438 episodes

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.

The Meb Faber Show Meb Faber

    • Business
    • 4.8 • 800 Ratings

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.

    #384 – Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion

    #384 – Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion

    In episode 384, we welcome our guest, Robert Cantwell, founder and Chief Investment Officer of Upholdings and portfolio manager for the Compound Kings ETF.
    In today’s episode, we’re talking to the first person to convert a hedge fund into an ETF and invest in a private company through an ETF. Robert shares why he chose to do the conversion and some benefits of the ETF structure, including transparency, taxes and even short lending to generate income.
    Then we get into his ETF, ticker K-N-G-S. We talk about Robert’s philosophy for running a concentrated portfolio of companies that he defines as compounders. We hear his thought process for analyzing a company and he uses Facebook as an example.
    As we wind down, we touch on the Chinese Internet stocks and how investors should think about geopolitical risk when investing abroad.
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    Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

    • 56 min
    #383 – Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO

    #383 – Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO

    In episode 383, we welcome our guest, Mike Dudas, founder and General Partner of 6th Man Ventures, which focuses on investing in Web3 infrastructure and the metaverse.  His previous experience at Disney, Google and Venmo gives him a unique perspective on these areas.
    In today’s episode, we have a primer on Web3 from someone who’s deploying over $100 million into the space over the next few years. We start with an overview of stablecoins and their role in Web3. Then we get into NFTs and how they relate to DAO’s – decentralized autonomous organizations. We even hear how Mike helped launch LinksDAO, which raised over $10 million in 48 hours with the goal of creating one of the world’s greatest golf clubs.
    As we wind down, we hear about some existing portfolio names and why Mike is bullish on the metaverse.
    (0:39) – Intro (1:24) - Welcome to our guest, Mike Dudas (2:29) - Early career at Disney, Google and Venmo (9:14) - Working for Paxos (12:30) - Overview of Web3 (15:49) - Overview of stablecoins & their importance (25:45) - Overview of NFTs (29:36) - Mike’s involvement with LinksDAO (40:20) - The possibility of a DAO buying a professional sports team (45:45) - The focus of his firm, 6th Man Ventures (49:25) - Some cool companies he’s invested in (55:23) - The biggest thing he wants to see come to fruition in 2022 (57:59) - Learn more about Mike; Twitter @mdudas; 6thman.ventures -----
    Follow Meb on Twitter, LinkedIn and YouTube
    For detailed show notes, click here
    To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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    Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

    • 1 hr 2 min
    #382 – Dan Zwirn, Arena Investors - A Stoic Approach to Investing

    #382 – Dan Zwirn, Arena Investors - A Stoic Approach to Investing

    In episode 382, we welcome our guest, Dan Zwirn, CEO and CIO of Arena Investors, a firm focused on global special situations and asset and credit investments.
    In today’s episode, we’re diving into the private credit market. Dan walks us through the process of sourcing private deals, the intricacies around structuring, and his framework for hedging currencies and commodities on a deal-by-deal basis. Then Dan explains why he thinks the CLO market is looking a little bubbly and the impact of COVID on his portfolio. Of course we talk about some examples of his recent deals, including one you’ll love hearing about with the AC Milan soccer club.
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    Follow Meb on Twitter, LinkedIn and YouTube
    For detailed show notes, click here
    To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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    Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

    • 54 min
    #381 – Leonard Mlodinow - How To Harness Your Emotions To Become A Better Investor

    #381 – Leonard Mlodinow - How To Harness Your Emotions To Become A Better Investor

    In episode 381, we welcome our guest, Leonard Mlodinow, a theoretical physicist and best-selling author of a number of books, including The Drunkard’s Walk: How Randomness Rules Our Lives and Emotional: How Feelings Shape Our Thinking, which releases next week!  
    In today’s episode, we look at the relationship between our emotions and decisions. Leonard explains how emotions can make us emphasize or de-emphasize certain beliefs and even completely ignore certain data points. Then we dive into how emotions impact our investment decisions. We hear what studies say about how the best traders handle their emotions and talk about the role of social and emotional contagion on financial markets.  
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    Follow Meb on Twitter, LinkedIn and YouTube
    For detailed show notes, click here
    To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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    Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

    • 47 min
    #380 - Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder

    #380 - Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder

    Episode 380 is a replay of The Meb Faber Show’s top podcasts of 2021. Guests include Jeremy Grantham, Chris Cole, & Jeff Seder. 
    (2:53) - Jeremy Grantham puts 2020 in historical context, shares where he sees value outside of the US stock market, and discusses why he's so bullish on venture capital.
    (1:21:53) - Chris Cole covers the optimal portfolio to help you grow and protect your wealth for the next 100 years.
    (2:42:31) - Jeff Seder shares the best moneyball story you've never heard. He tells us how he used a quantitative approach to discover 2015 Triple Crown winner, American Pharoah.
    Click here to listen to the top podcasts of 2020
    Click here to listen to the top podcasts of 2019
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    Follow Meb on Twitter, LinkedIn and YouTube
    For detailed show notes, click here
    To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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    Today’s episode is sponsored by GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show."

    • 3 hr 34 min
    The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors

    The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors

    This year, we’re bringing you the entire volume of The Best Investment Writing Volume 5 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world. 
    Contributors: 
    (2:36) - Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends
    (31:17) - Jack Vogel, Alpha Architect – Value Investing: An Examination of the 1,000 Largest Firms
    (45:09) - Brian Barish, Cambiar Investors – The Virus Plaguing Value
    (1:03:55) - Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming
    (1:29:25) - Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited
    (1:43:26) - Amie Ko, Research Affiliates – A Quick Survey of “Broken” Asset Classes
    (2:02:09) - Sean Duffin, Cambridge Associates – Benefits of Global Diversification
    (2:18:50) - Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns
    (2:29:35) - John Pease, GMO – Value: If Not Now, When?
    (2:48:03) - David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts
    (3:00:06) - Vineer Bhansali, LongTail Alpha – Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities
    (3:09:50) - Laurence Siegel, CFA Institute Research Foundation – Debunking Nine and a Half Myths of Investing
    (3:37:35) - Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics
    Click here to listen to Volume 4
    Click here to listen to Volume 3
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    Follow Meb on Twitter, LinkedIn and YouTube
    For detailed show notes, click here
    To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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    Today’s episode is sponsored by GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show."

    • 3 hr 50 min

Customer Reviews

4.8 out of 5
800 Ratings

800 Ratings

Darius Dale, CEO of @42macro ,

One of the Best Podcasts, Period

☝🏾
-Darius Dale, CEO of @42macro

Jtmaday ,

Meb is the common man's investor

Meb hosts a range of guests from corporate finance to venture capital to small business owners to academia. His topics cover economics, finance, personal investing, and business advice. Meb is an altruist who has made a lot of people a lot of money. I myself have found local businesses and alternative investing options based on this show and Meb's books.

5/5, this is 1 of my 3 go-to investing and saving podcasts.

Full disclosure: I am an investor in Cambria Investment funds. Long: GAA, SYLD, EYLD, FYLD

@MichaelUnbroken ,

Amazing podcast✨✨

I just wanted to take a moment and say thank you for creating such an impactful podcast! I believe that we all have a voice that deserves to be heard. Thank you for putting this into the world! BE UNBROKEN! @MichaelUnbroken

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