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
  • Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605

    Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
    Nov 7 2025
    Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe explains why the coming decade for the U.S. economy will be shaped by a tug-of-war between AI and demographics-driven deficits. While the most likely outcome is optimistic (the benefits of AI offset demographic pressures), the next most likely outcome is pessimistic (AI fails to meet our expectations and growth tumbles, putting pressure on the government’s balance sheet). Joe emphasizes the need for investors to prepare for non-consensus outcomes and embrace diversification to navigate this uncertain future. Listen to Joe’s first appearance on the show in February 2020. (0:00) Starts (1:40) AI's impact on the economy (7:26) Megatrends and technological change (19:18) Financial market signals, narratives, and nonconsensus outcomes (25:23) Comparing hype in AI stocks, gold, and economic scenarios (32:44) Historical technology cycles (41:48) The role of international bonds in a diversified portfolio (47:47) AI's impact on financial advisors (55:10) The future of automation & AI ----- 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. For more information, please visit ⁠acretrader.com/meb⁠. ----- 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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    1 h y 2 m
  • Kathryn Kaminski - Don’t Fire Your Diversifier | #604

    Kathryn Kaminski - Don’t Fire Your Diversifier | #604
    Oct 31 2025
    Today’s guest is Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the firm’s Managed Futures Strategy and Global Alternatives Strategy. She also co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha. In today’s episode, Meb and Katy discuss the tough year for managed futures strategies, which have experienced the 2nd largest drawdown in the last quarter century. Katy walks through the history of drawdowns and recoveries since 2000, explaining investors who have been patient in the past have been rewarded when the strategy recovers. She emphasizes managed futures’ ability to serve as a diversifier to stocks, revisits her research on crisis alpha, and touches on the rise of managed futures ETFs as a way for investors to get exposure to this asset class. Listen to Katy’s first appearance in May 2021. (0:00) Starts (1:05) Katy's thoughts on managed futures in 2025 (3:31) Lessons from past drawdowns (10:04) The patience premium (17:10) Follow the trends (22:12) Crisis Alpha revisited (26:01) Managed futures accessibility and ETFs (29:35) Replication methods (35:02) Implementing AI ----- 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. ----- 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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    40 m
  • Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603

    Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603
    Oct 28 2025
    Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early advisor and investor to Rovio aka Angry Birds. In today’s episode, Peter discusses the evolution of the gaming industry, highlighting the dominance of gaming IP. He touches on the rise of indie games, the impact of AI on the space and why he avoids trends like esports, AR and VR. (0:00) Starts (1:47) Peter Levin's background in gaming (5:37) Gaming's transition to mobile gaming and post-2000s developments (13:49) Comparison of gaming industry to traditional media and the rise of indie gaming (20:45) Changes in gaming revenue models (27:30) VR and AR challenges (35:50) Using a Data-driven approach to invest in gaming startups (47:00) Impact of AI on game development (56:32) Peter's most memorable investment ----- 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
    Más Menos
    1 h y 4 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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