The Meb Faber Show - Better Investing Podcast Por The Idea Farm arte de portada

The Meb Faber Show - Better Investing

The Meb Faber Show - Better Investing

De: The Idea Farm
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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, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com. Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600

    Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600
    Oct 7 2025
    Today’s guest is Tobias Carlisle, founder of Acquirers Funds and serves as portfolio manager of the firm’s deep value strategy. He’s just released a book called Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking. In today’s episode, Toby starts by discussing the current valuation landscape and the challenge for small cap investors. Then he explores the intersection of Warren Buffett’s investment philosophy with Sun Tzu’s teachings. He walks through notable investment case studies, including General Re, Burlington Northern and Japanese trading houses. The case studies all convey the significance of patience, strategic thinking, and the pursuit of asymmetric opportunities in investing, while also addressing the psychological aspects that influence investor behavior. (0:34) Introduction of Tobias Carlisle (1:32) Value investing in current market conditions (4:04) Market outlook and valuation differences across cap-sizes (10:03) Jay Powell's recent comments (13:57) Toby's new book (19:54) The Gen Re investment (26:33) Buffett's investment in Japan and Apple (32:57) Buffett's investment principles and managing FOMO (42:30) Comparing low volatility and high beta stocks ----- 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 ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 m
  • Morgan Housel on The Illusion of Wealth and Happiness | #599

    Morgan Housel on The Illusion of Wealth and Happiness | #599
    Oct 3 2025
    Today’s guest is Morgan Housel, the bestselling author of The Psychology of Money and Same As Ever. His books have sold over nine million copies. His new book releasing in October is The Art of Spending Money. Morgan is a partner at The Collaborative Fund and serves on the board of directors at Markel. In today’s episode, Morgan discusses the complexities of wealth, spending, and happiness. He shares insights on the psychological implications of financial identity and the importance of independence and purpose in achieving true happiness. One theme throughout is that investing is more about human behavior than financial principles. (0:00) Starts (1:31) Introduction of guest Morgan Housel (2:01) Virality, luck and success (3:38) The psychological impact of wealth (7:15) The burden of material possessions and spending for happiness (11:17) Personal history's influence on spending and investment behavior (16:01) Cultural attitudes toward investing (22:07) The role of identity in financial behavior (27:45) Avoiding peer comparisons (37:30) Finding happiness and purpose after financial independence (50:13) Morgan's most memorable investment Sponsor: ⁠AcreTrader⁠ is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. ----- 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 ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! -----Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices
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    57 m
  • Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598

    Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598
    Sep 26 2025
    Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of understanding the U.S. dollar’s impact on global markets, the psychology behind investing decisions, and the necessity of position sizing. McCullough also shares insights into Hedgeye's new venture into asset management and the future of ETFs, highlighting the evolving landscape of investing. (0:00) Starts (1:28) Keith McCullough's investment philosophy (2:48) Explanation of Hedgeye's "signal" and "quad" strategy (14:19) Outlook for the US dollar (24:10) Understanding economic cycles (40:10) Launching Hedgeye Asset Management (47:51) Keith's most memorable investment experience ----- 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 ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices
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    55 m

Featured Article: The Best Investing Podcasts to Help You Build Your Portfolio


For beginner investors, we’ve compiled a list of podcasts that are perfect for getting your feet in the door. For those of you who are already familiar with investing and are looking for more specific information from experts to take your investments to the next level, there are great podcasts available for you too. This list includes the best investing podcasts—for beginners, for choosing stocks and funds, for expert investors, and for keeping up with the news.

Featured Article The Best Investing Podcasts to Help You Build Your Portfolio
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