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The Meb Faber Show

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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. And to learn about Cambria’s suite of ETFs and other investment offerings, please visit CambriaFunds.com.

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. And to learn about Cambria’s suite of ETFs and other investment offerings, please visit CambriaFunds.com.
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Location:

United States

Description:

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. And to learn about Cambria’s suite of ETFs and other investment offerings, please visit CambriaFunds.com.

Language:

English


Episodes

The Best Investment Writing Volume 3: Gary Antonacci – Extended Backtest of Global Equities Momentum

10/21/2019
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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 entire volume of The Best Investment Writing Volume 3 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world. Enough from me, let’s let Gary take over this special episode.

Duration:00:13:09

#182 - Larry Hite - I Want To Be In A Position Where Something Great Can Happen…If I Don’t Get That, I Don’t Want To Play

10/16/2019
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In episode 182 we welcome our guest, Larry Hite. Larry and Meb start off the conversation with Larry’s origin as a trend follower, and the parallels to trend following and life. Larry follows with personal challenges he overcame in life, and how he found a path to success through a life lesson, weeding out what he couldn’t do, and include the things that gave him a lot of enjoyment and potentially a lot of money (or both). Next, Larry gets into his start in investing, combing through...

Duration:00:59:34

#181 - Radio Show: Zero Trading Commissions…Valuations…And Trend Following

10/14/2019
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Episode 181 has a radio show format. We cover a variety of topics, including the new ETF rule: There’s this and plenty more in episode 181.

Duration:00:36:38

#180 - Rodrigo Gordillo - “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust”

10/9/2019
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In episode 180 we welcome back our guest, Rodrigo Gordillo. Meb and Rodrigo start the conversation with a walk through Rodrigo’s background and his experience growing up in Peru. Rodrigo then gets into his framework for thinking about investing and how that evolved into what he and his team is doing at ReSolve. Rodrigo then spends some time on the knowledge gained by studying and backtesting investment strategies. He stresses the use of “ensembles” rather than isolating single parameters...

Duration:01:16:34

The Best Investment Writing Volume 3: Justin J. Carbonneau – 10 Reasons Why It’s Tough to be a True “Intelligent Investor”

10/7/2019
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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 entire volume of The Best Investment Writing Volume 3 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world. Enough from me, let’s let Justin take over this special episode.

Duration:00:11:38

#179 - Dan Ferris - What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline

10/2/2019
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In episode 179 we welcome our guest, Dan Ferris. Meb begins with a discussion of Dan’s background as a guitarist, and his path into finance. Dan then provides a high level view of his framework for how he thinks about investing. He discusses bottom-up value investing, and developing a powerful respect for the effect of cycles. When it came to evaluating companies, he took issue with traditional DCF analysis, and focused more on using DCF as a tool to provide guide posts to probabilities of...

Duration:01:10:16

#178 - Nobody Wants To Invest In Your Sh*t

9/30/2019
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Episode 178 is a Meb Short. In this episode, you’ll hear Meb discuss the transactional nature of investing, finding an investment approach that works, and deploying an objective framework to govern removal investments and considering new ones.

Duration:00:13:34

#177 - Alex Rubalcava - We Want To Help Build Companies That Are Solving Hard Problems That Matter

9/25/2019
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In episode 177, we welcome back our guest, Alex Rubalcava. Alex and Meb start the conversation by discussing startup company fundraising, and how it has gotten more difficult to attract top-tier VC firms. The two then get into Alex’s firm, the track to seeing over 1500 startups this year, the process of evaluating them, and doing meaningful work on about 75 per year. Alex shares his thoughts about the current IPO market, and some reasons he thinks it’s not in a bubble right now. Meb then...

Duration:01:07:41

The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are Value and Momentum Dead?

9/23/2019
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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 entire volume of The Best Investment Writing Volume 3 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world. Enough from me, let’s let Wes take over this special episode.

Duration:00:28:49

#176 - Adam Tkaczuk - We Think There Is About A 3% Per Year Tax Benefit To This

9/18/2019
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In episode 176, we welcome our guest, Adam Tkaczuk. Adam and Meb kick off the episode with an overview of opportunity zones. Meb then asks about the best way to source investments in OZs. Adam provides some background, resources, and some wisdom that it is important to look closely at fees and be careful about diligence into OZ investments. He notes that there are all types of projects available, not just real estate, and that location can have a huge impact. Meb asks Adam about location...

Duration:01:04:40

#175 - The Biggest Valuation Spread In 40 Years?

9/16/2019
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Episode 175 is a Meb Short. In this episode, you’ll hear Meb discuss a key development to be aware of in global markets, the valuation spread between the most and least expensive markets around the world. Meb explains why it is important to study history before assuming the U.S. deserves a valuation premium to the rest of the world, what global equity valuations look like, and the reality of investor home-bias. All this and more in episode 175.

Duration:00:07:50

#174 - Amlan Roy - Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old

9/11/2019
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In episode 174, we welcome our guest, Amlan Roy. Amlan and Meb start the conversation off with a discussion on demographics, why we need to understand them, and the idea that monetary policy is relatively ineffective in the demographic environment the world faces today. Amlan then lays out some prescriptions for some of the issues he’s seeing today, including, the idea of doing away with traditional retirement ages, more fairness toward women, and updated immigration policies. Meb and...

Duration:00:57:32

The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me

9/9/2019
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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 entire volume of The Best Investment Writing Volume 3 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world. Enough from me, let’s let Bob take over this special episode.

Duration:00:10:11

#173 - Tom Williams - I Want To Be That First Call In The Darkest Of Days

9/4/2019
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In episode 173, we welcome our guest, Tom Williams. Tom and Meb get right into Tom’s background, moving to the Bay Area alone, and finding a job at the age of 15. He then spends some time on building BetterCompany, a mobile app designed to bring anonymity to sharing about work, and later, pivoting to enterprise. Meb then asks about the beginning of Tom’s angel investing career. Tom walks through the progression of angel investing with a partner to launching his own fund, and how important...

Duration:01:48:20

#172 - Cam Harvey - This is a Time of Considerable Risk of a Drawdown

8/28/2019
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In episode 172, we welcome our guest, professor Cam Harvey. Meb and professor Harvey begin the conversation with professor Harvey’s 1986 dissertation on the yield curve, and his finding that when the yield curve inverts, it precedes a recession. His indicator has yet to provide a false signal. He goes on to explain the model, what it really tells us, and the implications as we move late into the summer of 2019. Professor Harvey then gets into what an inverted yield curve means for growth,...

Duration:01:47:03

The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter

8/26/2019
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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 entire volume of The Best Investment Writing Volume 3 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world. Enough from me, let’s let Corey take over this special episode.

Duration:00:17:41

#171 - Raoul Pal - Buy Bonds. Buy Dollars. Wear Diamonds.

8/21/2019
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In episode 171, we welcome back our guest from episode 46, Raoul Pal. Raoul and Meb start with a chat about one of Raoul’s tweets, “Buy Bonds. Buy Dollars. Wear Diamonds.” Raoul explains that he sees global growth slowing after the longest recovery in history, as well as a number of countries in or nearing recession. That presents an opportunity in US Treasuries and Eurodollars. The pair continue the conversation and get into how Raoul looks at the world. Raoul walks through his current...

Duration:01:08:30

#170 - Bill Martin - On The Short Side, Position Sizing Is The Biggest Driver Of Success

8/14/2019
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In episode 170, we welcome our guest, Bill Martin. Bill and Meb start the conversation by diving into Bill’s early entrepreneurial experience running Ragingbull.com. He discusses the business, raising capital, and ultimately selling the business. After Ragingbull.com, he started a research business and InsiderScores before ultimately launching Raging Capital in 2006. Meb asks Bill to get into Raging Capital. Bill offers that the long side is fairly concentrated, focused on the long-term and...

Duration:00:59:54

The Best Investment Writing Volume 3: Aswath Damodaran – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!

8/12/2019
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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 entire volume of The Best Investment Writing Volume 3 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world. Enough from me, let’s let Aswath take over this special episode.

Duration:00:15:06

#169 - Jeremy Jacobson - We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years

8/7/2019
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In episode 169, we welcome our guest, Jeremy Jacobson. Jeremy begins with his backstory of being an engineer by trade, and after paying off his school loans and taking a vacation, he decided to apply his engineering framework to approach saving and investing. He walks through the plan that allowed him to retire at the age of 37. Meb then asks Jeremy to expand on his investment portfolio. Jeremy explains what going through the GFC did to his portfolio, and the realization that it didn’t...

Duration:00:44:26