The Meb Faber Show - Better Investing
Business & Finance
About
Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb...
Episodes
- Why Bonds Are Back: PIMCO’s Marc Seidner on the Best Fixed Income Setup in Years | #629
Marc Seidner, CIO of Non-traditional Strategies at PIMCO, joins Meb Faber to discuss the current investment landscape. He explains why bonds are a compelling opportunity, the impact of politics and geopolitics on investing, and the concept…
- Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628
Professor Samuel Hartzmark discusses why dividends are misunderstood by investors, exploring the "free dividends fallacy" and its impact on valuations. He also examines the differences between dividends and buybacks and their influence on…
- Will Guidara on The ROI of Unreasonable Hospitality | #627
Will Guidara, author of Unreasonable Hospitality, joins The Meb Faber Show to discuss how unreasonable hospitality, through intentionality and creativity, can transform routine service into memorable human connection and improve relationsh…
- Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
Alex Rubalcava and Paul Bricault of Amplify.LA discuss the opportunities and challenges AI presents for startups and investors. They cover changing software economics, AI company defensibility, frontier sector opportunities, and the import…
- Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
Owen Lamont and Randy Cohen discuss liquid private equity, its modeling in public markets, and investor interest in liquid access to private market returns. They cover market valuations, technological change, and long-term forces shaping t…
- The King of Coins & Collectibles - Van Simmons | #624
Van Simmons explores the evolution of the rare coin and collectibles market, the impact of grading on collectibles as an asset class, and how technology and AI are reshaping authentication and valuation. He also discusses how rare coins ca…
- The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623
In this episode, Mike Wilson, Morgan Stanley's Chief U.S. Equity Strategist, discusses rolling recessions, staggered recoveries, and the broadening of market leadership. He also covers risks from AI disruption, private credit weakness, and…
- The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622
In this episode, Wes Gray and Brent Sullivan discuss concentrated stock positions, 351 ETF exchanges, tax laws, and tax-managed long-short strategies. They also explore the potential of AI in tax planning and portfolio management.
- Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621
Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs, discusses the growth of the alternatives market, including interest from individual investors and recent volatility. She also shares her expectations for the 2026 IPO…
- MEBISODE: Even Berkshire Underperformed
Meb Faber explores how to assess investment strategies experiencing difficulties, using the Cambria Shareholder Yield ETF (SYLD) as an example. The discussion focuses on evaluating performance during rough patches.
- Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? | #619
In this episode, Professor Aswath Damodaran discusses the AI spending spree, its impact on valuations and corporate strategies, and the risks associated with heavy tech investment. He also touches on cryptocurrencies, sports franchises, an…
- 200 Years of Markets in 60 Minutes (Deutsche Bank’s Jim Reid) | #618
Jim Reid, Global Head of Macro Research at Deutsche Bank, discusses lessons from his annual report, "The Ultimate Guide to Long-Term Investing." He shares insights on market data, inflation, and valuations, and how fiat money has reshaped…
- Dan Rasmussen & D.A. Wallach on Biotech’s Surge, China, IPOs, US Valuations & Japan | #617
Dan Rasmussen and D.A. Wallach discuss the biotech sector, including its growth in China and the US. They also cover IPOs, venture capital trends, US stock valuations, and the Japanese economy.
- Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility | #616
In this episode, Meb Faber discusses why market-cap-weighted investing may be nearing its limits and explores CAPE ratios and the resurgence of gold and commodities. He also explains how trend following and real assets can help investors n…
- Russell Napier: Financial Repression Is Back — And Investors Aren’t Ready | #615
Russell Napier, a financial market strategist and historian, discusses financial repression and its impact on capital markets. He explains why investors may be unprepared for these changes, covering topics such as yield chasing, inflation,…
- Richard Bernstein - The Case for Dividends in a Bubble Era | #614
Richard Bernstein, CIO of Richard Bernstein Advisors, discusses market speculation and extreme narrowness. He shares his views on dividend-paying and international stocks, crypto as a global investment bubble, corporate credit risk, and th…
- Marc Faber on Democracy, Debt, and Surviving the Next Market Regime | #613
Marc Faber, editor of the “Gloom Boom & Doom Report,” explores financial markets, the resurgence of precious metals, and the impact of money printing on economic inequality. He discusses bond opportunities, emerging markets like Thailand a…
- Build YOUR Perfect Portfolio (w/ Cullen Roche) | #612
In this episode of The Meb Faber Show, Cullen Roche discusses principles of portfolio construction, emphasizing viewing investments as savings. He explores time horizons in investment decisions, the importance of real returns, and the orig…
- What the Data Says About Founder-Led Outperformance (w/ Jack Ablin of Cresset Asset Management) | #611
Jack Ablin, CIO at Cresset Asset Management, discusses the outperformance of founder-led companies and his approach to asset allocation. He also provides an outlook on equities and fixed income, and explores private market opportunities.
- David McWilliams on The Story of Money—and Why It Matters for Markets | #610
David McWilliams, an economist and author, joins The Meb Faber Show to discuss the 5,000-year evolution of money and its foundational role in society. He explores historical examples and emphasizes the importance of understanding money in…
- BlackRock’s Rick Rieder - Rethinking Risk Into 2026 | #609
Rick Rieder, CIO of Global Fixed Income at BlackRock, discusses current market dynamics, year-end expectations, and the evolving economic landscape. He shares his views on the Federal Reserve's actions and their impact on portfolio constru…
- What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) | 608
Nick Maggiulli from Ritholtz Wealth Management discusses financial advice, asset ownership across wealth levels, and adapting financial strategies. He also explores wealth mobility, the role of luck in wealth accumulation, and challenges i…
- AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
Antti Ilmanen from AQR Capital Management discusses investment returns, objective and subjective expectations, and the dangers of relying on past performance. The conversation covers the US market, portfolio diversification, and behavioral…
- The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
Chris Clark joins The Meb Faber Show to discuss the biotech sector. He explains how biotech works, the challenges it has faced, and the different perspectives of venture capitalists and public market investors. The discussion also covers t…
- Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
Joe Davis, Vanguard's Global Chief Economist, explores the future of the U.S. economy as a "tug-of-war" between AI and national debt, driven by demographics. He discusses potential outcomes for investors, emphasizing diversification to nav…
- Kathryn Kaminski - Don’t Fire Your Diversifier | #604
Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, discusses managed futures strategies, including recent drawdowns, recovery patterns, and their role as a diversifier to stocks. She also revisits her research on crisis alpha and…
- Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603
Peter Levin, co-founder of Griffin Gaming Partners, discusses the evolution of the gaming industry. He covers the rise of mobile and indie games, the impact of AI, and his data-driven investment strategy in gaming startups.
- Mebisode: When to Sell
In this episode of The Meb Faber Show, Meb Faber reads his latest research paper, titled "When to Sell."
- Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602
Carl Richards, author and Certified Financial Planner, discusses the emotional side of investing, how to align financial decisions with personal goals, and the impact of societal pressures on perceived wealth. He explores concepts like the…
- Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601
In this episode, Eddy Elfenbein of Crossing Wall Street discusses his investment philosophy, the development of his annual stock buy list, and his experience managing the CWS ETF. He also explores his approach to stock selection, market cy…
- Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600
Tobias Carlisle discusses the investment philosophies of Warren Buffett and the teachings of Sun Tzu, as presented in his new book. He also shares insights on current market valuations, small-cap investing, and specific investment case stu…
- Morgan Housel on The Illusion of Wealth and Happiness | #599
Morgan Housel, author of The Psychology of Money, joins The Meb Faber Show to discuss the intersection of human behavior, wealth, and happiness. The conversation covers how personal history, identity, and the desire for independence shape…
- Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598
Keith McCullough, Founder and CEO of Hedgeye, discusses his journey in finance, the importance of market signals, and his innovative "quad framework" for economic scenarios. He also shares insights into Hedgeye's new asset management ventu…
- Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597
Dave Thornton, co-founder of Vested, explains how his company helps startup employees exercise expiring stock options. He also discusses Vestimate, a tool designed to track the fair-market value of equity over time and reduce abandonment o…
- Innovative Tax Strategies in Bond Investing [Alex Morris] | #596
Alex Morris, CEO and CIO of F/m Investments, joins Meb Faber to discuss the evolution of bond investment strategies and the launch of his bond-centric ETFs, including TBIL and the Compoundr series. The episode covers topics such as tax eff…
- Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595
Bob Elliott, CEO and CIO of Unlimited and former Bridgewater executive, joins the show to discuss the current macroeconomic landscape. The conversation covers topics including Federal Reserve policy, tariffs, the dollar, asset allocation,…
- The Parallels of Past and Present in Finance - Mark Higgins | #594
Mark J. Higgins discusses historical trends in finance, covering topics such as financial crises, U.S. debt, private markets, and the evolution of reserve currencies. He explores how understanding past financial history can provide context…
- A Golden Moment for Asset Allocation? | Mike Philbrick | #593
Mike Philbrick, CEO of ReSolve Asset Management, joins The Meb Faber Show to discuss the evolving roles of gold and Bitcoin in portfolios. He explores historical gold performance, hedging against home country bias, and utilizing gold futur…
- KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592
Henry McVey of KKR discusses the current macroeconomic landscape and the shift he describes as a regime change. He explores topics including US dollar trends, global market opportunities in Europe and Japan, China's economic shifts, and as…
- Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591
Wes Gray and Srikanth Narayan join Meb Faber to discuss exchange funds, Section 351 ETF conversions, and stock concentration risk. The episode explores tax efficiency, investment management strategies, and the mechanics of new exchange fun…
- Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590
Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets at Goldman Sachs, discusses her career and the investment strategies used by family offices. The episode covers risk management, asset allocation, generational…
- Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589
Dan Rasmussen and D.A. Wallach join the show to discuss the current landscape of biotech and healthcare, including the impact of AI. The conversation also explores private equity dynamics, venture capital returns, and various investment st…
- Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588
Victor Haghani, founder and CIO of Elm Wealth, discusses disciplined asset allocation, the importance of position sizing, and market valuation. The conversation also covers his book, 'The Missing Billionaires,' and examines topics includin…
- Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587
Rob Arnott and Campbell Harvey join The Meb Faber Show to discuss risks associated with passive investing, the impact of AI on markets, and broader macroeconomic trends, including government debt and yield curve inversions.
- Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586
Whitney Baker of Totem Macro joins The Meb Faber Show to discuss the macroeconomic landscape, including the end of the 'buy the dip' era and U.S. debt challenges. The conversation covers emerging markets, AI, tariffs, the 'Triple Yasu' phe…
- Kim Flynn - Unlocking Alternative Investments | #585
Kim Flynn, President of XA Investments, joins Meb Faber to discuss the current landscape of interval funds. They explore trends, innovation, valuation, liquidity, and the role of interval funds for advisors and retail investors.
- Cole Wilcox on The Power Law of Investing | #584
Cole Wilcox, CIO of Longboard Asset Management, discusses the effectiveness of trend-following strategies, the role of power laws in the stock market, and the importance of disciplined emotional management for investors.
- Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583
Alex Wright, Global Wealth Strategist at Apollo, discusses the limitations of traditional public market portfolios and the role private equity, private credit, and infrastructure play in modern investment strategies on The Meb Faber Show.
- BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
Philipp Carlsson-Szlezak, Global Chief Economist at BCG, joins the program to discuss his framework for assessing macroeconomic risk. He covers topics including recession concerns, the impact of tariffs and trade, the labor market effects…
- Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581
This episode of The Meb Faber Show features Jeremy Grantham, John Arnold, and Sam Zell discussing their most memorable investment experiences. The episode highlights segments from previous full interviews with each respective guest.