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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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Archives
Now displaying: 2020
Dec 30, 2020

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!

Dec 28, 2020

In episode 275, we welcome our guest, David Lau, Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and fee-based advisory channels. 

In today’s episode, we’re talking all about annuities. Annuities are often thought of as being too expensive and a bad product for clients, but David explains how his firm is changing that by removing the commission, which lowers the cost by 80%. We get into the benefit of annuities, which offer tax deferred accumulation and income generation, while also taking risk management into account. David explains how RIA’s are using annuities for clients and why they make sense in a world with rates so low around the globe.  

As we start to wind down, we hear about the future plans for the firm, which include building out their suite of offerings and eventually offering a direct-to-consumer product.

Please enjoy this episode with DPL Financial Partners’ David Lau.

Dec 23, 2020

In episode 274, we welcome our guest, Mitch Baruchowitz, a Managing Partner at Merida Capital Holdings, a private equity firm targeting fundamental growth drivers underpinning the rapid development of the cannabis industry.

In today’s episode we’re talking about investing in the cannabis space. We hear what piqued Mitch’s interest in the cannabis space and what the process was like to get a cannabis license in Connecticut and build and operate a 65,000 square foot facility. Mitch explains what led him to start Merida Capital and how he knocked it out of the park with his investment in the unicorn GrowGen. We chat about what types of investments he looks to make and what the impact of COVID and 2020 elections have had on the space.

As we wind down, Mitch shares why he launched a SPAC in 2019 before the craze began and what that process was like.

Please enjoy this episode with Merida Capital Holdings’, Mitch Baruchowitz.

Dec 21, 2020

In episode 273, we welcome our guest, Adam Moelis, co-founder and CEO of Yotta Savings, which allows users to save money, earn over 2x the national average in interest and get weekly chances to win additional prizes up to $10 million through weekly random number drawings

In today’s episode, we’re talking about how to use behavioral psychology to encourage American’s to save. We start with a somber look at the average American’s financial picture. Then Adam explains the history of lottery or prize-linked savings accounts and why the idea was mostly banned in the U.S. until 2015. He discusses the experience of going through Y Combinator’s first remote batch and then explains the lottery program, which offers users a chance to win between ten cents and ten million dollars.

As we wind down, we hear about the company’s’ experimentation with customer acquisition with influencers and why they’ve focused on the social aspect of the app.

Please enjoy this episode with Yotta Savings’, Adam Moelis.

Dec 16, 2020

In episode 272, we welcome our guest, Tobias Carlisle, founder and managing director of Acquirers Funds, where he serves as the portfolio manager of the firm’s deep value strategy.

In today’s episode, we’re covering Tobias’ best idea: small cap and microcap value. Value stocks have underperformed but Tobias thinks now they offer a great risk/reward. He walks us through historical data and research from the past 200 years and why that leads him to believe value will outperform going forward. We compare the current setup to prior periods when value underperformed in 2000 and even talk about some of his favorite holdings.

As we wind down, he touches on shorting the market and how it provides protection for long positions if the market falls over.

Please enjoy this special “Best Ideas” episode with Acquirers Funds’ Tobias Carlisle.

Dec 14, 2020

In episode 271, we welcome our guest, Gary Zimmerman, Managing Partner of Six Trees Capital LLC and Founder of MaxMyInterest, a software platform that allocates individuals’ cash among their own bank accounts so that they earn the most interest possible while staying within the limits for FDIC government-deposit insurance.

In today’s episode, we’re talking about how to actually earn some interest on your cash. Most banks today provide little to no interest and our guest has created a company that gives you a way to maximize your interest on deposits. Gary explains how trying to solve this problem for himself actually led our guest to start the company in 2013. We talk about how it works and why banks offer the Max platform a preferential rate, with the top rate on the platform right now at 85 basis-points, while most online banks are offering 25-60 basis-points.

As we start to wind down, we hear Gary’s thoughts on the potential for negative interest rates, how banks are positioned, and why the product has been picked up by lots of RIA’s and financial advisors.

Please enjoy this episode with Max My Interest’s, Gary Zimmerman.

Dec 9, 2020

In episode 270, we welcome our guest, Terri Spath, Chief Investment Officer and Portfolio Manager at Sierra Investment Management, where she's responsible for market and economic analysis, portfolio allocation, investment strategy and building client solutions. 

In today's episode, we're talking about her rules based approach to investing. Terri talks about Sierra Investment Management's different funds, including their tactical junk bond fund and their muni-bond fund. She gets into the benefits of applying a trend following approach to her strategies, what she's seeing across different asset classes, and why she's bullish on municipal bonds and South Korea. 

As we start to wind down, Terri offers ways to implement some of these ideas with your own portfolio, whether it's with the equity or fixed-income portion.

Please enjoy this episode with Sierra Investment Management's Terri Spath. 

Dec 7, 2020

In episode 269, we welcome our guest, Scott Lynn, the Founder & CEO of Masterworks, the first company to allow investors to buy shares representing ownership of great masterpieces by artists like Warhol, Monet, and more.

In today’s episode, we’re getting into the ins-and-outs of the art market. It’s been around a long time, but investing in it hasn’t been widely accessible. Scott launched a business that has set out to change that. He takes us through some history and the evolution of the market. We discuss constructing a data set to formally analyze returns of the asset class, and what he and his team learned from the process.

Scott talks about the interesting opportunity the art market offers from an investment standpoint, and specifically, what segments and artists the Masterworks team keeps their eye on.

Please enjoy this episode with Masterworks’, Scott Lynn.

Dec 2, 2020

In episode 268, we welcome our guest, Doug Ludlow, the co-founder and CEO of MainStreet, a startup making it easy for businesses to access government incentive programs. In today’s episode, we talking Doug’s best idea: unclaimed money for small businesses and startups.

Every year the federal and local government have incentives that go unused and MainStreet’s platform is helping businesses access these and save around $75,000 per company! Doug updates us on MainStreet’s progress since we first heard from him earlier this year. He even have an exciting announcement on the company expanding their offering by almost doubling the available credits that companies have access to.

As the conversation winds down, Doug provides some real examples of companies who have saved a large amount of money using their platform.

Please enjoy this special “Best Ideas” episode with MainStreet’s Doug Ludlow.

Nov 30, 2020

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, 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 4. 

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 Tyler take over this special episode. 

Nov 25, 2020

In episode 267, we welcome our guest, Edward Altman, professor at the Stern School of Business at NYU. In today’s episode, we’re talking corporate bankruptcy, high yield bonds and credit risk analysis.

We talk to Professor Altman about the Altman Z-Score Model, which he created in 1968 to predict bankruptcies. He discusses the record high debt levels companies had at the end of 2019 right before COVID hit the U.S. and what he’s seen this year with a large number of billion dollar bankruptcies. He also touches on the jump in the rate of zombie companies around the world.

As we start to wind down, Professor Altman explains why he is bullish on high quality junk bonds and why the happiest moment of his career was testifying in front of Congress in 2008 advocating bankruptcy for GM.

All this and more in episode 267 with NYU’s Edward Altman.

Nov 23, 2020

In today’s episode of the Cambria Fund Profile Series, Meb discusses Cambria’s Asset Allocation ETFs, the Cambria Global Asset Allocation ETF (GAA), the Cambria Global Momentum ETF (GMOM), and the Cambria Trinity ETF (TRTY).

Meb kicks off the episode with the advantages of holistic-all-in-one asset allocation portfolios. He talks about the classic 60/40 portfolio balanced between stocks and bonds, and some of the potential drawbacks to that approach given the state of valuations in both markets right now. He discusses how investors can break out of the 60/40 model, and offers what he feels is a proper approach to building a globally diversified portfolio of assets.

He walks through each of Cambria’s asset allocation funds, the thinking behind each, what each fund brings to the table, and the challenges each fund sets out to tackle for investors.

All this and more in this Cambria Fund Profile Series episode, featuring Cambria’s asset allocation ETFs, (GAA), (GMOM), and (TRTY).

Nov 18, 2020

In episode 266, we welcome our guest, Kiyan Zandiyeh, Chief Investment Officer for Sturgeon Capital, a leading frontier markets investment boutique focused on technology-enabled businesses that offer a product or service which solves an unserved, acute pain point for a large addressable market.

We’re covering Kiyan’s best idea: frontier markets. With the U.S. markets near all-time highs, investors may want to look around the globe for other opportunities and frontier markets offer a unique risk/reward. Kiyan walks us through the current landscape and what countries he’s most interested in. He covers the most common risks investors need to be aware of, and why he’s focused on private companies utilizing technology in the ecommerce and enterprise SaaS spaces. As we wind down, he walks us through a couple real examples of investments he’s made in countries like Iran and Uzbekistan.

Please enjoy this special “Best Ideas” episode with Sturgeon Capital’s Kiyan Zandiyeh.

Nov 16, 2020

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, 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 4. 

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 Martin take over this special episode. 

Nov 11, 2020

In episode 265, we welcome our guest, Rusty Vanneman, Chief Investment Officer for Orion Advisor Solutions. In today’s episode, we’re talking asset management programs and markets.

We talk to Rusty about the state of the industry for turnkey asset management programs, which effectively allow advisors to break out on their own with built-in back office support and a suite of investment options. He gets into direct indexing, and why these customized solutions carry unique advantages for investors in areas like ESG implementation and tax-loss harvesting. Rusty shares his thoughts on markets and some reasons to maintain a bullish attitude.

As we start to wind down, we dig into balance, global diversification, bonds, and getting creative to manage portfolio risk moving forward.

All this and more in episode 265 with Orion’s Rusty Vanneman.

Nov 9, 2020

In episode 264, we welcome our guest, Sammy Courtright, co-founder of Ten Spot. In today’s episode, we’re talking about workforce engagement and solving some of the problems with distributed teams.

Sammy tells us the backstory of Ten Spot and the re-branding process they’ve gone through to focus on technology to help the company streamline and scale. She explains the business model, how important it is with the modern workforce to make sure teams are engaged and connecting, and how Ten Spot is bringing engagement to the table. We discuss what’s on the horizon for the company, including some thoughts on international expansion.

As the conversation winds down, Sammy shares the difficulty of navigating 2020, which not only includes trying to run the business, but extends to securing critical funding. 

All this and more in episode 264 with Ten Spot’s Sammy Courtright.

Nov 6, 2020

In episode 263, we welcome our guest, Julian Klymochko, founder and CEO of Accelerate Financial Technologies, a firm delivering institutional caliber ETFs, ranging from absolute return strategies to private equity replication to arbitrage. In today’s episode we’re covering our guest’s best idea: SPAC arbitrage.

It’s been a hot topic lately, and we dive into what the world of SPACs and SPAC arbitrage is all about. Julian offers a nice walk through of what a SPAC is and how the mechanics work. We cover what makes them such a unique vehicle for sponsors and investors alike, and get into the practical steps a SPAC must go through in the process of making business deals. We talk market dynamics, and chat about where the interesting arbitrage opportunities exist for investors.

Please enjoy this special “Best Ideas” episode with Accelerate’s Julian Klymochko.

Nov 4, 2020

In episode 262, we welcome our guest, Ihor Dusaniwsky, Managing Director of Predictive Analytics for S3 Partners. In today’s episode, we’re chatting all things short-selling. If you are managing money on behalf of others, or even for your own account and don’t know if you are earning money, or even how much, from lending your securities, this is a must listen.

We cover the mechanics of short selling, that is, what actually happens when someone sells short a security. Ihor has said Tesla is the longest unprofitable short he’s ever seen. We chat Tesla and its status as the number-one short in the market right now by absolute size. We get into S3, and the unique, and frankly refreshing offering of providing timely, unbiased, stock loan data to investors.

As we wind down, we cover some of Ihor’s lessons and takeaways from his time analyzing short interest data.

All this and more in episode 262 with S3’s Ihor Dusaniwsky.

Nov 2, 2020

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, 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 4.

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 Alec take over this special episode.

Oct 30, 2020

In episode 261, we welcome our guest, Mike Lecours, co-founder of fpPathfinder, a firm developing flowcharts and checklists specifically to help advisors navigate complex financial planning questions to be more diligent in their planning processes.

We’re covering Mike’s best idea: Checklists for financial advisors. Financial planning is no walk in the park. The rules that guide the advice planners’ offer their clients are always changing. We walk through the value that checklists can add for advisors. Not only can they help answer questions in a thorough, diligent manner, but they stand to offer efficiency gains as well. We get into how advisors are putting them to work, and sometimes even leaning on them to demonstrate what the process and path of advice might look like.

As the conversation winds down we talk about evolving the resources into a digital solution to make the tools even more user friendly and integrated into the advisor workflow.

Please enjoy this special “Best Ideas” episode with fpPathfinder’s Mike Lecours.

Oct 28, 2020

In episode 260, we welcome our guest, Joel Greenblatt, Co-Chief Investment Officer of Gotham Asset Management. In today’s episode we’re talking about real proposals for real problems.

We dig into topics that touch everyone in our society. We get into long-term savings, (by the way, nearly half of all working age families have zero retirement savings beyond what they might expect from social security) and discuss a novel tweak to the model that might deliver critical retirement savings for people who may not be in a position to save enough for retirement. We touch on our education system, where the core issues stem from, and how education might be able to be improved for all. We talk about the advantages of being open to immigration, and how a movement of alternative certification might spur an ecosystem that can improve how the workforce prepares for jobs and offer more direct ways of demonstrating technical know-how.

Make sure you listen all the way to the end, as Joel covers some high level thoughts about how he thinks about value investing and his perspective on markets right now.

All this and more in episode 260 with Gotham Asset Management’s Joel Greenblatt.

Oct 26, 2020

In episode 259, we welcome our guest, Shane Heath, founder and CEO of MUD\WTR. In today’s episode, we’re diving into building a brand around needing something more out of coffee and the morning ritual.

Shane takes us through his relationship with coffee, why it no longer served him, and what he did to improve on the cup of joe many of us have built into our daily routine. From launch, it was only 6 months before the company hit 6 figures in monthly revenue. We hear about the evolution from filling orders from his kitchen and delivering them to the post office on his lunch break, to quitting his job, raising money, and scaling the business.

As we wind down, we discuss how the company was positioned for the current COVID environment as a modern D-to-C brand.

All this and more in episode 259 with MUD\WTR’s Shane Heath.

Oct 23, 2020

In today’s episode we welcome our guest, Alpha Architect’s founder and CEO, Wes Gray. We’re covering Wes’s best idea: Launching an ETF. We cover the ups and downs of the asset management business, and the different permutations his business went through before eventually landing on the ETF structure as the best way forward.

From transparency to tax efficiency to ease of access for investors, we chat about why someone should consider launching an ETF. We spend a lot of time walking through the process of getting a fund up-and-running, which is not for the faint of heart, and even walk through some case studies of some folks that have launched ETFs with Alpha Architect’s white label business.

Please enjoy this special “Best Ideas” episode with Alpha Architect’s Wes Gray.

Oct 21, 2020

In episode 257 we welcome our guest, Marc Levine. In today’s episode, we’re approaching investing from the institutional, pension side of things.

We talk to Marc about his role at ISBI. When he was there, there were 80 or so hedge funds in the portfolio. He discusses the mood in the boardroom when he made the decision to fire the vast majority of them and index the portfolio instead.

We get into his interesting way of thinking of investors in the context of a ‘Tribal’ model, and why he feels investors should honor all 4 tribes. We even get his thoughts on 13F investing.

All this and more in episode 257 with Marc Levine.

Oct 19, 2020

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, 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 4.

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 Rob take over this special episode.

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