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The Meb Faber Show

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.
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All Episodes
Archives
Now displaying: October, 2021
Oct 29, 2021

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5. 

 

You’ll hear from some of the most respected money managers and investment researchers from all over the planet.  

 

Enough from me, let’s let Greg take over this special episode. 

 

To read the original piece, click here

 

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, visit mebfaber.com/podcast

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.

Oct 27, 2021

In episode 363, we welcome our guest, Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors.

 

In today’s episode, we’re talking all about risk with someone who’s held Chief Risk Officer roles at Morgan Stanley, Solomon Brothers, Bridgewater, and the University of California pension, and if that wasn’t enough, he also helped write the Volcker Rule while working for the Treasury. Rick begins the episode by walking us through his framework for assessing risk and why the three keys are leverage, liquidity, and concentration. He also shares the lessons he’s learned from surviving the 1987 crash, 2000 tech bubble, and 2008 housing crisis.

 

As we wind down, Rick shares what led him to start his newest venture and how he plans to assist advisors with risk management for client portfolios.

 

Please enjoy this episode with Fabric’s Rick Bookstaber.

 

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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.

Oct 25, 2021

In episode 362, we welcome our guest, Seth Stephens-Davidowitz, data scientist and author of Everybody Lies: Big Data, New Data, and What the Internet Can Tell Us About Who We Really Are, which was a New York Times bestseller and an Economist Book of the Year.

In today’s episode, we’re focused on what we can learn from alternative data. We start with Seth’s first book and how mining google search data taught him things about racism, abortion, and yes, even some of our sexual preferences. Then we turn to his upcoming book titled Don’t Trust Your Gut: Using Data to Get What You Really Want in Life and hear what the data says about how to live a better life. Seth walks us through the takeaways for finding a spouse, living healthier, and being happier.

If you’re a data geek like myself, you’ll definitely want to listen to this.

Please enjoy this episode with data-scientist and best-selling author Seth Stephens-Davidowitz.

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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 Public.com. Public.com is an investing platform that helps people become better investors. On Public, ownership unlocks an experience of content and education, contextual to your portfolio, created by a million+ strong community of investors, creators and analysts. Public puts investors first, and doesn't sell your trades to market makers or take money from Payment for Order Flow. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber.

Oct 22, 2021

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5. 

 

You’ll hear from some of the most respected money managers and investment researchers from all over the planet.  

 

Enough from me, let’s let Sean take over this special episode. 

 

To read the original piece, click here.

 

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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.

Oct 20, 2021

In episode 361, we welcome our guest, Jeff Hooke, Senior Lecturer at the Johns Hopkins Carey Business School and author of The Myth of Private Equity, which is what we focus on today.

 

In today’s episode, Jeff pulls no punches when sharing his thoughts on the private equity industry. He likens the belief that private equity has outperformed the market to believing the tooth fairy is real and compares their reporting process to an 8-year-old girl rating her own homework. We dive deeper into the lack of transparency around fees and returns and then discuss the recent approval to allow 401(k) plans to include private equity investments and why that goes against what the great John Bogle believed.

 

Please enjoy this episode with John Hopkins’ Jeff Hooke.

 

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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 FarmTogether. FarmTogether is a technology-powered investment platform that enables investors to channel funding into natural assets, starting with U.S. farmland. By driving abundant and creative capital to farmers, we’re giving investors the opportunity to drive agriculture toward sustainability on a massive scale. Alongside a changing climate, the global population continues to grow, with expectations of reaching 9.7 billion by 2050. This means approximately 70% more food will be required than is consumed today. FarmTogether investors are providing the key financial building blocks for a sustainable future.

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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.

Oct 18, 2021

In episode 360, we welcome our guest, Erin Browne, portfolio manager for PIMCO, focusing on asset allocation strategies. She was also named as one of Barron’s 100 most influential women in U.S. finance last year.

 

In today’s episode, we’re talking all things macro with someone who spent time as a Strategist at Moore Capital, PM at Point72, and most recently Head of Asset Allocation for UBS Asset Management, all of which helped Erin develop a framework for looking at the market through both a quantitative and discretionary approach.  Erin applies that lens to the world today and shares what she sees, notably the risk of a continued rise in energy prices. She walks us through how that may impact different asset classes and commodity prices. 

 

Next, we look at global equity markets and hear how the U.S. market compares to Europe, China, and emerging markets.

 

As we wind down, we touch on bonds, interest rates, crypto, and much, much more.

 

Please enjoy this episode with PIMCO’s Erin Browne.   

 

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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.

Oct 15, 2021

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5. 

 

You’ll hear from some of the most respected money managers and investment researchers from all over the planet.  

 

Enough from me, let’s let Amie take over this special episode. 

 

To read the original piece, click here.

 

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, visit mebfaber.com/podcast

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.

Oct 13, 2021

In episode 359, we welcome our guest, Aaron Fu, general partner for Sherpa Ventures, which focuses on pre-seed investments across Africa. He’s also the co-founder of Venture for Africa, a fellowship for those interested in working for early stage startups in Africa.

 

In today’s episode, we hear from someone who’s seen the evolution of the African startup scene since he first moved there in 2015. We talk about the factors behind the explosive growth the continent has seen in the past few years. Then we hear what led Aaron to launch his own fund last year and the stories of companies he’s funded, which exemplify both the opportunities and challenges they face.

 

As we wind down, Aaron shares the difference between the startup community in Africa and Silicon Valley.

 

Please enjoy this episode with Sherpa Ventures’ Aaron Fu.  

 

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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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This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Visit masterworks.io/meb to skip their wait list.

 

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.

Oct 11, 2021

In episode 358, we welcome our guest, Zachariah George, Managing Partner at Launch Africa Ventures, Africa’s leading early-stage VC fund, and the co-founder and CIO of Startupbootcamp AfriTech, the leading venture accelerator program in Africa.

 

In today’s episode, we start by hearing how volunteering at an African orphanage changed Zach’s life, convincing him to leave Wall Street and move to Africa to eventually launch the first accelerator there.  Then we hear about all the areas technology is touching that Zach is excited about, including education, healthcare, finance, transportation, and more.

 

As we wind down, Zach shares the challenges companies face when navigating the different countries across the continent.

 

Please enjoy this episode with Launch Africa Ventures’ Zach George.

 

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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 brought to you by Vinovest. Vinovest makes it easy to invest in fine wine. Vinovest’s investment platform lets you buy and sell wines that have increased in value like Screaming Eagle and Chateau Lafite. Vinovest provides you with access to some of the finest wines in the world, and takes care of the storage, insurance and authentication of each wine in your portfolio. You can get started in just minutes online. Go to vinovest.co to create an account and invest in fine wine today.

 

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.

Oct 8, 2021

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5. 

 

You’ll hear from some of the most respected money managers and investment researchers from all over the planet.  

 

Enough from me, let’s let Peter take over this special episode. 

 

To read the original piece, click here

 

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, visit mebfaber.com/podcast

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.

Oct 6, 2021

In episode 357, we welcome our guest, Marko Papic, Chief Strategist at the Clocktower Group, an alternative investment asset management firm, where he leads the firm’s Strategy Team, providing bespoke research on geopolitics, macroeconomics, and markets.

 

In today’s episode, we’re talking geopolitics and the markets. Marko recently released the book Geopolitical Alpha and he shares his framework for understanding how geopolitical events will affect the markets. Then we talk current events and how he views them. We talk about the implications of Evergrande and why Marko does not believe China will try to takeover Taiwan.  Next we talk about the implications of rising food and commodity prices and whether that will cause social unrest around the globe.

 

As we wind down, we talk about the ESG and sustainability trend and finish by hearing what Marko thinks about inflation, interest rates and the U.S. stock market.

 

Please enjoy this episode with Clocktower Group’s Marko Papic.  

 

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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 FarmTogether. FarmTogether is a technology-powered investment platform that enables investors to channel funding into natural assets, starting with U.S. farmland. By driving abundant and creative capital to farmers, we’re giving investors the opportunity to drive agriculture toward sustainability on a massive scale. Alongside a changing climate, the global population continues to grow, with expectations of reaching 9.7 billion by 2050. This means approximately 70% more food will be required than is consumed today. FarmTogether investors are providing the key financial building blocks for a sustainable future.

 

Oct 4, 2021

In episode 356, we welcome our guest, Jim Paulsen, Chief Investment Strategist of The Leuthold Group, an independent investment research firm. 

 

In today’s episode, we’re talking markets with someone who’s been at it for over 30 years. Jim explains why the shift from a depressionary bust to a post-war boom last year was unlike anything he’s seen. Then we talk about where current sentiment is and how investors are positioned. Finally, Jim walks through his framework for analyzing whether inflation is truly transitory and what he expects to happen as the Fed continues to taper.

 

Be sure to stick around and hear where Jim thinks you should and shouldn’t be invested if we experience a market pullback.    

 

Please enjoy this episode with The Leuthold Group’s Jim Paulsen.  

 

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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.

Oct 1, 2021

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5. 

 

You’ll hear from some of the most respected money managers and investment researchers from all over the planet.  

 

Enough from me, let’s let Andrew take over this special episode. 

 

To read the original piece, click here.

 

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, visit mebfaber.com/podcast

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.

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