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
54 snips
Nov 13, 2026 • 57min
RenMac’s Jeff deGraaf: There Is Finally an Alternative to Stocks | #657
Jeff deGraaf, chairman and head of technical research at Renaissance Macro Research and a Hall of Fame technical analyst, explores the return of real yields and bonds as an alternative to stocks. He examines bubble signals in semiconductors, market regimes, credit spreads, crypto trends, November seasonality, and the opaque deterioration of private credit. He also recalls his fortuitous exit from Lehman Brothers.
64 snips
Nov 6, 2026 • 55min
SocGen’s Albert Edwards on 10% Yields and a 50% to 60% Drop | #656
Albert Edwards, Societe Generale’s veteran global strategist, brings a fiercely bearish macro view. He explores a possible 10% in US 10-year yields, a 50% to 60% S&P plunge, fiscal dominance, and the bond-equity correlation flip. He also examines China’s fading credit impulse, fragile AI IPOs, oil and food inflation, recession risks, and gold as a hedge against currency debasement.
20 snips
Oct 23, 2026 • 1h 1min
StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655
Vincent Deluard, StoneX’s Director of Global Macro Strategy, explains why a narrow stock rally may conceal a bear market. He explores a bifurcated economy, looming inflation risks from energy and agriculture, suppressed volatility, and Europe’s Japan-like predicament. Deluard also discusses bonds, France’s debt vulnerability, and why the yen, Korean won, UK stocks, gold, and crypto merit attention.
29 snips
Oct 19, 2026 • 49min
Citi's Dirk Willer on Why You Buy the Bubble | #654
Dirk Willer, Citi’s Head of Global Macro and Emerging Market Strategy and author of Trading Global Macro Markets, explores bubble risks, AI-driven market concentration, Federal Reserve policy, rates, and the dollar. He discusses technology’s leadership, opportunities in Brazil and emerging Asia, the outlook for China and Europe, plus signals from gold, bonds, TIPS, copper, and portfolio hedges.
36 snips
Oct 9, 2026 • 46min
Andrew Ang: Should AI Agents Run Your Asset Allocation? | #653
Andrew Ang, Columbia finance professor, Tau Balance founder, and former BlackRock factor-investing leader, explores whether AI agent swarms could reshape asset allocation. They discuss agent governance, productive dissent, factor and signal diversification, enhanced versus cyclical value, and timing active risk. Ang also examines how taxes erode long-term returns, why yield chasing can mislead, and how asset location creates tax alpha.
Oct 2, 2026 • 13min
Cambria Fund Profile: Shareholder Yield Suite
What does shareholder yield reveal that dividends miss? This discussion explores how buybacks complete the cash-return picture, why repurchasing overvalued shares can hurt investors, and how valuation, quality, leverage, debt reduction, and momentum shape a systematic strategy. It also tours five funds spanning U.S. stocks, international and emerging markets, large caps, and smaller companies.
21 snips
Sep 25, 2026 • 37min
Dave Iben: The World Is on Sale While America Trades at a Premium | #652
Dave Iben, co-CIO of Kopernik Global Investors, draws on 45 years of global investing experience to explore scarcity, undervalued commodities, farmland, and emerging markets. He examines South Korea, China, nuclear power, and overlooked countries across Asia and Latin America. The conversation also tackles America’s lofty valuations, AI enthusiasm, index concentration, and using technology without surrendering independent judgment.
17 snips
Sep 18, 2026 • 43min
Roger Ibbotson - Why Isn’t Everyone Rich? | #651
Roger Ibbotson, Yale finance professor and founder of Ibbotson Associates, brings a century of market data to the table. He explores the astonishing power of compounding, why market timing rarely works, and how small caps can transform long-term outcomes. He also examines human capital, inflation, bond yields, valuation signals, buybacks, private markets, and the changing IPO landscape.
68 snips
Sep 11, 2026 • 52min
FT’s Robin Wigglesworth: Why Bonds, Not Stocks, Rule Everything Around Us | #650
Robin Wigglesworth, Financial Times journalist and author of A Fabulous Debt, makes the case that bonds built the modern world. He explores their origins in Venice, their role in wars, defaults and financial scams, and the hidden plumbing of the $12 trillion repo market. They also discuss Liz Truss’s downfall, bond ETFs, private credit, and risks lurking behind “safe” income.
103 snips
Sep 8, 2026 • 51min
Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) | #649
Inigo Fraser-Jenkins, Chief Investment Strategist at AllianceBernstein, explores a changing investment landscape. He defends US equities while questioning the dollar’s durability, explains why bonds may stop diversifying stocks, and makes the case for gold as a strategic portfolio diversifier. They also discuss inflation, healthcare, commodities, and AI’s potential to reshape jobs and productivity.
