The Meb Faber Show - Better Investing

Ian Cassel, Founder of MicroCap Club, talks about the microcap sector, advantages of micro-caps, and characteristics of multi-bagger stocks. He shares his investment journey, selling strategies, and current holdings. Ian also discusses analyzing the current micro-cap landscape and his most memorable investment.

Aaron Edelheit, CEO of Mindset Capital, discusses the state of the cannabis sector, potential Federal regulatory changes, key characteristics in cannabis companies, the opportunity with low dose hemp beverages, and identifying risks in the cannabis space.

Jerry Parker, CEO of Chesapeake Holding Company, joins Meb to discuss their new ETF, MFUT, based on trend following strategies in various assets. They highlight the importance of capturing big trends, following rules, and the benefits of trend following in a portfolio. Excitement about ETFs, the future of managed futures, and exploring alternative strategies like managed futures when the S&P trend ends are also discussed.

Herb Greenberg, a veteran financial journalist, talks about market evolution, identifying frauds like Herbalife, and advice for new market entrants. He also discusses his new venture, Wall Street Beats. The podcast covers market structure changes, short sellers, contrarian investment beliefs, and the impact of investigative journalism in finance.

Jason Draho, UBS Head of Asset Allocation Americas, discusses the potential for a 'Roaring 20s' in the US economy, covering factors like capex boom, green energy transition, and security. He also talks about bond strategies, inflation impacts, and deglobalization trends.

Head of US Equity Strategy at RBC Capital Markets, Lori Calvasina, discusses the sentiment-driven US market post-COVID, valuations of top stocks, small caps, takeaways from earnings season, and 2025 outlook. She delves into indicators, market valuations, impact of election, small cap stocks setup, value versus growth debate, favorite indicators, and memorable investments.

Eva Shang, co-founder of Legalist and Thiel Fellow, dives into litigation finance, discussing its origin, AI deal sourcing, and asset management. Topics include diversification in investing, analytics in litigation finance, legal underwriting, and technology integration. She shares Legalist's investment strategies, unique business model, and memorable cases funded. The podcast explores challenges in finance, M&A, and the importance of strategic decision-making.

This podcast features past guests like Ed Thorp, Richard Thaler, Jeremy Grantham, and more discussing the challenges and benefits of diversified portfolios during market downturns, analyzing asset allocation performance against the S&P 500, and exploring strategies for global diversification and risk management in investing.

Brendan Ahern, CIO at KraneShares, discusses China's economy, US election impact, KWEB, currency hedging, TikTok ban, and memorable investments. Examines China's stock market, regulatory changes, and global market dynamics, debating China's investability and future plans for KraneShares.

Guest Michael Melissinos, founder of Melissinos Trading, shares insights on trend-following trading strategies, emphasizing removing bias, risk management, and sticking to a system. Topics include market selection, pitfalls of overriding systems, trading during the COVID crash, and the downfall of the 60/40 portfolio. Discusses long term vs short term systems and memorable investments.