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
Mar 4, 2025 • 27min
MEBISODE: Can We All Invest Like Yale?
Dive into the world of Yale's legendary endowment model and discover its impact on investment strategies. Explore the principles of diversification and alternative investments that make this approach stand out. Compare Yale's performance to traditional portfolios and see how individual investors can achieve similar success. Learn the intricacies of active management and tailored asset allocation, while understanding the gaps between hypothetical returns and real-world outcomes. Get ready to rethink your investing game!
39 snips
Feb 28, 2025 • 1h 6min
Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572
Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and author of 'Any Happy Returns', dives into the complexities of today's investment landscape. He discusses structural changes driven by macroeconomic factors and geopolitical tensions that shape super cycles. Oppenheimer delves into the implications of AI and de-carbonization on returns while emphasizing diversification as a key strategy. He also shares insights on the emotional phases of market cycles and the contrasting dynamics of U.S. markets versus European banks.
69 snips
Feb 21, 2025 • 1h 2min
Former Merrill Strategist Chuck Clough – This Time is Different | #571
Chuck Clough, Chief Investment Officer of Clough Capital, shares his extensive knowledge from over six decades in finance. He reflects on the economic challenges of the 1970s and the bear market during the dot-com bubble, where he famously predicted Cisco's decline. Clough compares today's market to that bubble and explores the transformative impact of AI, discussing potential investment opportunities in various sectors. His insights on interest rates, inflation, and lessons learned from industry legends add depth to the conversation.
28 snips
Feb 14, 2025 • 50min
Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570
Jim Masturzo, CIO of Multi-Asset Strategies at Research Affiliates, dives into the shaky foundations of U.S. markets with high valuations. He discusses the stark investment landscape in China and India, emphasizing the need for portfolio diversity. Masturzo critiques private equity expectations versus public market realities and sheds light on the complexities of fixed income dynamics. He questions the optimistic outlook on AI's impact on productivity while offering strategies for risk management and effective asset allocation in today's volatile environment.
17 snips
Feb 7, 2025 • 1h 3min
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Brian Jacobs, Portfolio Manager at Aptus Capital Advisors, shares his expertise on dynamic investment strategies. He critiques traditional bond allocation and explains the power of hedged equity products. Jacobs also dives into the housing market, discussing tax benefits of homeownership versus renting. He highlights innovative strategies like minimum volatility and trend following, revealing their potential to protect investments while still targeting gains. Plus, intriguing insights on CAPE ratios and tax-efficient investing make for a compelling listen.
70 snips
Jan 31, 2025 • 1h 11min
Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568
Mike Maples Jr., a venture capitalist and author of 'Pattern Breakers,' shares his insights on identifying high-potential startups and the importance of embracing disagreement in entrepreneurship. He discusses the future of private markets, the impact of AI on investing, and lessons learned from investment legend David Swensen. Maples emphasizes the significance of recognizing inflection points and radical differentiation in startups while advocating for financial literacy, especially among youth, to empower future investors.
39 snips
Jan 24, 2025 • 1h 5min
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567
Savita Subramanian, Head of U.S. Equity Strategy at Bank of America and named one of Barron’s 100 Most Influential Women in Finance, dives into market trends as 2025 approaches. She discusses why today’s higher valuations are justifiable, the potential for productivity gains to spark a new bull market, and the surprising strength of corporate margins amid inflation. Savita also shares her thoughts on selective stock picking, the future landscape for small and mid caps, and the reshaping of investment strategies in the evolving financial environment.
16 snips
Jan 17, 2025 • 59min
Wendy Li on How To Invest Like Elite Endowments | #566
Wendy Li, founder and CIO of Ivy Invest, shares her extensive experience managing billions for New York endowments. She discusses the intricate strategies elite institutions use, balancing risks with evolving alternative investments. Wendy reveals her innovative approach to democratizing endowment-style investing, allowing individual investors access without accreditation. Learn about her 'Windy portfolio' blending public equities and alternatives and insights on liquidity management in today's market, highlighting the growing trend of companies remaining private longer.
18 snips
Jan 3, 2025 • 2h 12min
Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565
Dive into the intriguing concepts of shareholder yield versus traditional dividend investing. The discussion uncovers how strategic capital allocation can significantly impact investor returns. Emotional ties to dividends are dissected, revealing why many investors resist change. Explore the benefits of reinvesting dividends and stock buybacks through enlightening historical data. Learn practical strategies for identifying shareholder yield stocks and adapt to evolving market conditions for superior returns.
5 snips
Dec 27, 2024 • 4min
The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564
Explore the highlights of 2024, featuring insights from renowned guests like Aswath Damodaran, who dives into the future of Apple and Spotify. Brad Gerstner shares his unique perspectives, while Cliff Asness discusses market trends and investment strategies. Hendrik Bessembinder examines stock performance metrics, and Kenneth French delves into the essence of value investing. These thought-provoking discussions provide valuable insights for investors looking to navigate the financial landscape.
