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
  • The Parallels of Past and Present in Finance - Mark Higgins | #594

    The Parallels of Past and Present in Finance - Mark Higgins | #594
    Aug 22 2025
    Today’s guest is Mark Higgins, a Senior VP for IFA Institutional, where he specializes in providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels between historical financial crises and today’s economic landscape. He touches on the disturbing trends in private markets, the ethics of asset management, the evolution of U.S. debt, the future of the U.S. dollar, and more. (0:00) Starts (1:23) Mark Higgins' financial history insights (2:19) History of insider trading (4:14) Historical perspective on debt and reserve currencies (19:49) Gold, Bitcoin, and the evolution of financial markets (26:16) Passive vs. active management and private markets (37:19) Private market concerns (45:10) Historical figures and retirement plan changes (47:11) Inflation concerns (50:02) Mark'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
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    59 m
  • A Golden Moment for Asset Allocation? | Mike Philbrick | #593

    A Golden Moment for Asset Allocation? | Mike Philbrick | #593
    Aug 15 2025
    Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team. In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negate home country bias. Then he explains how investors can utilize gold futures to enhance a traditional 60/40 allocation. (0:00) Starts (1:18) Introduction of Mike Philbrick (3:10) US monetary policy, gold and Bitcoin (7:26) Gold performance since 2000 (14:09) Can gold hedge home country bias? (27:08) Bitcoin vs. gold (31:37) Overview of return stacking strategies (43:58) The future of return stacking funds ----- 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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    56 m
  • KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592

    KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592
    Aug 4 2025
    Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a decline in the US dollar, where he sees opportunities in global markets, particularly in Europe and Japan, and asset allocation advice for investors. (0:00) Starts (2:26) Investor appetite and regime change (6:20) The US dollar, AI, and the role of productivity (10:14) Market performance and valuation in the US and Europe (22:56) China's economic transformation (29:12) Private equity opportunities in Japan (35:34) Corporate strategy and the loneliness epidemic (45:57) US bonds and government indebtedness (51:02) Henry's most memorable investment ⁠LinkedIn Mid Year Outlook for 2025 Acceleration in the Global Flywheel Art of Learning ----- 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 ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Download their deck on how to navigate the “Big Beautiful Bill” and get 20% off your initial YCharts Professional subscription when you start your free trial. 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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    59 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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