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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

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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52:26

Aaron Edelheit - Investing in Cannabis: The Next...

The Meb Faber Show - Better Investing ·

2024/07/12

Today's returning guest is Aaron Edelheit, CEO and founder of Mindset Capital, a private investment firm. In today's episode, Aaron updates us on the state of the cannabis sector after a rough couple of years. He touches on possible Federal regulatory changes, the key characteristics he looks for in cannabis companies and why he refers to cannabis as the great replacement. As we wind down, Aaron talks about why he's so excited about the opportunity with low dose hemp beverages. (1:47) Overview of

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52:52

The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry...

The Meb Faber Show - Better Investing ·

2024/07/05

Today’s returning guest is Jerry Parker, CEO of Chesapeake Holding Company. Jerry began his career in 1983 when he was accepted into Richard Dennis’ Turtle Program.In today’s episode, Meb & Jerry discuss the launch of their new ETF, the Cambria Chesapeake Pure Trend ETF (MFUT). They delve into the fund, which uses a systematic trend following strategy across stocks, bonds, currencies, and commodities. Jerry covers the key principles of trend following, the importance of capturing big trends, and

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54:11

Financial Sleuthing: Herb Greenberg on Investigative...

The Meb Faber Show - Better Investing ·

2024/06/28

Today’s guest is Herb Greenberg, a veteran financial journalist and skeptical market commentator.In today’s episode, Herb talks about the evolution of markets during his career, finding and following frauds like Herbalife, and advice for those starting in markets. As we wind down, Herb explains his new business venture, Wall Street Beats, an online investment media platform. (1:05) Introducing Herb Greenberg (1:29) Herb's early career (7:10) Market structure changes during his career (11:46) Herb's

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52:50

UBS' Jason Draho - Another Roaring '20s for the US? |...

The Meb Faber Show - Better Investing ·

2024/06/21

Today’s guest is Jason Draho, Head of Asset Allocation Americas for UBS Global Wealth Management. He’s also the Chair of the US Investment Strategy Committee. In today’s episode, Jason talks about the possibility of a Roaring 20’s decade for the US economy. He discusses the factors contributing to this scenario, including a possible capex boom, AI, the green energy transition and security & deglobalization. He also covers the role of bonds in the new macro regime, the impact of inflation and growth

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48:55

RBC's Lori Calvasina on How to Invest in The...

The Meb Faber Show - Better Investing ·

2024/06/14

Today’s guest is Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. She was recently named to Barron’s 100 Most Influential Women in U.S. Finance.In today’s episode, Lori explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad market. She also touches on small cap stocks, takeaways from earnings season, and her early thoughts on 2025. (1:11) Welcome to our guest, Lori

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114 results

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