))
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 w ...
…
continue reading
1
Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes)
53:26
53:26
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
53:26
Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world. In today’s episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he’s fo…
…
continue reading
1
Barry Ritholtz - Debunking Investment BULLSH$T! | #575
1:18:57
1:18:57
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:18:57
Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,’ offers a blueprint to help you make better decisions and achieve financial success. In today’s episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers …
…
continue reading
1
Buy Stock Where You Shop With Grifin | Aaron Froug | #574
36:42
36:42
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
36:42
Today’s guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop. In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the fu…
…
continue reading
1
Jacqueline Faber: A Journey into Dark Academia | #573
53:57
53:57
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
53:57
Today’s guest is Jacqueline Faber, the author of The Department … and Meb’s wife! In today’s special episode, Meb & Jacqueline discuss the book’s themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about how they approach the writing process, the art of getting noticed in a crowded market, and how to engage y…
…
continue reading
In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?” ----- Follow Meb on X, 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 ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Intereste…
…
continue reading
1
Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572
1:06:53
1:06:53
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:06:53
Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns. In today’s episode, Peter discusses how structural changes in macroeconomic drivers, geopoli…
…
continue reading
1
Former Merrill Strategist Chuck Clough – This Time is Different | #571
1:03:25
1:03:25
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:03:25
Today’s guest is Chuck Clough, Chief Investment Officer of Clough Capital. Chuck is well known from his time as the Chief Global Investment Strategist at Merrill Lynch until 2000 and has spent over six decades in finance. In today’s episode, Chuck shares insights from his illustrious career, reflecting on the challenges of the 1970s and the market …
…
continue reading
1
Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570
50:45
50:45
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
50:45
Today’s guest is Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and is responsible for the firm’s tactical asset allocation and cross-asset portfolios. He is also co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds. In today’s episode, Jim & I discuss the evolving landscape of asset alloc…
…
continue reading
1
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
1:03:39
1:03:39
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:03:39
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors’ unique approach to hedged equity pr…
…
continue reading
1
Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568
1:11:59
1:11:59
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:11:59
Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today’s episode, Mike shares his framework for investing in successful early-stage companies. He exp…
…
continue reading
1
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567
1:05:43
1:05:43
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:05:43
My guest today is Savita Subramanian, Bank of America’s Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron’s named Savita as one of the 100 Most Influential Women in U.S. Finance. In today’s episode, we cover the key trends shaping markets as we start 2025. Savita discusses the evolution of the S&P 500 over the past 50 years and why …
…
continue reading
1
Wendy Li on How To Invest Like Elite Endowments | #566
59:58
59:58
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
59:58
Today's guest is Wendy Li, founder and CIO of Ivy Invest, which offers an endowment-style fund with traditional and alternative assets. She’s spent her career as an institutional investor managing billions of dollars for some of New York’s largest endowments and foundations. In today's episode, Wendy walks through the strategies and principles behi…
…
continue reading
1
Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565
2:12:31
2:12:31
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
2:12:31
In this special episode, I’m releasing the full audiobook of Shareholder Yield: A Better Approach to Dividend Investing. While you can purchase the audiobook on Amazon, podcast listeners can listen here for free! Check out the description and times of each chapter below. About The Book For decades, both professional money managers and retail invest…
…
continue reading
1
The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564
3:47
3:47
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
3:47
In today's episode, we look back on an amazing 2024 with the episodes that YOU enjoyed the most. Aswath Damodaran: Apple, Spotify & YouTube Brad Gerstner: Apple, Spotify & YouTube Cliff Asness: Apple, Spotify & YouTube Hendrik Bessembinder: Apple, Spotify & YouTube Kenneth French: Apple, Spotify & YouTube Have feedback or questions? Want to sponsor…
…
continue reading
1
Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563
55:16
55:16
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
55:16
Today’s returning guest is macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm. In today’s episode, Felix explains why he’s concerned about the concentration of global equity markets and why he believes the US stock market is in a bubble. Then he shares…
…
continue reading
1
Fran Kinniry on The Past, Present & Future of Vanguard | #562
50:46
50:46
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
50:46
My guest today is Fran Kinniry, Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard since 1997 and served as the Global Head of Private Investments and Global Head of Portfolio Construction. In today’s episode, Fran highlights the role of advisors to help investors stay disciplined and avoid creating their …
…
continue reading
1
Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561
46:52
46:52
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
46:52
Today’s guest is Matthias Hanauer, a researcher on Robeco’s Quant Equity Research team. In today’s episode, we discuss the intricacies of value investing, the impact of various factors such as interest rates and market conditions, and the potential for emerging markets and small cap stocks going forward. Matthias highlights his research on the ‘Fac…
…
continue reading
1
Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More | #560
1:06:54
1:06:54
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:06:54
My guest today is Michael Venuto, CIO & co-founder of Tidal Financial Group, an ETF platform with over 175 ETFs and $25 billion in assets. In today’s episode, Mike & I discuss the banner year for the ETF industry and some of the trends contributing to the record inflows and fund launches. Then Mike talks about some different strategies, including E…
…
continue reading
1
Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559
57:29
57:29
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
57:29
My guest today is Joel Nagel, founder of the international law firm Nagel & Associates, which has a major focus on asset protection. Joel is also the Chairman of Caye International Bank, and has served as ambassador to Austria, the United Nations in Vienna and to Croatia and Slovenia on behalf of the Belizean government. In today’s episode, Joel st…
…
continue reading
1
Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558
1:03:24
1:03:24
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:03:24
Today’s returning guest is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran delves into the intricacies of investing and the lifecycle of companies. He also covers the challenges of valuation in a changing economy, the trend of buybacks versus dividends, and the e…
…
continue reading
1
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557
47:28
47:28
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
47:28
My guest today 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. David Kelly discusses various economic themes, including inflation, consumer sentiment, the value of the dollar, and the government deficit. He also covers the current state of glo…
…
continue reading
1
📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556
3:47
3:47
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
3:47
BIG NEWS! I just published the 2nd edition of Shareholder Yield: A Better Approach to Dividend Investing. For a limited time, the eBook is available for free! About The Book For decades, both professional money managers and retail investors have revered dividend stocks. However, an objective examination of historical data reveals a surprising truth…
…
continue reading
1
Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555
39:01
39:01
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
39:01
My guest today is Marty Bergin, President of DUNN Capital Management, which manages over $1.5 billion and is one of the longest continually running trend following firms in the world. In today’s episode, Marty reflects on the firm's 50-year journey in the trend following space and shares how a firm can not only survive but thrive over five decades.…
…
continue reading
1
Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF
39:25
39:25
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
39:25
Today's guest is Wes Gray, CEO & Co-CIO of Alpha Architect and a strategic advisor to ETF Architect. Wes & I discuss the Cambria Tax Aware ETF (TAX), which aims to achieve a tax-efficient investment return consisting of capital appreciation while emphasizing low dividend distributions. We also break down the 351 to ETF contribution process and how …
…
continue reading
1
Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553
40:32
40:32
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
40:32
My guest today is Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information. In today's episode, Bryan walks through what he's learned from studying 200+ years of market concentration in the US. Then we dive into his analysis of financial history o…
…
continue reading
