Info

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.
RSS Feed Subscribe in Apple Podcasts
The Meb Faber Show
2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June


All Episodes
Archives
Now displaying: 2021
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.  

 

-----

 

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

 

-----

 

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.

 

-----

 

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

 

-----

 

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.

Sep 29, 2021

In episode 355, we welcome our guest, Sheel Mohnot, Better Tomorrow Ventures, a fintech-focused VC fund focused on pre-seed and seed companies around the globe.  

 

In today’s episode, we’re talking with one of the most prolific fintech investors around. We talk about why Sheel’s so bullish on the fintech space and focuses so much on the founders at the seed stage.  Then Sheel shares what it was like to raise a fund during COVID with former podcast guest Jake Gibson. He walks through some of the investments he’s made to date and what piqued his interest in each. 

 

As listeners know, I’m excited about the future of Africa, so be sure to stick around to hear why Sheel is also bullish on the region.

 

Please enjoy this episode with Better Tomorrow Ventures’ Sheel Mohnot.     

 

-----

 

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

 

-----

 

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 access, storage, and insurance. All you have to do is sit back, relax, and enjoy a glass of wine. In fact, fine wine has outperformed the S&P 500 over the last 20 years. You can get started in just minutes online. Go to vinovest.co to create an account and invest in fine wine today.

Sep 27, 2021

In episode 354, we welcome our guest, Shawn Merani, founder and Managing Partner of Parade Ventures, a pre-seed & seed stage-focused venture capital firm.

 

In today’s episode, we hear what it’s like to invest at the pre-seed and seed stage from someone who’s invested in companies like Dollar Shave Club, Cruise, Stance, and more! Shawn walks us through what it was like to launch what he called a “venture partner program on steroids” on AngelList years ago. He walks us through his investment philosophy and why he focuses mainly on both the consumer and enterprise space.

 

Of course we chat about some names, including Inkbox, Homelister, and a company providing software to veterinarians.

 

Please enjoy this episode with Parade Ventures’ Shawn Merani.  

 

-----

 

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

 

-----

 

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.   

Sep 24, 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 Brian take over this special episode. 

 

To read the original piece, click here.

 

-----

 

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

 

-----

 

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.

Sep 22, 2021

In episode 353, we welcome our guest, Artem Mililchuk, founder and CEO of FarmTogether, an investment platform providing accredited investors with direct access to farmland.

 

In today’s episode, we’re talking about farmland! Artem is working to allow everyday investors the ability to invest in farmland and has surpassed $100 million AUM with over 30 deals in two years. We start by hearing about the process of buying part of a farm through the FarmTogether platform. We talk about trends in the space, including the impact of inflation, climate change and sustainability.

 

As we wind down, Artem shares his future plans for the company and what countries may offer an attractive investment opportunity.

 

Please enjoy this episode with FarmTogether’s Artem Milinchuk.

 

-----

 

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

 

-----

 

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.

Sep 20, 2021

In episode 352, we welcome our guest, James Rasteh, founder of Coast Capital, a fund that takes a private equity approach to investing in public markets.

 

In today’s episode, we talk about gold miners, European activism, and ESG. James starts by explaining why he’s so bullish on gold miners from both a macro and micro perspective that he created a fund dedicated to activist investing in that space. Then we talk about the opportunity set in Europe and why James believes the valuation difference between the U.S. and Europe isn’t justified. We even talk about the difference between being an activist investor in the U.S. and Europe.

 

As we wind down, James shares his frustration with the finance industry’s use of ESG as mainly a marketing exercise.

 

Please enjoy this episode with Coast Capital’s James Rasteh.

 

-----

 

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

 

-----

 

Today’s episode is sponsored by Hone Health. Did you know men's testosterone levels can decrease by 1% - 2% per year after the age of 30? Addressing low testosterone and optimizing your hormones can improve your energy, increase your libido and muscle mass. Hone offers a safe and convenient solution to get hormone testing and meds from the comfort of home. Complete your at home biomarker testing, video chat with a doctor and get FDA approved medications that are delivered directly to your door. For a limited time only, listeners can get their at home assessment test and doctor consultation for only $45. Head over to honehealth.com/Meb to take advantage now.

 

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.

Sep 17, 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 Jack take over this special episode. 

 

 

To read the original piece, click here.

 

 

-----

 

 

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

 

 

-----

 

 

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.

Sep 15, 2021

In episode 351, we welcome our guest, Leigh Drogen, General Partner of Starkiller Capital, an institutional investment firm employing both quantitative and fundamental strategies to blockchain based digital assets.

 

In today’s episode, we start with a brief overview of the asset management space and what Leigh learned from running Estimize, the largest estimates financial platform in the world. Then we turn to crypto. We hear what sparked Leigh’s interest in the space and the process of building a trend and momentum model that led him to push his chips all in last October.

 

We talk about the importance of crypto’s incentive structure, what things like staking and crypto lending mean, and what some of the biggest risks are in the space.

 

Please enjoy this episode with Starkiller Capital’s Leigh Drogen.  

 

-----

 

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

 

-----

 

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 access, storage, and insurance. All you have to do is sit back, relax, and enjoy a glass of wine. In fact, fine wine has outperformed the S&P 500 over the last 20 years. You can get started in just minutes online. Go to vinovest.co to create an account and invest in fine wine today.

Sep 13, 2021

In episode 350, we welcome our guest, Saad Alam, founder and CEO of Hone Health, a company that helps you fix hormonal imbalances and low testosterone by offering at-home blood tests, 30 minute telehealth consults, and medications delivered directly to your door.

 

In today’s episode, we’re talking men’s health! Saad walks us through how his personal experience of being told he had the hormone levels of a 70-year-old man gave him the idea for the company. We discuss the reasons for the decline in both testosterone and fertility in men. Then we walk through the process of getting your testosterone levels tested with Hone Health and later doing a visit with a doctor to help restore your levels back to normal.

 

As a special offer for listeners of the show, visit www.honehealth.com/saad to get 25% off your order.

 

Please enjoy this episode with Hone Health’s Saad Alam.

 

-----

 

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

 

-----

 

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.

Sep 10, 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 Professor Harvey and Michele take over this special episode. 

To read the original piece, click here.

 

-----

 

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

 

-----

 

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.

Sep 8, 2021

In episode 349, we welcome our guest, Anthony Zhang, founder and CEO of Vinovest, a platform for investing in a managed portfolio of fine wines.

 

In today’s episode, we’re talking about wine as an asset class. We start with Anthony’s background, which includes a Thiel fellowship. Then we dive into the ins and outs of investing in wine. Anthony walks us through wine’s investment case and how it compares to traditional stocks and bonds. Then we walk through the process of investing in wine through Vinovest, which does the analysis, bidding, inspection, and storage on your behalf. We touch on the different offerings, taxes, fees, risks, and trends affecting the industry today.

 

Please enjoy this episode with Vinovest’s Anthony Zhang.

 

-----

 

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

 

-----

 

This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Visit www.masterworks.io/meb and use promo code “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.

Sep 6, 2021

In episode 348, we welcome our guest, Zach Coelius, the Managing Partner of Coelius Capital and angel investor in early-stage startups.

 

In today’s episode, we’re chatting angel investing with one of Angel List’s top syndicates. We talk about Zach’s transition from entrepreneur to investor and the difference between the two. Then we get into Zach’s investment philosophy and the benefits of being stage agnostic.

 

Be sure to stick around until the end when we talk about some of Zack’s portfolio companies, including $30 billion autonomous driving company Cruise and former podcast guest Shane Heath’s MUD/WTR.

 

 

Please enjoy this episode with Coelius Capital’s Zach Coelius.

 

 

-----

 

 

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

 

 

-----

 

 

This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. AcreTrader provides access, transparency, and liquidity to investors, while handling all aspects of administration and property management so that you can sit back and watch your investment grow. If you're interested in a deeper understanding, and for more information on how to become a farmland investor through their platform, please visit acretrader.com/meb.

 

 

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.

Sep 3, 2021

Episode 347 has a radio show format with Alpha Architect’s Wes Gray and Patrick Cleary. We cover a variety of ETF-related topics, including:  

 

- Current state of the ETF space

 

- The ins-and-outs of launching an ETF

 

- Mutual fund conversions, active funds and index funds

 

- Crypto ETF predictions! 

 

If you enjoy this episode, be sure to check out episode 258 with Wes Gray on how to launch an ETF. 

 

Please enjoy today’s Radio Show with Alpha Architect’s Wes Gray and Patrick Cleary. 

 

-----

 

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

 

-----

 

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.

 

Sep 1, 2021

In episode 346, we welcome our guest, Dr. William Bernstein, neurologist, author, and co-founder of Efficient Frontier Advisors.

 

 

Click here to listen to Dr. Bernstein's first appearance on The Meb Faber Show. 

 

 

In today’s episode, we start by covering Dr. Bernstein’s recent book, The Delusions Of Crowds: Why People Go Mad in Groups.  He explains why we’re susceptible to manias and walks us through situations that have seen extreme speculation. Then we turn to discuss today’s market. We cover Robinhood, meme stocks, lofty valuations, and crypto. We even get into what narratives Dr. Bernstein sees today, whether it’s with star fund managers or the idea that the Fed will save the market.

 

 

Please enjoy this episode with Efficient Frontier Advisors’ Bill Bernstein.

 

 

-----

 

 

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

 

 

-----

 

 

Today's episode is sponsored by Fellow Fellow is revolutionizing access to men's reproductive healthcare and offers the only lab-certified, mail-in semen analysis that exceeds all standards for FDA validated semen analysis methods. With their at-home fertility test, you can skip the uncomfortable clinic experience and still get accurate, comprehensive, lab-grade results that are approved by a physician and easy to understand. All the while, you can preserve your fertility for when you may need your most fertile sperm. As a special offer for listeners of the show, visit meetfellow.com and use the code MEB to get $20 off your order.

 

 

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.

Aug 30, 2021

In episode 345, we welcome our guest, Dr. Abasi Ene-Obong guest is the founder of 54gene, a company pioneering the inclusion of the African genome in research.

 

 

In today’s episode, we’re talking about genetics. Less than 3% of genomic data represented in research is from African populations and Abasi is changing that. He walks us through the origin story of the company and the ins and outs of what it’s like to both gather and analyze genetic data. Then Abasi shares the process of partnering with pharmaceutical companies and what the long-term prospects of the company are.

 

 

Please enjoy this episode with 54gene’s Abasi Ene-Obong.

 

 

-----

 

 

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

 

 

-----

 

 

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.

Aug 27, 2021

In episode 344, we welcome back our guest, Jared Dillian, author, DJ, and editor of The Daily Dirtnap.

 

 

Click here to listen to Jared's first episode on The Meb Faber Show.

 

 

In today’s episode, we’re talking all about the current market environment. Jared begins by explaining why he thinks we experienced a shift to an inflationary regime and what assets he expects to do well going forward. He shares his thoughts on gold, value vs. growth, and the low valuations in both Japan and Europe.

 

 

Be sure to stick around until the end to hear why Jared thinks investment professionals should not take the CFA anymore.

 

 

Please enjoy this episode with The Daily Dirtnap’s Jared Dillian.

 

 

-----

 

 

Follow Meb on TwitterLinkedIn and YouTube

For detailed show notes, click here

To learn more about our products and follow us, subscribe to our mailing list or visit us at cambriainvestments.com.

 

 

-----

 

 

Today’s episode is sponsored by NordVPN. NordVPN strives to make the internet better than it is today. It can be free from online threats, censorship, and surveillance. What started with a single VPN server is now one of the most trusted internet security providers in the market, serving over 14 million users worldwide. Known for strong values and well-thought-out features, NordVPN is recognized by influential tech sites and IT security specialists. Visit www.nordvpn.com/meb for a 73% off 2-year plan plus 4 months free.

Aug 25, 2021

In episode 343, we welcome our guest, Dr. Nathan Myhrvold, one of the most prolific inventors with over 900 U.S. patents awarded. He graduated high school at 14, studied under Stephen Hawking in college, became the first Chief Technology Officer at Microsoft, and is now the founder of Intellectual Ventures, where he focuses on tackling big questions.

 

 

In today’s episode, we start by talking about one of Nathan’s biggest passions – food! He’s written 2 James Beard award-winning cookbooks and is coming out with a three volume, 1,700-page book about pizza later this year. We walk through the science, stories, culture, and history behind pizza and get his advice on how to make the perfect pizza. Then we discuss the state of innovation in the U.S. and how he thinks we can fight some of the world’s biggest problems like climate change and combatting diseases.  

 

 

Please enjoy this episode with Intellectual Ventures’ Dr. Nathan Myhrvold.

 

 

-----

 

 

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

 

 

-----

 

 

This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. AcreTrader provides access, transparency, and liquidity to investors, while handling all aspects of administration and property management so that you can sit back and watch your investment grow. If you're interested in a deeper understanding, and for more information on how to become a farmland investor through their platform, please visit acretrader.com/meb.

 

 

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.

Aug 23, 2021

In episode 342, we welcome our guest, Aaron Edelheit, CEO of Mindset Capital, a private investment firm.

 

 

In today’s episode, we start with Aaron’s time as the CEO of The American Home, a company he grew to over 2,500 single-family rental homes and sold in 2015 to a REIT for over $250 million. He explains why that experience has led him to be bullish on Mexican homebuilders and why he thinks one specific homebuilder is the most undervalued company in North America.

 

 

Then we turn to why Aaron thinks it’s helpful for investors to play video games and why he thinks Nintendo is undervalued.

 

 

As we wind down, we touch on the cannabis space and why Aaron is bullish on the sector.

 

 

Please enjoy this episode with Mindset Capital’s Aaron Edelheit.

 

 

-----

 

 

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

 

 

-----

 

 

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.

Aug 18, 2021

In episode 341, we welcome our guest, Lyle Fitterer, portfolio manager for Baird Asset Management, where he runs a $1.8 billion municipal bond fund.

 

 

In today’s episode, we’re talking all things muni’s. Lyle begins with an overview of the muni bond market and the benefit of tax-exempt income for investors. Then we hear how Lyle went on the offensive when the COVID drawdown occurred last year. Finally, we walk through some of the different factors affecting the muni market right now, including state and local budgets, expectations for higher taxes and an infrastructure bill, and interest rates.

 

 

Be sure to listen until the end to hear what sectors Lyle avoids within the muni space.

 

 

Please enjoy this episode with Baird Asset Management’s Lyle Fitterer.

 

 

-----

 

 

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

 

 

-----

 

 

Today’s episode is sponsored by Ugly Drinks. Meet ugly sparkling water: the childhood tastes you love without the sugar, sweeteners or calories you don't. Beyond quenching your thirst, ugly celebrates the real, the raw, the imperfect - the ugly truth. As a special offer for listeners of the show, visit uglydrinks.com and use the code UGLYMEB to get 20% off your order.

 

 

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.

Aug 16, 2021

In episode 340, we welcome our guest, Michael Suffredini, CEO and co-founder of Axiom Space, which is building the world’s first internationally available commercial space station.

 

 

In today’s episode, we’re talking all about space travel. We start by hearing about Mike’s time running the International Space Station. Then Mike shares what led him start Axiom Space and undertake the task of building the first commercial space station. He walks us through the business model of a commercial space station and what Axiom’s competitive advantage is when competing with China and Russia. Then we talk about the space economy, including the potential benefits for pharmaceuticals, manufacturing, and even 3-D organ printing.

 

 

As we wind down, Mike talks about Axiom’s recent 130 million dollar Series B and whether or not an IPO may be in store in the future.

 

 

Please enjoy this episode with Axiom Space’s Michael Suffredini.

 

 

-----

 

 

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

 

 

-----

 

 

This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. AcreTrader provides access, transparency, and liquidity to investors, while handling all aspects of administration and property management so that you can sit back and watch your investment grow. If you're interested in a deeper understanding, and for more information on how to become a farmland investor through their platform, please visit acretrader.com/meb.

 

 

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.

Aug 11, 2021

In episode 339, we welcome our guest, George Davis, CEO and Portfolio Manager for Hotchkis & Wiley, a global investment manager serving institutional and individual investors.

 

 

In today’s episode, we’re talking long term value investing. We start with George’s investment philosophy and then walk through how he views the market today, seeing value in both financials and energy stocks. We talk about what it’s been like to invest for over 33 years, the lessons he’s learned along the way, and what attributes make a great investor.

 

 

As we wind down, George talks a little about the business side of asset management and what it’s been like leading a firm that’s been around for over four decades.

 

 

Please enjoy this episode with Hotchkis & Wiley’s George Davis.

 

 

-----

 

To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

 

-----

 

 

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 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.

Aug 9, 2021

In episode 338, we welcome our guest, Will Matthews, the founder and CEO of Fellow, a company that’s rethinking the future of men’s fertility and runs the largest semen analysis lab in the U.S.  

 

 

In today’s episode, we’re covering the topic that men like to shy away from – sperm health! We start by discussing the decline in fertility rates in the West and the possible reasons why – stress, obesity, and chemical exposure. Then Will shares what it was like to create the first clinic grade direct-to-consumer semen analysis kit so you can avoid that awkward doctor’s visit.  

 

 

As we wind down, Will shares his vision of creating a flywheel effect, using test data to conduct research and in turn use that research to fine-tune their test kits.  

 

 

As a special offer for listeners of the show, visit meetfellow.com and use the code MEB to get $20 off your order. 

 

 

Please enjoy this episode with Fellow’s Will Matthews.    

 

 

-----

 

 

Follow Meb on TwitterLinkedIn and YouTube

For detailed show notes, click here

To learn more about our products and follow us, subscribe to our mailing list or visit us at cambriainvestments.com.

 

 

-----

 

 

This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. AcreTrader provides access, transparency, and liquidity to investors, while handling all aspects of administration and property management so that you can sit back and watch your investment grow.  If you're interested in a deeper understanding, and for more information on how to become a farmland investor through their platform, please visit acretrader.com/meb. 

Aug 4, 2021

In episode 337, we welcome our guest, Professor Richard Thaler, the co-founder of Fuller & Thaler, Professor at the University of Chicago, and author of multiple best-selling books, including his release this week, Nudge: The Final Edition.

 

 

In today’s episode, we’re talking nudges! We talk about all the ways choice architecture and nudges affect financial services – including how we save for retirement, pay our taxes, and choose an insurance plan. We cover some fintech companies using his ideas to help consumers have better outcomes, and then cover some companies that are nudging consumers in the wrong direction.

 

 

As we wind down, Professor Thaler shares the concept of sludge and how it applies to things like cancelling subscriptions or registering for the new child income credit payments.

 

 

Please enjoy this episode with University of Chicago Professor Richard Thaler.

 

 

-----

 

 

Follow Meb on TwitterLinkedIn and YouTube

For detailed show notes, click here

To learn more about our products and follow us, subscribe to our mailing list or visit us at cambriainvestments.com.

 

 

-----

 

 

Today’s episode is sponsored by NordVPN. NordVPN strives to make the internet better than it is today. It can be free from online threats, censorship, and surveillance. What started with a single VPN server is now one of the most trusted internet security providers in the market, serving over 14 million users worldwide. Known for strong values and well-thought-out features, NordVPN is recognized by influential tech sites and IT security specialists. Visit www.nordvpn.com/meb for a 73% off 2-year plan plus 4 months free.

Aug 2, 2021

In episode 336, we welcome our guest, Hugh Thomas, founder of Ugly Drinks, a beverage company that makes drinks with no sugar, no sweetener, and no calories and is trying to expose the ugly truth about big beverage. 

 

 

In today’s episode, we hear how Hugh fell in love with the beverage industry so much that he started a company to provide people with a healthy drink at an affordable price. What started with him walking around London to sell drinks one store at a time has now reached over 15,000 stores around the globe! Hugh shares the story of the brand and marketing with the ‘ugly’ name, why there’s such a need for a healthy drink in the market, and what it was like to embrace direct-to-consumer during COVID. 

 

 

As a special offer for listeners of the show, visit uglydrinks.com and use the code UGLYMEB to get 20% off your order. 

 

 

Please enjoy this episode with Ugly Drinks’ Hugh Thomas.     

 

 

-----

 

 

Follow Meb on TwitterLinkedIn and YouTube

For detailed show notes, click here

To learn more about our products and follow us, subscribe to our mailing list or visit us at cambriainvestments.com.

 

 

-----

 

 

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. 

« Previous 1 2 3 4 5 Next »