#170 - Bill Martin - On The Short Side, Position Sizing Is The Biggest Driver Of Success
In episode 170, we welcome our guest, Bill Martin. Bill and Meb start the conversation by diving into Bill’s early entrepreneurial experience running …
The Best Investment Writing Volume 3: Aswath Damodaran – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!
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 …
#169 - Jeremy Jacobson - We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years
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 …
#168 - Brian Livingston - What’s True Is That We Have To Adapt To Modern Markets
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 …
The Best Investment Writing Volume 3: Rob Arnott – Yes. It’s a Bubble. So What?
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 …
#167 - The Cannabis Opportunity
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 …
#166 - Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k)
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 …
#165 - Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It
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 …
The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend Following
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 …
#164 - Jake Shapiro - It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening
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 moments …
#163 - Albert Meyer - You’re Held In Higher Regard When You Don’t Dilute Shareholders
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 …
The Best Investment Writing Volume 3: Paul Novell – When Models Fail
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 …
#162 - Chase Nobles - I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis
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
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 …
The Best Investment Writing Volume 3: Jack Vogel – Trust The Process
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 …
#160 - John Huber - Stock Prices Fluctuate Much More Than The Underlying Businesses
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 …
#159 - Ashby Monk - The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation
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 …
#158 - Tobias Carlisle - The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap
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, a …
#157 - Randy Swan - Always Invested, Always Hedged
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 …
#156 - Steve Glickman - I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones
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 …
#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
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 …
#154 - Frank Curzio - You Have To Be Able To Adapt To Different Strategies In Different Markets Because They're Ever Changing
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 …
#153 - Kim Shannon - I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value
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 …
#152 - Kevin Smith and Tavi Costa - We Believe We’re In The Early Stages Of A Bear Market
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 …
#151 - Divya Narendra - Valuation Is Probably The Most Critical Component of SumZero’s Thesis
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 …
#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
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 …
#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
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 …
#148 - Paul Lountzis - The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis
In episode 148 we welcome Paul Lountzis. Paul starts with his background in consulting that led him to develop a skillset in competitive analysis …
#147 - The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account)
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 …
#146 - Neil Littman - The More Risk You Kill, Inherently, The More Value You Create
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, …
#145 - Cloning The Largest Hedge Fund In The World: Bridgewater's All Weather
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: …
#144 - Marty Bergin - Adapt Or Die
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. …
#143 - David Eifrig - Most People Run Losses Into The Ground
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 …
#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
In episode 142 we welcome Ryan Ansin. Ryan begins by discussing how his introduction into the cannabis industry started with thoughtful conversations …
#141 - Radio Show - 34 of 40 Countries Have Negative 52 Week Momentum...Big Tax Bills for Mutual Fund Investors...and Listener Q&A
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 …
#140 - Ralph Acampora - Don't Ever Fight Papa Dow
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 …
#139 - Taz Turner and Nate Nienhuis - We're Really Driving At What We Feel Is The Holy Grail Of Cannabis
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
In episode 138, we welcome Yariv Haim. Yariv begins with his backstory. He had been working for a family running marketing and business development. …
#137 - Emily and Morgan Paxhia - The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around Today
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 …
#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
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 …
#135 - Karan Wadhera - We're Still In Very, Very Early Innings For What's Going To Be An Incredible Ride
In Episode 135, we welcome Karan Wadhera. We start with Karan giving his backstory that includes a stint at Goldman Sachs and some entrepreneurship. …
#134 - Chris Cole - Volatility Is The Instrument That Makes Us Face Truth
In Episode 134, we welcome Chris Cole. Meb kicks off the show by asking Chris to describe his nontraditional background. Chris studied cinematography …
#133 - Todd Harrison - Humanity Has Had a 30,000 Year Relationship with Cannabis
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 …
#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
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 …
#131 – David Rosenberg - If Next Year is Not a Recession, It’s Going to Feel Like It
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 …
#130 - Eric Falkenstein - I Think in the Long Run (Cryptocurrencies) Are Going to Work
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 …
#129 - Meb's Take on Return Expectations, Portfolio Construction, and Practical Market Approaches
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 …
#128 - Claude Lamoureux - When You Have to Make A Decision, Always Make the One That Will Help You Sleep Better, Not Eat Better
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
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 …
#126 - Karen Finerman - 'Out-of-Favorness' Is Appealing. The Difficult Part is Timing
In Episode 126, we welcome entrepreneur, author, and investor, Karen Finerman.
The episode starts with an interesting connection – Karen and Meb’s …
#125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
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 …
Bonus Episode: Wes Gray - Factor Investing is More Art, and Less Science
We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …
#124 - Howard Marks - It's Not What You Buy, It's What You Pay for It That Determines Whether Something is a Good Investment
In Episode 124, we welcome legendary investor, Howard Marks. Meb begins with a quote from Howard’s new book, Mastering the Market Cycle, and asks him to expound. Howard gives us his …
Bonus Episode: Russel Kinnel - Mind the Gap
We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …
#123 - Fabrice Grinda - We're Still at the Very Beginning of the Tech Revolution... We Are Day One
In Episode 123, we welcome entrepreneur and renowned angel investor, Fabrice Grinda. The guys begin by discussing their mutual love for skiing, talking about heli-skiing in Canada, powder …
Bonus Episode: Rick Friedman & Anna Chetoukhina - FAANG SCHMAANG
We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …
#122 - Phil Haslett - It's a Place to Connect Interested Buyers and Interested Sellers...in Late-Stage, Pre-IPO Tech Shares
In Episode 122, we welcome investor and entrepreneur, Phil Haslett. Meb jumps in, asking Phil to tell us more about his company, Equity Zen.
Phil …
Bonus Episode: Michael Philbrick - Skis and Bikes: The Untold Story of Diversification
We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …
#121 - Pim van Vliet - The Reality Is High-Risk Stocks Earn Low Returns
In Episode 121, we welcome fellow quant, Pim van Vliet. If you’re a low-vol investor, or having been wanting to learn more about low-vol, this is the …
Bonus Episode: Leigh Drogen - Revenge of the Humans
We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …
Bonus Episode: Jeremy Schwartz - Net Buybacks Supplement Dividend Yields and Support Future Per Share Growth
We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …
#119 - Tom Dorsey - Fundamentals Answer the First Question 'What Should I Buy?' The Technical Side Answers the Question "When?'
In Episode 119, we welcome entrepreneur and technical analyst expert, Tom Dorsey.
Meb begins by asking about a book which Tom claims had a tremendous influence on his entire life. From …
Bonus Episode: Elroy Dimson - The Evolution of Equity Markets
We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …
#118 - Radio Show - Record-Setting US Valuations... Emerging Market Opportunities... VC Bad Behavior… and Listener Q&A
Episode 118 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb, as well as some write-in questions.
We start by discussing articles Meb posted in his Tweets …
Bonus Episode: Ehren Stanhope - Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative
We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …
#117 - Steve Lockshin - We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients
In Episode 117, we welcome entrepreneur and wealth advisor, Steve Lockshin. At Meb’s request, Steve walks us through his professional background in the financial services industry. It’s an …
Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax
We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every …
#116 - Sarah Ketterer - Without a Quant Risk Model, I'd Argue an Investment Manager is Completely Blind
In Episode 116, we welcome entrepreneur, CEO, and fund manager, Sarah Ketterer. Meb dives right in, asking about a quote on Causeway’s website which references how the shop blends …
#115 - Steve Glickman - Opportunity Zones: Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever
In Episode 115, we welcome entrepreneur and opportunity zone expert, Steve Glickman.
Meb jumps right in, asking “what is an opportunity zone?”
Steve tells us about this brand-new program …
#114 - David Gladstone - Farmland Is One of the Most Stable Assets One Can Own
In Episode 114, we welcome entrepreneur and author, David Gladstone. We start with David’s backstory, which dovetails into how he got into farming, and subsequently, launching a farmland …
#113 - Stanley Altshuller - I’m Bullish On Active Management, But I Think That You Need A Correction For People To Remember Why Hedge Funds Exist In The First Place
In Episode 113, we welcome entrepreneur and hedge fund expert, Stan Altshuller. Meb starts by asking Stan to give us his backstory, and how he came …
#112 - Peter Ricchiuti - “You’re Better Off Investing When Things Look Miserable"
In Episode 112, we welcome Professor Peter Ricchiuti. We start with Peter’s origin story, which includes his time in the investment world, then managing money for the state of Louisiana, …
#111 - Radio Show - Which Portfolio Hedge for This Market?... Is Short-Termism Harming Your Investments?... and Listener Q&A
Episode 111 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb, as well as some write-in questions.
Before jumping in, a few housekeeping items… Meb …
#110 - Bryan Taylor - “At Some Point, the Stresses Are Going to Be So Great that Some of the Countries (In the European Union) Are Eventually Forced to Leave"
In Episode 110, we welcome author and market data expert, Dr. Bryan Taylor.
Meb begins by asking how Bryan built the massive financial database that is Global Financial Data. Bryan walks us …
#109 - Matt Hougan - “Anyone Who Tells You They Know What’s Going to Happen in Crypto Is Probably Lying to You"
In Episode 109, we welcome ETF and crypto expert, Matt Hougan.
After a quick, fun story about Matt’s first job…as a 9-foot tall seal mascot for a minor league baseball team…Meb asks about …
#108: Radio Show: What’s More Important – Savings or Returns… What Meb’s Doing with U.S. Bonds… and Listener Q&A
Episode 108 has a radio show format. In this one, we cover some of Meb’s Tweets of the Week and various write-in questions.
After giving us the overview of his upcoming travel, Meb shares …
#107 - James Montier - “There Really Is A Serious Challenge to Try to Put Together an Investment Portfolio That’s Going to Generate Half-Decent Returns On A Forward-Looking Basis"
In Episode 107 we welcome the great James Montier. The chat starts on the topic of James’ questionable sartorial choices. He tells us he’s “always been a fan of dressing badly.” But the …
#106 - Brian Singer - “We Don’t Know What Will Trigger the Decline, but When It Happens, Our Fear Is That It’s Sharper and Deeper Than Investors Would Otherwise Expect"
In Episode 106 we welcome market vet, Brian Singer. Meb dives right now, asking Brian for his general approach to the markets.
Brian tells us it’s fundamental in nature. They look at about …
#105 - Olivia Judson - “Life Has Transformed the Planet, Which Has Gone On to Alter the Future Course of Life"
Episode 105 is a wholly unique show. In this episode, we depart from traditional investment themes, and instead, bring you an episode featuring Meb’s …
#104 - Ken Fisher - “If You’re Worried About What Things Are Going to Be Worth Next Week…You’re Going to Make Yourself Way Poorer 20 Years from Now"
In Episode 104, we welcome the legendary, Ken Fisher.
Meb starts with a quick word of congratulations to Ken, as his firm just passed $100B in assets …
#103 - The Asset Allocation Pyramid
Episode 103 is a solo-Meb show.
We just finished a short paper that references the old nutritional “Food Pyramid” published by the FDA a couple …
#102: Radio Show: The "Stay Rich" Portfolio... A Senator Wants to Ban Share Repurchases... and Listener Q&A
Episode 102 has a radio show format. In this one, we cover Meb’s Tweets of the Week, some write-in questions, Twitter questions, and our first-ever call-in question.
We discuss the “Stay …
#101 - Paul Merriman - “The People That Have Come Out Ahead Are the People Who Have Put Their Trust in the System Over the Long-Term"
In Episode 101, we welcome the great educator, Paul Merriman.
We start with Paul’s background; specifically, the story of an early trading experience …
#100 - Elroy Dimson - “High Valuations Don't Necessarily Mean That We're Going to See Asset Prices Collapse"
To celebrate the milestone of reaching 100 episodes, we’re thrilled to welcome Professor Elroy Dimson, author of Meb’s favorite investing book of all time, Triumph of the Optimists.
Per …
#99: Radio Show: Meb's Bullish on Emerging Markets... Strategies for Limited 401K Options... and Listener Q&A
Episode 99 is a radio show format. We start discussing some of Meb’s “Tweets of the Week.” The first involves a presentation from Rob Arnott at …
#98 - Ed Yardeni - “We've Got Good Growth with Low Inflation and That's a Very Good Environment for Stocks and Okay Environment for Bonds"
In Episode 98, we welcome a true market veteran, Dr. Ed Yardeni.
The episode starts with a fun story about Ed’s school days, studying off Janet …
#97 - Phil Nadel - “If You Try to Pick Winners, and You Only Invest in a Handful of Companies, Odds Are You're Going to Lose Your Money"
In Episode 97, we welcome one of the most successful syndicate leads in angel investing, Phil Nadel (he also happens to be Meb’s favorite syndicate …
#96 - Craig Leupold & Jim Sullivan - “From a Commercial Property Standpoint, We See Values Drifting Sideways Over the Next 12 Months"
In Episode 96, we welcome two of the brightest guys in real estate, Craig Leupold and Jim Sullivan of Green Street.
After touching on Craig’s and …
#95: Radio Show: The Short-Vol Trade Blows Up... Meb's Rare Coin Purchases... and Listener Q&A
Episode 95 is a radio show format. We start with a recap of Meb’s recent travels to Nicaragua and San Francisco, but then dive into a discussion …
#94 - Michelle Leder - “There Are Some Companies That We Know Are Sort of Bad Eggs"
In Episode 94, we welcome entrepreneur, author, and SEC filings expert, Michelle Leder.
We start with Michelle’s background. She was a business journalist – a self-professed “document …
#93 - John Reese - “There Is No Strategy That Outperformed the Stock Market Every Single Year"
In Episode 93, we welcome entrepreneur, author, and quant investor, John Reese.
We start with John’s background. When John was a child, his father was a subscriber to Value Line, and John …
#92 - Andrew Tobias - “There Are Just A Few Things You Really Need to Know About Investing, and They Don't Ever Change"
In Episode 92, we welcome investor, author, and activist, Andrew Tobias.
Meb starts by asking Andy about his background and introduction to investing. Andy gives us his origin story, with …
ER Tribute
ER Tribute
#91: Radio Show: Meb's Most Popular Tweet of All Time... Signs of the Top... Listener Q&A
Episode 91 is a radio show format.
We bounce around a bit in this one, starting with Meb’s most popular Tweet of all time. It involves a market …
#90 - Dan Rasmussen - “The Crown Jewel of the Alternative Universe is Private Equity"
In Episode 90, we welcome Founder and Portfolio Manager of Verdad, Dan Rasmussen.
We start with a brief walk-through of Dan’s background. It involves …
#89 - Blair Hull - “Emotions Will Kill You in This Game"
In Episode 89, we welcome legendary market veteran, Blair Hull.
We start per usual, with our guest’s background. In this case, long-time Meb Faber …
#88 - Eric Clark - “I Still Believe that Alpha is Available and Possible, and Beating a Benchmark is Possible"
In Episode 88, we welcome portfolio manager, Eric Clark.
As usual, we start with Eric’s background, which spans 25 years in the investment industry. …
#87 - Michael Venuto - “I Would Suggest Seeking Out High Active-Share, Global Growth Themes"
In Episode 87, we welcome market veteran and ETF expert, Mike Venuto.
Mike briefly walks us through his background, which includes a fun story about a baffling situation years ago when the …
#85: Radio Show: Bitcoin Futures Are Here - What Now?
Episode 85 is a radio show format. Meb starts with a recap of his latest travels – this time he was off to New York then Europe. Then, it’s onto Q&A. Some of the questions and topics …
#86 - A Quantitative Approach to Tactical Asset Allocation
Episode 86 is a solo-Meb show.
It’s been 10 years since Meb wrote “A Quantitative Approach to Tactical Asset Allocation” which is the top-downloaded …
#84 - Howard Lindzon - “I Think There's So Many Ways the Markets are Rigged That I Think It's Best to Just Follow Along the Trends"
In Episode 84, we welcome investor and entrepreneur, Howard Lindzon.
Howard starts by giving us his background. He was a broker who felt the pain of the ’87 crash. In the aftermath, he got …
#83 - Randy Swan - “What Do You Do When Things Are Fundamentally Overvalued, But You Want to Remain Invested in the Market?"
In Episode 83, we welcome fund manager, Randy Swan, who’s calling in from the Bahamas after being displaced from Puerto Rico by Hurricane Maria.
The guys start with Randy’s backstory, which …
#82 - Vineer Bhansali - “The Market is Severely Underpricing the Probability of a Sharp, Catastrophic Loss to the Downside"
In Episode 82, we welcome trader, fund manager, and author, Vineer Bhansali.
Per usual, we start with Vineer’s backstory. It involves his …
#80 - Claude Erb - “It Is Possible That We're in the Middle of a Period in Which Gold Becomes the New Frankincense"
In Episode 80, we welcome commodities and gold expert, Claude Erb.
As usual, we start with Claude’s back-story, but it’s not long before the guys …
#81: Radio Show: Notes from Meb's Office Hours - Listeners Are All Making the Same Mistakes
Episode 81 is a radio show format. Meb starts with a note of thanks to listeners. It involves a milestone Cambria just passed as a company.
Next, Meb …
#79 - Jason Goepfert - “I Would Not Be Surprised at All to See a Multi-Day 5%-15% Decline"
In Episode 79, we welcome Jason Goepfert, founder of SentimenTrader.
Per usual, we start with Jason’s background. It involves listening to margin …
#78 - Alex Rubalcava - “If You're Going to Be an Angel Investor... You Have to Be Devoting Significant Time to It"
In Episode 78, we welcome angel investor, Alex Rubalcava. As Meb and Alex are friends, we start with Meb recalling the first time he met Alex over some egg tacos. Alex goes on to give us …
#77 - Tobias Carlisle - “In Order to Find Something Genuinely Undervalued...There's Always Something that You Don't Like"
In Episode 77, we welcome author and asset manager, Tobias “Toby” Carlisle.
After discussing Toby’s background, including his time as an M&A lawyer and what drew him to investing, we …
#76 - Phil DeMuth - “Nothing in My Global Outlook is Telling Me It's Time to Pull Up the Anchor and Set Sail"
In Episode 76, we welcome Phil DeMuth. We start with Phil’s background. It’s a fun recap, involving Phil’s clinical psychology roots, his move to LA …
#75 - Mike McDaniel - “One of the Biggest Conditions that Will Lead to Success is Simply Being Invested"
In Episode 75, we welcome Mike McDaniel, CIO and co-founder of Riskalyze. It’s a special episode, being recorded at the Riskalyze Fearless Investment Summit in Lake Tahoe.
Per usual, we …
#74 - Jeffrey Sherman - “There's This 'Buy-the-Dip;' Mentality... Do You Play in It, or Just Shake Your Head?"
In Episode 74, we welcome Jeffrey Sherman from DoubleLine. We start with Jeff’s background – it’s a fun recap, including stories of running the scoreboard for The Stockton Ports… being a …
#73 - Jeff Porter & Barbara Schelhorn - Why Financial Planning? Because Investing Alone Won't Get You There
In Episode 73, we welcome Jeff Porter and Barbara Schelhorn from the financial planning group, Sullivan Bruyette Speros & Blayney.
We start with …
#72: Radio Show: Investor Sentiment - What is it Telling Us About this Bull's Length?
Episode 72 is a radio show format before we start back with guests this fall. Some of the questions and topics you’ll hear:
- You've said that bonds …
#71: How to Outperform One of Investing's Most Beloved Strategies
Episode 71 is a solo-Meb show in which he reads a white paper we’ll soon be publishing. The white paper might be a tad controversial as it calls into …
#70: Radio Show: The 13F Guru Meb Would Follow Today
Episode 70 is a radio show format. We start with a quick catch-up, discussing the recent eclipse and Meb’s upcoming travel, including Iceland, Reno, Orlando, Amsterdam, among others.
Before …
#69 - Jason Calacanis - “This is a Little, Secret Way... A Dark Art of Becoming Truly Wealthy... Massive Wealth"
In Episode 69, we welcome legendary angel investor, Jason Calacanis.
We start with Jason’s background. From Brooklyn, he worked his way through …
#68 - Corey Hoffstein - “Risk Cannot Be Destroyed, Only Transformed"
In Episode 68, we welcome Meb’s friend and Newfound Research founder, Cory Hoffstein (or as Meb refers to him, a “fellow nerd”).
Per usual, we start with Corey’s background, but then Meb …
#67 - Simon Black - “I See a Lot of Red Flags"
In Episode 67, we welcome Simon Black, founder of the newsletter, Sovereign Man.
We start with Simon’s military background, having been an intelligence officer. He spent lots of time …
#66: Radio Show: U.S. Equities: At What Valuation is Meb Selling?
Episode 66 is a radio show. We start with Meb referencing the just-published book, The Best Investment Writing, which he edited. It’s a great …
#65 - Emil van Essen - “The Days of $80 Oil - That's a Long Way Away"
In Episode 65, we welcome CTA and commodities expert, Emil van Essen.
Meb starts with a fun bit of trivia – if you mesh his and Emil’s name, coming up with “Emil Faber,” can you guess in …
#64 - David Varadi - “Managing Risk is Absolutely Critical"
In Episode 64, we welcome David Varadi from Blue Sky Asset Management.
David tells us a bit about himself before he and Meb jump into investing. Meb starts by referencing a quote from Blue …
#63 - Gary Beasley & Gregor Watson - “We're Trying to Really Change the Way People Invest in Real Estate"
In Episode 63, we welcome Gary Beasley and Gregor Watson, co-founders of Roofstock. If you’re one of our listeners who has written in requesting an episode on rental real estate, be sure …
#62 - Ron Lieber - “We're Not Having the Right Kinds of Conversations with Our Kids About (Money)"
In Episode 62, we welcome journalist and author, Ron Lieber.
Meb begins by congratulating Ron, as it was Meb's pregnant wife who read Ron's book …
#61 - Jack Vogel - “(Factor Timing?) It's Next to Near Impossible"
In Episode 61, we welcome Jack Vogel, CFO/CIO of Alpha Architect, and the partner of Wes Gray, who you may remember as one of our earliest Meb Faber Show guests.
After Jack tells us a bit …
#60 - William Bernstein - “The More Comfortable You Are Buying Something, in General, the Worse the Investment It's Going to Be"
In Episode 60, we welcome the great William (Bill) Bernstein.
Bill starts by giving us some background on how he evolved from medicine to finance. In …
#59: Radio Show: The Death of Value Investing
Episode 59 is a radio show format. This week we're diving into some of the recent market stories which Meb has found most interesting. We also bring back some listener Q&A.
We start …
#58 - Axel Merk - “Is Your Portfolio Robust Enough for Whatever Might Be Coming Your Way?"
In Episode 58, we welcome Axel Merk from Merk Investments. After a bit on Axel's background, the guys jump in, discussing the Fed's decision to raise interest rates today (recorded on Wed …
#57: Radio Show: Meb's 17 Different Million-Dollar Fintech Ideas
Episode 57 is another "radio show" format, yet this one is different than our others.
In this episode, Meb discusses his 17 different …
#56 - Dave Nadig - “This is a Big Year for ETFs"
In Episode 56, we welcome Meb's good friend, and CEO of ETF.com, Dave Nadig. Per usual, we start with some background information. Dave tells us about his early days in the investment …
#55 - Ed Easterling - “In Reality, Normal is Actually Volatile. Normal is Not Mellow"
In Episode 55, we welcome Ed Easterling. Meb starts by referencing a survey he just conducted, asking readers’ opinions as to the single best investing book out there. It turns out that …
#54 - Elizabeth Dunn - “How Can I Use My Money Most Effectively in Order to Promote My Happiness?"
In Episode 54, we welcome Elizabeth “Liz” Dunn, author of the book, “Happy Money: The Science of Happier Spending”.
Meb suggests they walk through the book using its five broad takeaways as …
#53: Radio Show: Cheapest Countries Right Now for New Dollars
Episode 53 is another “radio show” format. This means we tackle a handful of topics from Meb’s blog and tweets.
TOPIC 1 – VALUATIONS
3 DIFFERENT …
#52 - Jason Hsu - “This is a Market Where the Average Human Tendencies Are Precisely the Wrong Thing to Do"
In Episode 52, we welcome Jason Hsu, joining us all the way from Taipei. We start with a bit of background on Jason and his company, Rayliant, which is a spinoff off Research Affiliates. …
#51 - Mark Kritzman - “We Have to Question the Assumptions that Underpin Our Models... Nothing is Simple"
In Episode 51, we welcome Mark Kritzman. Per usual, we start with Mark’s background. He tells us a bit about his 40-year career in investing, leading to Windham, where he focuses on asset …
#50: Radio Show: Faber Spin-Off Executed
Episode 50 is a return to our “radio show” format, in which we discuss current market news, Tweets Meb finds interesting, various research papers of note, and anything else on Meb’s mind.
…
#49 - Steve Sjuggerud - “This is Not What the Peak of a Bull Market Looks Like"
In Episode 49, we welcome Dr. Steve Sjuggerud. The conversation begins with Meb and Steve reminiscing about the origin of their friendship, which dates back some 10 years. This leads the …
#48 - Van Simmons - “The Rare Coin Market Can Go Up Dramatically, Quickly"
In Episode 48, we break new ground for The Meb Faber Show. Departing from our usual world of stocks and bonds, we welcome expert numismatist, Van Simmons. For anyone unfamiliar with the …
#47 - Ric Edelman - “47% of the Occupations in America Will Be Gone Within 15 Years"
In Episode 47, we welcome New York Times bestselling author, Ric Edelman.
We start with some quick background on Ric, but then jump into the main …
#46 - Raoul Pal - “We've Got to Expect a Recession This Year or Next Year, or if We're at the Wild Extremes, the Year After That"
In Episode 46, we welcome Real Vision TV co-founder, Raoul Pal. The guys start by going over a bit of Raoul’s background.
Raoul started his career by …
#45 - Gary Antonacci - “You Get a Synergy That Happens When You Use (Dual Momentum)"
In Episode 45, we welcome one of the most often-requested guests for our podcast, Gary Antonacci.
After a few minutes on Gary’s background, the guys dive into Gary’s “Dual Momentum” …
#44 - Invest with the House
Last week’s solo “Mebisode” was met with lots of positive feedback, so we’re going to do one more in this format before we return to interviewing …
#43 - Learning to Play Offense and Defense
Episode 43 finds us revisiting the “solo Meb” show. This time, he walks us through his research paper, Learning to Play Offense and Defense: …
#42 - Listener Q&A Episode
Episode 42 is a remote podcast with Meb calling in from Hawaii. Fortunately, the roosters in the background aren’t loud enough to interfere...
Though this is a Q&A episode, it’s …
#41 - Doug Ramsey - “Valuation Tells Me I Should Be Lighter Than Normal On U.S. Equities and Tilting More Towards Foreign”
In Episode 41, we welcome Doug Ramsey from Leuthold. Meb is especially excited about this, as Leuthold publishes his favorite, monthly research …
#40 - Listener Q&A Episode
We’ve had some great guests recently, and have many more coming up, so we decided to slip in a quick Q&A episode. No significant, recent travel for Meb, so we dive into questions …
#39 - Ed Thorp - “If You Bet Too Much, You'll Almost Certainly Be Ruined”
In Episode 39, we welcome the legendary Ed Thorp. Ed is a self-made man after having been a child of The Depression. He’s a professor, a renowned mathematician, a fund manager who’s posted …
#38 - E.V Better - “Special Super Bowl Show: It’s Higher-Stakes Poker is What You’re Playing”
In honor of this Sunday’s Super Bowl, Episode 38 is a special, bonus “gambling” podcast. We welcome mystery guest, E.V. Better, which is an alias for “Expected Value Better.”
Meb starts by …
#37 - John Bollinger - “People Have This Time-Frame Confusion That I Think Does A Huge Amount of Damage”
In Episode 37, we welcome John Bollinger, creator of Bollinger Bands, one of the most widely-used analytical tools in investing.
As John is also a …
#36 - Listener Q&A Episode
We’re back with the first Q&A episode of 2017.
We start by discussing the “Zero Budget Portfolio,” about which Meb wrote a recent blog post. The …
#35 - Jerry Parker - “To Me it Just Boiled Down to One Question… Will the Big Winners Pay for the Small Losses?”
Episode 35 features one of the original Turtle Traders. “What’s a Turtle Trader” you ask?
The story involves Richard Dennis, a great trader from the …
#34 - "Things I Find Beautiful, Useful or Downright Magical"
It’s a special holiday episode of The Meb Faber Show. We thought it would be fun to combine all the “beautiful, useful or downright magical” …
#33 - Listener Q&A Episode
It’s another Q&A episode before everyone gets too busy with the holiday swirl.
Per usual, Meb has just come back from more travel, this time to …
#32 - Brew Johnson & Brett Crosby - "We Have Long-Term Aspirations of Disrupting the Entire Mortgage Finance and Securitization Market"
Episode 32 is like no other we’ve done to date. Local guys, Brew and Brett, run a startup in nearby Manhattan Beach – and it’s disrupting the real estate financing market. It’s not long …
#31 - Mark Yusko - "Asset Allocation Matters Most"
Episode 31 starts with some background information on Mark. After some early-career twists, he got his “big break” – working for his alma mater, Notre Dame, in its endowment department. …
#30 - Listener Q&A Episode
As Meb is back from another series of speaking engagements, Episode 30 starts with a brief recap of his travels. But we hop in quickly, first addressing the election. We’ve had several …
#29 - Tom McClellan - "Now Everybody Knows What the Outcome Is, They Can Get Back to Focusing on Real Things That Actually Matter”
In Episode 29, we welcome market veteran, Tom McClellan. Meb starts with some background on Tom – he’s been doing financial writing for 20 years, likely making him one of the …
#28 - Larry Swedroe - "There is Literally No Logical Reason for Anyone to Have a Preference for Dividends"
As we recorded Episode 28 on Halloween, it starts with Meb referencing his costume from the prior weekend’s festivities. Can you guess what it was? He stayed true to his financial roots, …
#27 - Porter Stansberry - "There's Going to Be a Big Bill of Bad Debt to Pay"
Episode 27 starts with a quick note from Meb. It’s a week of freebies! Why? Meb is celebrating his 10th “blogiversary.” (He’s officially been writing about finance now for a decade.) Be …
#26 - Jeremy Schwartz - "You Should Be Hedged a Lot More Than You Are"
If you’re ready to dive straight into the deep end, Episode 26 is for you. The guys waste no time, starting off with complicated topic of currencies. Jeremy takes issue with the …
#25 - Listener Q&A Episode
We have some great guests lined up in the coming weeks, so we figured we’d squeeze in another Q&A episode. This week, Meb is back from traveling yet again, this time to The Caymans. The …
#24 - Learning to Love Investment Bubbles
Episode 24 brings us back to our most controversial episode format: the “solo Meb” show. Listeners seem to either love and loathe this style of show. …
#23 - Gregg Fisher - "Sometimes the Best Investment Strategy Isn't the Right Investment Strategy"
If you’re a factor-investor, Episode 23 is for you. In fact, about 10 years ago, Gregg actually trademarked the term “multi-factor” in the use of …
#22 - Listener Q&A Episode
Episode #22 is another “Listener Q&A” episode. Meb has been traveling again, this time giving several speeches. So we start the episode with Meb giving us the highlights from his most …
#21 - Michael Covel - "We Can't Make a Prediction Worth a Damn"
Episode 21 starts with a “thank you” to Michael, as it was his advice on starting a podcast that got “The Meb Faber Show” off the ground. But Michael and Meb quickly turn to Michael’s …
#20 - Listener Q&A Episode
Episode #20 is another “Listener Q&A” episode. Meb starts by telling us about his frustration after doing a guest panel on CNBC earlier in the morning. (Hint: questions about The Fed …
#19 - Jonathan Clements - "If Money Can Buy Happiness, Then Why Doesn't It?" "Because People Don't Spend It Right."
Episode 19 is a fun, unique episode, delving into the connection between “more money” and “more happiness.” Turns out, Jonathan has literally written the book on this complex relationship. …
#18 - Rob Arnott - "People Need to Ratchet Down Their Return Expectations"
Episode 18 is packed with value. It starts with Meb asking Rob to talk about market cap weighting and its drawbacks. Rob tells us that with market cap weighting, investors are choosing …
#17 - Michael Philbrick, Adam Butler, and Rodrigo Gordillo - It's About Risk Allocation, Not Capital Allocation
Episode 17 starts with the guys from ReSolve discussing how they view asset allocation and top-down investing. They start with the global market …
Special Announcement
Big news today! This isn't our usual podcast. Instead, Meb has an announcement for his listeners. It's only a few minutes long, so don't miss this one!
#16 - Listener Q&A Episode
Episode #16 is another “Listener Q&A” episode. With Jeff asking follow-ups, here are a few of the questions Meb tackles:
- Given low …
#15 - The Trinity Portfolio
Meb tries something new in Episode 15. In “audio book” style, he walks listeners through his latest research piece: The Trinity Portfolio. …
#14 - Eric Crittenden - "It's Not Fear and Greed that Drives the Investment World; It's Envy"
Episode 14 is easily one of our most interesting so far. While there’s great content about trend following, Eric and Meb also delve into the …
#13 - Want Buffett’s Returns? Here’s How to Get Them
Stock picking is hard—really hard. Fortunately, there’s a simple strategy you could begin following today to improve your success. It’s simple to …
#12- Why “Shareholder Yield” Beats “Dividend Yield”
If you’re a dividend investor, Episode 12 is for you. Yes, historical market data tells us that dividend stocks outperform the broad market. But that’s where too many investors stop. That …
#11 – Sam Stovall – Sam’s Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market
Episode 11 features the always-fun Sam Stovall. Sam starts by making an unlikely connection between Clint Eastwood and investing – “A man’s got to know his limits.” Being aware of his own …
#10 - Listener Q&A Episode
Episode #10 is our second “Listener Q&A” episode. This time, instead of spending the entire episode answering one question, Meb tackles many. Here’s a sample of a few of the topics …
#9 - Pete Mladina - "What You Thought Was Skill Was Just Risk Premia"
“Do I have enough to fund my retirement?” “What’s the optimal lifetime asset allocation?” Those two questions, stemming from a recent academic paper written by Pete, help launch Episode 9. …
#8 – Starved for Yield? Time to Go Global
Episode #8 marks Meb’s first “listener feedback” episode. We’ve received numerous bond-related questions from listeners, but they all tend to reduce to something along the lines of: “Bonds …
# 7 – Playing Defense Against Black Swans
With Brexit rattling the markets recently, it’s a good time to revisit the discussion of “black swans” (not that Brexit was a black swan, despite catching many investors off-guard). So what …
# 6 - Three Concepts That Investors Get Wrong
Do you know which three concepts most investors – retail and professional alike – get wrong? One is asset allocation; two is a bit different – it’s actually a lack of awareness of a type of …
#5 - Jared Dillian - “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite”
Meb starts by asking Jared to discuss a point from one of Jared’s newsletters: “If you think 2016 is the opposite of 1981, then you should do the …
#4 - Wes Gray - “Even God Would Get Fired as an Active Investor”
What if you had perfect foresight and knew ahead of time which stocks would be the best performers? The reality is even if you knew this and invested …
#3 - Where Are the Best Global Values Right Now?
Is right now a good time to be in U.S. stocks? What about global stocks? Well, the answer in large part depends on the specific market’s valuation. Start investing in an overpriced market …
#2 - Patrick O’Shaughnessy - An Unexpected Drop-in from Patrick O’Shaughnessy
Meb and Patrick cover lots of ground in this fun episode. They discuss stocks not to own right now, Meb’s worst market loss of all time, and Patrick’s career advice in response to listener …
#1 - Global Asset Allocation - Investing 101
On this first-ever podcast, Meb provides listeners with a bit about himself and answers the question “What in the world am I doing starting a podcast?” (After all, he is a self-professed …
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