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
J.P. Morgan's Dr. David Kelly on Why He Believe...
Today’s guest is , Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. In today’s episode, Dr. Kelly shares his view of the investment world today. He shares why he expects inflation to...
45 min
152
Porter Stansberry on a Potential Recession, Opp...
Today’s returning guest is , a leading financial writer and the founder of MarketWise. His newest venture, , was launched last year. In today’s episode, Porter shares his frustrating ending with Stansberry Research and then why he chose to launch...
74 min
153
Top Podcasts of 2022: Rob Arnott & Campbell Har...
Today we’re sharing our 5 most popular episodes from 2022! We know it’s hard to listen to every episode, so we have the most downloaded episodes for you right here! If you click the link in the description below, you can jump to the episode you...
3 min
154
Louisa Nicola – How To Perform At Your Best Phy...
Today’s guest is , a neurophysiologist and human performance coach, and the founder of Neuro Athletics, which provides scientific strategies to help athletes and investors achieve peak performance. In today’s episode, Louisa is helping all of us...
69 min
155
Louis-Vincent Gave, Gavekal - Investment Themes...
Today’s guest is Louis-Vincent Gave, Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, a global asset manager. In today’s episode, Louis kicks it off with the biggest topic in global...
51 min
156
Bob Elliott, Unlimited Funds – A Macro Mastercl...
Today’s guest is , CEO & CIO of Unlimited Funds, which using machine learning to create products that replicate the index returns of alternative investments. Previously, Bob was the Head of Ray Dalio’s Research Team and served on the...
102 min
157
Damien Bisserier and Alex Shahidi on Risk Parit...
Today’s guests are Damien Bisserier and Alex Shahidi, Co-CIOs of Evoke Wealth, a $20b+ billion RIA. They also entered the ETF game in 2019 when they launched the RPAR Risk Parity ETF. In today’s episode, we’re talking all things risk...
75 min
158
Marc Cohodes on SBF, Fraud, & The FTX Death Spi...
Today's guest is famed short-seller . Marc has investigated and brought down some major frauds in the past, and earlier this year he set his eyes on crypto darling Sam Bankman-Fried, the founder of FTX. Unless you’ve been living under a rock, you...
66 min
159
Robeco – The Cross-Section of Stock Returns bef...
Today’s episode features Guido Baltussen, Bart Van Vliet and Pim Van Vliet reading their piece, Guido Baltussen is Head of Robeco’s Factor Investing strategies and Co-head of the Quant Fixed Income team. Bart P. Van Vliet is a Client Portfolio...
32 min
160
Eugene Fama – A Life in Finance | #455
Today’s guest is the legendary Professor Eugene Fama, a 2013 Nobel laureate and widely recognized as the “father of modern finance.” In today’s episode, we talk to Professor Fama about whether he thinks the Fed can control inflation, where the...
37 min
161
Rex Salisury, Cambrian - a16z Partner Turned So...
Today’s guest is , a founding partner of the a16z fintech team and is now a solo GP with Cambrian Ventures. In today’s episode, Rex shares an overview of Cambrian and the benefit of the fintech community he’s built over time. We touch on the...
58 min
162
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
163
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
164
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
165
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
166
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
167
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
168
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
169
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
170
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
171
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
172
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
173
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
174
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
175
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