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
71 snips
Dec 23, 2024 • 54min
Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563
Felix Zulauf, a macro-expert and founder of Zulauf Consulting, discusses the precarious state of global equity markets. He warns that the concentration in the U.S. stock market signals a bubble, leading to potential market reversals. Felix delves into the dynamics of commodities, Bitcoin, and currencies while emphasizing the need for investors to focus on managing risks over chasing opportunities. He further explores the implications of central bank actions and the performance of gold amid geopolitical tensions.
Dec 20, 2024 • 50min
Fran Kinniry on The Past, Present & Future of Vanguard | #562
Fran Kinniry, a Principal and Head at Vanguard Investment Advisory Research Center, shares insights from his extensive experience since 1997. He emphasizes the crucial role advisors play in helping investors maintain discipline during market turmoil. Fran discusses Vanguard's strategic entry into private equity and the importance of fixed-income investments as 2024 approaches. He also highlights the significance of international diversification and the resurgence of high-quality bonds in today’s investment landscape.
41 snips
Dec 13, 2024 • 46min
Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561
In this conversation, Matthias Hanauer, a researcher with Robeco’s Quant Equity Research team, delves into the evolving landscape of value investing. He reveals how interest rates shape the relationship between growth and value stocks. The discussion highlights the promise of emerging markets and small-cap stocks, as well as the impact of recent U.S. elections on market trends. Matthias also explores the intriguing 'Factor Zoo' and the integration of machine learning in modern investment strategies, challenging conventional wisdom on value metrics.
9 snips
Dec 6, 2024 • 1h 6min
Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More | #560
Michael Venuto, CIO and co-founder of Tidal Financial Group, discusses the booming ETF industry and what lies ahead. He highlights the surge in record inflows and fund launches while addressing innovative strategies for ETFs tied to the FIRE movement and crypto investments. Venuto also dives into ethical investment practices, including how to invest alongside figures like Nancy Pelosi. The conversation explores unique ETF strategies and the shift from mutual funds to ETFs, emphasizing the evolving financial landscape.
Nov 22, 2024 • 56min
Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559
In this discussion, Joel Nagel, founder of Nagel & Associates and an asset protection expert, dives into crucial strategies for safeguarding wealth. He outlines four key risks in asset protection and shares insights on trusts, second passports, and dual citizenship. Joel emphasizes the importance of strategic debt management and explores the benefits of investing in gold and cryptocurrencies as defenses against economic instability. His wealth of experience offers listeners valuable perspectives on navigating today’s financial landscape.
21 snips
Nov 15, 2024 • 1h 2min
Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558
Aswath Damodaran, a renowned NYU professor in corporate finance and equity valuation, shares fascinating insights into investing and company dynamics. He explores the challenges of valuing stocks in a shifting economy, including the rise of buybacks. Expect an engaging discussion on AI's role in finance and a critique of ESG investing. Damodaran also highlights the impact of political connections on valuations, and he examines how social media is reshaping media consumption and the ownership landscape in professional sports.
22 snips
Nov 8, 2024 • 46min
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557
Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, shares his insights on current economic themes. He explores the paradox of strong consumer spending against low confidence and the tension between stocks and gold. Kelly emphasizes the importance of diversification amidst concerns over the U.S. dollar and government deficit. He also highlights emerging market opportunities, especially in India and China, and discusses the cultural influences on investment behaviors across the globe.
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.
