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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

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All Episodes

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

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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,

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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)

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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

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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

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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

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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

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52:09

UBS’ Paul Donovan on Tariff Trouble, Swiftonomics &...

The Meb Faber Show - Better Investing ·

2025/04/11

Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management.In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending on experiences rather than goods, and the role of AI in enhancing productivity. (0:00) Starts (2:37) Economic uncertainty, tariffs, and

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65:07

Francois Rochon - Outperforming the Market for 30+...

The Meb Faber Show - Better Investing ·

2025/04/08

Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years.In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humility and rationality. We also walk through some of the lessons learned from his investment mistakes, which he highlights in his annual letters. (0:00)

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56:16

UBS’ Mark Haefele – The New Rules of Investing From A...

The Meb Faber Show - Better Investing ·

2025/04/04

Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and discusses the challenges of generational wealth transfer. Mark also introduces the concept of the three L’s—liquidity, longevity, and legacy—as a framework

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53:26

Christopher Zook - Accessing Private Markets (Pro...

The Meb Faber Show - Better Investing ·

2025/03/28

Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world.In today’s episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he’s focused on: GP stakes, professional sports franchises and digital disruption. He also addresses how he mitigates risk and handles illiquidity with each

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78:57

Barry Ritholtz - Debunking Investment BULLSH$T! | #575

The Meb Faber Show - Better Investing ·

2025/03/21

Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,’ offers a blueprint to help you make better decisions and achieve financial success.In today’s episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers of panic selling, the allure of following investment gurus, and the value of meaningful experiences over material possessions. (0:00) Starts (1:34)

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36:42

Buy Stock Where You Shop With Grifin | Aaron Froug |...

The Meb Faber Show - Better Investing ·

2025/03/14

Today’s guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop.In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the future for the company. New users earn a $25 bonus by using the code INVEST. (0:00) Starts (0:34) Sponsor: YCharts (1:42) Introduction of Aaron

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53:57

Jacqueline Faber: A Journey into Dark Academia | #573

The Meb Faber Show - Better Investing ·

2025/03/07

Today’s guest is Jacqueline Faber, the author of The Department … and Meb’s wife!In today’s special episode, Meb & Jacqueline discuss the book’s themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about how they approach the writing process, the art of getting noticed in a crowded market, and how to engage your audience with unreasonable hospitality. Be sure to get a copy of The Department today and leave a review! (0:00) Starts (1:05) Introducing Jacqueline

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28:25

MEBISODE: Can We All Invest Like Yale?

The Meb Faber Show - Better Investing ·

2025/03/04

In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?”----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt,

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66:53

Goldman Sachs’ Peter Oppenheimer - Concentration &...

The Meb Faber Show - Better Investing ·

2025/02/28

Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns.In today’s episode, Peter discusses how structural changes in macroeconomic drivers, geopolitics, government policy and social attitudes all combine to drive secular super cycles that help to explain investor returns. Then he focuses on what he

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62:25

Former Merrill Strategist Chuck Clough – This Time is...

The Meb Faber Show - Better Investing ·

2025/02/21

Today’s guest is Chuck Clough, Chief Investment Officer of Clough Capital. Chuck is well known from his time as the Chief Global Investment Strategist at Merrill Lynch until 2000 and has spent over six decades in finance.In today’s episode, Chuck shares insights from his illustrious career, reflecting on the challenges of the 1970s and the market crash of 1987. Chuck explains what it was like to be bearish during the dot-com bubble and watch Cisco go up 6x after he turned bearish, only to then

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50:45

Jim Masturzo - Fragile Markets, Strong Portfolios:...

The Meb Faber Show - Better Investing ·

2025/02/14

Today’s guest is Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and is responsible for the firm’s tactical asset allocation and cross-asset portfolios. He is also co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds.In today’s episode, Jim & I discuss the evolving landscape of asset allocation. He highlights the fragility of US markets amid high valuations, the divergence between China & India, and why private equity expectations may not

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63:39

Brian Jacobs on Bond Myths, Tax Strategies,...

The Meb Faber Show - Better Investing ·

2025/02/07

Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors.In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors’ unique approach to hedged equity products and defined risk strategies, as well as the benefits of minimum volatility and trend following in portfolio management. (0:00) Starts (1:00)

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70:59

Mike Maples on 100-Baggers, David Swensen & the AI...

The Meb Faber Show - Better Investing ·

2025/01/31

Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future.In today’s episode, Mike shares his framework for investing in successful early-stage companies. He explores the nature of startups as acts of disagreement with the status quo and the importance of being disagreeable in the entrepreneurial journey. Mike

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106 results

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