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The Meb Faber Show - Better Investing
The Meb Faber Show - Better Investing
The Idea Farm

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb... more

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Episodes

Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565

In this special episode, I’m releasing the full audiobook of Shareholder Yield: A Better Approach to Dividend Investing. While you... more

03 Jan 2025 · 2 hours, 12 minutes
The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564

In today's episode, we look back on an amazing 2024 with the episodes that YOU enjoyed the most.  Aswath Damodaran: Apple, Spotify & YouTube  Brad Gerstner: Apple, Spotify & YouTube  Cliff... more

27 Dec 2024 · 3 minutes
Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563

Today’s returning guest is macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and... more

23 Dec 2024 · 54 minutes
Fran Kinniry on The Past, Present & Future of Vanguard | #562

My guest today is Fran Kinniry, Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard... more

20 Dec 2024 · 49 minutes
Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561

Today’s guest is Matthias Hanauer, a researcher on Robeco’s Quant Equity Research team. In today’s episode, we discuss the intricacies of... more

13 Dec 2024 · 45 minutes
Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More | #560

My guest today is Michael Venuto, CIO & co-founder of Tidal Financial Group, an ETF platform with over 175 ETFs... more

06 Dec 2024 · 1 hour, 5 minutes
Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559

My guest today is Joel Nagel, founder of the international law firm Nagel & Associates, which has a major focus... more

22 Nov 2024 · 56 minutes
Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558

Today’s returning guest is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode,... more

15 Nov 2024 · 1 hour, 2 minutes
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557

My guest today is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for... more

08 Nov 2024 · 47 minutes
📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556

BIG NEWS! I just published the 2nd edition of Shareholder Yield: A Better Approach to Dividend Investing. For a limited time,... more

02 Nov 2024 · 3 minutes
Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555

My guest today is Marty Bergin, President of DUNN Capital Management, which manages over $1.5 billion and is one of... more

01 Nov 2024 · 38 minutes
Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF

Today's guest is Wes Gray, CEO & Co-CIO of Alpha Architect and a strategic advisor to ETF Architect.   Wes & I... more

25 Oct 2024 · 39 minutes
Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553

My guest today is Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical... more

23 Oct 2024 · 40 minutes
Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552

Today's guest is Owen Lamont, a Portfolio Manager at Acadian Asset Management. He’s been on the faculty at Harvard, Princeton,... more

11 Oct 2024 · 56 minutes
Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551

Today's is Brad Gerstner, founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm that invests in both... more

04 Oct 2024 · 1 hour, 1 minute
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550

Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in... more

20 Sep 2024 · 50 minutes
Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549

Today’s returning guest is Rob Arnott, founder and Chairman of Research Affiliates. In today’s episode, Rob discusses his newest article, ‘Nixed:... more

13 Sep 2024 · 51 minutes
Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545

Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager.  In today’s episode, Michael... more

10 Sep 2024 · 1 hour,
Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548

Today’s guest is Doug Greenig, CEO & CIO of Florin Court Capital, which uses systematic trend-following in over 500 markets.... more

06 Sep 2024 · 55 minutes
Introducing The Best Investment Writing

We launched a new podcast called The Best Investment Writing. It began as a book, then as individual episodes on this... more

30 Aug 2024 · 11 minutes
Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547

Today’s guests are Andre Rzym and Tarek Abou Zeid, two Portfolio Managers from Man AHL, one of the longest running... more

23 Aug 2024 · 50 minutes
Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546

Today’s guest is Roger Mitchell, founder of Albachiara, which offers consultancy services and does early stage venture investing, mostly around... more

16 Aug 2024 · 1 hour, 10 minutes
Steve Eisman’s Playbook for the AI & Infrastructure Boom

Today’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and... more

02 Aug 2024 · 36 minutes
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543

Today's guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy. In... more

26 Jul 2024 · 50 minutes
Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542

Today’s guest is Ian Cassel. Ian is the founder of MicroCap Club, which is a best idea generator and networking... more

19 Jul 2024 · 59 minutes
Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541

Today's returning guest is Aaron Edelheit, CEO and founder of Mindset Capital, a private investment firm.  In today's episode, Aaron updates... more

12 Jul 2024 · 53 minutes
The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber

Today’s returning guest is Jerry Parker, CEO of Chesapeake Holding Company. Jerry began his career in 1983 when he was... more

05 Jul 2024 · 52 minutes
Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539

Today’s guest is Herb Greenberg, a veteran financial journalist and skeptical market commentator. In today’s episode, Herb talks about the evolution... more

28 Jun 2024 · 55 minutes
UBS' Jason Draho - Another Roaring '20s for the US? | #538

Today’s guest is Jason Draho, Head of Asset Allocation Americas for UBS Global Wealth Management. He’s also the Chair of... more

21 Jun 2024 · 52 minutes
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537

Today’s guest is Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. She was recently named to Barron’s... more

14 Jun 2024 · 49 minutes
Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537

Today’s guest is Eva Shang, co-founder and CEO of Legalist, which is an institutional alternative asset management firm using data-driven... more

07 Jun 2024 · 49 minutes
MEBISODE: The Bear Market in Diversification | #536

In today’s episode, Meb reads a recent post, "The Bear Market in Diversification." ----- Follow Meb on Twitter, LinkedIn and YouTube To learn... more

04 Jun 2024 · 12 minutes
KraneShares' Brendan Ahern: Is China Investable? | #535

Today’s guest is Brendan Ahern, Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other uncorrelated... more

31 May 2024 · 52 minutes
Michael Melissinos - Mastering the Art of Trend-Following | #534

Today’s guest is Michael Melissinos, founder of Melissinos Trading, an investment firm that employs a systematic trend-following approach. In today’s episode,... more

24 May 2024 · 41 minutes
Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533

Today’s guests are Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds. In today’s episode, we... more

10 May 2024 · 1 hour, 17 minutes
Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532

Today’s guest is Hendrik Bessembinder, a professor at Arizona State University. In today’s episode, Meb and Hank discuss Hank's research on... more

03 May 2024 · 43 minutes
GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531

Today’s guest is Catherine LeGraw, a member of GMO’s Asset Allocation Team. In today’s episode, Catherine explains why this is “the... more

26 Apr 2024 · 46 minutes
Professor Kenneth French on Risk, Return, and Rationality | #530

Today’s guest is Professor Ken French, the Roth Family Distinguished Professor of Finance at the Tuck School of Business at... more

19 Apr 2024 · 56 minutes
MEBISODE: T-Bills and Chill…Most of the Time | #529

In today’s episode, Meb reads a white paper, “T-Bills and Chill…Most of the Time.” ----- Follow Meb on Twitter, LinkedIn and YouTube To... more

12 Apr 2024 · 15 minutes
Cliff Asness: Timely & Timeless Investment Wisdom | #528

Today’s guest is Cliff Asness, co-founder, managing principal and Chief Investment Officer at AQR Capital Management.  In today’s episode, Cliff &... more

05 Apr 2024 · 1 hour, 7 minutes
Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy | #527

Today’s guest is Steve Edmundson, the Chief Investment Officer of the Public Employees’ Retirement System of Nevada, which manages over... more

29 Mar 2024 · 49 minutes
MEBISODE: Should CalPERS Fire Everyone And Just Buy Some ETFs? | #526

In today’s episode, Meb reads his blog post, “Should CalPERS Fire Everyone And Just Buy Some ETFs?.”  Resource: What Does Nevada’s... more

22 Mar 2024 · 18 minutes
Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' | #525

Today’s guests are Peter Atwater and Grant Williams, two guys that have known each other for a decade. Peter is... more

15 Mar 2024 · 56 minutes
Tim Ranzetta, NGPF - Teaching America Personal Finance | #524

Today’s guest is Tim Ranzetta, co-founder of Next Gen Personal Finance, a non-profit organization working to increase access to financial... more

08 Mar 2024 · 49 minutes
Whitney Baker on The Death of (Upside) American Exceptionalism | #523

Today’s guest is Whitney Baker, founder of Totem Macro. She previously worked at shops like Bridgewater and Soros. In today’s episode,... more

01 Mar 2024 · 1 hour, 26 minutes
How to Convert an SMA to an ETF with Wes Gray & Robert Elwood | #522

Today’s returning guest is Alpha Architect’s Wes Gray, and he’s joined by Bob Elwood, a business lawyer with a focus... more

23 Feb 2024 · 47 minutes
MEBISODE: A Better Approach to Dividend Investing

In today’s episode, Meb reads a paper titled, “A Better Approach to Dividend Investing.”  Learn more about the Cambria Shareholder Yield... more

21 Feb 2024 · 8 minutes
Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla | #520

Today’s guest is Drew Dickson, founder of Albert Bridge Capital and CIO of Alpha Europe funds.  We talk a lot about... more

09 Feb 2024 · 1 hour, 3 minutes
Ben Mackovak on The Secret Sauce of Investing in Banks | #519

Today’s guest is Ben Mackovak, Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. Ben also... more

02 Feb 2024 · 1 hour, 3 minutes
Jared Dillian on the Keys to Live a Stress-Free Financial Life | #518

Today’s guest is Jared Dillian, the editor of The Daily Dirtnap, a daily market newsletter for investment professionals.  Jared’s back on... more

24 Jan 2024 · 54 minutes
The Meb Faber Show - Better Investing
Whitney Baker on The Death of (Upside) American Exceptionalism | #523
The Meb Faber Show - Better Investing
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Description

Today’s guest is Whitney Baker, founder of Totem Macro. She previously worked at shops like Bridgewater and Soros. In today’s episode, Whitney explains... more