The Meb Faber Show - Better Investing

The Idea Farm

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.

Listen in podnod RSS feed Show website

710 episodes
Updated Friday

Episodes710

Newest first

Aug 8, 2022 · 1 hr 2 min
Lyn Alden – The Macro Landscape & Bull Case for Real Assets | #434
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...
Aug 5, 2022 · 28 min
Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)
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...
Aug 3, 2022 · 1 hr 9 min
Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets | #433
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...
Aug 1, 2022 · 1 hr 7 min
Robert Keith, Beartooth Group – Investing for Financial & Environmental Returns Through Ranch Restoration in The American West | #432
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,...
Jul 27, 2022 · 11 min
Erin Miles, Bridgewater Associates – Who Will Prove Most Vulnerable to the Pullback in Liquidity? (The Best Investment Writing Volume 6)
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...
Jul 25, 2022 · 54 min
Scott Reynolds Nelson – How Wheat Made The Modern World | #431
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...
Jul 22, 2022 · 13 min
Richard Ennis – The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium (The Best Investment Writing Volume 6)
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...
Jul 20, 2022 · 53 min
Frank Giustra & Ian Telfer - The Bull Case for Gold | #430
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...
Jul 18, 2022 · 1 hr 10 min
Kevin Kelly – How To Invest in Genetic Editing, Residential Real Estate, & The Hotel Industry | #429
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...
Jul 15, 2022 · 11 min
Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6)
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...
Jul 13, 2022 · 1 hr 8 min
Eric Balchunas, Bloomberg – Bogle is One of the Investing GOATs | #428
Today’s guest is , an analyst at Bloomberg Intelligence focused on exchange-traded funds and the author of . In today’s episode, we’re talking about the legend John Bogle. Eric covers his early struggles to get Vanguard off the ground and the...
Jul 6, 2022 · 58 min
Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both" | #427
Today’s guest is , Chief Investment Officer of Morgan Creek Capital Management and the Managing Partner of Morgan Creek Digital. In today’s episode, Mark covers the evolution he’s seen in the digital asset space and why he likes applying...
Jun 29, 2022 · 48 min
The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426
Today we’re looking back at some of our most popular episode in the first half of 2022 covering a range of topics with some amazing guests. I know it’s hard to listen to every episode, so we picked some clips from our most downloaded episodes for...
Jun 28, 2022 · 56 min
Dan Ariely, Irrational Capital – Investing in Human Capital | #425
Today’s guest is , a Founding Partner of Irrational Capital, leading behavioral economist, and author of six books. Dan’s Ted Talks have been viewed over 10 million times. In today’s episode, Dan starts by sharing what some of his research...
Jun 20, 2022 · 1 hr 3 min
Robin Goldstein & Daniel Sumner – The Economics of Weed | #424
Today’s guests are and , two economists and the authors of the new book, . If you are a fan of Freakonomics, this episode is up your alley! In today’s episode, we start with the history of weed and what led to it becoming illegal in the US. Then...
Jun 15, 2022 · 7 min
Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries? | #423
In this Mebisode, Meb reads his post from January 2022, which looks to see if a shareholder yield strategy works within different sectors. To read the entire post, click . ----- Follow Meb on , and For detailed show notes, click To learn more about...
Jun 13, 2022 · 1 hr 46 min
Best Idea Show – Doron Junger, Sanvia Capital – US Biotech | #422
Today’s guest is Doron Junger, founder and Portfolio Manager for Sanvia Capital, a biotech investment firm, which originally started as a Millennium Partners platform company. In today’s episode, we’re talking about US biotech! Doron’s...
Jun 8, 2022 · 1 hr 25 min
Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low | #421
Today’s guest is , the Head of Equity Strategy at WisdomTree. In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and why Jeff first tweeted about rising food prices over a year ago....
Jun 6, 2022 · 50 min
Dan Cooper, ROC Investments – ROC: Return on Character | #420
Today’s guest is , founder and CEO of , which allocates capital on the basis of the behaviors of the CEOs and their senior executive teams. Dan shares how he ran a strategy focused on investing in companies with CEO’s that display high character...
Jun 1, 2022 · 1 hr 1 min
Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward | #419
Today’s guest is , a geopolitical expert who may be the best person to talk to about the secular changes happening in the world today. His newest book, , will be released on June 14th. In today’s episode, Peter talks about the two main themes he...

The Meb Faber Show - Better Investing

Lyn Alden – The Macro Landscape & Bull Case for Real Assets | #434

Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)

Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets | #433

Robert Keith, Beartooth Group – Investing for Financial & Environmental Returns Through Ranch Restoration in The American West | #432

Erin Miles, Bridgewater Associates – Who Will Prove Most Vulnerable to the Pullback in Liquidity? (The Best Investment Writing Volume 6)

Scott Reynolds Nelson – How Wheat Made The Modern World | #431

Richard Ennis – The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium (The Best Investment Writing Volume 6)

Frank Giustra & Ian Telfer - The Bull Case for Gold | #430

Kevin Kelly – How To Invest in Genetic Editing, Residential Real Estate, & The Hotel Industry | #429

Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6)

Eric Balchunas, Bloomberg – Bogle is One of the Investing GOATs | #428

Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both" | #427

The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426

Dan Ariely, Irrational Capital – Investing in Human Capital | #425

Robin Goldstein & Daniel Sumner – The Economics of Weed | #424

Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries? | #423

Best Idea Show – Doron Junger, Sanvia Capital – US Biotech | #422

Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low | #421

Dan Cooper, ROC Investments – ROC: Return on Character | #420

Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward | #419