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 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 guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.
Episodes
Mentioned books
58 snips
Aug 4, 2025 • 58min
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592
Henry McVey, Head of Global Macro & Asset Allocation at KKR, delves into the shifting macroeconomic landscape and the implications of a declining US dollar. He highlights emerging opportunities in global markets, particularly in Europe and Japan, while offering astute asset allocation strategies. McVey draws parallels between productivity advancements driven by AI and historical market transformations. He also tackles the economic impact of geopolitical tensions and emphasizes the need for adaptive investment approaches in a post-COVID world.
5 snips
Jul 18, 2025 • 51min
Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591
Wes Gray, founder and CEO of Alpha Architect, brings his quantitative investing expertise, while Srikanth Narayan, founder of Cache, leverages his tech background to address concentrated stock risks. They explore innovative methods for converting concentrated investments into diversified ETFs, enhancing tax efficiency. The duo discusses the benefits of exchange funds, the importance of managing stock concentration, and the complexities of tax strategies in investment management. They also reflect on the lessons learned from the speculative SPAC market.
14 snips
Jul 11, 2025 • 49min
Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590
Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets at Goldman Sachs, shares her extensive experience serving family offices. She delves into unique investment strategies tailored for preserving generational wealth, highlighting the significance of risk management and diverse asset allocation. Sara also discusses the transition from public to private markets and the importance of educating younger generations in financial management. Insights from a global family office conference reveal emerging trends and networking opportunities vital for navigating today's economic landscape.
12 snips
Jul 4, 2025 • 1h 26min
Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589
In this episode, Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture investor and musician, dive into the exciting world of biotech and healthcare. They discuss the transformative impact of AI and emerging treatments like gene therapy on patient care. The duo shares insights on private equity dynamics and investment strategies, especially in the context of rising interest rates. They also touch on global market trends and Japan's corporate reforms, highlighting unique investment opportunities in the evolving landscape.
32 snips
Jun 27, 2025 • 1h 14min
Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588
Victor Haghani, Founder and CIO of Elm Wealth, shares his expertise in wealth management with a focus on diversification and tax efficiency. He dives into the 'Crystal Ball Challenge,' highlighting the importance of position sizing over predicting market moves. Haghani discusses disciplined asset allocation, contrasting U.S. and foreign equities, and explores the complexities of market valuation. He emphasizes informed decision-making and shares insights on Roth IRA conversions and the quirky risks of gamification in investing, blending humor with critical financial lessons.
95 snips
Jun 20, 2025 • 1h 12min
Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587
Rob Arnott, Founder of Research Affiliates, and Campbell Harvey, Professor of Finance at Duke University, dive into pressing financial themes. They dissect the risks of passive investing in today's market dominated by megacaps. The conversation explores the AI boom's potential to reshape investment strategies and parallels between today's market and the Dot-Com era. They also highlight opportunities in small caps and foreign markets, scrutinizing government spending's role and the pressing need for reform in the face of rising national debt.
58 snips
Jun 13, 2025 • 1h 45min
Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586
Whitney Baker, founder of Totem Macro and a former leader at Bridgewater Associates and Soros Fund Management, joins the discussion on the shifting macroeconomic landscape. She highlights the end of the 'buy the dip' strategy and the unique challenges facing the U.S. economy as bubbles burst. Whitney also explores opportunities in emerging markets, the impact of tariffs and AI on growth, and the 'Triple Yasu' phenomenon. Notably, she advocates for including gold in investment portfolios as protection against currency devaluation and economic uncertainty.
Jun 6, 2025 • 56min
Kim Flynn - Unlocking Alternative Investments | #585
Kim Flynn, President of XA Investments, discusses the booming world of alternative investments. She dives into the rise of interval funds and their benefits for retail investors, highlighting the challenges and innovations within this space. Flynn shares insights on farmland investments and the potential of private credit and venture capital. With a focus on best practices for advisors, she emphasizes the importance of transparency and education for navigating these complex products. Her forward-looking perspective anticipates significant growth in alternative investments by 2030.
44 snips
May 30, 2025 • 1h 4min
Cole Wilcox on The Power Law of Investing | #584
In this discussion, Cole Wilcox, CIO of Longboard Asset Management and expert in alternative investment strategies, unpacks the significance of trend-following in today’s market. He emphasizes that being a good loser is essential for successful investing and highlights how power laws govern stock performances. Cole also explores the current implications for trend-following in relation to the dollar, gold, and potential recession indicators, offering a thoughtful perspective on navigating future market challenges.
19 snips
May 23, 2025 • 49min
Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583
Alex Wright, Global Wealth Strategist at Apollo, dives into the fragility of public markets and the promising landscape of private investments. He highlights the challenges posed by high valuations and limited diversification in traditional portfolios, advocating for a shift towards private equity, credit, and infrastructure. Alex shares insights into how these private assets can enhance diversification and provide unique opportunities in today’s evolving investment universe. His market outlook offers valuable strategies for navigating economic uncertainties.
