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
Aug 30, 2024 • 11min
Introducing The Best Investment Writing
Jason Buck is a respected figure in investment research, known for his insightful writings. He introduces 'The Best Investment Writing,' a new podcast dedicated to elite investment strategies. Buck discusses 'Herschel Walker Syndrome,' warning against isolated investment thinking by showcasing the importance of teamwork. He shares strategies for effective portfolio construction, using analogies and real-life examples to demonstrate common pitfalls and the need for a cohesive approach to achieve long-term growth.
Aug 23, 2024 • 49min
Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547
Tarek Abou Zeid and Andre Rzym, both portfolio managers at Man AHL, dive into the intriguing world of catastrophe bonds. They unpack how these bonds work and their recent performance, revealing their role in diversifying investment portfolios, especially as climate change reshapes risk dynamics. Anticipating the 2024 hurricane season, they analyze NOAA's forecasts and the implications for insurance. They also discuss the benefits of systematic investment strategies and the emerging landscape of these unique financial instruments.
4 snips
Aug 16, 2024 • 1h 10min
Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546
Roger Mitchell, founder of Albachiara, shares his insights from his book, Sport's Perfect Storm. He discusses how new media, demographics, and gambling are transforming the sports industry. The conversation contrasts American and European sports business models, including the unique concept of relegation. Roger dives into athlete compensation dynamics, exploring the potential for equity stakes. Plus, he highlights innovative strategies from minor league baseball, like the Savannah Bananas, illustrating how entertainment can engage modern audiences.
11 snips
Aug 2, 2024 • 37min
Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544
In this conversation, Steve Eisman, known for his pivotal role in 'The Big Short,' shares his insights as a portfolio manager at Neuberger Berman. He discusses the driving forces in today's markets, focusing on AI and infrastructure, while expressing skepticism about crypto. Eisman also examines the potential impact of the upcoming election on market dynamics. His take on financial innovation, national security regarding semiconductor dependence, and key inflection points for investment opportunities are further highlights of this engaging discussion.
12 snips
Jul 26, 2024 • 50min
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543
Kate Moore from BlackRock shares insights on the US economy's resilience and market concentration. She discusses Fed expectations, small cap insights, interest rates, global market trends, biases in investing, and the role of AI. The podcast covers diverse topics like equity market leadership, sector performance, and book recommendations.
32 snips
Jul 19, 2024 • 58min
Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542
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.
33 snips
Jul 12, 2024 • 52min
Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541
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.
5 snips
Jul 5, 2024 • 52min
The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber
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.
26 snips
Jun 28, 2024 • 54min
Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539
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.
7 snips
Jun 21, 2024 • 52min
UBS' Jason Draho - Another Roaring '20s for the US? | #538
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.
