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.
476
The Cannabis Opportunity | #167
Episode 167 is a Meb Short. In this episode, you’ll hear Meb discuss a fresh opportunity…The Cannabis Opportunity. Meb covers some of his thoughts on thematic investing and how we arrived at where we are today. He gets into the opportunity we have...
17 min
477
Radio Show - Greece and Russia Are Having Monst...
Episode 166 has a radio show format. We cover a variety of topics, even Meb’s investment portfolio: Bonds, stocks, and valuation A Tweet from Movement Capital showing the various phases on 10-Yr Treasury return. Annualized Real total return from...
47 min
478
Chris Mayer - I Do Think The Biggest Challenge…...
In episode 165, we welcome our guest, Chris Mayer. Meb starts off asking Chris about his background, then shifts to the subject of 100 baggers. Chris provides insight into his work on analyzing companies that have returned 100-to-1. He discusses the...
49 min
479
The Best Investment Writing Volume 3: Mike Phil...
Last year when we published The Best Investment Writing Volume 2, 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...
22 min
480
Jake Shapiro - It’s This Incredibly Engaging, H...
63 min
481
Albert Meyer - You’re Held In Higher Regard Whe...
In episode 163, we welcome our guest, Albert Meyer. Albert begins with his backstory as an accountant and his time in academia with the ultimate transition to the world of investment management. He then gets into his early days in the investing world...
77 min
482
The Best Investment Writing Volume 3: Paul Nove...
Last year when we published The Best Investment Writing Volume 2, 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...
15 min
483
Chase Nobles - I Think Other Ag Industries Are ...
In episode 162, we welcome our guest, Chase Nobles. Chase kicks off the episode with some background, meeting his business partner, and how he went on to become the co-founder of Kush.com. He then gets into starting Kush Tourism as a resource for...
50 min
484
Brandon Zick - In Row Crops You’re Generating A...
In episode 161, we welcome our guest, Brandon Zick. Brandon begins talking about his background in farming, and the current ownership structure he’s seeing in the farm business; land ownership and operations are a generation or two removed, which...
88 min
485
The Best Investment Writing Volume 3: Jack Voge...
Last year when we published The Best Investment Writing Volume 2, 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...
35 min
486
John Huber - Stock Prices Fluctuate Much More T...
In episode 160, we welcome our guest, John Huber. John begins with some background on his approach to investing, and the framework he relies on at Saber Capital Management. John modeled his strategy after the early years of Warren Buffett’s...
71 min
487
Ashby Monk - The Fee And Cost Issue Is Importan...
In episode 159, we welcome our guest, Ashby Monk. The episode kicks off with a discussion about the concept of saving planet earth and the important role that asset owner investors, the largest institutions in the world such as sovereign wealth funds...
66 min
488
Tobias Carlisle - The Way To Get The Best Perfo...
In episode 158, we welcome back our gest from episode #77, founder of the Acquirers Funds, Tobias Carlisle. Toby begins by providing some detail about his new fund, The Acquirers Fund, a long/short deep value U.S. equity fund. He then spends...
56 min
489
Randy Swan - Always Invested, Always Hedged | #157
In episode 157, we welcome back our guest from episode 83, Randy Swan. Randy and Meb kick off the conversation by getting into Randy’s new book, and what motivated him to write. Randy talks about having an opportunity to go back and write about how...
46 min
490
Steve Glickman - I Think There’s A Lot Weighing...
In Episode 156 we welcome back our guest from episode #115, Steve Glickman. To get listeners up to speed, Steve starts with an overview of what Opportunity Zones are, some specifics about the design of the program, and some concepts behind how...
58 min
491
Aswath Damodaran - They [Uber And The Ride Shar...
For this special Friday episode, we welcome NYU professor and valuation expert, Aswath Damodaran. As it is Uber IPO day, Meb and Professor Damodaran start with a discussion about Uber and ride sharing valuations. Next, the two get into Professor...
57 min
492
Frank Curzio - You Have To Be Able To Adapt To ...
In episode 154 we welcome Frank Curzio. Frank begins with his origin story, learning to conduct financial research from his dad, working for Jim Cramer and the incredible industry and company access he had, and eventually launching Curzio Research....
59 min
493
Kim Shannon - I’ve Long Believed That The Marke...
In episode 153 we welcome Kim Shannon. Kim begins with a discussion of human nature and her value investing framework. She covers the importance of using discipline, the characteristics she and her team look for, the question of value’s efficacy,...
53 min
494
Kevin Smith and Tavi Costa - We Believe We’re I...
In episode 152 we welcome Kevin Smith and Tavi Costa of Crescat Capital. Kevin kicks off the conversation with an overview of Crescat’s approach, the long-only strategy, long/short equity hedge fund, and Global Macro Fund. Tavi then gets into high...
54 min
495
Divya Narendra - Valuation Is Probably The Most...
In episode 151 we welcome Divya Narendra, CEO & Co-Founder of SumZero. Divya begins by talking about the beginnings of SumZero and finding its initial traction by Divya calling friends from other funds and politely asking them to submit research....
57 min
496
Bill Smead - The United States Economy is Highl...
In episode 150 we welcome Bill Smead. Bill begins with how he came to be a value investor, describing himself as someone who came from a family of educated gamblers, and as a boy, going to greyhound races, learning to put probabilities in his favor,...
61 min
497
Phil Haslett - Lyft’s Doing $2 Billion Dollars ...
In episode 149 we welcome back our guest from Episode 122, Phil Haslett. Meb and Phil begin the episode with a chat of the IPO environment so far in 2019, and the recent Lyft IPO. Phil then gets into the cyclicality of IPOs in general, and that IPOs...
59 min
498
Paul Lountzis - The Qualitative Characteristics...
In episode 148 we welcome Paul Lountzis. Paul starts with his background in consulting that led him to develop a skillset in competitive analysis that meant going out into the field to conduct research far beyond the numbers, leading to...
74 min
499
The Stay Rich Portfolio (or, How to Add 2% Yiel...
Episode 147 is a Meb Short. In this episode, you’ll hear Meb discuss a critical topic to consider for investors…The portfolio that helps you get rich isn’t necessarily the portfolio that’s going to help you remain rich. In this piece, Meb...
15 min
500
Neil Littman - The More Risk You Kill, Inherent...
In episode 146 we welcome Neil Littman. Neil starts with his background and how he came up with the idea of Bioverge, a platform that offers an opportunity to invest in healthcare startups, with the mission of democratizing access to early stage...
59 min