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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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Now displaying: 2022
May 25, 2022

In this Mebisode, Meb reads his post from February 2022 titled “Red Light," which discussed the risk of an expensive market entering a downtrend. As he said in the piece, "historically speaking, markets have performed poorly when in a downtrend, characterized by higher volatility and drawdowns." 

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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.  Subscribe for free here.

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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

May 23, 2022

Today’s guest is Andrew Peck, co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing.

In today’s episode, we’re talking to a growth manager to hear how he’s handling the volatility in 2022. Andrew shares his framework for looking at the markets, the importance for a growth manager to have the fortitude to let your winners run, and what leads him to sell a name from the portfolio.

Then we get into what he sees in the market today and how he’s adjusting his portfolio. We touch on names like CoStar, Gartner, StubHub, and even a private investment in a little company named SpaceX.

We talk a lot on this show about being willing to look different, stick with a strategy over the long-run, and remain disciplined during volatile times, and it was great to talk to a manager doing just that.

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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.  Subscribe for free here.

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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

May 18, 2022

Today’s guest is Jan van Eck, President & CEO of VanEck, which offers value-added exposures to emerging industries, an investment management firm that manages $85 billion. 

In today’s episode, Jan shares the origin story of the firm and its’ tie to gold dating back to the 1960’s. Then he shares his macro framework, criteria for launching a fund, and why the firm has starting getting exposure to venture capital.

Next we get into what led him to go down the crypto rabbit hole and launch ETN’s abroad. He shares his big picture thoughts on the crypto ecosystem, his frustrations on how regulators are treating stablecoins, and what his thoughts are on when the Bitcoin ETF will be approved.

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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.

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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

May 16, 2022

Today’s guest is Sajid Rahman, Managing Partner of MyAsiaVC, an early stage venture fund, and the co-founder & CEO of Digital Healthcare Solutions.

In today’s episode, we talk with someone who’s made over 1,400 investments – yes, you heard that right. Sajid shares his journey of breaking into the VC world and then dives in to what he’s excited about today. He touches on areas like Africa, India, Nigeria, Pakistan, and Bangladesh, and explains what makes each place unique. Then he explains why he’s bullish on fintech, logistics, and edtech, and shares some of his investments he’s excited about today.

As we wind down, Sajid shares why he’s especially bullish on Web3 companies coming out of India.

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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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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

May 13, 2022

Today’s guest is Tim Laehy, a long-time CFO that’s taken 3 companies public and raised over $3 billion dollars in his career.

In today’s episode, we’re talking all things Coinbase! Tim was previously the interim CFO for Coinbase so we thought it’d be fun to hear from him about the investment case of the company. We talk about the business model, regulations, security, revenue streams, and the whether or not the company will face margin compression going forward.

As we wind down, we spend some time talking about Tim’s role at Crexi and the potential for blockchain technology to disrupt the commercial real estate industry. 

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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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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

May 9, 2022

Today’s guest is Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management and author of Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least.

In today’s episode, Antti provides a blueprint for investors as decades of tailwinds are turning into headwinds. He highlights timeless investment practices and what the empirical evidence says about things major asset class premia, illiquidity premia and style premia. He shares his thoughts on home country bias, the value / growth spread today, and what he thinks about diversifiers like trend following.

One theme throughout the episode is Antti’s advice to endorse humility in tactical forecasting and through diversification.

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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

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

May 7, 2022

Today's radio show is with Meb Faber, Justin Bosch & Colby Donovan. We cover:

  • The Idea Farm is now free!!!
  • YTD stock & bond returns
  • Trend-following as a diversifier for 60/40 portfolios
  • Inflation and rising food prices

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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

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

May 4, 2022

Today’s guest is Kai Wu, founder and CIO of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets.

In today’s episode, we’re talking about two topics that are important for investors to understand in 2022 – intangibles and innovation. Kai shares how he uses machine learning to track things like brand equity, human capital, network effects, and IP to measure the intangible value of each firm (and how he implements this through his ETF, ITAN). Then he shares why his research leads him to believe value is not dead.   

Finally, we talk about his most recent paper about investing in innovation, a popular investment theme that’s under scrutiny as of late.  Kai shares why he believes the current drawdown is not driven by pure innovation but by a selloff in expensive unprofitable stocks.

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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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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

Apr 27, 2022

Today’s guest is Chris Bloomstran, President & Chief Investment Officer of Semper Augustus.

In today’s episode, we touch on a lot. Chris shares why the best investors are those who can pivot, why a good business doesn’t equate to a good stock, and what lessons he learned from buy and sell decisions he’s made over the years.

Then we dive into his thoughts on Berkshire and Warren Buffett to get you prepared for the annual meeting this weekend. He shares his expectations for the company and stock moving forward and why he believes Berkshire is well positioned for the energy transition we’re experiencing today.

And don’t think we could get through the episode without touching on some of Chris’ “Twitter Audits” from the past few years.

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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 MUD\WTR. MUD/WTR is a coffee alternative that supports your morning ritual without all the anxiety and jitters of coffee. Get your starter kit and free frother at mudwtr.com/meb and use code FABER for 15% off.

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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

Apr 26, 2022

Today’s guest is Ben Rollert, co-founder & CEO of Composer, a platform for investing in and building quantitative investment strategies for free in an easy to use, no-code solution.

In today’s episode, Ben shares what led him to start a new company in the midst of COVID mania in April 2020. He shares an overview of Composer and the different trading strategies they give you access to, including ones by the likes of Swensen, Dalio, Buffet, Markowitz, and yes, even me. We touch on how ease of mixing and matching some of these strategies, who the early users have been, and what future expansion into things like crypto and options may look like. 

As we wind down, we talk about his fundraising journey and what it was like to get investments from firms like First Round, Not Boring, Basecamp and Draft Ventures.

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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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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

Apr 20, 2022

Today’s guest is Neil Dahlstrom, the archivist and historian for John Deere and author of Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture.

In today’s episode, business wars hits the farm! Neil’s book is a case study on the evolution of the tractor industry and it’s importance during a time the world was experiencing a global plague, World War & food shortages.  We touch on all the major players, including a young Henry Ford. We even walk through he different strategies each company took around pricing and distribution.   

As we wind down, we touch on the future of the industry with things like autonomous tractors and drone technology.

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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 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. For more information on how to become a farmland investor through their platform, please visit acretrader.com/meb.

Apr 13, 2022

Today’s guest is Marc Chaikin, a 50-year Wall Street veteran and the founder of Chaikin Analytics. 

In today’s episode, we start by discussing Marc’s early career and what led him to have an approach today that combines both fundamentals and technicals. We hear about some of the 20 factors that make up his model and how it urged him to buy Overstock and Wayfair early in the pandemic.  Then, Marc walks us through what industries he’s bullish on today, including energy, financials, and aerospace and defense.

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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.

Apr 11, 2022

Today’s guest is Dylan Grice, co-founder of Calderwood Capital, a hedge fund boutique specializing in orthogonal, niche and capacity-constrained hedge-fund strategies. He’s also the author of Popular Delusions, one of my favorite financial newsletters.

In today’s episode, we kick it off by talking about the end of duration and the headwinds that long-duration assets like stocks, bonds, private equity and real estate face going forward. That leads us to talk about why Dylan loves the idea of the cockroach portfolio and what a creature that’s survived over 350 million years can teach us about portfolio construction.

As we wind down, we talk about some esoteric strategies, including mortgage prepayments, cat bonds, uranium and energy (both of which he wrote about a few years ago) and even SPACs.

Dylan was kind enough to share a few of his letters from Popular Delusions, so be sure to check the links below:

The Death of Duration

The Cockroach Portfolio

March Edition of Popular Delusions

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

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

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Sponsor: Today's episode is sponsored by The Active Share podcast. If you’re seeking the less obvious and are curious about the ever-changing world and how it affects investing, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving. Listen to The Active Share on Apple PodcastsGoogle PodcastsStitcherSpotify or TuneIn or visit here.

Apr 6, 2022

Today’s guest is Gio Valiante, one of the most successful performance coaches in the world. He currently works with some of the top golfers on the PGA Tour and is the Head Performance Coach for the Buffalo Bills. He was previously the Head Performance Coach for Point72.

In today’s episode, we have a masterclass on peak performance to get you prepared for the Masters tomorrow! We kick it off by hearing how Jack Nicklaus played a major rule in leading him to work with people in high finance and professional sports.

We talk about the need to balance mastery vs. ego orientation, how to handle fear and anxiety and still perform at your best, focusing on process over outcome, and how to balance confidence with overconfidence.

Be sure to stick around until the end to hear the commonalities he sees between greats like Tiger Woods & Steve Cohen.

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

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

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Sponsor: Today's episode is sponsored by The Active Share podcast. If you’re seeking the less obvious and are curious about the ever-changing world and how it affects investing, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving. Listen to The Active Share on Apple PodcastsGoogle PodcastsStitcherSpotify or TuneIn or visit here.

Apr 4, 2022

In this Mebisode, Meb reads his article titled “How I Invest 2022” which is an update to a piece he originally penned during the pandemic in 2020. You’ll hear how Meb invests his own money and how that’s changed in the past two years.  

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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

-----

Today’s episode is sponsored by MUD\WTR. MUD\WTR is a coffee alternative that supports your morning ritual without all the anxiety and jitters of coffee. Get your starter kit and free frother at mudwtr.com/meb and use code FABER for 15% off.

Mar 30, 2022

Today’s guest today is Ivy Zelman, CEO and co-founder of Zelman & Associates, a leading housing research firm. She was recently named to Barron's 100 Most Influential Women in U.S. Finance and gained notoriety leading up to the Great Financial Crisis when she pounded the table the market was overheated, even asking Toll Brothers CEO Bob Toll “which kool-aid are you drinking” on a 2016 earnings call.

In today’s episode, we start by going back to 2008 and hearing what led her to be one of the few housing bears. Then we get into the housing market today, which she describes as euphoric and bonkers. She explains why poor demographics and lack of affordability due to rising rates lead her to think the market is over-extended today.

We also get her thoughts on other important trends effecting the housing market today: the entrance of iBuyers and Wall Street firms, why she doesn’t think housing demand is as high as other analysts, and the impact of supply chain issues.

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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 MUD\WTR. MUD/WTR is a coffee alternative that supports your morning ritual without all the anxiety and jitters of coffee. Get your starter kit and free frother at mudwtr.com/meb and use code FABER for 15% off.

Mar 28, 2022

Today’s guest is Paul Kim, co-founder and CEO of Simplify Asset Management, an ETF provider focused on helping advisors build better portfolios.    

In today’s episode, Paul kicks it off by giving us an overview of Simplify and the firm’s focus on long volatility ETFs that either generate income or hedge downside risk. We discuss the ability to use options in the ETF structure, an idea Paul and his team have embraced to create convex strategies.

After looking back at Paul’s time at Pimco, we dive into some of his strategies. We touch on strategies that hedge bonds and stocks and even Simplify’s thematic health care ETF that gives 100% of the proceeds to charity.

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

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

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Sponsor: Today's episode is sponsored by The Active Share podcast. If you’re seeking the less obvious and are curious about the ever-changing world and how it affects investing, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving. Listen to The Active Share on Apple PodcastsGoogle PodcastsStitcherSpotify or TuneIn or visit here.

Mar 23, 2022

Today’s guest today is Clay Gardner, co-founder and Co-CEO of Titan, a retail investment management platform aimed at the new generation of everyday investors.

In today’s episode, we kick it off with an overview of Titan and the firms’ investment philosophy. Clay touches on some of their different offerings, which now includes crypto. We hear about the company’s content strategy, which help both educate investors and keep them invested in the market during volatile periods.  Then we hear what other asset classes Clay is thinking of expanding to in the future.

As we wind down, we hear about the firm’s fundraising history, which includes investments from a16z, Kevin Durant, and Will Smith.

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

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

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Sponsor: Today's episode is sponsored by The Active Share podcast. If you’re seeking the less obvious and are curious about the ever-changing world and how it affects investing, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving. Listen to The Active Share on Apple PodcastsGoogle PodcastsStitcherSpotify or TuneIn or visit here.

Mar 21, 2022

Today’s guest today is Patrick Geddes, founder and former CEO of Aperio Group, a leader in the direct indexing space with $42b in AUM when it was acquired by BlackRock for over $1b.

In today’s episode, we kick it off with hearing back Patrick’s days at Morningstar as the Director of Quantitative Research & CFO. Then Patrick shares what led him to start a firm focused on direct indexing and customization over 20 years ago. We talk about why the Great Financial Crisis was an inflection point for direct indexing and why there’s been so much M&A in the space over the last couple of years.

Then we talk about his book, Transparent Investing.  We talk about consumer advocacy, the importance of taxes & fees, and ways to counteract some of the behavioral biases we all have.

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

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

-----

Sponsor: Today's episode is sponsored by The Active Share podcast. If you’re seeking the less obvious and are curious about the ever-changing world and how it affects investing, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving. Listen to The Active Share on Apple PodcastsGoogle PodcastsStitcherSpotify or TuneIn or visit here.

Mar 16, 2022

Today’s guest is Mary Childs, co-host for NPR’s Planet Money podcast and author of The Bond King, which shares how Pimco and Bill Gross changed finance forever.

In today’s episode, we kick it off with Mary’s time with Planet Money, one of the most fun and popular finance and econ podcasts around.  We talk about some of her favorite stories, like why a publicly traded deli in New Jersey was worth $100 million, how Citibank accidentally paid out $900 million, and why you’re giving your boss a loan without realizing it.

Then we dive into her new book, which took seven years to complete and garnered rumors that she was paid $10 million to not publish it! She walks through the history of Pimco and Bill Gross and the irony of a bond manager becoming famous.

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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.

Mar 14, 2022

Today’s guest is Adam Nash, a prominent Silicon Valley operator and investor who has turned his attention to philanthropy with his newest venture, Daffy, a not-for-profit community built around a new, modern platform for giving.

In today’s episode, Adam starts off by giving an overview of Daffy, which supports over 1.5 million charities, schools, and faith-based organizations. Then he explains why providing low-cost, donor advised funds through the app store may help spur people to donate and help causes they care about. Adam shares how working at or advising companies in the past has impacted how he’s built Daffy, whether it’s the social aspect of LinkedIn, the automation of Wealthfront, or growth strategy of Acorns. 

As a special offer for listeners of the show, visit daffy.org/meb/invite and get $25 to give to your favorite charity.

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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

-----

Today’s episode is sponsored by MUD\WTR. MUD\WTR is a coffee alternative that supports your morning ritual without all the anxiety and jitters of coffee. Get your starter kit and free frother at mudwtr.com/meb and use code FABER for 15% off.

Mar 9, 2022

Today’s guest is Jeremy Grantham, the Long-Term Investment Strategist and co-founder of GMO. It’s been about a year since we first spoke with Jeremy and given his knowledge of financial history, there are few people who are better to hear from about what’s happening in the world today than Jeremy.  

We start by touching on his investment in QuantumScape, which he saw grow to $500 million on paper and later decline by 80%. Then Jeremy shares what he thinks the societal implications will be from a huge potential write down of perceived wealth in the US if this superbubble bursts.

He also touches on some of his biggest concerns at the moment: the conflict between Russia and Ukraine, labor and materials shortages, poor demographics, and rising inflation.

While Jeremy is frequently referred to as a bear, one of my big takeaways is his optimism and excitement to solve some of the longer-term problems faced around the globe.   

If you want to hear our conversation with Jeremy from February 2021, 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

-----

Today’s episode is sponsored by MUD\WTR. MUD\WTR is a coffee alternative that supports your morning ritual without all the anxiety and jitters of coffee. Get your starter kit and free frother at mudwtr.com/meb and use code FABER for 15% off.

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  • (2:52) - Welcome back to our guest, Jeremy Grantham; Episode #286: Jeremy Grantham, GMO
  • (3:32) - What’s transpired in the past 12 months since he first appeared on the show
  • (6:14) - Update on his investment in QuantumScape
  • (12:57) - The impact of the Russian invasion of Ukraine on wheat prices
  • (19:32) - Would we be better off with robots instead of the Fed?
  • (22:00) - Societal implications of a possible write down in perceived wealth
  • (25:35) - Not being able to rely on bond diversification (Ben Inker 4Q21 Letter)
  • (26:54) - Jeremy’s thoughts on commodities and emerging market value today
  • (29:53) - Triumph of the Optimists; Credit Suisse Annual Reports
  • (33:02) - Why Jeremy is as a perma-bear but largely optimistic; Reinvesting When Terrified
  • (34:59) - What Jeremy is thinking about in the VC world
  • (38:02) - Jeremy’s take on nuclear power
  • (45:38) - The cost of capital and inflationary pressures in the coming decade
Mar 7, 2022

Today’s guest is Wes Fulford, CEO and Portfolio Manager of Viridi Funds and the Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF (ticker RIGZ).

In today’s episode, we’re talking all things crypto mining. Since there isn’t a Bitcoin or crypto ETF in the US, Wes wanted to provide investors the opportunity to get exposure to the crypto markets through the miners themselves. We hear about his background in banking and becoming the CEO of Bitfarms, which he took public in Canada. Then Wes shares why both experiences gave him the idea to launch an ETF focused on crypto miners and related businesses.

We get an overview of the miners’ business model, the importance of clean energy, and how the miners are impacted by the volatility of the underlying crypto prices.

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For detailed show notes, click here

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Sponsor: Today's episode is sponsored by The Active Share podcast. If you’re seeking the less obvious and are curious about the ever-changing world and how it affects investing, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving. Listen to The Active Share on Apple PodcastsGoogle PodcastsStitcherSpotify or TuneIn or visit here.

Mar 2, 2022

Today’s guest is Rob Koyfman, founder and CEO of Koyfin, a financial data and analytics platform for researching stocks and understanding market trends.

In today’s episode, we start with Rob’s background at Goldman Sachs under the now Chief U.S. Equity Strategist, David Kostin. Then he shares why a personal pain point later in his career led him to start Koyfin. Rob walks us through the platform, which provides investors without Bloomberg access to professional grade data coverage and the analytical tools. We hear about the ability to use visual tools and create a customized dashboard to see what’s most important to you.

As we wind down, we touch on some wonky client emails and Rob’s annual April Fools emails to users.  

As a special offer to listeners of The Meb Faber Show, click here for 10% off for new users.

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

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

-----

Sponsor: If you’re seeking the less obvious and are curious about the ever-changing world and how it affects investing, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving. Listen to The Active Share on Apple PodcastsGoogle PodcastsStitcherSpotify or TuneIn or visit here.

Feb 28, 2022

Today’s guest is Peter Ngunyi, founder and CEO of EarlyBird Venture Lab, which provides growth, acquisition and funding strategy for early-stage tech startups.

In today’s episode, we’re talking to someone who’s seen the growth of the continent first hand over the last 40 plus years. Peter begins by touching on his recent transition from operator to investor to help solve startups get access to capital. He explains why African’s have historically mostly seen real estate as the only investment option but are now starting to invest in startups. We hear about areas he’s excited about like retail tech and fintech, and of course some companies he’s excited about.

As we wind down, Peter shares why Africa needs to pave it’s own path and not just copy the US or Chinese model.

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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.

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