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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

65:54

Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy...

The Meb Faber Show - Better Investing ·

2024/12/06

My guest today is Michael Venuto, CIO & co-founder of Tidal Financial Group, an ETF platform with over 175 ETFs and $25 billion in assets.In today’s episode, Mike & I discuss the banner year for the ETF industry and some of the trends contributing to the record inflows and fund launches. Then Mike talks about some different strategies, including ETFs that support people in the FIRE movement, blockchain and crypto, and yes, even how you can invest alongside Nancy Pelosi. (1:37) The state of the

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56:29

Joel Nagel on Global Asset Protection: Defense for a...

The Meb Faber Show - Better Investing ·

2024/11/22

My guest today is Joel Nagel, founder of the international law firm Nagel & Associates, which has a major focus on asset protection. Joel is also the Chairman of Caye International Bank, and has served as ambassador to Austria, the United Nations in Vienna and to Croatia and Slovenia on behalf of the Belizean government.In today’s episode, Joel starts by covering the four key risks in asset protection. He walks through different use cases for trusts, second passports and dual citizenship to help

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62:24

Aswath Damodaran on Sugar Daddies, The Magnificent...

The Meb Faber Show - Better Investing ·

2024/11/15

Today’s returning guest is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation.In today’s episode, Professor Damodaran delves into the intricacies of investing and the lifecycle of companies. He also covers the challenges of valuation in a changing economy, the trend of buybacks versus dividends, and the evolving role of AI in finance. Be sure to stick around to hear him critique ESG investing and share insights on the broken media landscape. (1:55) Mag7

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47:28

JP Morgan's David Kelly - Spread Out or Miss Out: The...

The Meb Faber Show - Better Investing ·

2024/11/08

My guest today is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management.In today’s episode, Dr. David Kelly discusses various economic themes, including inflation, consumer sentiment, the value of the dollar, and the government deficit. He also covers the current state of global markets and urges listeners to reassess their risk exposure in light of recent wealth gains. (1:13) Economic outlook (4:12) Consumer behavior (8:24)

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3:47

📚 NOW AVAILABLE: Shareholder Yield: A Better Approach...

The Meb Faber Show - Better Investing ·

2024/11/02

BIG NEWS! I just published the 2nd edition of Shareholder Yield: A Better Approach to Dividend Investing. For a limited time, the eBook is available for free! About The Book For decades, both professional money managers and retail investors have revered dividend stocks. However, an objective examination of historical data reveals a surprising truth: these investors may have been shortchanging themselves. In this eye-opening exploration, Meb Faber unveils a more holistic market strategy beyond

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38:01

Marty Bergin, DUNN Capital - 50 Years in the Markets:...

The Meb Faber Show - Better Investing ·

2024/11/01

My guest today is Marty Bergin, President of DUNN Capital Management, which manages over $1.5 billion and is one of the longest continually running trend following firms in the world. In today’s episode, Marty reflects on the firm's 50-year journey in the trend following space and shares how a firm can not only survive but thrive over five decades. He touches on the resilience required to weather market fluctuations, how an allocation to trend following may enhance portfolio performance, and the

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39:25

Meb Faber & Wes Gray - Unlocking Tax Efficiency:...

The Meb Faber Show - Better Investing ·

2024/10/25

Today's guest is Wes Gray, CEO & Co-CIO of Alpha Architect and a strategic advisor to ETF Architect.Wes & I discuss the Cambria Tax Aware ETF (TAX), which aims to achieve a tax-efficient investment return consisting of capital appreciation while emphasizing low dividend distributions. We also break down the 351 to ETF contribution process and how investors can transition their low-basis investments into the ETF structure tax-efficiently. (0:40) Welcome to Wes Gray (6:20) Section 351 (20:15)

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40:32

Dr. Bryan Taylor - Surprising Lessons from 100 Years...

The Meb Faber Show - Better Investing ·

2024/10/18

My guest today is Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information. In today's episode, Bryan walks through what he's learned from studying 200+ years of market concentration in the US. Then we dive into his analysis of financial history over the past eight centuries by breaking the past up into five historical eras. He shares how this can improve our understanding of the returns to

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56:01

Owen Lamont on Bubble Fever, Index Gripers &...

The Meb Faber Show - Better Investing ·

2024/10/11

Today's guest is Owen Lamont, a Portfolio Manager at Acadian Asset Management. He’s been on the faculty at Harvard, Princeton, Yale and the University of Chicago. He also writes the blog, Owenomics.In today's episode, Owen walks through how he analyzes market bubbles and if the U.S. is in a bubble today. He touches on the rise of passive investing, the gamification of trading and why the U.S. stock market is Koreafying. Owen also shares his view on closed-end funds, short-selling, AI and what

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61:34

Brad Gerstner on The AI Supercycle, Invest America &...

The Meb Faber Show - Better Investing ·

2024/10/04

Today's is Brad Gerstner, founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm that invests in both public and private markets.In today's episode, Brad discusses his journey in investing, how to invest in the AI supercycle, and how he incorporates the impact of stock compensation when analyzing companies. Brad also covers his initiative, Invest America, aimed at promoting financial literacy and inclusion for children in the U.S. He highlights the need for

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50:43

Tiger Cub Rob Citrone on Milei's Argentina: A Bullish...

The Meb Faber Show - Better Investing ·

2024/09/20

Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. He’s also a minority owner of the Pittsburgh Steelers.In today’s episode, Rob explains why he expects the investment regime to shift, with higher volatility and lower returns in the next decade. He highlights the potential

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51:41

Rob Arnott on The Upside of Getting Dumped: Investing...

The Meb Faber Show - Better Investing ·

2024/09/13

Today’s returning guest is Rob Arnott, founder and Chairman of Research Affiliates.In today’s episode, Rob discusses his newest article, ‘Nixed: The Upside of Getting Dumped,’ which explores the concept of investing in stocks that have been removed from major indexes. He explains that these ‘dumped’ stocks often outperform the market and thinks investing in a strategy such as this provides an opportunity to invest in deep value, small-cap, and unloved companies. Meb and Rob touch on other topics,

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54:43

Inside the Mind Of A Successful Trend Follower: Doug...

The Meb Faber Show - Better Investing ·

2024/09/06

Today’s guest is Doug Greenig, CEO & CIO of Florin Court Capital, which uses systematic trend-following in over 500 markets. Doug’s been involved in markets for over 30 years and was most recently at Man AHL as the Chief Risk Officer and Head of the Portfolio Management Group.In today’s episode, Doug explains why we’re living in a world made for trend following. He explains his unique approach to trend following and the benefits of expanding the number of markets traded, including esoteric

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11:55

Introducing The Best Investment Writing

The Meb Faber Show - Better Investing ·

2024/08/30

We launched a new podcast called The Best Investment Writing. It began as a book, then as individual episodes on this feed, but listeners enjoyed it so much that we decided it needs to be its own show! Where else can you hear hand-selected investment research voiced by some of the most respected money managers and investment researchers in the world. Listen to a recent episode we published featuring prior podcast guest, Jason Buck, reading a piece titled Herschel Walker Syndrome. Subscribe on

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49:14

Catastrophe Bond Crash Course: Man AHL's Tarek Abou...

The Meb Faber Show - Better Investing ·

2024/08/23

Today’s guests are Andre Rzym and Tarek Abou Zeid, two Portfolio Managers from Man AHL, one of the longest running systematic asset managers in the world.In today’s episode, Andre & Tarek delve into the world of catastrophe bonds. They provide an overview of what catastrophe bonds are, recent performance metrics, how they relate to ESG and sustainable investing. They share some predictions for the 2024 hurricane season and wind down with some thoughts on the crypto markets. ----- Follow Meb on

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69:38

Roger Mitchell on Investing in Sports Amid the Fourth...

The Meb Faber Show - Better Investing ·

2024/08/16

Today’s guest is Roger Mitchell, founder of Albachiara, which offers consultancy services and does early stage venture investing, mostly around sports and entertainment. Roger began his career in finance and later became the inaugural Chief Executive of the Scottish Premier League in 1998.In today’s episode, Roger walks through topics from his new book, Sport’s Perfect Storm: An Industry Now Totally Adrift. Roger explains how the rise of new media platforms, changing demographics, and the

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60:26

Michael Mauboussin on Market Concentration, Capital...

The Meb Faber Show - Better Investing ·

2024/08/09

Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. In today’s episode, Michael covers some of his latest research on market concentration, equity issuance and stock buybacks, and how the boom and bust cycle relates to AI today. He also shares some common attributes among great investors, lessons from Elon Musk & Tesla, and more. (1:31) Guest Introduction: Michael Mauboussin (2:41) Capital allocation and stock-based

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36:31

Steve Eisman’s Playbook for the AI & Infrastructure...

The Meb Faber Show - Better Investing ·

2024/08/02

Today’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and his role in Michael Lewis’ book, The Big Short. He’s now a portfolio manager at Neuberber Berman.In today’s episode, Steve talks about the three themes he sees driving markets today: AI, infrastructure and crypto. He explains why he’s a believer in the first two, but not crypto. He also shares his take on the upcoming election and how that may impact markets. (1:05) Steve's view of the

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50:44

BlackRock's Kate Moore - Don't Bet Against US...

The Meb Faber Show - Better Investing ·

2024/07/26

Today's guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy.In this episode, Kate talks about the resilience of the U.S. economy. She talks about the concentration of market leadership, the upcoming election's potential effects on policy and markets, the potential for a momentum reversal, and the role of AI in investing. (2:36) Kate's view of the US economy (5:34) Expectations for the Federal Reserve (8:10) Equity market leadership and sector

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59:19

Ian Cassel on The Art of Microcap Investing:...

The Meb Faber Show - Better Investing ·

2024/07/19

Today’s guest is Ian Cassel. Ian is the founder of MicroCap Club, which is a best idea generator and networking resource for the microcap space. Ian is also the CIO of Intelligent Fanatics Capital Management, which invests in small, illiquid microcaps.In today's episode, Ian gives an overview of the microcap space. He shares common mistakes people make when investing in microcap stocks, what he looks for when analyzing companies, and common characteristics he's found in multi-bagger stocks. (1:05)

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119 results

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