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 25, 2023 • 47min
Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape | #505
Que Nguyen, CIO of Equity Strategies at Research Affiliates, discusses stretched valuations, rising interest rates, and inflation as potential challenges for investors. She highlights opportunities in the U.S. market and explores topics like fundamental indexing, the Magnificent Seven, and the outlook for the dollar. The podcast also covers inflation, rising interest rates' impact on different markets, retirees' portfolio allocation, and the concept of investing in quality.
Oct 18, 2023 • 10min
Mebisode – What If You Owned No US Stocks? | #504
Mebisode discusses the idea of owning no US stocks and challenges the belief that stocks are the best way to build wealth. It explores the concept and benefits of this approach, analyzing returns, statistics, and different portfolio strategies.
Oct 11, 2023 • 51min
Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer | #503
Jon Hirtle, founder of Hirtle, Callaghan & Co., shares his journey creating the OCIO model and discusses asset allocation, working with investing teams, and the current investment landscape. The podcast also explores the origins of OCIO, the evolution of asset allocation strategies, lessons on managing mission-driven funds, the importance of planning and defining success, and a memorable investment during the financial crisis.
58 snips
Oct 4, 2023 • 1h 15min
Mikhail Samonov – Lessons from Two Centuries of Financial History | #502
Mikhail Samonov, CEO of Two Centuries Investments, shares insights from studying two centuries of financial returns, including momentum and asset allocation. He also discusses using AI to analyze intangible value and company cultures. The podcast explores the challenges faced by investors in sticking to asset allocation strategies and the importance of unpopular beliefs in the financial industry. Mikhail shares his most memorable investment and reflects on missed investment opportunities.
8 snips
Sep 27, 2023 • 59min
John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501
John Davi, CEO and CIO of Astoria Portfolio Advisors, discusses his macro plus-quant approach to the markets. Topics include his entrance into the ETF space, global diversification, opportunities in Europe and Japan, and focusing on after-tax after-inflation returns.
Sep 20, 2023 • 1h 7min
Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing | #500
Soo Chuen Tan, founder of Discerene Group, shares lessons from working with Seth Klarman and the ideal structure for an investment firm. They discuss their contrarian, long-term value investing philosophy, evaluating businesses with network effects, reasons for removing companies from the portfolio, and the importance of considering geopolitical situations when investing outside the US.
Sep 13, 2023 • 59min
Kevin Carter, EMQQ Global - India is Happening NOW | #499
Kevin Carter, Founder and CIO of EMQQ Global, emphasizes the growth potential of India's tech sector, comparing it to China's boom. He discusses environmental risks, his experiences playing Blackjack with Burton Malkiel, challenges in investing in emerging markets, the rise of the digital consumer in emerging markets, the impact of technology in India's development, and investing experiences in South Asia.
27 snips
Sep 6, 2023 • 1h 1min
Liz Ann Sonders on The State of the Markets | #498
Liz Ann Sonders, Chief Investment Strategist of Charles Schwab, shares timeless lessons from her mentor Marty Zweig. She discusses the economy, markets, earnings estimates, and the Fed. Topics include rolling recessions, housing market variations, international diversification, and the importance of a disciplined investing approach.
Aug 30, 2023 • 48min
Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation | #497
Ulrike Hoffmann-Burchardi, Portfolio Manager at Tudor Investment Corporation, discusses lessons learned at Tudor, the incorporation of AI and large language models in investing, her view of the macro landscape, and areas of the market she likes today. They also explore the transformative potential of large language models, trust and transparency in data and AI, memorable investment opportunities in autonomous driving, and the performance of companies like NVIDIA and Tesla.
6 snips
Aug 23, 2023 • 1h 3min
Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing | #496
Phil Bak, CEO of Armada ETFs, gives a masterclass on real estate investing. He covers the residential real estate space and introduces his solution to the problem investors have faced this year with private REIT strategies. Phil discusses his use of AI and machine learning in the REIT space and shares his most memorable investment. He also talks about changing market dynamics due to shifting Fed actions and lessons from investing in baseball cards.
