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 you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.
326
Ted Seides, Capital Allocators – I Want To Comp...
In episode 293, we welcome our guest, Ted Seides, host of the Capital Allocators podcast and author of . In today’s episode, we go all the way back to Ted’s early days working under the great David Swensen at Yale to hear what makes...
74 min
327
Tom Barton, White Rock Capital – I Just Thought...
In episode 292, we welcome our guest, Tom Barton, famed-short seller and founder and President of White Rock Capital. In today’s episode, we start with taking a look back at one of Tom’s tweets from September, which said that GameStop...
95 min
328
Ron Lieber, The New York Times - If You Look At...
In episode 291, we welcome our guest, Ron Lieber, the Your Money columnist for The New York author of the book, The Price You Pay for College. In today’s episode, we’re talking about what Ron describes as the biggest financial decision your...
44 min
329
Bill Smead, Smead Capital Management - There’s ...
In episode 290, we welcome our guest, Bill Smead, the Chief Investment Officer for Smead Capital Management. In today’s episode, Bill explains why he believes the market is undergoing a tide change. He starts with a look back on the 2000 tech...
50 min
330
Stocks Are Allowed To Be Expensive Since Bonds ...
Episode 289 is a Mebisode. In this episode, you’ll hear Meb put today's stock valuations into historical perspective. He addresses the claim that stock valuations should be high because bond yields are low and then looks at what conditions were...
22 min
331
Best Idea Show - Doug Pugliese, Alpha Architect...
In episode 288, we welcome our guest, Doug Pugliese, the Head of 1042 QRP Solutions at Alpha Architect, where he manages the firm’s qualified replacement property investment strategies practice. In today’s episode, we’re covering Doug’s best...
54 min
332
Jonathan Hsu, Tribe Capital - Our Specific Are...
In episode 287, we welcome our guest, Jonathan Hsu, the co-founder and General Partner at Tribe Capital, a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. In today’s episode we're talking...
56 min
333
Jeremy Grantham, GMO - What Day Is The Highest ...
In episode 286, we welcome our guest, Jeremy Grantham, co-founder and Chief Investment Strategist of GMO. In today’s episode, Jeremy begins by talking about the current market, which he believes will be recorded as one of the great bubbles of...
80 min
334
Best Idea Show - David Marcus, Evermore Global ...
In episode 285, we welcome our guest David Marcus, the co-founder and Chief Investment Officer of Evermore Global Advisors, where he manages the Evermore Global Value Fund. In today’s episode, we’re talking about David’s best idea: special...
73 min
335
Michael Gayed, Toroso Investments - I Don’t Kno...
In episode 284, we welcome our guest, Michael Gayed, a Portfolio Manager at Toroso Investments, where he runs two tactical, risk-on, risk-off strategies. He’s also the publisher of the Lead-Lag Report. In today’s episode we’re talking about how...
59 min
336
Brian Barish, Cambiar Investors- In The Digital...
In episode 283, we welcome our guest, Brian Barish, the President and Chief Investment Officer at Cambiar Investors, a relative value firm focusing on out-of-favor companies with strong fundamentals. In today’s episode we’re talking all about...
73 min
337
Salem Abraham, Abraham Trading Company - Managi...
In episode 282, we welcome our guest, Salem Abraham, President of Abraham Trading Company and a legend within the trend following and managed futures space. In today’s episode we're talking with Salem about a lifetime of trend-following. Salem...
63 min
338
Adrian Helfert, Westwood Group - We’re Fundamen...
In episode 281, we welcome our guest, Adrian Helfert, Director of Multi-Asset Portfolios for Westwood Group, where he leads Westwood’s multi-asset strategies group, which includes Westwood’s Income Opportunity and Flexible Income strategies, as...
48 min
339
Matthew O’Connor, AdQuick - People Use The Term...
In episode 280, we welcome our guest, Matthew O’Connor, co-founder of AdQuick, the first true marketplace for out-of-home advertising, providing end-to-end tools to improve the out of home buying experience for media owners, brands, and agencies. In...
55 min
340
Kevin Davitt, John Hiatt, Cboe - Relative To Th...
In episode 279, we welcome our guests, Kevin Davitt and John Hiatt, both of whom work for the Cboe as the Senior Options Institute Instructor and VP of Derivatives Strategy, respectively. In today’s episode, we’re talking about options, the VIX,...
66 min
341
Lucas White, GMO - Since Inception Of The Strat...
In episode 278, we welcome our guest, Lucas White, a portfolio manager for the Resources and Climate Change Strategies at GMO. In today’s episode we're talking all about resources and climate change as an investment strategy. Lucas sets the stage...
57 min
342
Top Podcasts 2020 – Replay: Rick Rule, Joe Davi...
Episode 277 is a replay of The Meb Faber Show’s top podcasts of 2020. Guests include Rick Rule, Joe Davis, and Tom Basso Hear Rick Rule discuss the forces he sees influencing gold and precious metal prices, give his take on commodities and natural...
199 min
343
The Best Investment Writing Volume 4: Selected ...
Last year when we published The Best Investment Writing Volume 3, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it. This year, we’re bringing you the...
118 min
344
Craig Wichner, Farmland LP - There’s $2.7T Wort...
In episode 276, we welcome our guest, Craig Wichner, Founder of Farmland LP, a leading investment fund that generates returns by converting conventional commercial farmland to sustainable farmland. In today’s episode we learn the ins-and-outs of...
65 min
345
David Lau, DPL Financial Partners - The Root Of...
In episode 275, we welcome our guest, David Lau, Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and fee-based advisory...
54 min
346
Mitch Baruchowitz, Merida Capital Holdings - Is...
In episode 274, we welcome our guest, Mitch Baruchowitz, a Managing Partner at Merida Capital Holdings, a private equity firm targeting fundamental growth drivers underpinning the rapid development of the cannabis industry. In today’s episode...
69 min
347
Adam Moelis, Yotta Savings - Almost Half Of Ame...
In episode 273, we welcome our guest, Adam Moelis, co-founder and CEO of Yotta Savings, which allows users to save money, earn over 2x the national average in interest and get weekly chances to win additional prizes up to $10 million through weekly...
37 min
348
Best Idea Show - Tobias Carlisle, Acquirers Fun...
In episode 272, we welcome our guest, Tobias Carlisle, founder and managing director of Acquirers Funds, where he serves as the portfolio manager of the firm’s deep value strategy. In today’s episode, we’re covering Tobias’ best idea: small...
68 min
349
Gary Zimmerman, Max My Interest - Several Of Th...
In episode 271, we welcome our guest, Gary Zimmerman, Managing Partner of Six Trees Capital LLC and Founder of MaxMyInterest, a software platform that allocates individuals’ cash among their own bank accounts so that they earn the most interest...
55 min
350
Terri Spath, Sierra Investment Management - We ...
In episode 270, we welcome our guest, Terri Spath, Chief Investment Officer and Portfolio Manager at Sierra Investment Management, where she's responsible for market and economic analysis, portfolio allocation, investment strategy and building client...
58 min