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
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.
104 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.
55 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.
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.
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.
29 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.
129 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.
