x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

The Meb Faber Show - Better Investing

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

business investing

All Episodes

56:40

Morgan Housel on The Illusion of Wealth and Happiness...

The Meb Faber Show - Better Investing ·

2025/10/03

Today’s guest is Morgan Housel, the bestselling author of The Psychology of Money and Same As Ever. His books have sold over nine million copies. His new book releasing in October is The Art of Spending Money. Morgan is a partner at The Collaborative Fund and serves on the board of directors at Markel.In today’s episode, Morgan discusses the complexities of wealth, spending, and happiness. He shares insights on the psychological implications of financial identity and the importance of independence

en

54:40

Hedgeye’s Keith McCullough on Market Opportunities...

The Meb Faber Show - Better Investing ·

2025/09/26

Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research.In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of understanding the U.S. dollar’s impact on global markets, the psychology behind investing decisions, and the necessity of position sizing. McCullough also

en

42:13

Turning Expiring Options Into Venture Exposure...

The Meb Faber Show - Better Investing ·

2025/09/12

Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity.In today’s episode, Dave walks through the messy reality of startup stock options, noting $600 billion of startup equity is abandoned over a market cycle. He explains how Vested helps solve this problem by providing funding to help employees exercise their expiring stock options, in exchange for exposure to a portion of the now-owned shares. Dave also

en

60:09

Innovative Tax Strategies in Bond Investing [Alex...

The Meb Faber Show - Better Investing ·

2025/09/05

Today’s guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm.In today’s episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond ETF income into price appreciation by rotating exposures around dividend dates. Be sure to stick around for a bold prediction about dual share

en

65:58

Bob Elliott on The Biggest Macro Experiment of Our...

The Meb Faber Show - Better Investing ·

2025/08/29

Subscribe to YouTubeToday’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today’s episode, Bob discusses the macroeconomic landscape — from the Federal Reserve to the impact of tariffs and the dollar’s long-term overvaluation. He

en

59:07

The Parallels of Past and Present in Finance - Mark...

The Meb Faber Show - Better Investing ·

2025/08/22

Today’s guest is Mark Higgins, a Senior VP for IFA Institutional, where he specializes in providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history.In today’s episode, Mark explores the parallels between historical financial crises and today’s economic landscape. He touches on the disturbing trends in private markets, the ethics of asset management,

en

55:41

A Golden Moment for Asset Allocation? | Mike...

The Meb Faber Show - Better Investing ·

2025/08/15

Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team.In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negate home country bias. Then he explains how investors can utilize gold futures to enhance a traditional 60/40 allocation. (0:00) Starts (1:18)

en

58:38

KKR's Henry McVey - Regime Change is Here: Think...

The Meb Faber Show - Better Investing ·

2025/07/25

Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a decline in the US dollar, where he sees opportunities in global markets, particularly in Europe and Japan, and asset allocation advice for investors. (0:00) Starts (2:26) Investor appetite and regime change (6:20) The US

en

52:21

Tax Strategies, Exchange Funds, and Portfolio...

The Meb Faber Show - Better Investing ·

2025/07/18

Today’s guests are Wes Gray, founder, CEO and Co-CIO of Alpha Architect, and Srikanth Narayan, founder and CEO of Cache, which he started in 2022 after experiencing concentrated stock positions in his own portfolio. Previously, he served in engineering and product leadership positions at Uber and Alphabet.In today’s episode, Meb, Wes & Srikanth share some big news about a new idea involving both exchange funds and 351 ETF conversions. Srikanth explains the mechanics of exchange funds, the risks

en

49:55

Goldman Sachs’ Sara Naison-Tarajano - Family Office...

The Meb Faber Show - Better Investing ·

2025/07/11

Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm’s largest family offices.In today’s episode, Sara runs through her career at Goldman Sachs, and the distinct approach required for family office investing. She explores the unique balance

en

87:27

Dan Rasmussen & D.A. Wallach on The Future of Biotech...

The Meb Faber Show - Better Investing ·

2025/07/04

Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records.In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI on healthcare, and the role of innovative treatments in transforming patient care. The three also touch on the shifting narrative of private equity, tax

en

73:32

Victor Haghani on Predicting the Market and...

The Meb Faber Show - Better Investing ·

2025/06/27

Today’s guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He’s also the author of The Missing Billionaires: A Guide to Better Financial Decisions.In today’s episode, Victor explores the Crystal Ball challenge, and how position sizing can be even more important than knowing tomorrow’s news headlines. He also addresses the role of disciplined asset allocation in investment strategy, and how

en

72:36

Rob Arnott & Cam Harvey on Passive Investing Risks,...

The Meb Faber Show - Better Investing ·

2025/06/20

Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University.In today’s episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potential consequences of large scale passive investing. They also touch on the rapid change presented by AI, what it may be capable of, and its impacts on how

en

106:05

Whitney Baker on the End of ‘Buy the Dip’ & the...

The Meb Faber Show - Better Investing ·

2025/06/13

Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at Soros Fund Management under current Treasury Secretary Scott Bessent.In today’s episode, Whitney discusses the current macroeconomic landscape, emphasizing the end of the ‘buy the dip’ mentality and the unique challenges the U.S. faces as the bubble finally comes to an end. She touches on the

en

56:34

Kim Flynn - Unlocking Alternative Investments | #585

The Meb Faber Show - Better Investing ·

2025/06/06

Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group.In today’s episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of interval funds. Then, Kim covers the challenges and opportunities in the interval fund space, and the potential for innovation with different asset classes,

en

64:02

Cole Wilcox on The Power Law of Investing | #584

The Meb Faber Show - Better Investing ·

2025/05/30

Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies.In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how power laws dominate the stock market, and the set up for trend following going forward. (0:00) Starts (1:46) Introduction of guest Cole Wilcox (3:19)

en

49:06

Apollo's Alex Wright on The Role of Private Markets...

The Meb Faber Show - Better Investing ·

2025/05/23

Today’s guest is Alex Wright, Global Wealth Strategist at Apollo. In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, including private equity, private credit and infrastructure. Alex explains why private assets can offer a potential pathway to enhanced diversification and

en

45:35

BCG’s Philipp Carlsson-Szlezak on Global Macro:...

The Meb Faber Show - Better Investing ·

2025/05/16

Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk.In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to the world today and shares his view on tariffs and changing trade relations, the impact of AI on labor and the deflationary effects of technology. He

en

19:54

Jeremy Grantham, John Arnold & Sam Zell Share Their...

The Meb Faber Show - Better Investing ·

2025/05/02

Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell.(0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, YouTube Sam Zell: Apple, Spotify, YouTube ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about

en

67:13

Carl Kawaja – Navigating the Investment Landscape:...

The Meb Faber Show - Better Investing ·

2025/04/25

Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades.In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, and the evolving landscape of sports gambling. Carl also reflects on the enduring value of certain companies, particularly in the context of evolving market

en

119 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...