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.
126
Whitney Baker on Why "Immaculate Disinflation" ...
Today’s returning guest is , founder of Totem Macro and previously worked at shops like Bridgewater and Soros. If you missed her first back in January 2022, feel free to pause this & listen to that first – it was one of our most talked about...
74 min
127
Jerry Parker & Salem Abraham - Lessons From A L...
Today’s returning guests are and . Jerry is the CEO of Chesapeake and a long-time trend follower since he was in the Turtle training program. Salem is the President of Abraham Trading Company and the Fortress Fund, which seeks to protect capital...
72 min
128
Hugh Hendry - The Acid Capitalist Unfiltered | ...
Today’s guest is , formerly the CIO of Eclectica Asset Management and now a luxury hotelier and host of The Acid Capitalist podcast. In today’s episode, Hugh shares his thoughts on all the macro factors in the world today. He touches on inflation,...
45 min
129
Harris “Kuppy” Kupperman - Oil is the World’s C...
Today’s guest is , but you may know him as Kuppy! He’s the founder and CIO of Praetorian Capital, a global micro hedge fund. In today’s episode, Kuppy shares why the macro set up today leads him go be as bullish on oil as it gets. He...
69 min
130
Christine Wang, Bridgeway – “Room To Run” with ...
Today’s episode features reading her piece, Christine is a Portfolio Manager for Bridgeway Capital Management. The Best Investment Writing series features top research pieces that we’ve shared via in the past year. Subscribe so you get...
12 min
131
Rodrigo Gordillo and Corey Hoffstein – Return S...
Today’s episode features and reading their piece, . Corey is a co-founder of and Chief Investment Officer at Newfound Research. Rodrigo President of and a Portfolio Manager at ReSolve Asset Management Global and has over 15 years of...
25 min
132
Annie Duke – Why Great Investors Are Great Quit...
Today’s guest is , a consultant in the decision-making space and previously was a professional poker player who won over 4 million dollars. She’s also a best-selling author and just released her newest book, . In today’s episode, Annie...
77 min
133
Dave Thornton, Vested – Could Index Investing C...
Today’s guest is , co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. In today’s episode, Dave shares how Vested is providing liquidity for startup employees, along with a way for...
56 min
134
BlackRock's Rick Rieder on the State of the Mar...
Today’s guest is , the CIO of Global Fixed Income at BlackRock & the Head of the BlackRock Global Allocation team. Rick is responsible for roughly $2.4T in assets. In today’s episode, Rick shares his view of the world today, touching on...
37 min
135
Jeff Currie, Goldman Sachs - Why ESG May Make T...
Today’s guest is Jeff Currie, Goldman Sachs’ global head of Commodities Research. In today’s episode, Jeff shares why he called for a commodity supercycle almost two years ago and where we are within that cycle today. He touches on the...
43 min
136
Steve Romick, FPA Funds – Live at Future Proof!...
Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the FPA Crescent Fund and one of my favorite portfolio managers to talk to. In today’s episode, Steve...
44 min
137
Ben Inker, GMO – Dispelling Myths in The Value ...
Today’s episode features reading his piece, . Ben is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. The Best Investment Writing series features top research pieces that we’ve shared via in the past...
29 min
138
Kyle Bass on The Market, Energy Crisis & His Ne...
Today’s guest is , Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. In today’s episode, Kyle touches on his famous nickel collection, the...
44 min
139
David Rubenstein on Private Equity, Politics, P...
Today’s guest is , co-founder and co-Chairman of The Carlyle Group, one of the largest private equity firms in the world, now managing $325 billion. In today’s episode, David walks through the evolution of the private equity industry during his...
45 min
140
Whitney Baker, Totem Macro – Put Down (The Best...
Today’s episode features reading her piece, . Whitney is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent...
74 min
141
Marlena Lee, DFA – Value, Fama & How To Weather...
Today’s guest is , the Global Head of Investment Solutions for Dimensional Fund Advisors, which manages over $600 billion. In today’s episode, we start by hearing what it was like to be a TA under the legendary Gene Fama. Marlena gives he thoughts...
54 min
142
Jason Buck, Mutiny Fund – Carry, Convexity & Th...
Today’s guest is , founder and CIO of Mutiny Funds, which specializes in volatility, options, hedging, and portfolio construction. In today’s episode, Jason shares the winding path that led him to launch Mutiny Funds and focus on the risk...
84 min
143
Lawrence Kissko & Graham Robertson, Man AHL – T...
Today’s episode features and reading their piece, . Lawrence is a Client Portfolio Manager for Man AHL. Graham is a partner and Head of Client Portfolio Management at Man AHL and is a member of the investment and management committees....
9 min
144
Tim Pickering, Auspice – Commodities, CTAs & Th...
Today’s guest is , founder and CIO of Auspice Capital. In today’s episode, we talk all about trend-following and commodities. Tim shares why trend-following can serve as a great diversifier to stocks and bonds, and why it’s a great way to play...
76 min
145
Rob Arnott & Campbell Harvey on Why They Believ...
Today’s guests are , founder and Chairman of the board of Research Affiliates, and , Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the...
68 min
146
Joachim Klement – Stocks in the long run… are s...
Today’s episode features reading his piece, . Joachim is a trustee of the CFA Institute Research Foundation and offers regular commentary at Klement on Investing. Previously, he was CIO at Wellershoff & Partners Ltd., and before that,...
5 min
147
Tim Alcorn, Baillie Gifford – Lessons from Bess...
Today’s episode features Tim Alcorn reading his piece, . Tim is the Head of Investment Risk for Baillie Gifford. The Best Investment Writing series features top research pieces that we’ve shared via in the past year. Subscribe so you get these...
11 min
148
Edward Chancellor – Interest, Capitalism, & The...
Today’s guest is Edward Chancellor, financial historian, author of , and previously part of GMO’s Asset Allocation team. He’s out with a new book yesterday called , which is equal parts history, financial education and philosophy. In today’s...
59 min
149
Kevin Van Trump – Here’s What's Going on With A...
Today’s guest is , the founder of Farm Direction and the Van Trump Report, which shares proprietary research for investors and ag professionals. In today’s episode, Kevin walks us through his early career as a trader to now running the Van Trump...
52 min
150
Ehren Stanhope, O’Shaughnessy Asset Management ...
Today’s episode features reading his piece, . Ehren is a Principal and Client Portfolio Manager at O’Shaughnessy Asset Management, where he is Responsible for positioning OSAM’s investment capabilities within the context of client needs and the...
22 min