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
Nov 2, 2024 • 4min
📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556
Big news as a new edition of a groundbreaking book is launched! The hosts explore the limitations of traditional dividend investing and introduce a transformative strategy. Discover how focusing on total shareholder value—including dividends, buybacks, and debt management—can enhance your investment approach. They challenge common beliefs with compelling data and real-world insights. Get ready to rethink your portfolio strategy with this holistic perspective!
11 snips
Nov 1, 2024 • 38min
Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555
Marty Bergin, President of DUNN Capital Management, shares insights from 50 years in trend following. He discusses the evolution of trend-following investments and the critical importance of adaptability in changing markets. Marty highlights how trend following enhances portfolio performance and why investors are increasingly interested in non-correlated asset classes. He also touches on navigating volatility and shares personal reflections on resilience and mentorship that shaped his career. Plus, he offers unique perspectives on the future of cryptocurrencies!
Oct 25, 2024 • 39min
Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF
Wes Gray, founder and CEO of Alpha Architect, is a strategic mind pioneering innovative ETF strategies. In this discussion, he dives into the transformative Cambria Tax Aware ETF, emphasizing its potential for tax-efficient capital appreciation with minimal dividends. He breaks down the nuances of the Section 351 tax code, helping investors optimize low-basis investments into ETFs. The conversation also highlights the growing importance of tax-efficient investing in today's landscape and how ETFs are reshaping the investment industry for the better.
8 snips
Oct 23, 2024 • 40min
Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553
In this engaging discussion, Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, shares his extensive insights into 200 years of market concentration and its implications. He identifies the 'Magnificent Seven' companies and debates whether their dominance suggests impending market collapses. Bryan also highlights the significant historical factors that impact market returns, including wars and government intervention. Furthermore, he speculates on the future landscape influenced by AI and protectionism, providing a thought-provoking perspective on economic growth.
5 snips
Oct 11, 2024 • 55min
Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552
Owen Lamont, a Portfolio Manager at Acadian Asset Management and former faculty at top universities, dives into the complexities of market bubbles. He discusses the U.S. being in a bubble and the rise of passive investing, pointing out the 'Koreafying' of the stock market. Lamont delves into the impact of AI on finance, the differences in retail investing compared to gambling, and shares insights on closed-end funds. He even draws parallels between Seinfeld and investing, adding a touch of humor to serious topics!
15 snips
Oct 4, 2024 • 1h 1min
Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551
Brad Gerstner, Founder and CIO of Altimeter Capital, shares his journey in technology investments. He dives into the AI supercycle, discussing its potential impact on both enterprise and consumer tech. Gerstner emphasizes the importance of financial literacy for children through his Invest America initiative, advocating for investment accounts to empower the next generation. He also highlights the challenges of stock compensation and the need for transparency in the tech industry, urging collective action for a financially educated youth.
96 snips
Sep 20, 2024 • 50min
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
Rob Citrone, founder of Discovery Capital Management and a former manager for the Soros family, discusses a shifting investment landscape. He predicts greater volatility and lower returns ahead, while highlighting Argentina as a promising market. Rob explains why he holds a bearish view on China and Europe, but sees strong potential in Latin America, particularly in India. He shares insights on the art of short selling and his foray into cryptocurrencies, emphasizing the discipline required to navigate today's financial markets.
Sep 13, 2024 • 51min
Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549
Rob Arnott, founder and Chairman of Research Affiliates, shares insights on investing in stocks that have been dropped from major indexes, a strategy highlighting their potential for high returns. He discusses the extraordinary performance of these 'dumped' stocks and how they often represent deep value opportunities. The conversation also touches on the current market dynamics, the allure of AI narratives, and the impact of macroeconomic conditions on small-cap investing. Arnott’s expertise sheds light on navigating today’s complex investment landscape.
40 snips
Sep 10, 2024 • 59min
Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545
Michael Mauboussin, Head of Consilient Research at Counterpoint Global, shares insights on market concentration and capital allocation. He delves into the implications of stock buybacks and how these financial strategies impact shareholder value. The discussion highlights attributes of successful investors and lessons from figures like Elon Musk. Mauboussin also examines the investment landscape shaped by emerging technologies such as AI, stressing the need for adaptability in modern value investing amid evolving market dynamics.
5 snips
Sep 6, 2024 • 55min
Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548
Doug Greenig, CEO & CIO of Florin Court Capital, brings over 30 years of market experience. He discusses the advantages of trend-following strategies in today's volatile environment, highlighting the importance of trading in unique markets like carbon emissions. Doug reveals why trend following thrives amidst geopolitical conflicts and fiscal instability. He also shares his optimism about China's economic prospects and reflects on memorable moments from his trading career, emphasizing the significance of adaptability in finance.
