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
17 snips
Dec 5, 2025 • 49min
What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) | 608
In this discussion, Nick Maggiulli, the COO of Ritholtz Wealth Management and author known for his data-driven insights, delves into the parallels between financial and medical advice, emphasizing individualized strategies. He explores the Wealth Ladder concept, illustrating how wealth levels affect asset ownership. Nick also tackles the complexities of wealth mobility, the balance between diversification and concentration in investments, and how luck influences financial success. A treasure trove of insights for aspiring investors!
58 snips
Nov 21, 2025 • 1h 4min
AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management, delves into the intricacies of investment returns and the behavioral biases driving investor decisions. He emphasizes the need for humility in forecasting, contrasting institutional and retail behaviors, and highlighting the risks associated with high US valuations. Antti warns against past performance reliance and discusses the benefits of diversifiers and trend strategies in mitigating risks. His insights provide a fresh perspective on navigating the complexities of the current market.
10 snips
Nov 11, 2025 • 1h 50min
The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
Chris Clark, a seasoned biotech investor and former portfolio manager with over two decades of experience, dives into the intricacies of the biotech sector. He discusses its unique capital-intensive nature and the challenges investors have faced in recent years. Chris explores how AI can revolutionize drug development and contrasts private versus public biotech funding. He also sheds light on global market dynamics, particularly China's role. A standout moment is his recounting of a notable investment win, showcasing the potential rewards in this volatile field.
27 snips
Nov 7, 2025 • 1h 2min
Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
Joined by Joe Davis, Vanguard's Global Chief Economist and author of 'Coming Into View,' the discussion dives into the tug-of-war between AI and demographic deficits shaping the U.S. economy. Joe highlights a potential optimistic outcome where AI offsets pressures, while warning of the risks if expectations fall flat. He emphasizes the importance of diversification in investing and explores how technological trends, international bonds, and the roles of financial advisors will evolve in this changing landscape.
13 snips
Oct 31, 2025 • 40min
Kathryn Kaminski - Don’t Fire Your Diversifier | #604
Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, dives into the world of managed futures and crisis alpha. She examines the recent struggles in managed futures, emphasizing the importance of patience during drawdowns, which historically reward investors when trends recover. Kathryn discusses the role of managed futures as a diversifier to equities, the rise of ETFs, and how crisis alpha strategies capture extreme market shifts. She also highlights the emerging use of AI in refining these strategies, paving the way for more efficient investing.
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.
29 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.
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.
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.
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.
