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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

#130 – Eric Falkenstein - I Think in the Long Run (Cryptocurrencies) Are Going to Work

11/21/2018
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In Episode 130, we welcome Eric Falkenstein. The show starts with Meb and Eric discussing ice fishing in Minnesota (where Eric is currently located). But then Meb asks for Eric’s origin story. Eric tells us about being a teacher’s assistant for Hyman Minsky, wanting to be a macro economist, the turn that pushed him toward investing, and a well-timed put option that made him a boatload in the ’87 crash. Next, the conversation turns toward Eric’s interest in low volatility. He tells us about...

Duration:00:50:46

#129 - Meb's Take on Return Expectations, Portfolio Construction, and Practical Market Approaches

11/14/2018
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Episode 129 is a solo-Meb show. Meb has been out on the road, giving speeches. In this “Mebisode,” you’ll hear Meb’s most recent talk. It covers forward-looking return expectations, an offer to book some time to chat with Meb one-on-one, best and worst starting points for new investment dollars, improving upon the global market portfolio, what corners of the market to look at now, and far more. If October’s market turbulence left you feeling some jitters, this episode will help you reorient...

Duration:01:06:28

#128 - Claude Lamoureux - When You Have to Make A Decision, Always Make the One That Will Help You Sleep Better, Not Eat Better

10/31/2018
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In Episode 128, we welcome pension fund expert, Claude Lamoureux. We start with Claude’s background, which took him from Met Life to running the Ontario Teachers Pension Plan. When Claude took over the pension, the fund was invested in just Canadian debt, and the size of the pension obligation was underestimated. Claude decided to use derivatives to diversify the portfolio. He expanded into the S&P, recruited an investment department, and within three years, had successfully reallocated the...

Duration:00:50:39

#127 - Radio Show - Meb and Elon Musk Talk Shorting... Conflicting U.S. Valuation Indicators... and Listener Q&A

10/24/2018
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Episode 127 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb as well as listener Q&A. We start with Meb telling us about his recent back-and-forth over Twitter with Elon Musk, discussing short-selling. Meb uses this as an example to give us more information on shorting in general, as well as short-lending. We then answer a question we’ve received (in various forms) for years – “why is the S&P (or whatever) outperforming your strategy?” For anyone looking...

Duration:01:02:15

#126 - Karen Finerman - 'Out-of-Favorness' Is Appealing. The Difficult Part is Timing

10/17/2018
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In Episode 126, we welcome entrepreneur, author, and investor, Karen Finerman. The episode starts with an interesting connection – Karen and Meb’s wife both attended the same high school in Los Angeles, and apparently, it’s the only high school in the U.S. with a working oil rig on campus. From here, Karen gives us a brief walk-through of her history after graduating Wharton, heading to Wall Street, where she eventually launched her own hedge fund. Meb asks about the framework she used in...

Duration:00:52:28

#125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change

10/10/2018
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In Episode 125, we welcome famed short-seller and early stage investor, Tom Barton. We start by going way back, after Tom graduated from Vanderbilt. He walks us through his early career experiences which helped him sharpen his business analysis skills, as well as his operational skills. He developed a great understanding of different industries, yet also what it was like to actually work in them. This was the foundation for the short-selling career that was soon to begin. In 1983 Tom went...

Duration:01:24:55

Bonus Episode: Wes Gray - Factor Investing is More Art, and Less Science

10/8/2018
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We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s...

Duration:00:51:45

#124 - Howard Marks - It's Not What You Buy, It's What You Pay for It That Determines Whether Something is a Good Investment

10/3/2018
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In Episode 124, we welcome legendary investor, Howard Marks. Meb begins with a quote from Howard’s new book, Mastering the Market Cycle, and asks him to expound. Howard gives us his top-line take on market cycles, ending with the idea that if you understand them, you can profit from them. Meb follows up by asking about Howard’s framework for evaluating where we are in the cycle. Rather than look at every input as individual, Howard looks at overall patterns. What is the collective mood? Or...

Duration:00:42:50

Bonus Episode: Russel Kinnel - Mind the Gap

10/1/2018
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We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s...

Duration:00:08:35

#123 - Fabrice Grinda - We're Still at the Very Beginning of the Tech Revolution... We Are Day One

9/26/2018
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In Episode 123, we welcome entrepreneur and renowned angel investor, Fabrice Grinda. The guys begin by discussing their mutual love for skiing, talking about heli-skiing in Canada, powder skiing in Japan, and the steeps of Chamonix in France. Meb asks Fabrice to recap his background. What follows is a fascinating look at the professional path of a wildly-successful entrepreneur and angel investor. Fabrice’s history involves consulting with McKinsey, building the equivalent of eBay in Europe...

Duration:00:58:44

Bonus Episode: Rick Friedman & Anna Chetoukhina - FAANG SCHMAANG

9/24/2018
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We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s...

Duration:00:18:25

#122 - Phil Haslett - It's a Place to Connect Interested Buyers and Interested Sellers...in Late-Stage, Pre-IPO Tech Shares

9/19/2018
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In Episode 122, we welcome investor and entrepreneur, Phil Haslett. Meb jumps in, asking Phil to tell us more about his company, Equity Zen. Phil gives us an example involving a hypothetical employee. This employee owns equity in her private company but wants some liquidity from her stock options. Equity Zen is a platform where she can sell some her shares to a private investor looking to investor in that company, even though it’s not a publicly-traded company. So, Equity Zen is a place...

Duration:00:58:22

Bonus Episode: Michael Philbrick - Skis and Bikes: The Untold Story of Diversification

9/17/2018
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We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s...

Duration:00:42:01

#121 - Pim van Vliet - The Reality Is High-Risk Stocks Earn Low Returns

9/12/2018
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In Episode 121, we welcome fellow quant, Pim van Vliet. If you’re a low-vol investor, or having been wanting to learn more about low-vol, this is the episode for you. Meb dives straight in, opening with a quote from Pim: "The low-volatility effect is perhaps the largest anomaly in finance, challenging the basic trade-off between risk and return, as higher risk does not lead to higher returns. Still, it remains one of the least utilized factor premiums in financial markets." He asks Pim to...

Duration:00:58:36

Bonus Episode: Leigh Drogen - Revenge of the Humans

9/10/2018
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We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s...

Duration:01:18:37

#120 - Radio Show - Our New Trinity ETF… Egregious Hedge Fund Fees… and R&D Spending is on the Rise

9/5/2018
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Episode 120 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb. We start by announcing the arrival of our new Trinity ETF next week. We’re happy it will finally be available to the public. Then there’s discussion of Meb’s upcoming travel, which bleeds into a comment he made comparing crypto and airplane travel miles which, apparently, ruffled some feathers. We then touch on Amazon hitting a $1 trillion valuation. Then, there’s a tweet from Ian Cassel,...

Duration:00:32:08

Bonus Episode: Jeremy Schwartz - Net Buybacks Supplement Dividend Yields and Support Future Per Share Growth

9/3/2018
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We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s...

Duration:00:06:17

#119 - Tom Dorsey - Fundamentals Answer the First Question 'What Should I Buy?' The Technical Side Answers the Question "When?'

8/29/2018
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In Episode 119, we welcome entrepreneur and technical analyst expert, Tom Dorsey. Meb begins by asking about a book which Tom claims had a tremendous influence on his entire life. From this, Tom tells us the story of being a young broker, eventually introduced to a book called The Three Point Reversal Method of Point & Figure Stock Market Trading by A.W. Cohen. After reading just the first paragraph, the clouds on Wall Street parted and he saw clearly. In the end, it’s the irrefutable laws...

Duration:00:51:51

Bonus Episode: Elroy Dimson - The Evolution of Equity Markets

8/27/2018
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We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s...

Duration:00:12:42

#118 - Radio Show - Record-Setting US Valuations... Emerging Market Opportunities... VC Bad Behavior… and Listener Q&A

8/22/2018
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Episode 118 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb, as well as some write-in questions. We start by discussing articles Meb posted in his Tweets of the Week. These include a piece by Jason Zweig about how your broker might be making 10-times more money off your cash balance than you could make on it. Then there’s discussion of valuations – a chart by Leuthold shows how one measure of US market valuation has matched its 2000 level, and another has...

Duration:01:11:22