit the discussion of “black swans” (not that Brexit was a black swan, despite catching many investors off-guard). So what exactly is an investing black …

# 6 - Three Concepts That Investors Get Wrong

July 7th, 2016

28:13

Do you know which three concepts most investors – retail and professional alike – get wrong? One is asset allocation; two is a bit different – it’s actually a lack of awareness of a type of investment that actually pays …

#5 - Jared Dillian - “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite”

June 27th, 2016

41:53

Meb starts by asking Jared to discuss a point from one of Jared’s newsletters: “If you think 2016 is the opposite of 1981, then you should do the …

#4 - Wes Gray - “Even God Would Get Fired as an Active Investor”

June 27th, 2016

45:53

What if you had perfect foresight and knew ahead of time which stocks would be the best performers? The reality is even if you knew this and invested …

#3 - Where Are the Best Global Values Right Now?

June 27th, 2016

58:57

Is right now a good time to be in U.S. stocks? What about global stocks? Well, the answer in large part depends on the specific market’s valuation. Start investing in an overpriced market and your returns will likely be …

#2 - Patrick O’Shaughnessy - An Unexpected Drop-in from Patrick O’Shaughnessy

June 27th, 2016

1:28:29

Meb and Patrick cover lots of ground in this fun episode. They discuss stocks not to own right now, Meb’s worst market loss of all time, and Patrick’s career advice in response to listener Q&A. They then get a laugh …

#1 - Global Asset Allocation - Investing 101

June 27th, 2016

39:48

On this first-ever podcast, Meb provides listeners with a bit about himself and answers the question “What in the world am I doing starting a podcast?” (After all, he is a self-professed former “glorified ski bum.”) He …

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