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.
#280 – Matthew O’Connor, AdQuick - People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry
In episode 280, we welcome our guest, Matthew O’Connor, co-founder of AdQuick, the first true marketplace for out-of-home advertising, providing end-to-end tools to improve the out of home buying experience for media owners, brands, and agencies.
In today’s episode we’re talking about part of the advertising industry that often isn’t talked about: out-of-home. Matthew walks us through his background, with stops at Instacart and Amazon, and explains why the struggle to advertise on billboards while at Instacart gave him the idea for AdQuick. Then he explains the early days of the company, which included building out both sides of the platform while trying to entice investors and top talent to join AdQuick. We hear how the company is providing data to advertisers in a way that hasn’t been done before and why direct-to-consumer brands are embracing billboard advertising.
As the conversation winds down, Matthew tells us the story of Reddit co-founder & AdQuick investor Alexis Ohanian, who used the platform to do a huge campaign for his wife, Serena Williams, when she was going back to her first tennis match after a break from the sport.
Please enjoy this episode with AdQuick’s Matthew O’Connor.
#279 – Kevin Davitt and John Hiatt, Cboe - Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact
In episode 279, we welcome our guests, Kevin Davitt and John Hiatt, both of whom work for the Cboe as the Senior Options Institute Instructor and VP of Derivatives Strategy, respectively.
In today’s episode, we’re talking about options, the VIX, and tail risk strategies. 2020 saw elevated volatility and record levels of option volume, and Kevin and John give us their perspective on this activity. We start with some basics of the VIX, how investors use and misuse it, and what the VIX says about the market over time. Then we get into tail risk strategies. We cover how investors should implement them, how to evaluate their success, and how these strategies can have an outsized impact on your portfolio.
As we wind down, Kevin and John discuss ways to implement these types of strategies in a portfolio and best practices to communicate these strategies with your clients.
Please enjoy this episode with Cboe’s Kevin Davitt and John Hiatt.
This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Use Promo Code “MEB” to skip their 15,000 person wait list.
#278 – Lucas White, GMO - Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market
In episode 278, we welcome our guest, Lucas White, a portfolio manager for the Resources and Climate Change Strategies at GMO.
In today’s episode we're talking all about resources and climate change as an investment strategy. Lucas sets the stage with why he believes the resource sector offers a huge opportunity and currently trades at an 80% discount to the broad equity market. Then we dive into GMO’s climate change strategy. Lucas explains what led them to focus on climate change and clean energy and officially launch a strategy in 2017. We talk about the allocation to different areas, including copper, food and water.
As we wind down, Lucas explains how a traditional value shop like GMO applies their value lens to this growth area.
Please enjoy this episode with GMOs’, Lucas White.
#274: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso
Episode 277 is a replay of The Meb Faber Show’s top podcasts of 2020. Guests include Rick Rule, Joe Davis, and Tom Basso
Hear Rick Rule discuss the forces he sees influencing gold and precious metal prices, give his take on commodities and natural resources, and provide practical thoughts on portfolio implementation.
Next, listen to Joe Davis talk about the Vanguard Capital Markets Model, Vanguard's outlook for U.S. and foreign equities, and a fresh way of thinking about the evolution of knowledge and innovation called the "Idea Multiplier."
Finally, hear long time trader and trend follower Tom Bass talk about his career, power laws and outliers, and why position sizing is so critical.
All this and more in our replay of the top podcasts of 2020.
The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors
Last year when we published The Best Investment Writing Volume 3, 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 4 in podcast format.
You’ll hear from some of the most respected money managers and investment researchers all over the world.
Contributors: Anil Rao and Raman Subramanian, Vineer Bhansali, Rob Arnott, Alec Lucas, Martin Tarlie, and Tyler from Portfolio Charts
#276 – Craig Wichner, Farmland LP - There’s $2.7T Worth Of Farmland In The U.S…And That’s The Same Economic Value As All The Apartment Buildings In The U.S Or All The Office Buildings In The U.S.
In episode 276, we welcome our guest, Craig Wichner, Founder of Farmland LP, a leading investment fund that generates returns by converting conventional commercial farmland to sustainable farmland.
In today’s episode we learn the ins-and-outs of farmland as an asset class. Farmland has been an asset that’s been inaccessible for most people and Craig is trying to change that. We learn what piqued his interest in farmland and get an overview of the company, which now manages over 15,000 acres and $175 million in assets. He walks us through how the company manages the farms they acquire, focusing on both capital appreciation and increasing profits over time. We even talk about why owning an organic farm can serve as a hedge against a weaker dollar.
As we start to wind down, Craig offers suggestions to policy makers on how to encourage inexpensive and environmentally friendly practices for farmers.
All this and more with Farmland LP’s Craig Wichner!
Customer ReviewsSee All
Favorite Finance Podcast
Meb does a great job straddling the line of institutional to personal investing. He removes a lot of the institutional investing kabuki showing as Dead Prez said ‘these just people with ideas’. He helps me think about my personal investing and business ideas and does a great job humanizing the founders’ process.
Great Investment Insight
Just discovered this podcast after hearing Meb on Chat with Traders. I’m catching up on the past shows as well and I almost always get useful information out of every episode. I love the fact it’s all about investing and rarely touches on all the negativity that’s predominate in most social media. Big Thumbs Up!!!
This is my favorite investment podcast, which means a lot coming from me because I listen to at least 10 different finance podcasts a week. Meb is a great host and asks interesting questions. The show has a very diverse set of guests and I’m always excited to listen. Keep up the great work Meb, I’ve learned a lot about the industry from this show.