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
6 snips
Jun 14, 2024 • 49min
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537
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.
5 snips
Jun 7, 2024 • 50min
Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537
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.
Jun 4, 2024 • 12min
MEBISODE: The Bear Market in Diversification | #536
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.
22 snips
May 31, 2024 • 52min
KraneShares' Brendan Ahern: Is China Investable? | #535
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.
8 snips
May 24, 2024 • 41min
Michael Melissinos - Mastering the Art of Trend-Following | #534
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.
37 snips
May 10, 2024 • 1h 18min
Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533
Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds, discuss trend-following sentiment and optimal diversifiers. They touch on the Herschel Walker trade, portfolio construction, diversification myths, away from 60/40 portfolios, interest abroad, Paul Mulvaney's success, and pairing trend following with factor investing.
6 snips
May 3, 2024 • 44min
Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532
Hendrik Bessembinder, a professor at Arizona State University, discusses his research on stock market returns with Meb. They talk about power laws driving returns, the importance of holding onto winners, shared traits among top stocks, and challenges of mutual fund performance. Hank's findings emphasize diversification and the difficulty of retaining big winners in a portfolio.
Apr 26, 2024 • 46min
GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531
Catherine LeGraw from GMO's Asset Allocation Team discusses the current asset allocation opportunity, deep value and quality investments, foreign stock opportunities, the Magnificent 7 strategy, currency implications, the state of bonds, and other interesting assets. She also shares her most controversial opinion and memorable investment.
4 snips
Apr 19, 2024 • 55min
Professor Kenneth French on Risk, Return, and Rationality | #530
Professor Kenneth French, Roth Family Distinguished Professor of Finance at Tuck School of Business, discusses long-term investing, global market portfolio, stock buybacks misconceptions, human capital, and improving financial education with Meb Faber.
Apr 12, 2024 • 16min
MEBISODE: T-Bills and Chill…Most of the Time | #529
This podcast episode explores bond investing beyond T-Bills, analyzing various bond options and strategies, including the correlation between bond prices and values. It discusses investment simulation, asset allocation, and a tactical approach to fixed income investing for improved returns and lower volatility.
