The Meb Faber Show - Better Investing

The Idea Farm
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Oct 28, 2025 • 1h 4min

Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603

Peter Levin, co-founder of Griffin Gaming Partners and former CEO of Nerdist Industries, dives into the vibrant world of gaming. He examines the evolution of the industry, emphasizing the dominance of gaming IP and the empowerment of indie developers through platforms like Steam. Levin also tackles the practicality of AI in game development and explains why he is skeptical about trends like esports and VR. He shares insights from his strategic investments and discusses the impressive market scale of gaming compared to traditional media.
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24 snips
Oct 24, 2025 • 16min

Mebisode: When to Sell

Dive into the intricacies of when to sell investments, exploring why many investors underestimate this challenge. Patience is key, with a proposed minimum holding period of a decade to assess performance effectively. Meb dissects common emotional triggers that lead to rash decisions and emphasizes the importance of having clear sell criteria. He also illustrates how remarkable investments can initially appear to be losers. Learn practical tips to manage your portfolio and maintain discipline during tough market times.
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52 snips
Oct 20, 2025 • 1h 4min

Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602

Carl Richards, a Certified Financial Planner and author, dives into the emotional side of money, discussing how societal norms shape our views on wealth. He introduces the concept of an emotional balance sheet and the 'overnight test' for investment decisions, advocating for aligning financial choices with personal goals. Richards also explores how social media impacts our perceptions of wealth and offers insights on overcoming the pressures of lifestyle inflation. His practical advice aims to help listeners reclaim control over their financial mindset.
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Oct 10, 2025 • 54min

Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601

Eddy Elfenbein, a pioneering financial blogger behind Crossing Wall Street, now manages the CWS ETF, showcasing his top stock picks. He dives into the creation of his annual buy list, emphasizing quality over quantity in stock selections. Eddy discusses the importance of understanding market cycles and shares valuable insights on picking underfollowed mid-caps. He reveals memorable investments, critiques the crazes around gold and crypto, and discusses the challenges faced by aspiring ETF managers. His engaging perspective on investing will leave listeners inspired.
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61 snips
Oct 7, 2025 • 50min

Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600

Tobias Carlisle, founder of Acquirers Funds and author of "Soldier of Fortune," shares insights on value investing by blending Warren Buffett's strategies with Sun Tzu's timeless wisdom. He discusses the current small-cap landscape, macroeconomic signals, and notable case studies like Buffett's investments in General Re and Japan's trading houses. Emphasizing patience and strategic thinking, Tobias explains avoiding FOMO and highlights the power of waiting for asymmetric opportunities in investing, ensuring that financial decisions align with psychological insights.
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141 snips
Oct 6, 2025 • 57min

Morgan Housel on The Illusion of Wealth and Happiness | #599

Morgan Housel, a bestselling author and partner at The Collaborative Fund, explores the intricate relationship between wealth, happiness, and identity. He discusses how personal history influences our spending habits and the psychological impacts of wealth. Housel reveals that independence and purpose are key to true happiness, rather than material possessions. He emphasizes that human behavior, not just financial principles, drives investment decisions, and warns of the risks associated with easy access to speculative financial tools.
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56 snips
Sep 26, 2025 • 55min

Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598

In this discussion, Keith McCullough, Founder and CEO of Hedgeye, reveals his innovative approach to market analysis, notably the 'signal' and 'quad' framework for navigating economic scenarios. He emphasizes the U.S. dollar's pivotal role in global markets and sharing insights on behavioral challenges investors face, including the psychology of letting go of losing positions. McCullough also delves into Hedgeye's new asset management venture and cutting-edge ETF strategies, asserting that understanding market flows is now more important than individual stock picking.
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Sep 12, 2025 • 43min

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.
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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.
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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.

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