Podcasts by The Meb Faber Show

#289: Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right? from 2021-02-22T18:00

Episode 289 is a Mebisode. In this episode, you’ll hear Meb put today's stock valuations into historical perspective. He addresses the claim that stock valuations should be high because bond yie...

#288 - Best Idea Show - Doug Pugliese, Alpha Architect - Why Not Elect A 1042 Sale And Control When You Pay Those Taxes? from 2021-02-17T18:00

In episode 288, we welcome our guest, Doug Pugliese, the Head of 1042 QRP Solutions at Alpha Architect, where he manages the firm’s qualified replacement property investment strategies practice....

#287 – Jonathan Hsu, Tribe Capital - Our Specific Areas Of Expertise Are Around Being Able To Tell A Story Utilizing Your Own Data from 2021-02-10T18:00

In episode 287, we welcome our guest, Jonathan Hsu, the co-founder and General Partner at Tribe Capital, a venture capital firm focused on using product and data science to engineer N-of-1 compa...

#286 – Jeremy Grantham, GMO - What Day Is The Highest Level Of Optimism? It’s The Day The Market Hits The Peak from 2021-02-08T18:00

In episode 286, we welcome our guest, Jeremy Grantham, co-founder and Chief Investment Strategist of GMO. 

In today’s episode, Jeremy begins by talking about the current market, which he ...

#285 – Best Idea Show - David Marcus, Evermore Global Advisors - Do You Sell Things That You Like To Buy Things That You Now Love? from 2021-02-03T18:00

In episode 285, we welcome our guest David Marcus, the co-founder and Chief Investment Officer of Evermore Global Advisors, where he manages the Evermore Global Value Fund. In today’s episode, w...

#284 – Michael Gayed, Toroso Investments - I Don’t Know The Exact Mile Marker I Might Crash My Car, But I Do Know The Conditions That Favor The Accident from 2021-02-01T18:00

In episode 284, we welcome our guest, Michael Gayed, a Portfolio Manager at Toroso Investments, where he runs two tactical, risk-on, risk-off strategies. He’s also the publisher of the Lead-Lag ...

#283 – Brian Barish, Cambiar Investors- In The Digital Age We’re De-Physicalizing Things from 2021-01-27T18:00

In episode 283, we welcome our guest, Brian Barish, the President and Chief Investment Officer at Cambiar Investors, a relative value firm focusing on out-of-favor companies with strong fundamen...

#282 – Salem Abraham, Abraham Trading Company - Managing Risk Starts With Imagining the Unimaginable from 2021-01-25T18:00

In episode 282, we welcome our guest, Salem Abraham, President of Abraham Trading Company and a legend within the trend following and managed futures space.

In today’s episode we're talki...

#281 – Adrian Helfert, Westwood Group - We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum from 2021-01-20T18:00

In episode 281, we welcome our guest, Adrian Helfert, Director of Multi-Asset Portfolios for Westwood Group, where he leads Westwood’s multi-asset strategies group, which includes Westwood’s Inc...

#280 – Matthew O’Connor, AdQuick - People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry from 2021-01-18T18:00

In episode 280, we welcome our guest, Matthew O’Connor, co-founder of AdQuick, the first true marketplace for out-of-home advertising, providing end-to-end tools to improve the out of home buyin...

#279 – Kevin Davitt, John Hiatt, Cboe - Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact from 2021-01-13T18:00

In episode 279, we welcome our guests, Kevin Davitt and John Hiatt, both of whom work for the Cboe as the Senior Options Institute Instructor and VP of Derivatives Strategy, respectively.

#278 – Lucas White, GMO - Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market from 2021-01-12T00:50:42

In episode 278, we welcome our guest, Lucas White, a portfolio manager for the Resources and Climate Change Strategies at GMO.

In today’s episode we're talking all about resources and cli...

#277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso from 2021-01-06T18:00

Episode 277 is a replay of The Meb Faber Show’s top podcasts of 2020. Guests include Rick Rule, Joe Davis, and Tom Basso

Hear Rick Rule discuss the forces he sees influencing gold and pre...

The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors from 2021-01-04T18:00

Last year when we published The Best Investment Writing Volume 3, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#276 – Craig Wichner, Farmland LP - There’s $2.7T Worth Of Farmland In The U.S…And That’s The Same Economic Value As All The Apartment Buildings In The U.S Or All The Office Buildings In The U.S. from 2020-12-30T18:00

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 farmla...

#275 - David Lau, DPL Financial Partners - The Root Of All Evil When It Comes To Annuities Are Commissions from 2020-12-28T18:00

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 Registe...

#274 – Mitch Baruchowitz, Merida Capital Holdings - Is The Trade Over? No…It’s Just Getting Going In Some Ways from 2020-12-23T18:00

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 developm...

#273 - Adam Moelis, Yotta Savings - Almost Half Of American’s Can’t Come Up With $400 In An Emergency And 78% Of People Live Paycheck To Paycheck from 2020-12-21T18:00

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 ...

#272 - Best Idea Show - Tobias Carlisle, Acquirers Fund - There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement from 2020-12-16T18:00

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 tod...

#271 - Gary Zimmerman, Max My Interest - Several Of The Banks On Our Platform Offer Preferential Rates That Are Only Visible On The Max Platform from 2020-12-14T18:00

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...

#270 - Terri Spath, Sierra Investment Management - We Use A Quantitative Rules Based Process To Go Risk On, Risk Off from 2020-12-09T18:00

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, portf...

#269 - Scott Lynn, Masterworks - I Think Art As An Asset Class Has To Be The Largest Asset Class That Has Never Been Securitized from 2020-12-07T18:00

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 lik...

#268 - Best Idea Show - Doug Ludlow, MainStreet - We’re Now Saving The Average Company Using Our Platform About $75,000 Per Year from 2020-12-02T18:00

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 t...

The Best Investment Writing Volume 4: Tyler, Portfolio Charts - The Benefits of Bond Convexity from 2020-11-30T18:00

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...

#267 - Edward Altman, NYU - We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever from 2020-11-25T18:00

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 an...

Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) from 2020-11-23T18:00

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 t...

#266 - Best Idea Show - Kiyan Zandiyeh, Sturgeon Capital - We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years from 2020-11-18T18:00

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 ...

The Best Investment Writing Volume 4: Martin Tarlie, GMO - Is the U.S. Stock Market Bubble Bursting? from 2020-11-16T18:00

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...

#265 - Rusty Vanneman, Orion - To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward from 2020-11-11T18:00

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 tal...

#264 - Sammy Courtright, Ten Spot - How Do We Get People To Feel Like They Work For The Same Company When They’re No Longer In The Same Place? from 2020-11-09T18:00

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 tea...

#263 - Best Idea Show - Julian Klymochko, Accelerate Financial Technologies - The Purpose, And What We’re Really Seeing The SPAC Emerge This Year For, Is To Truly Raise Growth Capital For Growth Businesses from 2020-11-06T18:00

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 strategie...

#262 - Ihor Dusaniwsky, S3 Partners - When People Say ‘Shorts Only Kill The Stock Price’…No…There’s A Two Way Street In Their Activity from 2020-11-04T18:00

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...

The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification from 2020-11-02T18:00

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...

#261 - Best Idea Show - Mike Lecours, fpPathfinder - We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business from 2020-10-30T17:00

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 ques...

#260 - Joel Greenblatt, Gotham Asset Management - Nine Out Of Ten Families In The Top Fifth Of The Income Chain Have Retirement Savings, Nine In Ten In The Bottom Fifth Have None from 2020-10-28T17:00

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 ...

#259 - Shane Heath, MUD\WTR - I Had Everything In My Head Already…I Felt Like I Was Just As Much Of A Customer Of My Own Product As Any Prospective Customer from 2020-10-26T17:00

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 ...

#258 - Best Idea Show - Wes Gray, Alpha Architect - An ETF Centralizes Everything Into One Product from 2020-10-23T17:00

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 busines...

#257 - Marc Levine - A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win from 2020-10-21T17:00

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. W...

The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble from 2020-10-19T17:00

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...

#256 - Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree - Japan Is Trading At The Lowest Valuation In 30 Years from 2020-10-16T17:00

In our inaugural ‘what’s your best idea’ episode, we welcome our guests, Jeremy Schwartz, WisdomTree’s Executive Vice President and Head of Global Research, and Jesper Koll, Senior Advisor to Wi...

#255 - Matt Peterson, Peterson Capital Management - We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity from 2020-10-14T17:00

In episode 255 we welcome our guest, Matt Peterson, Managing Partner of Peterson Capital Management. In today’s episode, we’re getting into concentrated, deep-value investing. We get into Matt’s...

#254 - Ken Nguyen, Republic - In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public from 2020-10-12T17:00

In episode 254 we welcome our guest, Ken Nguyen, co-founder and CEO of Republic. In today’s episode, we’re talking startups, and how to make private investing widespread and available to everyon...

#253 - Carl Chang, Kairos Investment Management - Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow from 2020-10-07T17:00

In episode 253 we welcome our guest, Carl Chang, founder and CEO of Kairos Investment Management. In today’s episode, we’re talking real estate. It’s not every day I get a chance to talk with a ...

The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds from 2020-10-05T17:00

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...

#252 - Cem Karsan, Aegea Capital - 30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically from 2020-09-30T17:00

In episode 252 we welcome our guest, Cem Karsan, Founder and Senior Managing Partner of Aegea Capital Management.

In today’s episode, we’re getting deep into the weeds of market volatilit...

Cambria Fund Profile Series – Cambria Global Value ETF (GVAL) from 2020-09-28T17:00

In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Global Value ETF (GVAL).

Meb walks through why it’s important for investors to consider valuations in thei...

#251 - Robert Jacobson, Space Advisors - It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme from 2020-09-23T17:00

In episode 251 we welcome our guest, Robert Jacobson, entrepreneur, advisor, and founder of Space Advisors, a strategic consulting firm for space startups. In today’s episode, we’re jumping into...

#250 - Kevin Gibbon, Airhouse - We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands from 2020-09-21T17:00

In episode 250 we welcome our guest, Kevin Gibbon, co-founder and CEO of Airhouse. In today’s episode, we’re talking about easing the frustration of shipping, operations and logistics for ecomme...

#249 - Ben Savage, Clocktower Technology Ventures - Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry from 2020-09-16T17:00

In episode 249 we welcome our guest, Ben Savage, Partner at Clocktower Technology Ventures. In today’s episode, we’re diving into VC and innovation in the financial services industry.

Ben...

The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias? from 2020-09-14T17:00

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...

#248 - JC Parets, All Star Charts - The Sooner We Can Find Out We’re Wrong The Better…Then We Can Go Move On To Something Else from 2020-09-09T17:00

In episode 248 we welcome our guest, JC Parets, Founder and Chief Strategist of All Star Charts. In today’s episode, we’re talking technical analysis, and what’s going on in the markets right no...

#247 - David Oates, Curtsy - Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts from 2020-09-07T17:00

In episode 247 we welcome our guest, David Oates, CEO and Co-Founder of Curtsy. In today’s episode, we’re talking about running a company completely designed around making it easy for people to ...

#246 - Eric Sprott, Mark O’Dea, Oxygen - I’m Trying To Look For Some Value That’s Not Appreciated By The Market from 2020-09-02T17:00

In episode 246 we welcome our guests, the legendary Eric Sprott, and Oxygen Capital’s Mark O’Dea. In today’s episode, we’re talking gold, silver, mining and exploration.

We talk about rec...

#245 - Éva Goicochea, Maude - The Ethos Of The Company Is To Make Sex More Human, More Normalized, Destigmatized…To Do That, It Started With Design from 2020-08-31T17:00

In episode 245 we welcome our guest Éva Goicochea, founder and CEO of Maude.

In today’s episode, we’re talking about building a modern business around sexual wellness. We start with Éva’s...

#244 - Tom Basso - Investing Is A Mental Game More Than It Is Having The Perfect Indicator Or…Even The Perfect Position Sizing from 2020-08-26T17:00

In episode 244 we welcome our guest, long time trader and trend follower, Tom Basso. In today’s episode, we’re talking trend following and trading.

We start with some of Tom’s early trade...

#243 - Doug Ludlow, MainStreet - We’d Like To Be There As America And The World Starts To Rebuild, And Give Tools To These Companies…Access To Capital And Financing In A Way They Wouldn’t Have Had Before from 2020-08-12T17:00

In episode 243 we welcome our guest, Doug Ludlow, CEO of MainStreet. In today’s episode, we’re talking about saving meaningful money.

We kick off the conversation with MainStreet’s launch...

#242 - Ham Serunjogi, Chipper Cash - Africa Has The Highest Cost Of Sending Money In The World from 2020-08-05T17:00

In episode 242 we welcome our guest, Ham Serunjogi, co-founder and CEO of Chipper Cash. In today’s episode, we’re talking cross border peer-to-peer money transfer.

We walk through the rea...

#241 - Doug Ramsey, The Leuthold Group - By Our Interpretation, We’re There, I Do Think It’s Time To Be Rotating Away From Large Cap Growth from 2020-07-29T17:00

In episode 241 we welcome our guest, Doug Ramsey, Chief Investment Officer of The Leuthold Group. In today’s episode, we’re talking markets.

We jump right in with a walk through of Leutho...

#240 - Stefan Batory, Booksy - This Is Probably The Last Major Vertical That’s Not Digitalized…And This Is A Massive Space from 2020-07-27T17:00

In episode 240 we welcome our guest, Stefan Batory, co-founder and CEO of Booksy. In today’s episode, we’re talking about helping folks in the hair and beauty industry get organized and get thei...

#239 - Chris Fernandez, EnsoData - There Was One Particular Area That Felt Like It Was At Least 5 Years Behind…And That Was The Application Of AI To Waveform Data from 2020-07-22T17:00

In episode 239 we welcome our guest, Chris Fernandez, co-founder and CEO of EnsoData. In today’s episode, we’re talking all things sleep.

We walk through the origin story of EnsoData, fro...

#238 - Mark Straub, Smile Identity - Face Recognition Is, In A Sense, Deep Technology from 2020-07-20T17:00

In episode 238 we welcome our guest, Mark Straub, co-founder and CEO of Smile Identity. In today’s episode, we’re talking user authentication and biometric checks.

We kick off the episode...

#237 - Ryan McQuaid, PlushCare - If You Look At Virtual Visits Last Year, They’re Only 1-2% Of All Addressable Visits from 2020-07-15T17:00

In episode 237 we welcome our guest, Ryan McQuaid, co-founder and CEO of PlushCare. In today’s episode, we’re getting into a hot topic in this pandemic environment, telehealth.

We start b...

#236 - Stuart Landesberg, Grove Collaborative - I Believe Deeply That Having A Truly Mission Driven Business Is A Sustainable Competitive Advantage from 2020-07-13T17:00

In episode 236 we welcome our guest, Stuart Landesberg, founder and CEO of Grove Collaborative. In today’s episode, we’re talking about building a mission-driven business around delivering susta...

#235 - Ajay Prakash, Rinse - The Barriers To Entry Are Super Low…But The Barriers To Scale Are Incredibly High from 2020-07-08T17:00

In episode 235 we welcome our guest, Ajay Prakash, co-founder and CEO of Rinse.

In today’s episode, we’re talking about building and scaling laundry and dry cleaning. We talk about the or...

#234 - Harindra de Silva, Analytic Investors of Wells Fargo Asset Management - Just Because A Factor Hasn’t Been Working For 3 Years…Don’t Ignore It…Continue To Evaluate It from 2020-07-06T17:00

In episode 234 we welcome our guest, Harin de Silva, president and portfolio manager for the Wells Fargo Asset Management Analytic Investors team. In today’s episode, we’re talking factors and l...

#233 - Lisa Rich, Hemisphere Ventures, Xplore - Opening Up The Door For Access To Space from 2020-07-01T17:00

In episode 233 we welcome our guest, Lisa Rich, managing partner of Hemisphere Ventures and founder and COO of Xplore. In today’s episode, we’re talking about tech and the front lines of space e...

#232 - Luis Perez, Remoov - We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back from 2020-06-29T17:00

In episode 232 we welcome our guest, Luis Perez, Founder of Remoov. In today’s episode, we’re getting organized. We’re talking about taking the work off your hands of removing all of that unwant...

#231 - Julian Klymochko, Accelerate Financial Technologies - The Democratization Of Alternatives, It’s Happening, But It’s Something That Does Not Happen Overnight from 2020-06-24T17:00

In episode 231, we welcome our guest, Julian Klymochko, founder and CEO of Accelerate Financial Technologies. In today’s episode, we’re talking liquid alts and democratizing alternative strategi...

#230 - Ryan Lupberger, Cleancult - There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste from 2020-06-22T17:00

In episode 230 we welcome our guest, Ryan Lupberger, Co-Founder and CEO of Cleancult. In today’s episode, we’re talking cleaning. Sustainable cleaning products to be exact.

We talk about ...

#229 - Evan Brandoff, LeagueSide - There’s No Better Way To Engage With Families In The Community Than Through Youth Sports from 2020-06-17T17:00

In episode 229 we welcome our guest, Evan Brandoff, Co-Founder and CEO of LeagueSide. In today’s episode, we’re talking about targeted, local marketing through youth sports organizations.

Cambria Fund Profile Series – Cambria Tail Risk ETF (TAIL) from 2020-06-15T17:00

In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Tail Risk ETF (TAIL).

Meb walks through the S&P 500’s move from it’s all time high on February 14th 2020 t...

#228 - Danilo Santiago, Rational Investment Methodology - The Market Will Tend To Overpay When Earnings Are Good And Underpay When The Company Gets In Some Kind Of Trouble from 2020-06-10T17:00

In episode 228 we welcome our guest, Danilo Santiago, founding partner of Rational Investment Methodology. In today’s episode, we’re talking stocks and investment process.

We tak...

#227 - Alex Smereczniak, 2ULaundry - Quality Has to Be At The Forefront of Everything That We’re Doing from 2020-06-08T17:00

In episode 227 we welcome our guest, Alex Smereczniak, Co-Founder and CEO of 2ULaundry. In today’s episode, we’re talking about re-thinking the laundry and dry cleaning business.

Alex cut...

#226 - Vineer Bhansali, LongTail Alpha - The Bigger Question To Me Is Not Whether Tail Risk Hedging Is Good Or Bad, But Whether It Is Good Or Bad For Your Current Portfolio Posture from 2020-06-03T17:00

In episode 226 we welcome our guest, Vineer Bhansali, CIO of LongTail Alpha. In today’s episode, we’re talking current markets and tail risk hedging.

We get into what has been going on in...

#225 - Eric Crittenden, Standpoint Asset Management - I Enjoy Trying To Win A Marathon Rather Than Winning Sprints from 2020-06-01T17:00

In episode 225 we welcome our guest, Eric Crittenden. In today’s episode, we’re talking managed futures and trend following.

We get into investor behavior, and the challenges of getting p...

#224 - Eric Kinariwala, Capsule - The Pharmacy Sits At The Center Of The Healthcare System from 2020-05-27T17:00

In episode 224 we welcome our guest, Eric Kinariwala, Founder and CEO of Capsule. In today’s episode, we’re talking disruption of the $425 billion pharmacy industry.

We hear abou...

#223 - Steven Jorgenson, Starbridge Venture Capital - The Launch Sector is Literally Less Than 2% Of The Space Industry from 2020-05-25T17:00

In episode 223 we welcome our guest, Steven Jorgenson, Managing General partner of Starbridge Venture Capital. Strap in and let your imagination run wild…In today’s episode, we’re talking about ...

#222 - Dakin Sloss, Prime Movers Lab - Power Law Is The Key To Understanding Venture Capital from 2020-05-20T17:00

In episode 222 we welcome our guest, Dakin Sloss of Prime Movers Lab. In today’s episode, we’re talking venture capital and investing in breakthrough scientific startups.

We get ...

#221 - Chris Davis, Davis Advisors - As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions [Tend To] Produce from 2020-05-18T17:00

In episode 221 we welcome our guest, Chris Davis of Davis Advisors. In today’s episode, we’re talking stocks and investor behavior.

We begin with Chris’s background and transition into so...

#220 - Andrew Beer, Dynamic Beta Investments - Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk? from 2020-05-13T17:00

In episode 220 we welcome our guest, Andrew Beer of Dynamic Beta Investments. In today’s episode, we’re talking hedge funds and replication.

We kick things off with some background that i...

#219 - Paul Collier, Oxford - What Capitalism Offers Is A Combination Of Competition And Collaboration from 2020-05-11T17:00

In episode 219 we welcome our guest, Sir Paul Collier. In today’s episode, we’re talking economics and capitalism.

We kick things off by covering some instances of the derailment of capit...

#219 - Paul Collier, Oxford - What Capitalism Offers Is A Combination Of Competition And Collaboration from 2020-05-11T17:00

In episode 219 we welcome our guest, Sir Paul Collier. In today’s episode, we’re talking economics and capitalism.

We kick things off by covering some instances of the derailment of capit...

#218 - Adam Karr, Orbis Investments - One Of The Most Important Decisions You Make Is The Price That You Pay from 2020-05-06T17:00

In episode 218 we welcome our guest, Adam Karr. In today’s episode, we’re talking stocks and investment process.

We cover Orbis’ investment philosophy, and the relentless focus on compani...

#218 - Adam Karr, Orbis Investments - One Of The Most Important Decisions You Make Is The Price That You Pay from 2020-05-06T17:00

In episode 218 we welcome our guest, Adam Karr. In today’s episode, we’re talking stocks and investment process.

We cover Orbis’ investment philosophy, and the relentless focus on compani...

#217 - Mary Wheeler, BioRock Ventures - 2019…There Were 20 $1B Biopharma IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare from 2020-05-04T17:00

In episode 217 we welcome our guest, Mary Wheeler, Founding Managing Director of BioRock Ventures. In today’s episode, we get into biotech and venture capital.

We cover Mary’s deep backgr...

#217 - Mary Wheeler, BioRock Ventures - 2019…There Were 20 $1B Biopharma IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare from 2020-05-04T17:00

In episode 217 we welcome our guest, Mary Wheeler, Founding Managing Director of BioRock Ventures. In today’s episode, we get into biotech and venture capital.

We cover Mary’s deep backgr...

#216 - David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value from 2020-04-29T17:00

In episode 216 we welcome our guest, David Samra, a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team.

In today’s episode, we dis...

#216 - David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value from 2020-04-29T17:00

In episode 216 we welcome our guest, David Samra, a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team.

In today’s episode, we dis...

#215 - David Chan, FarmTogether - How Do We Make Farmland As An Asset Class More Accessible? from 2020-04-27T17:00

In episode 215 we welcome our guest, David Chan, COO and a founding team member of FarmTogether. We discuss the FarmTogether platform and making farmland investing more accessible.

We cov...

#215 - David Chan, FarmTogether - How Do We Make Farmland As An Asset Class More Accessible? from 2020-04-27T17:00

In episode 215 we welcome our guest, David Chan, COO and a founding team member of FarmTogether. We discuss the FarmTogether platform and making farmland investing more accessible.

We cov...

#214 - Jake Gibson, Better Tomorrow Ventures - We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come from 2020-04-22T17:00

In episode 214 we welcome our guest, Jake Gibson, founding partner of Better Tomorrow Ventures.

We discuss startup investing in the world of fintech. We get into some of the opportunities...

#214 - Jake Gibson, Better Tomorrow Ventures - We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come from 2020-04-22T17:00

In episode 214 we welcome our guest, Jake Gibson, founding partner of Better Tomorrow Ventures.

We discuss startup investing in the world of fintech. We get into some of the opportunities...

#213 - David Sanderson, Reelgood - The Average Household In The US Uses 5 Streaming Services from 2020-04-20T17:00

In episode 213 we welcome our guest, David Sanderson, founder and CEO of Reelgood. We get into David’s frustrating experience of juggling multiple streaming services and how that ultimately led ...

#213 - David Sanderson, Reelgood - The Average Household In The US Uses 5 Streaming Services from 2020-04-20T17:00

In episode 213 we welcome our guest, David Sanderson, founder and CEO of Reelgood. We get into David’s frustrating experience of juggling multiple streaming services and how that ultimately led ...

#212 - Eric Satz, AltoIRA - I Want Everybody To Be Able To Invest In Alternative Assets from 2020-04-15T17:00

In episode 212 we welcome our guest, Eric Satz, the founder and CEO of AltoIRA.

Eric shares the frustration he experienced trying to make private investments in his retirement account, an...

#212 - Eric Satz, AltoIRA - I Want Everybody To Be Able To Invest In Alternative Assets from 2020-04-15T17:00

In episode 212 we welcome our guest, Eric Satz, the founder and CEO of AltoIRA.

Eric shares the frustration he experienced trying to make private investments in his retirement account, an...

#211 - Julie Novack, PartySlate - We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect from 2020-04-13T17:00

In episode 211 we welcome our guest, Julie Novack, the CEO and co-founder of PartySlate. We discuss the party planning industry and how PartySlate is bringing something entirely different to the...

#211 - Julie Novack, PartySlate - We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect from 2020-04-13T17:00

In episode 211 we welcome our guest, Julie Novack, the CEO and co-founder of PartySlate. We discuss the party planning industry and how PartySlate is bringing something entirely different to the...

#210 - Jonathan Treussard, Research Affiliates - Be Aware Of The Cracks Under Your Feet from 2020-04-08T17:00

In episode 210 we welcome our guest, Jonathan Treussard, Partner, and Head of Product Development at Research Affiliates.

We discuss what’s currently going on in the world around us and h...

#210 - Jonathan Treussard, Research Affiliates - Be Aware Of The Cracks Under Your Feet from 2020-04-08T17:00

In episode 210 we welcome our guest, Jonathan Treussard, Partner, and Head of Product Development at Research Affiliates.

We discuss what’s currently going on in the world around us and h...

#209 - Andrew Schulz, NoiseAware - A Lot Of Our Competitive Advantage Is How We Quantify Sound from 2020-04-06T17:00

In today’s episode we welcome our guest, Andrew Schulz, co-founder and CEO of NoiseAware.

We discuss the miserable experience that led to the fresh idea behind NoiseAware’s smart sensor a...

#209 - Andrew Schulz, NoiseAware - A Lot Of Our Competitive Advantage Is How We Quantify Sound from 2020-04-06T17:00

In today’s episode we welcome our guest, Andrew Schulz, co-founder and CEO of NoiseAware.

We discuss the miserable experience that led to the fresh idea behind NoiseAware’s smart sensor a...

#208 - How Long Can You Handle Underperforming? from 2020-04-01T17:00

Episode 208 is a Mebisode. Meb reads a recent piece that highlights the data and reality of market drawdowns, underperformance, and some statistics that illustrate that investors may not be prep...

#207 - Jeremy Yamaguchi, Lawn Love - It’s…One Of The Last Markets In The US…That Has Been…Resistant To Technology from 2020-03-25T17:00

In episode 207, we welcome our guest, Jeremy Yamaguchi, founder of Lawn Love. We kick off the episode by getting into Jeremy’s background as a son of missionaries, starting his first company at ...

#207 - Jeremy Yamaguchi, Lawn Love - It’s…One Of The Last Markets In The US…That Has Been…Resistant To Technology from 2020-03-25T17:00

In episode 207, we welcome our guest, Jeremy Yamaguchi, founder of Lawn Love. We kick off the episode by getting into Jeremy’s background as a son of missionaries, starting his first company at ...

#206 - Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests, and Investing in the time of Corona from 2020-03-18T17:00

Episode 206 is a Mebisode. Meb reads a few of his recently penned pieces. He covers the importance of being prepared for market turbulence with an investment plan. He then walks through some cor...

#205 - Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality from 2020-03-11T17:00

In episode 205, Meb talks with Cornerstone Acquisition and Management CEO and Portfolio Manager, Derren Geiger. Meb and Derren cover Caritas Funds’ process for investing in onshore US oil & gas ...

#205 - Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality from 2020-03-11T17:00

In episode 205, Meb talks with Cornerstone Acquisition and Management CEO and Portfolio Manager, Derren Geiger. Meb and Derren cover Caritas Funds’ process for investing in onshore US oil & gas ...

#204 - Doug Hapeman and Matt Milford, Foresight Mental Health - We Have This Vision Of Recreating Mental Healthcare With Technology To Make People Happier and Healthier from 2020-03-04T18:00

In episode 204, Meb talks with Foresight Mental Health co-founders Doug Hapeman and Matt Milford. They discuss Foresight’s origin story and the vision Doug and Matt had to apply technology to ra...

#204 - Doug Hapeman and Matt Milford, Foresight Mental Health - We Have This Vision Of Recreating Mental Healthcare With Technology To Make People Happier and Healthier from 2020-03-04T18:00

In episode 204, Meb talks with Foresight Mental Health co-founders Doug Hapeman and Matt Milford. They discuss Foresight’s origin story and the vision Doug and Matt had to apply technology to ra...

#203 - Sanchal Ranjan, ZiffyHomes - We Give You A Different Lifestyle To Work And Play from 2020-02-26T18:00

In episode 203, Meb talks with ZiffyHomes co-founder and CEO, Sanchal Ranjan. Meb and Sanchal discuss the story behind ZiffyHomes and how Sanchal and his co-founder are finding an edge in techno...

#203 - Sanchal Ranjan, ZiffyHomes - We Give You A Different Lifestyle To Work And Play from 2020-02-26T18:00

In episode 203, Meb talks with ZiffyHomes co-founder and CEO, Sanchal Ranjan. Meb and Sanchal discuss the story behind ZiffyHomes and how Sanchal and his co-founder are finding an edge in techno...

#202 - Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation from 2020-02-19T18:00

In episode 202, Meb talks with Vanguard’s global chief economist and the global head of Vanguard Investment Strategy Group, Joe Davis.

Meb and Joe get into the broad framework of Vanguard...

#202 - Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation from 2020-02-19T18:00

In episode 202, Meb talks with Vanguard’s global chief economist and the global head of Vanguard Investment Strategy Group, Joe Davis.

Meb and Joe get into the broad framework of Vanguard...

#201 - The Case For Global Investing from 2020-02-12T18:00

Episode 201 is a Mebisode. In this episode, you’ll hear Meb discuss his favorite research pieces on international investing from 2019. He covers diversification through the lens of company reven...

#200 - Radio Show - Decade End Returns and Valuations…Process vs. Performance…VC Power Laws from 2020-02-05T18:00

Episode 200 has a radio show format. We cover a variety of topics, including:

• Coronavirus – how investors should be thinking about shocks
• CalPERS firing managers
• V...
  Listen

#199 - Peter Livingston, Unpopular Ventures - All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do from 2020-01-29T18:00

In episode 199 we welcome our guest, Peter Livingston. Peter and Meb spend some time on Peter’s background and his experience as an engineer and a founder.

They then dive into venture cap...

#199 - Peter Livingston, Unpopular Ventures - All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do from 2020-01-29T18:00

In episode 199 we welcome our guest, Peter Livingston. Peter and Meb spend some time on Peter’s background and his experience as an engineer and a founder.

They then dive into venture cap...

#198 - Rabi Gupta and Satwick Saxena, EvaBot - EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts from 2020-01-22T18:00

In episode 198 we welcome our guests, Rabi Gupta and Satwick Saxena. Rabi and Satwick walk through the early days of EvaBot and how the pair started the company accidentally as a way to improve ...

#198 - Rabi Gupta and Satwick Saxena, EvaBot - EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts from 2020-01-22T18:00

In episode 198 we welcome our guests, Rabi Gupta and Satwick Saxena. Rabi and Satwick walk through the early days of EvaBot and how the pair started the company accidentally as a way to improve ...

#197 - Rick Rule, Global Resource Investments - In Resources You Are Either A Contrarian Or You Are Going To Be A Victim from 2020-01-15T18:00

In episode 197 we welcome our guest, Rick Rule. Rick and Meb start with Rick’s background in natural resource investing and Rick getting into his outlook for resources and precious metals.

#197 - Rick Rule, Global Resource Investments - In Resources You Are Either A Contrarian Or You Are Going To Be A Victim from 2020-01-15T18:00

In episode 197 we welcome our guest, Rick Rule. Rick and Meb start with Rick’s background in natural resource investing and Rick getting into his outlook for resources and precious metals.

#196 - Minnie Ingersoll, TenOneTen - I Do Believe That Innovation In Our Country Is The Huge Bright Spot from 2020-01-08T18:00

In episode 196 we welcome our guest, Minnie Ingersoll. Minnie and Meb start the conversation by getting into venture capital investing and the nature of investing in early startup companies focu...

#196 - Minnie Ingersoll, TenOneTen - I Do Believe That Innovation In Our Country Is The Huge Bright Spot from 2020-01-08T18:00

In episode 196 we welcome our guest, Minnie Ingersoll. Minnie and Meb start the conversation by getting into venture capital investing and the nature of investing in early startup companies focu...

The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors from 2020-01-06T18:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#195 - Top Podcasts 2019 - Replay: Bill Smead, Cam Harvey, Raoul Pal from 2020-01-01T18:00

Episode 195 is a replay of The Meb Faber Show’s top podcasts of 2019. Guests include Bill Smead, Cam Harvey, and Raoul Pal

Hear Bill Smead discuss his firm’s value investing process, his ...

The Best Investment Writing Volume 3: Frazer Rice, Calamos Wealth Management – Preparing For The Hurricane Of Wealth from 2019-12-30T18:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

The Best Investment Writing Volume 3: Frazer Rice, Calamos Wealth Management – Preparing For The Hurricane Of Wealth from 2019-12-30T18:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#194 - Doug McCormick, HCI Equity Partners - I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested from 2019-12-25T18:00

In episode 194 Meb and Doug kick off the conversation about thinking about a family as a business. Doug discusses the idea that people effectively have two businesses, selling labor in the marke...

#194 - Doug McCormick, HCI Equity Partners - I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested from 2019-12-25T18:00

In episode 194 Meb and Doug kick off the conversation about thinking about a family as a business. Doug discusses the idea that people effectively have two businesses, selling labor in the marke...

The Best Investment Writing Volume 3: Wes Gray, Alpha Architect – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien. from 2019-12-23T18:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

The Best Investment Writing Volume 3: Wes Gray, Alpha Architect – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien. from 2019-12-23T18:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#193 - Chris Brightman - Here We Are With Emerging Markets Again Trading At A Shiller PE Multiple Less Than Half Of The US Stock Market from 2019-12-18T18:00

In episode 193 we welcome our guest, Chris Brightman. Meb and Chris start the conversation with an evolution of economic and monetary theory over the past decades, and some detail behind Modern ...

The Best Investment Writing Volume 3: Ben Johnson – When Markets Are Tough, Don't Look from 2019-12-16T18:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#192 - Tim Hayes - The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009 from 2019-12-11T18:00

In episode 192 we welcome our guest, Tim Hayes. Tim and Meb kick off the conversation with an overview of the data driven Ned Davis research process and how the team gains an understanding of wh...

The Best Investment Writing Volume 3: Todd Tresidder – Bubbles, Bubbles Everywhere – How To Protect Yourself from 2019-12-09T18:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#191 - Simon Hallett - Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance from 2019-12-04T18:00

In episode 191, we welcome our guest, Simon Hallett. Simon and Meb start off the conversation with a run-down of Simon’s firm, Harding Loevner, cover its quality growth investment approach as we...

#190 - Radio Show: Buying Stocks At All Time Highs…Fund Manager Sentiment…Year End Questions for Advisors and Brokers from 2019-12-02T18:00

Episode 190 has a radio show format. We cover a variety of topics, including:

• Buying stocks at all-time highs
• 2010 Fund Manager of the Decade
• Jim Simons
• Y...
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#189 - John Parise - 70% Of Wealth Is Lost In The 3rd Generation from 2019-11-27T18:00

In Episode 189 we welcome our guest, John Parise. John and Meb kick off the conversation with the idea of the family CFO and wealth planning. As John gained experience in financial planning, he ...

The Best Investment Writing Volume 3: Ray Micaletti – The Smart Money Indicator: A New Risk Management Tool from 2019-11-25T18:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#188 - Andreas Clenow - Trend Following Is…About Taking A Lot of Bets On A Very Large Number Of Markets from 2019-11-20T18:00

In episode 188 we welcome our guest, Andreas Clenow. Meb and Andreas start the conversation with a  hat on what hooked Andreas on trend following, and his book, Following the Trend.

The Best Investment Writing Volume 3: Jack Forehand – The Case Against Value Stocks from 2019-11-18T18:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#187 - Kevin Carter - The Thing That’s Emerging Are The People, It’s All About The Consumer from 2019-11-13T18:00

In episode 187 we welcome our guest, Kevin Carter. Meb and Kevin start the conversation with some background on Kevin’s career, getting to know Burton Malkiel, and launching EMQQ. 

Kevin ...

The Best Investment Writing Volume 3: Scott Bell – The Asset of Gratitude from 2019-11-11T18:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#186 - Carter Malloy - I Looked At Farmland And Realized…It’s Wildly Inefficient from 2019-11-06T18:00

In episode 186 we welcome our guest, Carter Malloy. Meb kicks off the conversation with Carter’s background in finance and growing up in a farming family. When conducting research on the asset c...

The Best Investment Writing Volume 3: Larry Swedroe – Investment Strategy in an Uncertain World from 2019-11-04T18:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#185 - Ben Claremon - Value Investing Will Always Have A Place from 2019-10-30T17:00

In episode 185 we welcome our guest, Ben Claremon. Ben and Meb start the conversation with some background on the blog Ben started in school, The Inoculated Investor. From there, the pair move o...

#184 - You Could Have Missed... from 2019-10-28T17:00

Episode 184 is a Meb Short. In this episode, you’ll hear Meb discuss the CAPE ratio, flawed logic behind the conclusion that “CAPE doesn’t work,” probabilistic investing, and a global perspectiv...

#183 - Ben Inker - The Problem With Good Returns In The Near Term Is They Have To Be Paid Back Sometime from 2019-10-23T17:00

In episode 183 we welcome our guest, Ben Inker. Ben and Meb start the conversation with a chat about Ben’s thoughts on markets which include the overriding theme that non-us markets are currentl...

The Best Investment Writing Volume 3: Gary Antonacci – Extended Backtest of Global Equities Momentum from 2019-10-21T17:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#182 - Larry Hite - I Want To Be In A Position Where Something Great Can Happen…If I Don’t Get That, I Don’t Want To Play from 2019-10-16T17:00

In episode 182 we welcome our guest, Larry Hite. Larry and Meb start off the conversation with Larry’s origin as a trend follower, and the parallels to trend following and life. Larry follows wi...

#181 - Radio Show: Zero Trading Commissions…Valuations…And Trend Following from 2019-10-14T17:00

Episode 181 has a radio show format. We cover a variety of topics, including the new ETF rule:

• Major brokerage firms dropping ETF trading commissions to $0
• New ETF rule Listen

#180 - Rodrigo Gordillo - “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust” from 2019-10-09T17:00

In episode 180 we welcome back our guest, Rodrigo Gordillo. Meb and Rodrigo start the conversation with a walk through Rodrigo’s background and his experience growing up in Peru. Rodrigo then ge...

The Best Investment Writing Volume 3: Justin J. Carbonneau – 10 Reasons Why It’s Tough to be a True “Intelligent Investor” from 2019-10-07T17:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#179 - Dan Ferris - What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline from 2019-10-02T17:00

In episode 179 we welcome our guest, Dan Ferris. Meb begins with a discussion of Dan’s background as a guitarist, and his path into finance.

Dan then provides a high level view of his fra...

#178 - Nobody Wants To Invest In Your Sh*t from 2019-09-30T17:00

Episode 178 is a Meb Short. In this episode, you’ll hear Meb discuss the transactional nature of investing, finding an investment approach that works, and deploying an objective framework to gov...

#177 - Alex Rubalcava - We Want To Help Build Companies That Are Solving Hard Problems That Matter from 2019-09-25T12:30

In episode 177, we welcome back our guest, Alex Rubalcava. Alex and Meb start the conversation by discussing startup company fundraising, and how it has gotten more difficult to attract top-tier...

The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are Value and Momentum Dead? from 2019-09-23T17:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#176 - Adam Tkaczuk - We Think There Is About A 3% Per Year Tax Benefit To This from 2019-09-18T17:00

In episode 176, we welcome our guest, Adam Tkaczuk. Adam and Meb kick off the episode with an overview of opportunity zones.

Meb then asks about the best way to source investments in OZs....

#175 - The Biggest Valuation Spread In 40 Years? from 2019-09-16T17:00

Episode 175 is a Meb Short. In this episode, you’ll hear Meb discuss a key development to be aware of in global markets, the valuation spread between the most and least expensive markets around ...

#174 - Amlan Roy - Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old from 2019-09-11T17:00

In episode 174, we welcome our guest, Amlan Roy. Amlan and Meb start the conversation off with a discussion on demographics, why we need to understand them, and the idea that monetary policy is ...

The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me from 2019-09-09T17:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#173 - Tom Williams - I Want To Be That First Call In The Darkest Of Days from 2019-09-04T17:00

In episode 173, we welcome our guest, Tom Williams. Tom and Meb get right into Tom’s background, moving to the Bay Area alone, and finding a job at the age of 15. He then spends some time on bui...

#172 - Cam Harvey - This is a Time of Considerable Risk of a Drawdown from 2019-08-28T17:00

In episode 172, we welcome our guest, professor Cam Harvey. Meb and professor Harvey begin the conversation with professor Harvey’s 1986 dissertation on the yield curve, and his finding that whe...

The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter from 2019-08-26T17:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#171 - Raoul Pal - Buy Bonds. Buy Dollars. Wear Diamonds. from 2019-08-21T17:00

In episode 171, we welcome back our guest from episode 46, Raoul Pal. Raoul and Meb start with a chat about one of Raoul’s tweets, “Buy Bonds. Buy Dollars. Wear Diamonds.” Raoul explains that he...

#170 - Bill Martin - On The Short Side, Position Sizing Is The Biggest Driver Of Success from 2019-08-14T17:00

In episode 170, we welcome our guest, Bill Martin. Bill and Meb start the conversation by diving into Bill’s early entrepreneurial experience running Ragingbull.com. He discusses the business, r...

The Best Investment Writing Volume 3: Aswath Damodaran – The Perils of Investing Idol Worship: The Kraft Heinz Lessons! from 2019-08-12T17:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#169 - Jeremy Jacobson - We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years from 2019-08-07T17:00

In episode 169, we welcome our guest, Jeremy Jacobson. Jeremy begins with his backstory of being an engineer by trade, and after paying off his school loans and taking a vacation, he decided to ...

#168 - Brian Livingston - What’s True Is That We Have To Adapt To Modern Markets from 2019-07-31T17:00

In episode 168 we welcome Brian Livingston. Brian discusses his background and eventual transition into the world of investing out of a need to invest the money he had from the proceeds of selli...

The Best Investment Writing Volume 3: Rob Arnott – Yes. It’s a Bubble. So What? from 2019-07-29T17:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#167 - The Cannabis Opportunity from 2019-07-24T19:00

Episode 167 is a Meb Short. In this episode, you’ll hear Meb discuss a fresh opportunity…The Cannabis Opportunity. Meb covers some of his thoughts on thematic investing and how we arrived at whe...

#166 - Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k) from 2019-07-24T17:00

Episode 166 has a radio show format. We cover a variety of topics, even Meb’s investment portfolio:

Bonds, stocks, and valuation

• A Tweet from Movement Capital showing the var...
  Listen

#165 - Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It from 2019-07-17T17:00

In episode 165, we welcome our guest, Chris Mayer. Meb starts off asking Chris about his background, then shifts to the subject of 100 baggers. Chris provides insight into his work on analyzing ...

The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend Following from 2019-07-15T17:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#164 - Jake Shapiro - It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening from 2019-07-10T17:00

In episode 164, we welcome our guest, Jake Shapiro. Jake begins by talking about his background, as well as his early days in public radio with NPR.

Meb asks Jake to expand on major momen...

#163 - Albert Meyer - You’re Held In Higher Regard When You Don’t Dilute Shareholders from 2019-07-03T17:00

In episode 163, we welcome our guest, Albert Meyer. Albert begins with his backstory as an accountant and his time in academia with the ultimate transition to the world of investment management....

The Best Investment Writing Volume 3: Paul Novell – When Models Fail from 2019-07-01T17:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#162 - Chase Nobles - I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis from 2019-06-26T17:00

In episode 162, we welcome our guest, Chase Nobles. Chase kicks off the episode with some background, meeting his business partner, and how he went on to become the co-founder of Kush.com.

#161 - Brandon Zick - In Row Crops You’re Generating A Lot Of Current Income from 2019-06-19T17:00

In episode 161, we welcome our guest, Brandon Zick. Brandon begins talking about his background in farming, and the current ownership structure he’s seeing in the farm business; land ownership a...

The Best Investment Writing Volume 3: Jack Vogel – Trust The Process from 2019-06-17T17:00

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and l...

#160 - John Huber - Stock Prices Fluctuate Much More Than The Underlying Businesses from 2019-06-12T17:00

In episode 160, we welcome our guest, John Huber. John begins with some background on his approach to investing, and the framework he relies on at Saber Capital Management. John modeled his stra...

#159 - Ashby Monk - The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation from 2019-06-05T17:00

In episode 159, we welcome our guest, Ashby Monk. The episode kicks off with a discussion about the concept of saving planet earth and the important role that asset owner investors, the largest ...

#158 - Tobias Carlisle - The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap from 2019-05-29T17:00

In episode 158, we welcome back our gest from episode #77, founder of the Acquirers Funds, Tobias Carlisle. Toby begins by providing some detail about his new fund, The Acquirers Fund, ...

#157 - Randy Swan - Always Invested, Always Hedged from 2019-05-22T17:00

In episode 157, we welcome back our guest from episode 83, Randy Swan. Randy and Meb kick off the conversation by getting into Randy’s new book, and what motivated him to write. Randy talks abou...

#156 - Steve Glickman - I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones from 2019-05-15T17:00

In Episode 156 we welcome back our guest from episode #115, Steve Glickman. To get listeners up to speed, Steve starts with an overview of what Opportunity Zones are, some specifics about the de...

#155 - Aswath Damodaran - They [Uber And The Ride Sharing Companies Collectively] Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think They’ve Figured Out A Business Model That Can Convert That Growth Into Profits from 2019-05-10T22:55

For this special Friday episode, we welcome NYU professor and valuation expert, Aswath Damodaran. As it is Uber IPO day, Meb and Professor Damodaran start with a discussion about Uber and ride s...

#154 - Frank Curzio - You Have To Be Able To Adapt To Different Strategies In Different Markets Because They're Ever Changing from 2019-05-08T17:00

In episode 154 we welcome Frank Curzio.

Frank begins with his origin story, learning to conduct financial research from his dad, working for Jim Cramer and the incredible industry and com...

#153 - Kim Shannon - I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value from 2019-05-01T17:00

In episode 153 we welcome Kim Shannon. Kim begins with a discussion of human nature and her value investing framework. She covers the importance of using discipline, the characteristics she and ...

#152 - Kevin Smith and Tavi Costa - We Believe We’re In The Early Stages Of A Bear Market from 2019-04-24T17:00

In episode 152 we welcome Kevin Smith and Tavi Costa of Crescat Capital. Kevin kicks off the conversation with an overview of Crescat’s approach, the long-only strategy, long/short equity hedge ...

#151 - Divya Narendra - Valuation Is Probably The Most Critical Component of SumZero’s Thesis from 2019-04-17T17:00

In episode 151 we welcome Divya Narendra, CEO & Co-Founder of SumZero. Divya begins by talking about the beginnings of SumZero and finding its initial traction by Divya calling friends from othe...

#150 - Bill Smead - The United States Economy is Highly Likely To Be The Strongest The Next 10 Years It's Been Since The Baby Boomers Went Through The 30-45 Year-Old Age Range from 2019-04-10T17:00

In episode 150 we welcome Bill Smead. Bill begins with how he came to be a value investor, describing himself as someone who came from a family of educated gamblers, and as a boy, going to greyh...

#149 - Phil Haslett - Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That Kind Of Profile from 2019-04-03T17:00

In episode 149 we welcome back our guest from Episode 122, Phil Haslett. Meb and Phil begin the episode with a chat of the IPO environment so far in 2019, and the recent Lyft IPO. Phil then gets...

#148 - Paul Lountzis - The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis from 2019-03-27T17:00

In episode 148 we welcome Paul Lountzis. Paul starts with his background in consulting that led him to develop a skillset in competitive analysis that meant going out into the field to conduct r...

#147 - The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account) from 2019-03-20T17:00

Episode 147 is a Meb Short. In this episode, you’ll hear Meb discuss a critical topic to consider for investors…The portfolio that helps you get rich isn’t necessarily the portfolio that’s going...

#146 - Neil Littman - The More Risk You Kill, Inherently, The More Value You Create from 2019-03-13T17:00

In episode 146 we welcome Neil Littman. Neil starts with his background and how he came up with the idea of Bioverge, a platform that offers an opportunity to invest in healthcare startups, with...

#145 - Cloning The Largest Hedge Fund In The World: Bridgewater's All Weather from 2019-03-06T18:00

Episode 145 is a Meb Short. In this episode, you’ll hear Meb follow-up on his 2014 article, Cloning the Largest Hedge Fund in the World: Bridgewater’s All Weather. Meb covers how Bridge...

#144 - Marty Bergin - Adapt Or Die from 2019-02-27T18:00

In Episode 144 we welcome Marty Bergin. Marty begins by going through his background, the history of Dunn Capital and the relationship he had with Bill Dunn, the founder of Dunn Capital. That re...

#143 - David Eifrig - Most People Run Losses Into The Ground from 2019-02-20T18:00

In episode 143 we welcome Dr. David Eifrig. David begins by going through his background and pathway to finance. He first discovered his interest in investing through the occasional Barron’s iss...

#142 - Ryan Ansin - I Don't Believe That It's Easy To Back Into Revenue In This Industry, There Are Just A Thousand Things That Can Go Wrong from 2019-02-13T18:00

In episode 142 we welcome Ryan Ansin. Ryan begins by discussing how his introduction into the cannabis industry started with thoughtful conversations at home, focused on the social justice persp...

#141 - Radio Show - 34 of 40 Countries Have Negative 52 Week Momentum...Big Tax Bills for Mutual Fund Investors...and Listener Q&A from 2019-02-06T18:00

Episode 141 has a radio show format. We cover tweets of the month from Meb as well as listener Q&A.

For Tweets of the Month, a few topics we cover include:

• A tweet from Charl...
  Listen

#140 - Ralph Acampora - Don't Ever Fight Papa Dow from 2019-01-30T18:00

In episode 140 we welcome Ralph Acampora. Ralph begins with his background and talks about the accident that left him in a body cast for months. His father’s best friend left a copy of something...

#139 - Taz Turner and Nate Nienhuis - We're Really Driving At What We Feel Is The Holy Grail Of Cannabis from 2019-01-23T18:00

In episode 139, we welcome Taz Turner, CEO, and Nate Nienhuis, COO, of CordovaCann in the 4th installment of our cannabis series.

The episode begins with the backstory behind CordovaCann,...

#138 - Yariv Haim - You Should Never Try To Reassess Your Risk Appetite When Markets Crash from 2019-01-16T18:00

In episode 138, we welcome Yariv Haim. Yariv begins with his backstory. He had been working for a family running marketing and business development. He was asked to get involved with the investm...

#137 - Emily and Morgan Paxhia - The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around Today from 2019-01-09T13:30

In episode 137 we welcome the sibling duo, Emily and Morgan Paxhia. Emily and Morgan begin by discussing their backstory, and how coming from a family with an entrepreneurial background influenc...

#136 - Steve Romick - Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You've Made An Investment Where It's Hard To Lose Money Over Time from 2019-01-02T18:00

In episode 136, we welcome Steve Romick. The conversation begins with Steve explaining that he hated losing more than he enjoyed winning, and while there wasn’t one event that led him to value i...

#135 - Karan Wadhera - We're Still In Very, Very Early Innings For What's Going To Be An Incredible Ride from 2018-12-26T18:00

In Episode 135, we welcome Karan Wadhera. We start with Karan giving his backstory that includes a stint at Goldman Sachs and some entrepreneurship. After some time studying the industry, he ult...

#134 - Chris Cole - Volatility Is The Instrument That Makes Us Face Truth from 2018-12-19T18:00

In Episode 134, we welcome Chris Cole. Meb kicks off the show by asking Chris to describe his nontraditional background. Chris studied cinematography in film school at USC, while trading options...

#133 - Todd Harrison - Humanity Has Had a 30,000 Year Relationship with Cannabis from 2018-12-12T18:00

In Episode 133, we welcome Todd Harrison. Meb begins the conversation asking Todd about what got him into the cannabis space. Todd discusses his intellectual curiosity of the space, and what he ...

#132 - Radio Show - Since 1989 80% of Stocks Had a Collective Return of 0%... A Goldman Bear-Market Indicator at Its Highest Point in Decades... and Listener Q&A from 2018-12-05T18:00

Episode 132 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb as well as listener Q&A.

For our Tweets of the Week, a few we cover include:

• A...
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#131 – David Rosenberg - If Next Year is Not a Recession, It’s Going to Feel Like It from 2018-11-28T18:00

In Episode 131, we welcome economist David Rosenberg.

We jump right into David’s view of the current economic landscape. David talks about the global economy, especially the US looking cl...

#130 - Eric Falkenstein - I Think in the Long Run (Cryptocurrencies) Are Going to Work from 2018-11-21T18:00

In Episode 130, we welcome Eric Falkenstein. The show starts with Meb and Eric discussing ice fishing in Minnesota (where Eric is currently located). But then Meb asks for Eric’s origin story. E...

#129 - Meb's Take on Return Expectations, Portfolio Construction, and Practical Market Approaches from 2018-11-14T18:00

Episode 129 is a solo-Meb show. Meb has been out on the road, giving speeches. In this “Mebisode,” you’ll hear Meb’s most recent talk. It covers forward-looking return expectations, an offer to ...

#128 - Claude Lamoureux - When You Have to Make A Decision, Always Make the One That Will Help You Sleep Better, Not Eat Better from 2018-10-31T17:00

In Episode 128, we welcome pension fund expert, Claude Lamoureux. We start with Claude’s background, which took him from Met Life to running the Ontario Teachers Pension Plan.

When Claude...

#127 - Radio Show - Meb and Elon Musk Talk Shorting... Conflicting U.S. Valuation Indicators... and Listener Q&A from 2018-10-24T17:00

Episode 127 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb as well as listener Q&A.

We start with Meb telling us about his recent back-and-forth over ...

#126 - Karen Finerman - 'Out-of-Favorness' Is Appealing. The Difficult Part is Timing from 2018-10-17T17:00

In Episode 126, we welcome entrepreneur, author, and investor, Karen Finerman.

The episode starts with an interesting connection – Karen and Meb’s wife both attended the same high school ...

#125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change from 2018-10-10T17:00

In Episode 125, we welcome famed short-seller and early stage investor, Tom Barton.

We start by going way back, after Tom graduated from Vanderbilt. He walks us through his early career e...

Bonus Episode: Wes Gray - Factor Investing is More Art, and Less Science from 2018-10-08T17:00

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.”

But we made th...

#124 - Howard Marks - It's Not What You Buy, It's What You Pay for It That Determines Whether Something is a Good Investment from 2018-10-03T17:00

In Episode 124, we welcome legendary investor, Howard Marks. Meb begins with a quote from Howard’s new book, Listen