608 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 • 879 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.

    Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542

    Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542

    Today’s guest is Ian Cassel. Ian is the founder of MicroCap Club, which is a best idea generator and networking resource for the microcap space. Ian is also the CIO of Intelligent Fanatics Capital Management, which invests in small, illiquid microcaps.
    In today's episode, Ian gives an overview of the microcap space. He shares common mistakes  people make when investing in microcap stocks, what he looks for when analyzing companies, and common characteristics he's found in multi-bagger stocks.
    (1:05) Overview of the micro-cap sector
    (3:12) Misconceptions about micro-cap stocks
    (7:52) Advantages of micro-caps in public markets
    (14:14) Ian's investment journey
    (27:30) Case studies
    (33:03) The discovery phase
    (37:21) Ian's current holdings
    (44:32) Selling strategies
    (46:33) Analyzing the current micro-cap landscape
    (50:27) Ian's most memorable investment
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    For detailed show notes, click here
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    Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 
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    Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 
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    • 59 min
    Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541

    Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541

    Today's returning guest is Aaron Edelheit, CEO and founder of Mindset Capital, a private investment firm. 
    In today's episode, Aaron updates us on the state of the cannabis sector after a rough couple of years. He touches on possible Federal regulatory changes, the key characteristics he looks for in cannabis companies and why he refers to cannabis as the great replacement. As we wind down, Aaron talks about why he's so excited about the opportunity with low dose hemp beverages.
    (1:47) Overview of the cannabis industry
    (6:00) The possibility of Federal legalization
    (17:30) Valuation discussion
    (21:39) Operational challenges in cannabis
    (26:07) Factors with successful cannabis companies
    (31:10) Cannabis investment opportunities
    (34:18) The opportunity with low dose hemp beverages
    (41:32) Identifying risks in the cannabis space
    (44:51) Securities lending revenue in relation to ETFs
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    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 YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only).
    Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
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    Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
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    Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 
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    Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 53 min
    The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber

    The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber

    Today’s returning guest is Jerry Parker, CEO of Chesapeake Holding Company. Jerry began his career in 1983 when he was accepted into Richard Dennis’ Turtle Program.
    In today’s episode, Meb & Jerry discuss the launch of their new ETF, the Cambria Chesapeake Pure Trend ETF (MFUT). They delve into the fund, which uses a systematic trend following strategy across stocks, bonds, currencies, and commodities. Jerry covers the key principles of trend following, the importance of capturing big trends, and the benefit of trend following in a portfolio.
    (0:26) Welcome to our guest, Jerry Parker
    (0:42) The Cambria Chesapeake Pure Trend ETF
    (10:10) The various assets the fund trades
    (13:09) The benefit of short positions
    (19:08) Trend following principles
    (22:08) The importance of following rules and hunting outliers
    (33:16) How trend following fits in a portfolio
    (43:00) Excitement about ETFs and the future of managed futures
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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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    Sponsor: 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. Subscribe for free here.
    Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
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    Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
    -----
    Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 
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    Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 52 min
    Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539

    Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539

    Today’s guest is Herb Greenberg, a veteran financial journalist and skeptical market commentator.
    In today’s episode, Herb talks about the evolution of markets during his career, finding and following frauds like Herbalife, and advice for those starting in markets. As we wind down, Herb explains his new business venture, Wall Street Beats, an online investment media platform.
    (1:05) Introducing Herb Greenberg
    (1:29) Herb's early career
    (7:10) Market structure changes during his career
    (11:46) Herb's five simple lessons and their modern interpretations
    (17:58) The role of short sellers
    (23:00) Herb's investigation into Herbalife
    (31:10) Overview of Wall Street Beats
    (41:17) Herb's contrarian investment beliefs
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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
    -----
    Sponsor: 10 East is a membership-based investment firm founded by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focused on providing targeted exposure to private markets. Members invest at their discretion in single-investment and niche fund vehicles across private credit, real estate, private equity, and venture capital.
    Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
    -----
    Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
    -----
    Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 
    -----
    Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 54 min
    UBS' Jason Draho - Another Roaring '20s for the US? | #538

    UBS' Jason Draho - Another Roaring '20s for the US? | #538

    Today’s guest is Jason Draho, Head of Asset Allocation Americas for UBS Global Wealth Management. He’s also the Chair of the US Investment Strategy Committee. 
    In today’s episode, Jason talks about the possibility of a Roaring 20’s decade for the US economy. He discusses the factors contributing to this scenario, including a possible capex boom, AI, the green energy transition and security & deglobalization. He also covers the role of bonds in the new macro regime, the impact of inflation and growth on stocks and bonds, and his take on the deglobalization narrative.
    (1:40) Welcome to Jason Draho
    (2:09) The resilience of the US economy
    (3:08) Misinterpreting economic signals
    (4:07) Household financial health post-pandemic
    (6:29) Positive demand shock and investment trends
    (14:11) US growth projections
    (23:26) Asset allocation strategies
    (39:04) Gold and real estate 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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    Sponsor: Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector.
    Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
    -----
    Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
    -----
    Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 
    -----
    Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 52 min
    RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537

    RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537

    Today’s guest is Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. She was recently named to Barron’s 100 Most Influential Women in U.S. Finance.
    In today’s episode, Lori explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad market. She also touches on small cap stocks, takeaways from earnings season, and her early thoughts on 2025.
    (1:11) Welcome to our guest, Lori Calvasina
    (3:50) Indicators and gauging market sentiment today
    (10:37) Current market valuations
    (13:08) Impact of upcoming election on financial markets
    (17:05) US small cap stocks setup
    (20:24) Value versus growth discussion
    (36:56) Lori's favorite indicators
    (42:37) Lori's most memorable investment
    -----
    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
    -----
    Sponsor: 10 East is a membership-based investment firm founded by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focused on providing targeted exposure to private markets. Members invest at their discretion in single-investment and niche fund vehicles across private credit, real estate, private equity, and venture capital.
    Sponsor: 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. Subscribe for free here.
    Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
    -----
    Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
    -----
    Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 
    -----
    Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 49 min

Customer Reviews

4.8 out of 5
879 Ratings

879 Ratings

Misskc116 ,

Super Informative

I learn a lot from this podcast and I am always excited for the next episode! Keep them coming@

Zinko & Shamus ,

Great stuff

Meb never disappoints. Newbies or vets can learn something from his pods. Great stuff

stoicFlow ,

Excellent podcast.

Great content. Great guests.

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