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
10 snips
Dec 26, 2025 • 45min
What the Data Says About Founder-Led Outperformance (w/ Jack Ablin of Cresset Asset Management) | #611
Jack Ablin, Chief Investment Officer at Cresset Asset Management, shares his extensive expertise on founder-led companies, noting their historical outperformance due to strong ownership alignment. He discusses innovative asset allocation strategies based on cash-flow time horizons rather than conventional classes. Ablin also shares insights into equity and fixed income forecasts, emerging private market opportunities, and potential benefits from investing in Opportunity Zones. Plus, he reflects on his most memorable investment experience!
19 snips
Dec 22, 2025 • 54min
David McWilliams on The Story of Money—and Why It Matters for Markets | #610
David McWilliams, an economist and author known for his work with the Central Bank of Ireland, explores the fascinating evolution of money over 5,000 years. He discusses how money serves as a foundational social technology, enabling large-scale cooperation and human progress. Delving into historical anecdotes, he highlights the transformative impact of innovations like coinage and Gutenberg's printing press. McWilliams emphasizes the urgent need for better financial education and the role of trust in economic systems, making ancient concepts relevant to modern markets.
47 snips
Dec 12, 2025 • 46min
BlackRock’s Rick Rieder - Rethinking Risk Into 2026 | #609
In this discussion with Rick Rieder, Chief Investment Officer at BlackRock, listeners gain insights into the current market dynamics and the evolving economic landscape. Rieder shares his expectations for the Fed’s interest rates, drawing a parallel between investing and gambling. He emphasizes the significance of free cash flow in big tech, warns about the future of small caps, and highlights key sectors to watch. Rieder also draws lessons from tennis to illustrate the importance of timing and strategy in investment decisions.
53 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!
70 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.
25 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.
