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
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.
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.
