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
5 snips
Jan 3, 2024 • 45min
Felix Zulauf – 2024 Macro Outlook Not Rosy | #515
Macro-expert Felix Zulauf discusses the global investment landscape, predicts inflation to rise above 10%, highlights Taiwan's upcoming election, and shares non-consensus views on potential wars and conflicts in the Middle East. They also explore the potential for silver to outperform gold in the future.
Dec 27, 2023 • 56min
Liz Simmie, Honeytree – A Quantamental Approach to ESG | #514
Liz Simmie, co-founder Honeytree Investment Management, discusses the strategy of their ESG-focused ETF and provides insights on the process of launching an ETF. They explore stakeholder governance, integrating ESG data, challenges of implementing ESG approach in the Canadian market, evaluating companies based on board diversity and governance, aligning long-term goals and efficiency, future of ESG reporting and pay equity, ESG investing and exclusion of pharmaceutical companies, and efforts of oil sands companies in addressing diversity and reducing emissions.
Dec 20, 2023 • 51min
J.P. Morgan's Gabriela Santos Likes International Stocks for 2024 | #513
Gabriela Santos, Chief Market Strategist for J.P. Morgan Asset Management, shares her optimistic view on international stocks. Topics include opportunities in Japan and India, bullishness on Mexico due to nearshoring, and China becoming a tactical trading market.
Dec 13, 2023 • 1h 12min
Alfonso "Alf" Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade | #512
Listen to Alfonso Peccatiello, Founder & CEO of The Macro Compass, as he dives into the bond market, discussing the Yield Curve and its relation to recessions. He also shares insights on investment opportunities in emerging markets, offers unique perspectives that go against his peers, and explores controversial beliefs about central banks printing money.
54 snips
Dec 6, 2023 • 1h 17min
Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511
Louis-Vincent Gave and Harris “Kuppy” Kupperman discuss various interesting topics in this podcast: emerging markets, the impact of the energy transition on commodities like oil and uranium, stealth bull markets in Japan and India, Mag7, Argentina, Turkey, aviation sub-assembly stocks, geopolitical consequences of trade restrictions, market sentiment, uranium market factors and challenges, overlooked potential in the aviation industry, and criticism of Calpers.
Nov 29, 2023 • 1h
Radio Show: Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate | #510
Jonathan Treussard, recently launched his own RIA, and Nic Johnson, formerly ran the commodity desk at PIMCO, discuss topics such as asset allocation, investor interest in commodities & TIPS, the role of financial incentives in behavior, and disrupting the residential real estate market with List Wise.
Nov 22, 2023 • 1h 4min
Austin Root, Stansberry Asset Management - The Case For Productive Assets | #509
Austin Root, Chief Investment Officer of Stansberry Asset Management, discusses financial planning, private credit, investing approaches, and the role of gold in portfolios. They also explore investing globally, preference for recurring revenues, and opportunities in different sectors. The chapter concludes by discussing the importance of letting winners run and success stories like Domino's Pizza.
72 snips
Nov 15, 2023 • 1h 26min
Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508
Jim Bianco, President and Macro Strategist at Bianco Research, shares insights on the biggest economic event of our lifetime, the end of the 40-year bond bull market, and the weaponization of energy. They discuss labor strikes, remote work, and the need for active management in stocks and bonds. The podcast also explores the impact of the pandemic on the global economy, inflation, interest rates, market flows, opportunities in foreign equity markets, and the potential effects of rising interest rates.
Nov 8, 2023 • 55min
Thomas George, Grizzle - Disruption at a Reasonable Price | #507
Thomas George, President of Grizzle and Portfolio Manager of the DARP ETF, discusses investing in disruption at a reasonable price, the sector focus of the ETF, and takeaways from the 2022 sell-off. He also dives into the performance of Amazon since its IPO as a case study for disruption at a reasonable price.
Nov 1, 2023 • 1h 34min
Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill | #506
Co-host Corey Hoffstein joins Meb Faber to discuss a range of investing topics including Bitcoin ETF news, the death of the 60/40 portfolio, T-bill and Chill, the Magnificent Seven, and dividend income investing. They also touch on other subjects such as Roaring Kitty and Meb Faber's job application at CalPERS.
