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
Sep 12, 2025 • 42min
Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597
Dave Thornton, Co-founder and Chief Customer Officer of Vested, dives into the intricacies of startup stock options, revealing that a staggering $600 billion in equity goes unclaimed. He explains how Vested empowers employees by offering funding to exercise expiring options. Thornton introduces 'Vestimate', a groundbreaking tool to track equity value and highlights trends in IPOs and venture capital exposure. Plus, he discusses the vital shift towards corporate partnerships to enhance stock option liquidity, making it easier for employees to benefit from their equity.
20 snips
Sep 5, 2025 • 1h
Innovative Tax Strategies in Bond Investing [Alex Morris] | #596
In this engaging conversation, Alex Morris, CEO & CIO of F/m Investments, shares insights from his vast experience at a $19 billion firm. He delves into the rise of bond-centric ETFs, highlighting TBIL as a standout. Alex introduces his innovative "Compoundr" series, aiming to convert bond ETF income into price appreciation while discussing tax strategies tailored for bond investors. He also tackles market inefficiencies and offers bold predictions on dual share classes, making this a must-listen for anyone interested in the evolving bond landscape.
84 snips
Aug 29, 2025 • 1h 6min
Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595
Bob Elliott, CEO and CIO of Unlimited, brings his expertise from Bridgewater Associates to the conversation. He dives into the complex macroeconomic landscape, unpacking the effects of tariffs and the long-term valuation of the dollar. Bob highlights the contradictions between weak economic data and high stock prices, the necessity of diversification, and the potential of TIPS and hedge fund replication strategies. He stresses the importance of transparency in private investments and calls for accountability in bear markets, making this a must-listen for investors.
33 snips
Aug 22, 2025 • 59min
The Parallels of Past and Present in Finance - Mark Higgins | #594
Mark Higgins, Senior VP for IFA Institutional and author of Investing in U.S. Financial History, dives into the lessons of financial history. He connects past crises like the Panic of 1792 to present-day market trends, exploring the evolution of reserve currencies and the role of Bitcoin. Higgins raises critical issues in private markets, such as inflated valuations and ethical concerns in asset management. He shares insights on inflation, investment strategies of historical figures, and the cyclical nature of financial behaviors, enriching the discussion with personal anecdotes.
28 snips
Aug 15, 2025 • 56min
A Golden Moment for Asset Allocation? | Mike Philbrick | #593
Mike Philbrick, CEO of ReSolve Asset Management and a leading expert in asset allocation, returns to discuss the shifting importance of gold and Bitcoin in today’s investment climate. He delves into gold's historical performance, its ability to mitigate home country bias, and the role of gold futures in a traditional 60/40 portfolio. The conversation reveals insights on Bitcoin's evolving stance alongside gold as essential assets for diversification, emphasizing innovative strategies like return stacking to enhance portfolio resilience.
102 snips
Aug 4, 2025 • 59min
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.
17 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.
