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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: July, 2022
Jul 27, 2022

Today’s episode features Erin Miles reading her piece, Who Will Prove Most Vulnerable to the Pullback in Liquidity? Erin joined Bridgewater in 2009, and is currently Co-Lead of Equities Research and serves as the Operating Chair of the Partnership. She is responsible for leading research to convert insights and investigations into systematic cause-and-effect investment algorithms.

The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week.

Check out the past series of The Best Investment Writing below:

Volume 5

Volume 4

Volume 3

Volume 2

Volume 1

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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 Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream.

Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to GiveDirectly on behalf of Erin Miles.

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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

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Disclaimer: All opinions expressed by website participants are solely their current opinions and do not reflect the opinion of Cambria Investments, Inc. (“Cambria”) or affiliates. The website participants opinions are based upon information they consider reliable but neither Cambria or its affiliates warrant its completeness of accuracy, and it should not be relied on as such.

Past performance is not indicative of future results. Strategies or investments discussed may fluctuate in price or value. Investment or strategies mentioned in this website may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you.

Jul 25, 2022

Today’s guest is Scott Reynolds Nelson, the author of Oceans of Grain: How American Wheat Remade the World, and a Professor at the University of Georgia, where he teaches about international finance and global commodities.

Given current events today, our conversation with Scott about the role of wheat on the world couldn’t be more timely. Scott shares why access to wheat has caused the rise and fall of empires, social unrest like the Arab spring, and even plagues, all of which we’re seeing today. Scott walks through why he believes the Russia / Ukraine war is another example of countries going to war for access to wheat and the related trade routes.

As we wind down, we touch on Scott’s research into the history of US financial crises and the role of commodities in each.

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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, please visit acretrader.com/meb.

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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

Jul 22, 2022

Today’s episode features Richard Ennis reading his piece, The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium.

Richard managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. Becker & Co. Richard co-founded EnnisKnupp, the first consultancy to be recognized as a professional services firm.

The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week.

Check out the past series of The Best Investment Writing below:

Volume 5

Volume 4

Volume 3

Volume 2

Volume 1

-----

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 Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream.

Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to The Heights Foundation on behalf of Richard Ennis.

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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

Jul 20, 2022

Today’s guests today are Frank Giustra and Ian Telfer, two successful mining executives that built Goldcorp to a $50 billion company.

In today’s episode, we’re talking all about gold with two of the most knowledgable in the space. The guys discuss why the set up today mirrors 2001, a time right before gold when on a big bull run. We also touch on how gold performed during the 1970’s and why they’re so bullish on gold today that they started another mining company, Aris.

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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, top podcasts and the entire research library. 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

Jul 18, 2022

Today’s guest is Kevin Kelly, the founder & CEO of both Kelly ETFs and Kelly Intelligence.

In today’s episode, we start with Kevin’s entrance into the ETF space years ago with a Covered Call ETF, ticker QYLD. Then he shares what he’s been up to lately with Kelly ETFs. We talk about some thematic offerings around genetic editing, residential real estate, and hotels, and the bull case for each.

As we wind down, Kevin shares his thoughts on the future of the ETF space and what other products he’s thinking about offering in the future, and if you’re wondering about how China invading Taiwan may effect your portfolio, you won’t want to miss what Kevin has to say.

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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 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, top podcasts and the entire research library. Subscribe for free here.

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

-----

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

Jul 15, 2022

Today’s episode features Dan Rasmussen reading his piece, Emerging Markets Crisis Investing. Dan is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity.

The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week.

Check out the past series of The Best Investment Writing below:

Volume 5

Volume 4

Volume 3

Volume 2

Volume 1

-----

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 Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls.  With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream.

Today’s sponsor dollars are being donated to Harvard’s Center for Human Flourishing on behalf of Dan Rasmussen.

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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

Jul 13, 2022

Today’s guest is Eric Balchunas, an analyst at Bloomberg Intelligence focused on exchange-traded funds and the author of The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions.

In today’s episode, we’re talking about the legend John Bogle. Eric covers his early struggles to get Vanguard off the ground and the impact he’s had on the entire investment community.  I even ask Eric what he thinks Mr. Bogle would say about my one major disagreement with him. We also touch on a number of big trends within the ETF industry, including direct indexing, possible consolidation, and Mutual Fund to ETF conversions.

As we wind down, Eric shares some of his favorite ETF ideas that haven’t been launched yet, including a Congressional replication ETF.

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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

-----

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

Jul 6, 2022

Today’s guest is Mark Yusko, Chief Investment Officer of Morgan Creek Capital Management and the Managing Partner of Morgan Creek Digital.

In today’s episode, Mark covers the evolution he’s seen in the digital asset space and why he likes applying trend-following approach to crypto. Then we hear about his foray into ETFs and a SPAC idea that I love.

We also touch on China, the Fed, inflation, and how some of his predictions for 2022 look at the halfway point.   

To listen to episode 314 with Mark’s friend and Pantera CIO Dan Morehead, click here.

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

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

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Today's episode is sponsored by the Bonner Private Wine Partnership Founded in 2019 by Will Bonner, the Bonner Private Wine Partnership is a group of wine lovers who come together to import great, small batch wines that might otherwise get overlooked by large importers. Click here to get 4 bottles of wine for almost half off plus free shipping.

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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

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