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.
151
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
152
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
153
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
154
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
155
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
156
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
157
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
158
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
159
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
160
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
161
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
162
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
163
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
164
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
165
Radio Show with Michael Batnick & Ben Carlson o...
Today’s guests are and , co-hosts of the Animal Spirits podcast and employees Ritholtz Wealth Management. In today’s episode, we touch on the Future Proof wealth festival, which will be in Huntington Beach, CA from September 11th to 14th – all...
67 min
166
Lyn Alden – The Macro Landscape & Bull Case for...
Today’s guest is , founder of Lyn Alden Investment Strategy one of my favorite macro thinkers. In today’s episode, Lyn gives an overview of how she sees the world today, starting with why the US today reminds her of the 1940’s. She touches on...
59 min
167
Michael Mauboussin, Counterpoint Global – Every...
Today’s episode features reading his piece, . Michael is Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 2020 and has 33 years of investment experience. The Best Investment...
27 min
168
Dwight Anderson, Ospraie – A Tiger Cub’s Take o...
Today’s guest is , founder of Ospraie Management, a firm that actively invests in commodity markets and basic industries worldwide. Dwight previously worked at famed shops like Tudor and Tiger Management in charge of the Basic Industries and...
66 min
169
Robert Keith, Beartooth Group – Investing for F...
Today’s guest is , co-founder of Beartooth Group, a firm offering meaningful, high-value ways for conservation-minded ranch investors, buyers, brokers, and owners to invest in, restore, and sell ranchlands in the American West. In today’s episode,...
64 min
170
Erin Miles, Bridgewater Associates – Who Will P...
Today’s episode features reading her piece, Erin joined Bridgewater in 2009, and is currently Co-Lead of Equities Research and serves as the Operating Chair of the Partnership. She is responsible for leading research to convert insights and...
10 min
171
Scott Reynolds Nelson – How Wheat Made The Mode...
Today’s guest is , the author of , and a Professor at the University of Georgia, where he teaches about international finance and global commodities. Given current events today, our conversation with Scott about the role of wheat on the world...
51 min
172
Richard Ennis – The Modern Endowment Story: A U...
Today’s episode features reading his piece, . Richard managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. Becker & Co. Richard co-founded...
12 min
173
Frank Giustra & Ian Telfer - The Bull Case for ...
Today’s guests today are and Ian Telfer, two successful mining executives that built Goldcorp to a $50 billion company. In today’s episode, we’re talking all about gold with two of the most knowledgable in the space. The guys discuss why the...
50 min
174
Kevin Kelly – How To Invest in Genetic Editing,...
Today’s guest is , the founder & CEO of both Kelly ETFs and Kelly Intelligence. In today’s episode, we start with Kevin’s entrance into the ETF space years ago with a Covered Call ETF, ticker QYLD. Then he shares what he’s been up to...
67 min
175
Dan Rasmussen, Verdad Advisers – Emerging Marke...
Today’s episode features reading his piece, . Dan is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity. The Best Investment Writing series features top...
10 min