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The Meb Faber Show - Better Investing

The Meb Faber Show - Better Investing

635 Episodes • By The Idea Farm • www.themebfabershow.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 gu ...more
Investing Management Business
The Meb Faber Show - Better Investing
The Meb Faber Show - Better Investing
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Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559
My guest today is Joel Nagel, founder of the interna... more
Nov 22 2024 56m
Estate Planning and Dynasty Trusts
Chapter 1 59 sec
Introduction of Joel Nagel
Chapter 2 3 mins
Asset protection strategies
Chapter 3 7 mins
Utilizing trusts
Chapter 4 3 mins
Offshore structures
Chapter 5 4 mins
Advantages of offshore trusts
Chapter 6 6 mins
Risks in asset protection and second passport interest
Chapter 7 12 mins
Motivations for second citizenship
Chapter 8 7 mins
Strategic use of debt
Chapter 9 4 mins
Investing in Bitcoin & gold
Chapter 10 4 mins
Inflation and fiat currencies
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Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558
Today’s returning guest is Aswath Damodaran, a profe... more
Nov 15 2024 1h 2m
Global Trend Towards Stock Buybacks
Chapter 1 5 mins
Mag7 stocks
Chapter 2 2 mins
Corporate life cycle
Chapter 3 14 mins
Factors influencing startup success & characteristics of mature companies
Chapter 4 2 mins
Capital allocation
Chapter 5 7 mins
The IPO landscape
Chapter 6 5 mins
AI in the investment process
Chapter 7 6 mins
OpenAI's corporate structure
Chapter 8 4 mins
ESG & the media landscape
Chapter 9 12 mins
Sports economics
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JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557
My guest today is Dr. David Kelly, Chief Global Stra... more
Nov 8 2024 47m
Corporate Influence in the US
Chapter 1 2 mins
Economic outlook
Chapter 2 4 mins
Consumer behavior
Chapter 3 5 mins
Stocks and gold 2024 performance
Chapter 4 7 mins
US dollar and deficit concerns
Chapter 5 6 mins
Long-term capital market assumptions
Chapter 6 6 mins
Regional opportunities
Chapter 7 3 mins
David's favorite charts
Chapter 8 2 mins
Thoughts on immigration
Chapter 9 7 mins
Nonconsensus views on the federal deficit
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📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556
BIG NEWS! I just published the 2nd edition of Shareh... more
Nov 2 2024 3m
Challenging Traditional Dividend Investing Approaches
Chapter 1 2 mins
Unleashing Shareholder Yield 2nd Edition
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Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555
My guest today is Marty Bergin, President of DUNN Ca... more
Nov 1 2024 38m
Navigating Equities and Trend Following
Chapter 1 1 min
Marty Bergen intro
Chapter 2 2 mins
Trend following & fee structures
Chapter 3 8 mins
Lessons from 50 Years in investing
Chapter 4 7 mins
Benefits of non-correlated asset classes
Chapter 5 3 mins
Institutional interest in trend following
Chapter 6 2 mins
Handling volatility
Chapter 7 2 mins
Views on cryptocurrencies
Chapter 8 2 mins
Considerations for allocator
Chapter 9 5 mins
Marty's most memorable investment
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Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF
Today's guest is Wes Gray, CEO & Co-CIO of Alpha... more
Oct 25 2024 39m
Tax-Free Contributions and Diversification Limits
Chapter 1 5 mins
Welcome to Wes Gray
Chapter 2 13 mins
Section 351
Chapter 3 7 mins
Tax aware investing
Chapter 4 11 mins
The impact of dividends on tax efficiency
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Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553
My guest today is Dr. Bryan Taylor, President and Ch... more
Oct 18 2024 36m
Market Concentration Trends in History
Chapter 1 11 mins
Market Concentration Throughout History
Chapter 2 13 mins
Financial Eras and Market Lessons
Chapter 3 9 mins
Global Market Growth and Investment Advice
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Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552
Today's guest is Owen Lamont, a Portfolio Manager at... more
Oct 11 2024 56m
Forex Brokerages
Chapter 1 7 mins
The four horsemen of bubbles
Chapter 2 8 mins
Gamification of investing
Chapter 3 7 mins
The U.S. Stock Market is Koreafying
Chapter 4 4 mins
Gangnam Style
Chapter 5 3 mins
Excitement about AI
Chapter 6 4 mins
Why 2021 was a bubble
Chapter 7 4 mins
Closed-end fund premiums
Chapter 8 4 mins
Investing Mount Rushmore
Chapter 9 3 mins
China's recent stock performance
Chapter 10 5 mins
Impact of cultural investment preferences
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Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551
Today's is Brad Gerstner, founder and CIO of Altimet... more
Oct 4 2024 1h 1m
Stock-Based Compensation Analysis in Companies
Chapter 1 5 mins
Intro of Brad Gerstner
Chapter 2 3 mins
Current market thoughts
Chapter 3 5 mins
The state of AI
Chapter 4 6 mins
Brad's investment philosophy
Chapter 5 3 mins
Impact of AI on both enterprise and consumer technology
Chapter 6 1 min
Global advancements in AI
Chapter 7 3 mins
Autonomous vehicles
Chapter 8 5 mins
Stock-based compensation
Chapter 9 16 mins
Invest America
Chapter 10 8 mins
Importance of financial literacy for kids
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Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
Today’s guest is Rob Citrone, founder of Discovery C... more
Sep 20 2024 50m
Short Sellers and Market Trends
Chapter 1 1 min
Rob's 25th anniversary at Discovery Capital Management
Chapter 2 3 mins
Lessons from Julian Robertson and George Soros
Chapter 3 10 mins
The opportunity in Argentina
Chapter 4 7 mins
Geopolitics
Chapter 5 3 mins
Outlooks for China, India, US and Europe
Chapter 6 7 mins
The art of short selling
Chapter 7 2 mins
Fiscal policy concerns
Chapter 8 2 mins
Bitcoin
Chapter 9 1 min
Contrarian investment beliefs
Chapter 10 7 mins
Rob's most memorable investment
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549 Arnott
549 Arnott Learn more about your ad choices. Visit m... more
Sep 11 2024 46m
Value Investing Opportunities in the Market
Chapter 1 8 mins
Investment Strategy
Chapter 2 12 mins
Value Investing Strategy Insights
Chapter 3 7 mins
Revolutionizing Cap-Weighted Indexing
Chapter 4 6 mins
Future of AI and Superchips
Chapter 5 10 mins
Asymmetric Risks and Market Insights
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Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548
Today’s guest is Doug Greenig, CEO & CIO of ... more
Sep 6 2024 54m
Portfolio Construction and Diversification
Chapter 1 4 mins
Doug Greenig intro
Chapter 2 2 mins
Trend following
Chapter 3 12 mins
Trading in unique and esoteric markets
Chapter 4 4 mins
Why trend following works
Chapter 5 2 mins
Leverage cycles and reflexivity
Chapter 6 5 mins
Integrating trend following with traditional portfolios
Chapter 7 2 mins
The macro environment
Chapter 8 2 mins
Market volatility & narrative shifts
Chapter 9 3 mins
Gray rhinos
Chapter 10 5 mins
Bullish on China
Chapter 11 5 mins
Most memorable investment
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Introducing The Best Investment Writing
We launched a new podcast called The Best Investment... more
Aug 30 2024 11m
Avoid Common Investing Mistakes
Chapter 1 8 mins
Building a Championship Investment Team
Chapter 2 51 sec
Enhancing Small Businesses With IKEA
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Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547
Today’s guests are Andre Rzym and Tarek Abou Zeid, t... more
Aug 23 2024 49m
Understanding Insurance-Linked Securities
Chapter 1 13 mins
Exploring Catastrophe Bonds With Experts
Chapter 2 7 mins
Analyzing Catastrophe Bonds Market Trends
Chapter 3 9 mins
Understanding Catastrophe Bonds and Climate Risks
Chapter 4 16 mins
Liquidity, Crypto, and Portfolio Optimization
Chapter 5 59 sec
Teaching Kids Financial Literacy With Greenlight
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Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546
Today’s guest is Roger Mitchell, founder of Albachia... more
Aug 16 2024 1h 9m
Investing in Sports
Chapter 1 7 mins
Business of Sports and Investing
Chapter 2 6 mins
Differences in Sports Investment Models
Chapter 3 9 mins
Investing in Sports Media Rights
Chapter 4 13 mins
Shifts in Sports Industry Landscape
Chapter 5 9 mins
Understanding Risks in Sports Investment
Chapter 6 5 mins
Sport Investment Strategies and Opportunities
Chapter 7 7 mins
Global Sports Industry and Respecting Tradition
Chapter 8 8 mins
Modern Trends in Sports and Entertainment
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Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545
Today’s guest is Michael Mauboussin, Head of Consili... more
Aug 9 2024 1h
Dividend vs. Buybacks in Investing
Chapter 1 1 min
Guest Introduction: Michael Mauboussin
Chapter 2 7 mins
Capital allocation and stock-based compensation
Chapter 3 5 mins
Trivia question on the top performing stock
Chapter 4 7 mins
Market concentration
Chapter 5 5 mins
Modern value investing & the rise of intangibles
Chapter 6 4 mins
Attributes of great investors
Chapter 7 9 mins
Factors influencing total shareholder returns
Chapter 8 5 mins
Technology, capitalism, and market predictability
Chapter 9 5 mins
Indexing, market efficiency & book recommendations
Chapter 10 6 mins
The Santa Fe Institute's interdisciplinary approach
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Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544
Today’s guest is Steve Eisman. Steve is most famous ... more
Aug 2 2024 36m
Impacts of Government Policy on Energy
Chapter 1 2 mins
Steve's view of the economic landscape
Chapter 2 4 mins
How to invest in AI
Chapter 3 6 mins
Infrastructure beneficiaries
Chapter 4 3 mins
Steve's take on the election
Chapter 5 4 mins
The impact of policy on markets
Chapter 6 4 mins
Other market and crypto commentary
Chapter 7 2 mins
Financial innovation & leverage
Chapter 8 6 mins
Steve's most memorable investment
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BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543
Today's guest is Kate Moore. Kate is a member of the... more
Jul 26 2024 50m
Challenges & Advantages of Large Companies
Chapter 1 2 mins
Kate's view of the US economy
Chapter 2 2 mins
Expectations for the Federal Reserve
Chapter 3 5 mins
Equity market leadership and sector performance analysis
Chapter 4 8 mins
Small cap insights
Chapter 5 1 min
Historical perspective on interest rates and inflation
Chapter 6 10 mins
Global market cap trends and investment opportunities in Asia
Chapter 7 4 mins
Addressing investment biases
Chapter 8 5 mins
The role of AI in investing
Chapter 9 6 mins
Book recommendations
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Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542
Today’s guest is Ian Cassel. Ian is the founder of M... more
Jul 19 2024 59m
Small Business Multibagger Success Journeys
Chapter 1 2 mins
Overview of the micro-cap sector
Chapter 2 4 mins
Misconceptions about micro-cap stocks
Chapter 3 6 mins
Advantages of micro-caps in public markets
Chapter 4 13 mins
Ian's investment journey
Chapter 5 5 mins
Case studies
Chapter 6 4 mins
The discovery phase
Chapter 7 7 mins
Ian's current holdings
Chapter 8 2 mins
Selling strategies
Chapter 9 3 mins
Analyzing the current micro-cap landscape
Chapter 10 8 mins
Ian's most memorable investment
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Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541
Today's returning guest is Aaron Edelheit, CEO and f... more
Jul 12 2024 52m
Investing in Cannabis
Chapter 1 4 mins
Overview of the cannabis industry
Chapter 2 11 mins
The possibility of Federal legalization
Chapter 3 4 mins
Valuation discussion
Chapter 4 4 mins
Operational challenges in cannabis
Chapter 5 5 mins
Factors with successful cannabis companies
Chapter 6 3 mins
Cannabis investment opportunities
Chapter 7 7 mins
The opportunity with low dose hemp beverages
Chapter 8 3 mins
Identifying risks in the cannabis space
Chapter 9 7 mins
Securities lending revenue in relation to ETFs
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The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber
Today’s returning guest is Jerry Parker, CEO of Ches... more
Jul 5 2024 52m
Traditional Trend Following in Commodity Trading
Chapter 1 15 sec
Welcome to our guest, Jerry Parker
Chapter 2 9 mins
The Cambria Chesapeake Pure Trend ETF
Chapter 3 2 mins
The various assets the fund trades
Chapter 4 5 mins
The benefit of short positions
Chapter 5 2 mins
Trend following principles
Chapter 6 11 mins
The importance of following rules and hunting outliers
Chapter 7 9 mins
How trend following fits in a portfolio
Chapter 8 9 mins
Excitement about ETFs and the future of managed futures
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Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539
Today’s guest is Herb Greenberg, a veteran financial... more
Jun 28 2024 54m
Vision for Collaborative Writer-Owned Platform
Chapter 1 23 sec
Introducing Herb Greenberg
Chapter 2 5 mins
Herb's early career
Chapter 3 4 mins
Market structure changes during his career
Chapter 4 6 mins
Herb's five simple lessons and their modern interpretations
Chapter 5 5 mins
The role of short sellers
Chapter 6 8 mins
Herb's investigation into Herbalife
Chapter 7 10 mins
Overview of Wall Street Beats
Chapter 8 12 mins
Herb's contrarian investment beliefs
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UBS' Jason Draho - Another Roaring '20s for the US? | #538
Today’s guest is Jason Draho, Head of Asset Allocati... more
Jun 21 2024 52m
Diversifying Portfolio in Changing Market
Chapter 1 28 sec
Welcome to Jason Draho
Chapter 2 58 sec
The resilience of the US economy
Chapter 3 58 sec
Misinterpreting economic signals
Chapter 4 2 mins
Household financial health post-pandemic
Chapter 5 7 mins
Positive demand shock and investment trends
Chapter 6 9 mins
US growth projections
Chapter 7 15 mins
Asset allocation strategies
Chapter 8 13 mins
Gold and real estate markets
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RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537
Today’s guest is Lori Calvasina, Head of US Equity S... more
Jun 14 2024 48m
Valuing Industrials in Changing Market
Chapter 1 2 mins
Welcome to our guest, Lori Calvasina
Chapter 2 6 mins
Indicators and gauging market sentiment today
Chapter 3 2 mins
Current market valuations
Chapter 4 3 mins
Impact of upcoming election on financial markets
Chapter 5 3 mins
US small cap stocks setup
Chapter 6 16 mins
Value versus growth discussion
Chapter 7 5 mins
Lori's favorite indicators
Chapter 8 6 mins
Lori's most memorable investment
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Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537
Today’s guest is Eva Shang, co-founder and CEO of Le... more
Jun 7 2024 49m
Expert Witness Financing in Litigation
Chapter 1 29 sec
Welcome to guest, Eva Shang
Chapter 2 3 mins
Overview of Litigation Finance
Chapter 3 4 mins
Origin Story of Legalist
Chapter 4 12 mins
Typical litigation process
Chapter 5 6 mins
The moneyball of litigation finance
Chapter 6 9 mins
Expanding into other strategies
Chapter 7 3 mins
Allocating to a litigation finance strategy
Chapter 8 8 mins
Eva's most memorable investment
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