The Meb Faber Show

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.

Episodes

January 28, 2023 43 min

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

  • Global valuations update: where does the US rank?
  • Is it too late to jump on the value and trend-following train?
  • Private funds are gating their money
  • Q&A: listening to experts and VC fees
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    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 s...

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    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 b...

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    Today we’re sharing our 5 most popular episodes from 2022! We know it’s hard to listen to every episode, so we have the most downloaded episodes for you right here! If you click the link in the description below, you can jump to the episode you want to listen to. Here are the top 5 in no specific order:

    1. In August, we were joined by both Rob Arnott & Professor Cam Harvey to hear why they didn’t expect to go down as fast as th...

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    Today’s guest is Louisa Nicola, a neurophysiologist and human performance coach, and the founder of Neuro Athletics, which provides scientific strategies to help athletes and investors achieve peak performance.

    In today’s episode, Louisa is helping all of us become better investors by giving a masterclass on peak performance. She walks through the three pillars she focuses on: sleep, exercise and nutrition. She gives some tips and ...

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    Today’s guest is Louis-Vincent Gave, Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, a global asset manager.

    In today’s episode, Louis kicks it off with the biggest topic in global markets today – the Xi Pivot & reopening of China.  He shares his outlook for how it may affect global supply chains, commodity markets, and financial markets. He covers the case for the eme...

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    Today’s guest is Bob Elliott, CEO & CIO of Unlimited Funds, which using machine learning to create products that replicate the index returns of alternative investments. Previously, Bob was the Head of Ray Dalio’s Research Team and served on the Investment Committee at Bridgewater Associates. Given the volatile macro environment today, we figured there’s no one better to have on to share his view than Bob.

    In today’s episode, we...

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    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 drawback...

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    Today’s guests are Damien Bisserier and Alex Shahidi, Co-CIOs of Evoke Wealth, a $20b+ billion RIA. They also entered the ETF game in 2019 when they launched the RPAR Risk Parity ETF. 

    In today’s episode, we’re talking all things risk parity.  The guys share their approach to portfolio construction, which focuses on risk management and while still seeking an attractive expected return.  We also talk about what true diversificat...

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    Today's guest is famed short-seller Marc Cohodes. Marc has investigated and brought down some major frauds in the past, and earlier this year he set his eyes on crypto darling Sam Bankman-Fried, the founder of FTX. Unless you’ve been living under a rock, you must be aware of the bankruptcy of FTX and other related crypto entities, but the bigger story may be the alleged fraud, which includes accusations of stealing billions of ...

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    Today’s episode features Guido Baltussen, Bart Van Vliet and Pim Van Vliet reading their piece, The Cross-Section of Stock Returns before 1926 (and beyond)

    Guido Baltussen is Head of Robeco’s Factor Investing strategies and Co-head of the Quant Fixed Income team.

    Bart P. Van Vliet is a Client Portfolio Manager at Robeco.

    Pim Van Vliet is Head of Conservative Equities and Head of Robeco’s Quantitative Equities department.

    The Best ...

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    November 19, 2022 42 min

    Today’s guest is the legendary Professor Eugene Fama, a 2013 Nobel laureate and widely recognized as the “father of modern finance.”

    In today’s episode, we talk to Professor Fama about whether he thinks the Fed can control inflation, where the phrase efficient markets came from, and his take on the global market portfolio.  As we wind down, we hear the last time he bought an individual stock.

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    Today’s guest is Rex Salisbury, a founding partner of the a16z fintech team and is now a solo GP with Cambrian Ventures.

    In today’s episode, Rex shares an overview of Cambrian and the benefit of the fintech community he’s built over time. We touch on the three-body problem and how it relates to venture capital, the competitive advantages of different VC’s, and why he believes you can be consensus and win in venture capital.  

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    Today’s returning guest is Whitney Baker, founder of Totem Macro and previously worked at shops like Bridgewater and Soros.

    If you missed her first episode back in January 2022, feel free to pause this & listen to that first – it was one of our most talked about episodes of the year.

    In today’s episode, Whitney shares where she sees opportunity in at a time when, as she says, “we’re going from “risk-on cubed” to “risk-off cubed...

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    Today’s returning guests are Jerry Parker and Salem Abraham. Jerry is the CEO of Chesapeake and a long-time trend follower since he was in the Turtle training program. Salem is the President of Abraham Trading Company and the Fortress Fund, which seeks to protect capital and achieve long-term capital appreciation.

    In today’s episode, Jerry and Salem share some of the lessons they’ve learned from trading over the years. We spend som...

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    Today’s guest is Hugh Hendry, formerly the CIO of Eclectica Asset Management and now a luxury hotelier and host of The Acid Capitalist podcast.

    In today’s episode, Hugh shares his thoughts on all the macro factors in the world today. He touches on inflation, energy markets, the dollar, the situation in China, and more. Be sure you stick around to hear why a dream about the Wizard of Oz led him to buy gold from the Bank of England. ...

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    Today’s guest is Harris Kupperman, but you may know him as Kuppy! He’s the founder and CIO of Praetorian Capital, a global micro hedge fund.  In today’s episode, Kuppy shares why the macro set up today leads him go be as bullish on oil as it gets. He touches on the Fed, OPEC, ESG, and how he’s implementing this trade.

    To preview KEDM, click here

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    ...

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    Today’s episode features Christine Wang reading her piece, “Room To Run” with US Small-Cap Value Stocks? Christine is a Portfolio Manager for Bridgeway Capital Management.

    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

    Volu...

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    Today’s guest is the legendary Jim Rogers, co-founder of the Quantum Fund and Soros Fund Management and creator of the Rogers International Commodities Index.

    In today’s episode, Jim gives us his take on the global markets today. We touch on inflation, commodities, central banks, and why he believes the next recession will be the worst in his lifetime. Jim also shares what countries he’s bullish on, and some of the names may make y...

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    Today’s episode features Corey Hoffstein  and Rodrigo Gordillo reading their piece, Return Stacking: Strategies for Overcoming a Low Return Environment.

    Corey is a co-founder of and Chief Investment Officer at Newfound Research. Rodrigo President of and a Portfolio Manager at ReSolve Asset Management Global and has over 15 years of experience in investment management.

    The Best Investment Writing series features top research pieces...

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