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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

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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49:48

Thiel Fellow Eva Shang - Litigation Finance...

The Meb Faber Show - Better Investing ·

2024/06/07

Today’s guest is Eva Shang, co-founder and CEO of Legalist, which is an institutional alternative asset management firm using data-driven technology to invest in credit assets at scale. Eva is a Thiel Fellow and participated in Y Combinator.In today’s episode, Eva covers everything related to litigation finance. We walk through why the asset class exists, how it works, using AI to source deal flow, and more. Then we get into her thoughts on building an asset management firm and why she launched a

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12:23

MEBISODE: The Bear Market in Diversification | #536

The Meb Faber Show - Better Investing ·

2024/06/04

In today’s episode, Meb reads a recent post, "The Bear Market in Diversification."----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy

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52:14

KraneShares' Brendan Ahern on China's Economic...

The Meb Faber Show - Better Investing ·

2024/05/31

Today’s guest is Brendan Ahern, Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other uncorrelated strategies. He also produces China Last Night, a daily note recapping important news out of China. In today’s episode, Brendan delves into the current state of China's stock market and economy, exploring the impact of the property crisis, upcoming U.S. election and the state of the consumer. Our discussion addresses key questions on whether China remains

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41:07

Michael Melissinos - Mastering the Art of...

The Meb Faber Show - Better Investing ·

2024/05/24

Today’s guest is Michael Melissinos, founder of Melissinos Trading, an investment firm that employs a systematic trend-following approach.In today’s episode, Mike shares his journey into trend following and his approach to trading. He emphasizes the importance of removing biases and opinions when observing trends and executing trades. We get into the nuances of trend following, sticking to a trading system, and much more. (0:00) Introduction of guest Mike Melissinos and his journey into trend

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77:59

Eric Crittenden & Jason Buck Explain Why Best...

The Meb Faber Show - Better Investing ·

2024/05/10

Today’s guests are Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds. In today’s episode, we talk about the sentiment around trend-following today. We discuss optimal diversifiers for trend-following, how the Herschel Walker trade relates to portfolio construction, and if investors are as diversified as they think they are. (1:01) - Welcome back to our guests, Eric and Jason; Episode #389: Eric Crittenden; Episode #440: Jason Buck (2:02) - Investor interest

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43:42

Hendrik Bessembinder - Do Stocks Outperform T-Bills?...

The Meb Faber Show - Better Investing ·

2024/05/03

Today’s guest is Hendrik Bessembinder, a professor at Arizona State University.In today’s episode, Meb and Hank discuss Hank's research on long-term stock returns and wealth generation. They explore the concept of power laws in the stock market, where a small percentage of stocks generate significant returns, while the majority underperform. They also discuss the implications of Hank's findings for investors, including the importance of diversification and the challenges of holding onto big

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46:20

GMO's Catherine LeGraw - Capitalizing on Global Asset...

The Meb Faber Show - Better Investing ·

2024/04/26

Today’s guest is Catherine LeGraw, a member of GMO’s Asset Allocation Team. In today’s episode, Catherine explains why this is “the best relative asset allocation opportunity we’ve seen in 35 years," and “we are building portfolios with some of the highest forecasted relative and absolute returns we’ve ever seen." She explains where she sees opportunity around the world today, why she’s excited about deep value and quality, and how she’s thinking about the Magnificent 7. (1:34) - Welcome to our

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107 results

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