In this special episode, our returning guest is Gary Zimmerman, founder of MaxMyInterest, a cash management platform that helps you maximize the return on your cash. Given the recent events with Silicon Valley Bank, we had to have Gary back on the show.
In today’s episode, Gary shares what exactly has happened with the Silicon Valley Bank situation. Then he shares the risks people are exposed to with cash balances, why MaxMyInterest helps investors earn alpha and avoid what happened with SVB, and how his clients are earning over 5% on their cash balances today.
Click here to register today with a special deal for listeners of The Meb Faber Show.
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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 YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only).
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 Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom 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!
Today we’re joined AcreTrader’s Carter Malloy, who’s back for his third appearance on the show, and Mark Foley, who joined AcreTrader a little over a year ago as their Director of Timberland Investments.
In today’s episode, we’re talking all about timberland. Carter starts the show updating us on the huge success they’ve had with over 128 properties and three hundred million dollars on their platform. They we dive into their expansion to offer timberland to investors. Mark covers the uniqueness of the asset class, what the opportunity set is like both in the US and around the globe, and where it fits in portfolios.
As we wind down, Carter shares what else the company is working on, including their new geospatial tool called Acres.
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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.
Follow The Idea Farm on social media: Twitter | LinkedIn | Instagram | Tik Tok
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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom 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!
Today’s returning guest is Jason Calacanis, famed Angel investor and podcast host of the All-In Podcast and This Week in Startups.
In today’s episode, Jason shares why he’s more excited about the startup landscape than he’s been in the past 10 years. He touches on his approach to handling his large winners like Uber, Robinhood & Calm, lessons learned from surviving multiple cycles as a venture capitalist, and why he’s now focusing on democratizing access to venture capital.
***To listen to Jason's first appearance on The Meb Faber show, 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 YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only).
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 Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom 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!
In today’s episode, Meb Faber, Cambria Chief Investment Officer, reads a profile of Cambria's shareholder yield ETFs:
To learn more about our funds and follow us, subscribe to our mailing list
For detailed show notes, click here
Links
Think Income and Growth Don’t Exist In This Market? Think Again
Think Income and Growth Don’t Exist Around the Globe? Think Again
Today’s guest is Kate Moore, BlackRock’s Head of Thematic Strategy and a member of BlackRock’s Global Allocation investment team.
In today’s episode, Kate shares her framework for looking at markets from the perspective of a “macro equity investor.” Then she shares her view of global markets today and what key investible themes she’s focused on today. We touch on changing consumer habits, natural resources, and automation.
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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 Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom 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!
Today’s guests are Leigh Drogen, CIO of Starkiller Capital, which applies quantitative strategies to the blockchain based digital asset space, and Corey Hoffstein, co-founder of and CIO at Newfound Research, and a research partner and advisor to Starkiller.
In today’s episode, the guys update us on a wild year in crypto. We talk about the GBTC trade, the value of FTX bankruptcy claims, and even some conspiracy theories around Binance. Then we get into their recent paper, which looks at the momentum factor in crypto markets, and the benefit of using trend-following strategies within crypto to avoid drawdowns like the one we’ve seen in the last year.
As we wind down, the guys say if they think crypto is starting a new bull market.
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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 YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only).
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 Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom 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!
Today’s guest is Sean Goldsmith, founder of The Zero Proof, a leading curator, wholesaler, and online retailer of premium non-alcoholic wine and spirits.
Sean kicks off today’s episode with an overview of the non-alcoholic beverage industry, which has seen a recent boon with more and more people choosing not to drink for health reasons, just like Louisa Nicola explained on the show back in December. He explains the business model, the process of making the beverages, and then I share what some of my favorites were from doing some taste testing before the episode.
Sean was kind enough to make a special code for our listeners, so go to www.thezeroproof.com and use the code MEB15 for a discount.
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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. 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 Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom 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!
In today’s episode Cambria Chief Investment Officer Meb Faber reads a note he recently sent to Cambria subscribers about the Cambria Global Value ETF (GVAL).
To learn more about our funds and follow us, subscribe to our mailing list
For detailed show notes, click here
Today’s guest is Jim O’Shaughnessy, founder and CEO of O’Shaughnessy Ventures. You may know Jim from his prior time at O’Shaughnessy Asset Management or from hosting the Infinite Loops podcast.
In today’s episode, Jim talks with us about the third stage of his career with the launch of OSV. Jim walks us through the different verticals, from making documentaries, hosting podcasts, making venture investments, and funding a fellowship program. He walks us through why each vertical is important to him, what he expects in the next year, and why he’s doing this both for profit and for fun.
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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. Subscribe for free here.
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
-----
Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom 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!
Today's radio show is with Meb Faber & Colby Donovan. We cover:
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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. Subscribe for free here.
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
-----
Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
-----
Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Today’s guest is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management.
In today’s episode, Dr. Kelly shares his view of the investment world today. He shares why he expects inflation to subside this year, why he loves the set up for international stocks, and why he doesn’t expect much fiscal help in the next 2 years. He also shares some changes he’d like to see to improve the US, like immigration and education reform, and why he thinks the debt bubble is a doomsday machine.
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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. Subscribe for free here.
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
-----
Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom 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!
Today’s returning guest is Porter Stansberry, a leading financial writer and the founder of MarketWise. His newest venture, Porter & Company, was launched last year.
In today’s episode, Porter shares his frustrating ending with Stansberry Research and then why he chose to launch a new research firm last year. He walks us through the major themes he’s focused on over the next cycle: capital efficient, cash-flowing companies, a big upcoming distressed debt cycle, and the energy transition. Plus – he shares some names and ideas for 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
-----
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.
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
-----
Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
-----
Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!