Gary Zimmerman, MaxMyInterest - SVB, FDIC, & Improving ROI on Cash | #471

In this special episode, our returning guest is Gary Zimmerman, founder of MaxMyInterest, a cash management platform that helps you maximize the return on your cash.  Given the recent …

How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley | #470

Today we’re joined AcreTrader’s Carter Malloy, who’s back for his third appearance on the show, and Mark Foley, who joined AcreTrader a little over …

Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468

Today’s guest is Kate Moore, BlackRock’s Head of Thematic Strategy and a member of BlackRock’s Global Allocation investment team.

In today’s episode, Kate shares her framework for looking …

Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More | #467

Today’s guests are Leigh Drogen, CIO of Starkiller Capital, which applies quantitative strategies to the blockchain based digital asset space, and Corey Hoffstein, co-founder of and CIO at …

Jim O'Shaughnessy, OSV - Unleashing The World's Infinite Potential | #465

 Today’s guest is Jim O’Shaughnessy, founder and CEO of O’Shaughnessy Ventures. You may know Jim from his prior time at O’Shaughnessy Asset Management or from hosting the Infinite Loops …

J.P. Morgan's Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a "Doomsday Machine" | #463

Today’s guest is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management.

In today’s episode, Dr. Kelly shares his …

Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan | #461

Today we’re sharing our 5 most popular episodes from 2022! We know it’s hard to listen to every episode, so we have the most downloaded episodes for …

Louisa Nicola – How To Perform At Your Best Physically & Mentally | #460

Today’s guest is Louisa Nicola, a neurophysiologist and human performance coach, and the founder of Neuro Athletics, which provides scientific …

Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459

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

In today’s episode, …

Bob Elliott, Unlimited Funds – A Macro Masterclass | #458

Today’s guest is Bob Elliott, CEO & CIO of Unlimited Funds, which using machine learning to create products that replicate the index returns of alternative investments. Previously, Bob …

Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments | #457

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

In …

Marc Cohodes on SBF, Fraud, & The FTX Death Spiral | #456

Today's guest is famed short-seller Marc Cohodes. Marc has investigated and brought down some major frauds in the past, and earlier this year he set his eyes on crypto darling Sam …

Eugene Fama – A Life in Finance | #455

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

In today’s episode, we talk to Professor Fama about …

Rex Salisury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech | #454

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

In today’s episode, Rex …

Whitney Baker on Why "Immaculate Disinflation" is an Illusion | #453

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

If you missed her first episode back in January 2022, feel free …

Hugh Hendry - The Acid Capitalist Unfiltered | #451

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

In today’s episode, Hugh shares his thoughts …

Harris “Kuppy” Kupperman - Oil is the World’s Central Banker Now | #450

Today’s guest is Harris Kupperman, but you may know him as Kuppy! He’s the founder and CIO of Praetorian Capital, a global micro hedge fund.  In today’s episode, Kuppy shares why the macro …

Jim Rogers – The Adventure Capitalist’s View of Global Markets | #449

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

In today’s episode, Jim gives …

Annie Duke – Why Great Investors Are Great Quitters | #448

Today’s guest is Annie Duke, a consultant in the decision-making space and previously was a professional poker player who won over 4 million dollars. …

Dave Thornton, Vested – Could Index Investing Come to Venture Capital? | #447

Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity.

In today’s episode, Dave shares how Vested …

BlackRock's Rick Rieder on the State of the Markets | #446

Today’s guest is Rick Rieder, the CIO of Global Fixed Income at BlackRock & the Head of the BlackRock Global Allocation team. Rick is responsible for roughly $2.4T in assets.

In today’s …

Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445

Today’s guest is Jeff Currie, Goldman Sachs’ global head of Commodities Research.

In today’s episode, Jeff shares why he called for a commodity …

Steve Romick, FPA Funds – Live at Future Proof! | #444

Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the …

Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443

Today’s guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities.

In …

David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing | #442

Today’s guest is David Rubenstein, co-founder and co-Chairman of The Carlyle Group, one of the largest private equity firms in the world, now managing $325 billion.

In today’s episode, …

Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)

Today’s episode features Whitney Baker reading her piece, Put Down. Whitney is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research …

Marlena Lee, DFA – Value, Fama & How To Weather Bear Markets | #441

Today’s guest is Marlena Lee, the Global Head of Investment Solutions for Dimensional Fund Advisors, which manages over $600 billion.

In today’s …

Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440

Today’s guest is Jason Buck, founder and CIO of Mutiny Funds, which specializes in volatility, options, hedging, and portfolio construction.

In …

Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439

Today’s guest is Tim Pickering, founder and CIO of Auspice Capital.

In today’s episode, we talk all about trend-following and commodities. Tim shares …

Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438

Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua …

#436 – Kevin Van Trump – Here’s What's Going on With Ag Commodities

Today’s guest is Kevin Van Trump, the founder of Farm Direction and the Van Trump Report, which shares proprietary research for investors and ag professionals.

In today’s episode, Kevin …

#435 - Radio Show with Michael Batnick & Ben Carlson of RWM

Today’s guests are Michael Batnick and Ben Carlson, co-hosts of the Animal Spirits podcast and employees Ritholtz Wealth Management.

In today’s …

#434 – Lyn Alden – The Macro Landscape & Bull Case for Real Assets

Today’s guest is Lyn Alden, founder of Lyn Alden Investment Strategy one of my favorite macro thinkers.

In today’s episode, Lyn gives an overview of how she sees the world today, starting …

#433 – Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets

Today’s guest is Dwight Anderson, founder of Ospraie Management, a firm that actively invests in commodity markets and basic industries worldwide. Dwight previously worked at famed shops …

#430 - Frank Giustra & Ian Telfer - The Bull Case for Gold

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

In today’s …

#429 – Kevin Kelly – How To Invest in Genetic Editing, Residential Real Estate, & The Hotel Industry

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

In today’s episode, we start with Kevin’s entrance into the ETF space years ago with a Covered …

#427 – Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both"

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

In today’s …

#426 – The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely

Today we’re looking back at some of our most popular episode in the first half of 2022 covering a range of topics with some amazing guests. I know …

#425 – Dan Ariely, Irrational Capital – Investing in Human Capital

Today’s guest is Dan Ariely, a Founding Partner of Irrational Capital, leading behavioral economist, and author of six books. Dan’s Ted Talks have been viewed over 10 million times.

In …

#423 – Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries?

In this Mebisode, Meb reads his post from January 2022, which looks to see if a shareholder yield strategy works within different sectors. To read …

#422 – Best Idea Show – Doron Junger, Sanvia Capital – US Biotech

Today’s guest is Doron Junger, founder and Portfolio Manager for Sanvia Capital, a biotech investment firm, which originally started as a Millennium …

#421 – Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low

Today’s guest is Jeff Weniger, the Head of Equity Strategy at WisdomTree. 

In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and …

#420 – Dan Cooper, ROC Investments – ROC: Return on Character

Today’s guest is Dan Cooper, founder and CEO of ROC Investments, which allocates capital on the basis of the behaviors of the CEOs and their senior executive teams.

Dan shares how he ran a …

#419 – Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward

Today’s guest is Peter Zeihan, a geopolitical expert who may be the best person to talk to about the secular changes happening in the world today. …

#418 – Mebisode – Red Light

In this Mebisode, Meb reads his post from February 2022 titled “Red Light," which discussed the risk of an expensive market entering a downtrend. As he said in the piece, "historically …

#417 – Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market

Today’s guest is Andrew Peck, co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing.

In today’s episode, we’re talking to a growth …

#416 – Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History

Today’s guest is Jan van Eck, President & CEO of VanEck, which offers value-added exposures to emerging industries, an investment management firm that manages $85 billion. 

In today’s …

#414 – Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO

Today’s guest is Tim Laehy, a long-time CFO that’s taken 3 companies public and raised over $3 billion dollars in his career.

In today’s episode, …

#411 – Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3

Today’s guest is Kai Wu, founder and CIO of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured …

#410 – Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition

Today’s guest is Chris Bloomstran, President & Chief Investment Officer of Semper Augustus.

In today’s episode, we touch on a lot. Chris shares why the best investors are those who can …

#407 – Marc Chaikin, Chaikin Analytics – A Quantamental Approach To Investing

Today’s guest is Marc Chaikin, a 50-year Wall Street veteran and the founder of Chaikin Analytics. 

In today’s episode, we start by discussing Marc’s early career and what led him to have …

#406 – Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration & Esoteric Investment Opportunities

Today’s guest is Dylan Grice, co-founder of Calderwood Capital, a hedge fund boutique specializing in orthogonal, niche and capacity-constrained hedge-fund strategies. He’s also the author …

#405 – Gio Valiante – Prepare For The Masters With A Masterclass in Peak Performance in Athletics & Investing

Today’s guest is Gio Valiante, one of the most successful performance coaches in the world. He currently works with some of the top golfers on the …

#404 – Mebisode – How I Invest 2022

In this Mebisode, Meb reads his article titled “How I Invest 2022” which is an update to a piece he originally penned during the pandemic in 2020. You’ll hear how Meb invests his own money …

#403 – Ivy Zelman, Zelman & Associates – Here's Why This Housing Expert Says The Market is "Euphoric" and Urges Caution

Today’s guest today is Ivy Zelman, CEO and co-founder of Zelman & Associates, a leading housing research firm. She was recently named to Barron's 100 Most Influential Women in U.S. …

#402 – Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure

Today’s guest is Paul Kim, co-founder and CEO of Simplify Asset Management, an ETF provider focused on helping advisors build better portfolios.    

#401 – Clay Gardner, Titan – Investment Management Services for The Everyday Investor

Today’s guest today is Clay Gardner, co-founder and Co-CEO of Titan, a retail investment management platform aimed at the new generation of everyday investors.

In today’s episode, we kick …

#400 – Patrick Geddes, Aperio – Lessons From A Customized Indexing Pioneer Who Sold His Firm To BlackRock

Today’s guest today is Patrick Geddes, founder and former CEO of Aperio Group, a leader in the direct indexing space with $42b in AUM when it was acquired by BlackRock for over $1b.

In …

#399 – Mary Childs, NPR’s Planet Money – Bond King Bill Gross

Today’s guest is Mary Childs, co-host for NPR’s Planet Money podcast and author of The Bond King, which shares how Pimco and Bill Gross changed finance forever.

In today’s episode, we kick …

#398 – Adam Nash, Daffy – Why This Prominent Silicon Valley Operator & Investor Wants To Make Charitable Giving A Habit

Today’s guest is Adam Nash, a prominent Silicon Valley operator and investor who has turned his attention to philanthropy with his newest venture, Daffy, a not-for-profit community built …

#397 – Jeremy Grantham, GMO – Short-Term Pessimist, Long-Term Optimist

Today’s guest is Jeremy Grantham, the Long-Term Investment Strategist and co-founder of GMO. It’s been about a year since we first spoke with Jeremy and given his knowledge of financial …

#396 – Wes Fulford, Viridi Funds – How To Get Exposure To Crypto In Public Markets

Today’s guest is Wes Fulford, CEO and Portfolio Manager of Viridi Funds and the Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF (ticker …

#395 – Rob Koyfman, Koyfin – Building The Go-To Investing Platform

Today’s guest is Rob Koyfman, founder and CEO of Koyfin, a financial data and analytics platform for researching stocks and understanding market trends.

In today’s episode, we start with …

#394 – Africa Startup Series – Peter Ngunyi, EarlyBird Venture Lab – Accelerating Africa’s Startup Ecosystem

Today’s guest is Peter Ngunyi, founder and CEO of EarlyBird Venture Lab, which provides growth, acquisition and funding strategy for early-stage tech startups.

In today’s episode, we’re …

#393 – Duncan Kelm, Arrow Point Tax – Strategic Tax Planning & Tax Mitigation Strategies

Today’s guest is Duncan Kelm, managing partner for Arrow Point Tax Services, specializing in financial plans and processes for business owners, professionals, and executives with an eye on …

#392 – Laurens Swinkels, Robeco – The Global Market Portfolio, (Realistic) Expected Returns & Global Factor Premiums

Today’s guest is Laurens Swinkels, Robeco’s Head of Quant Strategy and one of my favorite authors.

In today’s episode, we walk through some of Laurens’ favorite research. We begin with the …

#391 – Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence

Our guest is Vinesh Jha, founder and CEO of ExtractAlpha, an independent research firm dedicated to providing unique, actionable alpha signals to …

#390 - Radio Show - Meb’s Thoughts on Angel Investing After Making 250+ Investments

Today's radio show is with Meb Faber, Justin Bosch & Colby Donovan. We cover Meb’s experience investing in startups, including:

  • Why Meb started …

#389 – Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing

Our guest today is Eric Crittenden, Chief Investment Officer of Standpoint Asset Management, an investment firm focused on bringing all-weather …

#385 – Startup Series – Jeff Shaw, Underground Cellar - Disrupting E-Commerce Wine Sales Through Gamification

In episode 385, we welcome our guest, Jeff Shaw, founder of Underground Cellar, a new way to discover, buy, and store limited edition wines.

In today’s episode, we’re talking to one of the …

#383 – Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO

In episode 383, we welcome our guest, Mike Dudas, founder and General Partner of 6th Man Ventures, which focuses on investing in Web3 infrastructure and the metaverse.  His previous …

#382 – Dan Zwirn, Arena Investors - A Stoic Approach to Investing

In episode 382, we welcome our guest, Dan Zwirn, CEO and CIO of Arena Investors, a firm focused on global special situations and asset and credit investments.

In today’s episode, we’re …

The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors

This year, we’re bringing you the entire volume of The Best Investment Writing Volume 5 in podcast format. You’ll hear from some of the most …

#377 – Garrott McClintock, AcreTrader - Live From The 2021 Farmland Investing Summit!

In episode 377, we welcome our guest, Garrott McClintock, a fifth-generation farmer and the Chief Operating Officer of AcreTrader, a farmland real estate investment company offering …

The Best Investment Writing Volume 5: Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#375 – Jonathan Fell, Ash Park Capital - People Always Overestimate The Extent To Which Tobacco Is A Dying Business

In episode 375, we welcome our guest, Jonathan Fell, founder of Ask Park Capital, where he manages the Global Consumer Franchise funds.

In today’s episode, we’re talking all things consumer …

#373 – Tim Maloney, Roundhill Investments – We Hit The Right Theme At The Right Time

In episode 373, we welcome our guest, Tim Maloney, co-founder and Chief Investment Officer for Roundhill Investments, an ETF sponsor focused on thematic and sector-specific investing.

In …

#372 – Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price

In episode 372, we welcome our guest Chas Cocke, founder of LB Partners and previously one of the founding partners of Investure, a firm that started …

The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha - Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When?

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#363 – Rick Bookstaber, Fabric – Risk Is The Other Side Of The Coin From Opportunity

In episode 363, we welcome our guest, Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors.

 

In today’s …

The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

The Best Investment Writing Volume 5: Andrew Patterson, Vanguard - The Idea Multiplier: An acceleration in innovation is coming

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#355 – Sheel Mohnot, Better Tomorrow Ventures - We Think That We're In The Very Early Innings of Fintech

In episode 355, we welcome our guest, Sheel Mohnot, Better Tomorrow Ventures, a fintech-focused VC fund focused on pre-seed and seed companies around the globe.  

 

In today’s episode, …

#354 – Shawn Merani, Parade Ventures - The Seed And Pre-Seed Stage, You’re Betting On People

In episode 354, we welcome our guest, Shawn Merani, founder and Managing Partner of Parade Ventures, a pre-seed & seed stage-focused venture capital firm.

 

In today’s episode, we hear …

The Best Investment Writing Volume 5: Brian Barish, Cambiar Investors – The Virus Plaguing Value

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#352 – James Rasteh, Coast Capital - The World Is Running Out Of Gold

In episode 352, we welcome our guest, James Rasteh, founder of Coast Capital, a fund that takes a private equity approach to investing in public markets.

 

In today’s episode, we talk about …

The Best Investment Writing Volume 5: Jack Vogel, Alpha Architect - Value Investing: An Examination of the 1,000 Largest Firms

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#351 – Leigh Drogen, Starkiller Capital - If This Thing Isn’t Dead Yet, It’s Not Going To Die

In episode 351, we welcome our guest, Leigh Drogen, General Partner of Starkiller Capital, an institutional investment firm employing both quantitative and fundamental strategies to …

The Best Investment Writing Volume 5: Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

#348 – Zach Coelius, Coelius Capital - I Like To Play Where It’s Still Qualitative

In episode 348, we welcome our guest, Zach Coelius, the Managing Partner of Coelius Capital and angel investor in early-stage startups.

 

In today’s episode, we’re chatting angel investing …

#344 – Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon

In episode 344, we welcome back our guest, Jared Dillian, author, DJ, and editor of The Daily Dirtnap.

 

 

Click here to listen to Jared's first episode on The Meb Faber Show.

 

 

In …

#342 – Aaron Edelheit, Mindset Capital - The Best Investors Are Those That View It As A Game

In episode 342, we welcome our guest, Aaron Edelheit, CEO of Mindset Capital, a private investment firm.

 

 

In today’s episode, we start with Aaron’s time as the CEO of The American Home, …

#340 – Michael Suffredini, Axiom Space - The Only Thing I Know How To Do Is Build And Operate A Space Station

In episode 340, we welcome our guest, Michael Suffredini, CEO and co-founder of Axiom Space, which is building the world’s first internationally available commercial space station.

 

 

In …

#339 – George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now

In episode 339, we welcome our guest, George Davis, CEO and Portfolio Manager for Hotchkis & Wiley, a global investment manager serving …

#338 – Startup Series – Will Matthews, Fellow – Semen Quality Is The Canary In The Coal Mine To Overall Health

In episode 338, we welcome our guest, Will Matthews, the founder and CEO of Fellow, a company that’s rethinking the future of men’s fertility and runs the largest semen analysis lab in the …

#336 – Hugh Thomas, Ugly Drinks - This Is The Result Of Two 23-Year Olds In A Pub In London Having A Couple Of Beers

In episode 336, we welcome our guest, Hugh Thomas, founder of Ugly Drinks, a beverage company that makes drinks with no sugar, no sweetener, and no calories and is trying to expose the ugly …

#335 – Thomas Eiden, Atomic Alchemy - There Is A Vast Shortage Of Man Made Radioactive Materials

In episode 335, we welcome our guest, Thomas Eiden, founder of Atomic Alchemy, a company dedicated to producing radioisotopes used in nuclear medicine.

 

 

In today’s episode, we’re going …

#334 – Peter Johnson, Jump Capital - What I Think About Most Of The Time Is What Crypto Is Going To Mean To The World

In episode 334, we welcome our guest, Peter Johnson, a partner at Jump Capital, where he leads Jump’s investments in the FinTech, crypto, and blockchain sectors. 

 

 

In today’s episode, …

#333 – Startup Series – Rob Forster, Wonderbird Spirits - Making Gin Is Truly An Art

In episode 333, we welcome our guest, Rob Forster, co-founder of Wonderbird Spirits, Mississippi's first grain-to-glass gin distillery. 

 

 

In today’s episode, we hear how Rob stopped …

#332 – Mebisode – Journey to 100X

Episode 332 is a Mebisode. In this episode, you’ll hear Meb talk about his journey investing in over 250 private companies since 2014. He explains why he chose to do so and his framework …

#331 – Phil Nadel, Forefront Venture Partners - The Best Companies Are Founded By Folks Who Personally Feel The Pain Point

In episode 331, we welcome back our guest, Phil Nadel, co-founder of Forefront Venture Partners, one of the largest and most successful syndicates on …

#330 – Guillermo Cornejo, Riders Share - Riders Share Is Like An AirBnB, But For Renting Motorcycles

In episode 330, we welcome our guest, Guillermo Cornejo, founder and CEO of Riders Share, the first & largest motorcycle peer-to-peer rentals platform in the United States.

 

In today’s …

#329 – Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria

In episode 329, we welcome our guest, Samantha McLemore founder of Patient Capital Management and a Co-Portfolio Manager at Miller Value Partners.   

#328 – Startup Series – Katie Echevarria Rosen Kitchens, FabFitFun - Paying $50 And Getting Over $300 In Full-Size Products Is A Pretty Cool Thing

In episode 328, we welcome our guest, Katie Echevarria Rosen Kitchens, co-founder of FabFitFun, a lifestyle membership that provides a curated …

#327 – Mario Gabelli, GAMCO Investors - We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time

In episode 327, we welcome our guest, Mario Gabelli, Chairman and Chief Executive Officer of GAMCO Investors, the firm he founded in 1977.

 

In today’s episode, we hear the framework behind …

#326 – Starup Series – Viktor Nebehaj, Freetrade - We Want Everybody To Have Access To Investing

In episode 326, we welcome our guest, Viktor Nebehaj, co-founder of Freetrade, whose mission is to get everyone investing by making it simple and commission-free with a stockbroker you can …

Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)

In today’s episode of the Cambria Fund Profile Series, Meb discusses Cambria’s shareholder yield ETFs, US focused Cambria Shareholder Yield ETF …

#324 – Edward McQuarrie, Santa Clara University - Sometimes Stocks Beat Bonds, Sometimes Bonds Beat Stocks

In episode 324, we welcome our guest, Dr. Edward McQuarrie, Professor Emeritus at Santa Clara University.    In today’s episode, we hear why the ‘stocks for the long-run’ thesis may not be …

#323 – John Montgomery, Bridgeway Capital Management - A Factors-Based World View Resonated With Me

In episode 323, we welcome our guest, John Montgomery, founder and Chief Investment Officer of Bridgeway Capital Management, a $5 billion quantitative manager that donates 50% of its …

#322 – Radio Show – Inflation or Deflation?…Foreign Stocks….Value and Momentum

Episode 322 has a radio show format. We cover a variety of topics, including: - Preparing your portfolio for the possibility of both inflation and …

#321 – Rajiv Jain, GQG Partners - “Everything Is Temporary And The Only Way To Survive Long-Term Is To Be Adaptive”

In episode 321, we welcome our guest, Rajiv Jain, Chairman and Chief Investment Officer of GQG Partners, a boutique investment management firm focused on global and emerging markets …

#320 – Shonda Warner, Chess Ag Full Harvest Partners - The Interesting Thing About Ag Is That It’s There To Play Another Day

In episode 320, we welcome our guest, Shonda Warner, founder of Chess Ag Full Harvest Partners, an asset management company focused on agricultural …

#319 – Brandon Zick, Ceres Partners - The Market Is $3 Trillion And Institutional Investors Own About 3% Of That

In episode 319, we welcome our guest, Brandon Zick, Chief Investment Officer of Ceres Partners, a specialist investment manager focused exclusively …

#318 – Perth Tolle, Life + Liberty Indexes – If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This

In episode 318, we welcome our guest, Perth Tolle, founder of Life + Liberty Indexes.   In today’s episode, we’re talking about freedom! Perth shares …

#317 – Chris Cole, Artemis Capital Management - You Want To Diversify Based On How Assets Perform In Different Market Regimes 

In episode 317, we welcome our guest, Chris Cole, Founder and Chief Investment Officer of Artemis Capital Management, which aims to transform stock …

#316 – Dianne McKeever, Ides Capital - My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist

In episode 316, we welcome our guest, Dianne McKeever, Co-founder and Chief Investment Officer of Ides Capital, which has been cited as the only woman-led activist fund.

In today’s episode, …

#315 – Warren Pies & Fernando Vidal, 3Fourteen Research - I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years

In episode 315, we welcome our guests, Warren Pies and Fernando Vidal, co-founders of 3Fourteen Research, which combines expert qualitative insights with true quantitative discipline.    In …

#314 – Dan Morehead, Pantera Capital Management - Satoshi Created Bitcoin As A Result Of The 2008 Global Financial Crisis And It’s Really Coming Into It’s Own Now

In episode 314, we welcome our guest, Dan Morehead, Co-founder and Chief Investment Officer of Pantera Capital Management, the first institutional asset manager to invest exclusively in …

#313 – Rob Arnott, Research Affiliates - Modern Monetary Theory Does Not Work

In episode 313, we welcome our guest, Rob Arnott, founder and Chairman of Research Affiliates.    In today’s episode, we start with the U.S. stock market and why today’s valuations meet …

#312 – Carter Malloy, AcreTrader - In A Couple Of Minutes, You Can Invest As Little As $15,000 Or $20,000 In A Particular Farm

In episode 312, we welcome our guest, Carter Malloy, founder and CEO of AcreTrader, a farmland real estate investment company offering low minimum, passive farm investments.    In today’s …

#311 – Radio Show – Valuation Update…Bond Returns….Meb’s Startup Investing

Episode 311 has a radio show format. We cover a variety of topics, including: · The importance of having an investment plan · Valuations update · How Meb approaches startup investing · …

#310 – Kathryn Kaminski, AlphaSimplex - When You’re A Systematic Investor, Your Process Makes The Decision

In episode 310, we welcome our guest, Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the …

#309 – Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out

In episode 309, we welcome our guest Andrew Horowitz, President and Founder of Horowitz & Company and host of The Disciplined Investor Podcast.    In today’s episode, we start with …

#308 – Best Idea Show – Maciej Wojtal, Amtelon Capital – I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia

In episode 308, we welcome our guest, Maciej Wojtal, founder and CIO of Amtelon Capital, an investment fund focused on Iranian equities. In today's episode, we're covering Maciej’s best …

#307 – Vikram Mansharamani, Harvard Lecturer and Author - In All Bubbles, You Usually Have A ‘This Time It’s Different’ Story

In episode 307, we welcome our guest, Vikram Mansharamani, a Harvard lecturer, author, and global trend spotter who shows people how to anticipate the future, manage risk, and spot …

#306 – Jeff Seder, EQB - We Ended Up The First Triple-Crown Winner in 37 Years

In episode 306, we welcome our guest, Jeff Seder, founder of EQB, a high-tech sports medicine startup that consults with the majority of the major …

#305 – Marc Faber, The Gloom, Boom & Doom Report – The Environment We’re In Favors Quick Profits And Long-Term Loss

In episode 305, we welcome our guest, Marc Faber, Editor and Publisher of The Gloom, Boom & Doom Report, which highlights unusual investment opportunities around the world.   In today’s …

#304 – Damon Ficklin, Polen Capital – Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots

In episode 304, we welcome our guest, Damon Ficklin, Polen Capital’s head of the Large Company Growth Team and the lead portfolio manager of the …

#303 – Kevin Lozer, Holistiplan – Streamline And Scale The Tax Planning Process For Advisors  

In episode 303, we welcome our guest, Kevin Lozer, co-founder of Holistiplan, a tax planning software for financial advisors.    In today’s episode, …

#302 – Lisa Rich, Hemisphere Ventures, Xplore – There’s Never Been A More Exciting Time For The Space Industry

In episode 302, we welcome back our guest, Lisa Rich, managing partner of Hemisphere Ventures and founder and COO of Xplore.   In today’s episode, we’re chatting about the space sector, …

#301 – Dr. Daniel Crosby, Orion Advisor Solutions – You Want The Best Anxiety Adjusted Returns

In episode 301, we welcome our guest, Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, where he helps organizations understand …

#300 – Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies

In episode 300, we welcome our guest, Geoffrey Batt, managing partner and founder of the Euphrates Advisors, where he invests in Iraqi equities. In today's episode, we're covering …

#299 – Sundeep Ahuja, Climate Capital - Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around

In episode 299, we welcome our guest, Sundeep Ahuja, a three-time founder-turned-investor, who's currently a General Partner at Duro Ventures, Climate Capital, and DVC. In today’s episode, …

#298 – Boris Wertz, Version One - I Really Think About The Next Decade As A Golden Decade For Technology

In episode 298, we welcome our guest, Boris Wertz, the founding partner of Version One, an early-stage venture capital firm focused on backing mission-driven founders. In today’s episode, …

#297 – Tim Ranzetta, Next Gen Personal Finance - Every Student Wants To Learn About Money

In episode 297, we welcome our guest, Tim Ranzetta, co-founder of Next Gen Personal Finance, a non-profit organization working to increase access to financial education by providing its …

#296 - Jason Hsu, Rayliant Global Advisors - As Investors, We’re Always Looking For Uncorrelated Sources Of Return

In episode 296, we welcome our guest, Jason Hsu, founder and chairman of Rayliant Global Advisors.    In today’s episode, we get an update from Jason on the Chinese stock market and hear …

#295 – Jacob Rubin, Philosophy Capital Management – I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat

In episode 295, we welcome our guest, Jacob Rubin, founder and Managing Member at Philosophy Capital Management, which focuses on value and distressed credit.    In today’s episode, we …

#294 – Dan Rasmussen, Verdad Advisers - A Lot Of These Regime Changes Happen Around Recessions And Crises

In episode 294, we welcome our guest, Dan Rasmussen, founder of Verdad Advisers, a global investment firm that provides a public market alternative to private equity. In today’s episode, …

#292 – Tom Barton, White Rock Capital – I Just Thought, Well, This Is The Dumbest Short Of All-Time

In episode 292, we welcome our guest, Tom Barton, famed-short seller and founder and President of White Rock Capital.    In today’s episode, we start with taking a look back at one of Tom’s …

#291 – Ron Lieber, The New York Times - If You Look At Private Colleges And Universities, On Average, They’re Discounting Their Tuitions by 52%

In episode 291, we welcome our guest, Ron Lieber, the Your Money columnist for The New York author of the book, The Price You Pay for College.  In …

#290 – Bill Smead, Smead Capital Management - There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble

In episode 290, we welcome our guest, Bill Smead, the Chief Investment Officer for Smead Capital Management.  In today’s episode, Bill explains why he believes the market is undergoing a …

#289: Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right?

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 …

#288 - Best Idea Show - Doug Pugliese, Alpha Architect - Why Not Elect A 1042 Sale And Control When You Pay Those Taxes?

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 …

#287 – Jonathan Hsu, Tribe Capital - Our Specific Areas Of Expertise Are Around Being Able To Tell A Story Utilizing Your Own Data

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 …

#286 – Jeremy Grantham, GMO - What Day Is The Highest Level Of Optimism? It’s The Day The Market Hits The Peak

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?

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 …

#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

In episode 284, we welcome our guest, Michael Gayed, a Portfolio Manager at Toroso Investments, where he runs two tactical, risk-on, risk-off …

#283 – Brian Barish, Cambiar Investors- In The Digital Age We’re De-Physicalizing Things

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 …

#282 – Salem Abraham, Abraham Trading Company - Managing Risk Starts With Imagining the Unimaginable

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

#281 – Adrian Helfert, Westwood Group - We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum

In episode 281, we welcome our guest, Adrian Helfert, Director of Multi-Asset Portfolios for Westwood Group, where he leads Westwood’s multi-asset …

#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

In episode 280, we welcome our guest, Matthew O’Connor, co-founder of AdQuick, the first true marketplace for out-of-home advertising, providing …

#279 – Kevin Davitt, John Hiatt, Cboe - Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact

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

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 …

#277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso

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 …

The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors

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 …

#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.

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 …

#275 - David Lau, DPL Financial Partners - The Root Of All Evil When It Comes To Annuities Are Commissions

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 …

#274 – Mitch Baruchowitz, Merida Capital Holdings - Is The Trade Over? No…It’s Just Getting Going In Some Ways

In episode 274, we welcome our guest, Mitch Baruchowitz, a Managing Partner at Merida Capital Holdings, a private equity firm targeting fundamental …

#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

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 …

#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

In episode 272, we welcome our guest, Tobias Carlisle, founder and managing director of Acquirers Funds, where he serves as the portfolio manager of …

#271 - Gary Zimmerman, Max My Interest - Several Of The Banks On Our Platform Offer Preferential Rates That Are Only Visible On The Max Platform

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 …

#270 - Terri Spath, Sierra Investment Management - We Use A Quantitative Rules Based Process To Go Risk On, Risk Off

In episode 270, we welcome our guest, Terri Spath, Chief Investment Officer and Portfolio Manager at Sierra Investment Management, where she's …

#269 - Scott Lynn, Masterworks - I Think Art As An Asset Class Has To Be The Largest Asset Class That Has Never Been Securitized

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 …

#268 - Best Idea Show - Doug Ludlow, MainStreet - We’re Now Saving The Average Company Using Our Platform About $75,000 Per Year

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, …

The Best Investment Writing Volume 4: Tyler, Portfolio Charts - The Benefits of Bond Convexity

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 …

#267 - Edward Altman, NYU - We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever

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 …

#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

In episode 266, we welcome our guest, Kiyan Zandiyeh, Chief Investment Officer for Sturgeon Capital, a leading frontier markets investment boutique …

The Best Investment Writing Volume 4: Martin Tarlie, GMO - Is the U.S. Stock Market Bubble Bursting?

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 …

#265 - Rusty Vanneman, Orion - To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward

In episode 265, we welcome our guest, Rusty Vanneman, Chief Investment Officer for Orion Advisor Solutions. In today’s episode, we’re talking asset …

#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?

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 …

#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

In episode 263, we welcome our guest, Julian Klymochko, founder and CEO of Accelerate Financial Technologies, a firm delivering institutional caliber …

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

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 …

The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification

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 …

#261 - Best Idea Show - Mike Lecours, fpPathfinder - We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business

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 …

#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

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

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 …

#258 - Best Idea Show - Wes Gray, Alpha Architect - An ETF Centralizes Everything Into One Product

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 …

#257 - Marc Levine - A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win

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 …

The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble

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 …

#256 - Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree - Japan Is Trading At The Lowest Valuation In 30 Years

In our inaugural ‘what’s your best idea’ episode, we welcome our guests, Jeremy Schwartz, WisdomTree’s Executive Vice President and Head of Global …

#255 - Matt Peterson, Peterson Capital Management - We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity

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 …

#254 - Ken Nguyen, Republic - In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public

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 …

#253 - Carl Chang, Kairos Investment Management - Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow

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 …

The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds

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 …

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

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 …

Cambria Fund Profile Series – Cambria Global Value ETF (GVAL)

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 their …

#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

In episode 251 we welcome our guest, Robert Jacobson, entrepreneur, advisor, and founder of Space Advisors, a strategic consulting firm for space …

#250 - Kevin Gibbon, Airhouse - We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands

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 …

#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

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 …

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

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 …

#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

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 …

#247 - David Oates, Curtsy - Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts

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 …

#246 - Eric Sprott, Mark O’Dea, Oxygen - I’m Trying To Look For Some Value That’s Not Appreciated By The Market

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, …

#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

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

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.

#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

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 …

#242 - Ham Serunjogi, Chipper Cash - Africa Has The Highest Cost Of Sending Money In The World

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 …

#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

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 …

#240 - Stefan Batory, Booksy - This Is Probably The Last Major Vertical That’s Not Digitalized…And This Is A Massive Space

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 …

#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

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, from …

#238 - Mark Straub, Smile Identity - Face Recognition Is, In A Sense, Deep Technology

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

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 by …

#236 - Stuart Landesberg, Grove Collaborative - I Believe Deeply That Having A Truly Mission Driven Business Is A Sustainable Competitive Advantage

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 …

#235 - Ajay Prakash, Rinse - The Barriers To Entry Are Super Low…But The Barriers To Scale Are Incredibly High

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 …

#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

In episode 234 we welcome our guest, Harin de Silva, president and portfolio manager for the Wells Fargo Asset Management Analytic Investors team. In …

#233 - Lisa Rich, Hemisphere Ventures, Xplore - Opening Up The Door For Access To Space

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 …

#232 - Luis Perez, Remoov - We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back

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 …

#231 - Julian Klymochko, Accelerate Financial Technologies - The Democratization Of Alternatives, It’s Happening, But It’s Something That Does Not Happen Overnight

In episode 231, we welcome our guest, Julian Klymochko, founder and CEO of Accelerate Financial Technologies. In today’s episode, we’re talking …

#230 - Ryan Lupberger, Cleancult - There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste

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

#229 - Evan Brandoff, LeagueSide - There’s No Better Way To Engage With Families In The Community Than Through Youth Sports

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)

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 …

#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

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

#227 - Alex Smereczniak, 2ULaundry - Quality Has to Be At The Forefront of Everything That We’re Doing

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

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

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 …

#224 - Eric Kinariwala, Capsule - The Pharmacy Sits At The Center Of The Healthcare System

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 …

#223 - Steven Jorgenson, Starbridge Venture Capital - The Launch Sector is Literally Less Than 2% Of The Space Industry

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 …

#222 - Dakin Sloss, Prime Movers Lab - Power Law Is The Key To Understanding Venture Capital

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 into the …

#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

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 some …

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

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 …

#219 - Paul Collier, Oxford - What Capitalism Offers Is A Combination Of Competition And Collaboration

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 …

#218 - Adam Karr, Orbis Investments - One Of The Most Important Decisions You Make Is The Price That You Pay

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 companies …

#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

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 …

#216 - David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value

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 …

#215 - David Chan, FarmTogether - How Do We Make Farmland As An Asset Class More Accessible?

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 cover …

#214 - Jake Gibson, Better Tomorrow Ventures - We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come

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

In episode 213 we welcome our guest, David Sanderson, founder and CEO of Reelgood. We get into David’s frustrating experience of juggling multiple …

#212 - Eric Satz, AltoIRA - I Want Everybody To Be Able To Invest In Alternative Assets

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, and …

#211 - Julie Novack, PartySlate - We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect

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 …

#210 - Jonathan Treussard, Research Affiliates - Be Aware Of The Cracks Under Your Feet

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 how …

#209 - Andrew Schulz, NoiseAware - A Lot Of Our Competitive Advantage Is How We Quantify Sound

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 …

#208 - How Long Can You Handle Underperforming?

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 …

#207 - Jeremy Yamaguchi, Lawn Love - It’s…One Of The Last Markets In The US…That Has Been…Resistant To Technology

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 …

#206 - Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests, and Investing in the time of Corona

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 …

#205 - Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality

In episode 205, Meb talks with Cornerstone Acquisition and Management CEO and Portfolio Manager, Derren Geiger. Meb and Derren cover Caritas Funds’ …

#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

In episode 204, Meb talks with Foresight Mental Health co-founders Doug Hapeman and Matt Milford. They discuss Foresight’s origin story and the …

#203 - Sanchal Ranjan, ZiffyHomes - We Give You A Different Lifestyle To Work And Play

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 …

#202 - Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation

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’s …

#201 - The Case For Global Investing

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 …

#200 - Radio Show - Decade End Returns and Valuations…Process vs. Performance…VC Power Laws

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

  • Coronavirus – how investors should be thinking about shocks
  • CalPERS …

#199 - Peter Livingston, Unpopular Ventures - All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do

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 …

#198 - Rabi Gupta and Satwick Saxena, EvaBot - EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts

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 …

#197 - Rick Rule, Global Resource Investments - In Resources You Are Either A Contrarian Or You Are Going To Be A Victim

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 …

#196 - Minnie Ingersoll, TenOneTen - I Do Believe That Innovation In Our Country Is The Huge Bright Spot

In episode 196 we welcome our guest, Minnie Ingersoll. Minnie and Meb start the conversation by getting into venture capital investing and the nature …

The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors

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 …

#195 - Top Podcasts 2019 - Replay: Bill Smead, Cam Harvey, Raoul Pal

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 …

The Best Investment Writing Volume 3: Frazer Rice, Calamos Wealth Management – Preparing For The Hurricane Of Wealth

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 …

#194 - Doug McCormick, HCI Equity Partners - I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested

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 …

The Best Investment Writing Volume 3: Wes Gray, Alpha Architect – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.

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 …

#193 - Chris Brightman - Here We Are With Emerging Markets Again Trading At A Shiller PE Multiple Less Than Half Of The US Stock Market

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 …

The Best Investment Writing Volume 3: Ben Johnson – When Markets Are Tough, Don't Look

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 …

#192 - Tim Hayes - The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009

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 …

The Best Investment Writing Volume 3: Todd Tresidder – Bubbles, Bubbles Everywhere – How To Protect Yourself

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 …

#191 - Simon Hallett - Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance

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 …

#190 - Radio Show: Buying Stocks At All Time Highs…Fund Manager Sentiment…Year End Questions for Advisors and Brokers

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 …

#189 - John Parise - 70% Of Wealth Is Lost In The 3rd Generation

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 …

The Best Investment Writing Volume 3: Ray Micaletti – The Smart Money Indicator: A New Risk Management Tool

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 …

#188 - Andreas Clenow - Trend Following Is…About Taking A Lot of Bets On A Very Large Number Of Markets

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, …

The Best Investment Writing Volume 3: Jack Forehand – The Case Against Value Stocks

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 …

#187 - Kevin Carter - The Thing That’s Emerging Are The People, It’s All About The Consumer

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

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 …

#186 - Carter Malloy - I Looked At Farmland And Realized…It’s Wildly Inefficient

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 …

The Best Investment Writing Volume 3: Larry Swedroe – Investment Strategy in an Uncertain World

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 …

#185 - Ben Claremon - Value Investing Will Always Have A Place

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 …

#184 - You Could Have Missed...

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 …

#183 - Ben Inker - The Problem With Good Returns In The Near Term Is They Have To Be Paid Back Sometime

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 …

The Best Investment Writing Volume 3: Gary Antonacci – Extended Backtest of Global Equities Momentum

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 …

#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

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 …

#181 - Radio Show: Zero Trading Commissions…Valuations…And Trend Following

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

  • Major brokerage firms dropping ETF trading …

#180 - Rodrigo Gordillo - “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust”

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 …

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

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 …

#179 - Dan Ferris - What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline

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 …

#178 - Nobody Wants To Invest In Your Sh*t

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 …

#177 - Alex Rubalcava - We Want To Help Build Companies That Are Solving Hard Problems That Matter

In episode 177, we welcome back our guest, Alex Rubalcava. Alex and Meb start the conversation by discussing startup company fundraising, and how it …

The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are Value and Momentum Dead?

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 …

#176 - Adam Tkaczuk - We Think There Is About A 3% Per Year Tax Benefit To This

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?

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 …

#174 - Amlan Roy - Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old

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 …

The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me

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 …

#173 - Tom Williams - I Want To Be That First Call In The Darkest Of Days

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 …

#172 - Cam Harvey - This is a Time of Considerable Risk of a Drawdown

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 …

The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter

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 …

#171 - Raoul Pal - Buy Bonds. Buy Dollars. Wear Diamonds.

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 …

#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 …

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 …

#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 …

#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 …

#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 …

#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 …

#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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Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56