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
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
477
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
478
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
479
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
480
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
481
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
482
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
483
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
484
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
485
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
486
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
487
Cloning The Largest Hedge Fund In The World: Br...
Episode 145 is a Meb Short. In this episode, you’ll hear Meb follow-up on his 2014 article, Cloning the Largest Hedge Fund in the World: Bridgewater’s All Weather. Meb covers how Bridgewater’s All Weather portfolio compared to the global asset...
12 min
488
Marty Bergin - Adapt Or Die | #144
In Episode 144 we welcome Marty Bergin. Marty begins by going through his background, the history of Dunn Capital and the relationship he had with Bill Dunn, the founder of Dunn Capital. That relationship opened the door for Marty to ultimately work...
56 min
489
David Eifrig - Most People Run Losses Into The ...
In episode 143 we welcome Dr. David Eifrig. David begins by going through his background and pathway to finance. He first discovered his interest in investing through the occasional Barron’s issue, and understood he didn’t want to follow in his...
68 min
490
Ryan Ansin - I Don't Believe That It's Easy To ...
In episode 142 we welcome Ryan Ansin. Ryan begins by discussing how his introduction into the cannabis industry started with thoughtful conversations at home, focused on the social justice perspective. He started investing in the industry over 4 years...
55 min
491
Radio Show - 34 of 40 Countries Have Negative 5...
Episode 141 has a radio show format. We cover tweets of the month from Meb as well as listener Q&A. For Tweets of the Month, a few topics we cover include: A tweet from Charlie Bilello covering the range of equity returns over the past 11 years,...
54 min
492
Ralph Acampora - Don't Ever Fight Papa Dow | #140
In episode 140 we welcome Ralph Acampora. Ralph begins with his background and talks about the accident that left him in a body cast for months. His father’s best friend left a copy of something market related that he was reading when he visited the...
55 min
493
Taz Turner and Nate Nienhuis - We're Really Dri...
In episode 139, we welcome Taz Turner, CEO, and Nate Nienhuis, COO, of CordovaCann in the 4th installment of our cannabis series. The episode begins with the backstory behind CordovaCann, and the mission to produce superior plants and consistent and...
60 min
494
Yariv Haim - You Should Never Try To Reassess Y...
In episode 138, we welcome Yariv Haim. Yariv begins with his backstory. He had been working for a family running marketing and business development. He was asked to get involved with the investment management needs of the family, and through a path of...
59 min
495
Emily and Morgan Paxhia - The Growers Who Focus...
In episode 137 we welcome the sibling duo, Emily and Morgan Paxhia. Emily and Morgan begin by discussing their backstory, and how coming from a family with an entrepreneurial background influenced their path to start Poseidon Asset Management to...
49 min
496
Steve Romick - Value Investing Is, To Us, Simpl...
In episode 136, we welcome Steve Romick. The conversation begins with Steve explaining that he hated losing more than he enjoyed winning, and while there wasn’t one event that led him to value investing, he considers his aversion to loss a...
61 min
497
Karan Wadhera - We're Still In Very, Very Early...
In Episode 135, we welcome Karan Wadhera. We start with Karan giving his backstory that includes a stint at Goldman Sachs and some entrepreneurship. After some time studying the industry, he ultimately got involved in the Cannabis space with Casa...
40 min
498
Chris Cole - Volatility Is The Instrument That ...
In Episode 134, we welcome Chris Cole. Meb kicks off the show by asking Chris to describe his nontraditional background. Chris studied cinematography in film school at USC, while trading options in his spare time. He eventually made a career switch...
61 min
499
Todd Harrison - Humanity Has Had a 30,000 Year ...
In Episode 133, we welcome Todd Harrison. Meb begins the conversation asking Todd about what got him into the cannabis space. Todd discusses his intellectual curiosity of the space, and what he has learned about the history of cannabis, from the...
48 min
500
Radio Show - Since 1989 80% of Stocks Had a Col...
Episode 132 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb as well as listener Q&A. For our Tweets of the Week, a few we cover include: A chart from Longboard about returns. Since 1989, the worst performing...
66 min