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

47 minutes

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 it’s hard to listen to every episode, so we picked some clips from our most downloaded episodes for you.

We already have a great lineup for 3Q22, so be sure to subscribe to the show or share with a friend who hasn't listened yet!

(0:38) - Sponsor: Bonner Private Wine Partnership   (1:50) - Intro    (2:14) - John Arnold    (8:59) - Whitney Baker   (14:00) - Jeremy Grantham   (20:12) - Ivy Zelman   (24:28) - Gio Valiante   (27:08) - Dylan Grice   (30:49) - Antii Illmanen   (36:20) - Chris Bloomstran   (37:56) - Peter Zeihan   (44:28) - Dan Ariely  

-----

Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

-----

Today's episode is sponsored by the Bonner Private Wine Partnership.  Founded in 2019 by Will Bonner, the Bonner Private Wine Partnership is a group of wine lovers who come together to import great, small batch wines that might otherwise get overlooked by large importers. Click here to get 4 bottles of wine for almost half off plus free shipping.

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

More episodes from The Meb Faber Show

#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 …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
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