The Meb Faber Show - Better Investing

Jim Grant: AI Is “One of the Greatest Bubbles of All Time” | #634

Charley Ellis on How America Actually Got Built (Investing in America Series) | #633

William Goetzmann: From Babylon to Bubbles — A 5,000-Year History of Finance (Investing in America Series) #632

Meb Faber: Warren Buffett Didn't Follow His Own Advice | #631

Long-term wealth accumulation requires a disciplined, diversified approach that transcends home-country bias and emotional reactions to market volatility. While the S&P 500 has historically delivered strong returns, global diversification remains critical for managing risk and capturing growth across various capital ma...

Tom Lee: The Market Can Climb Higher—But Expect Turbulence | #630

Why Bonds Are Back: PIMCO’s Marc Seidner on the Best Fixed Income Setup in Years | #629

Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628

Dividends are frequently misunderstood as "free money," leading investors to ignore the mechanical price drop that occurs when a dividend is paid. This "free dividends fallacy" causes many to prioritize dividend yield over total return, often resulting in suboptimal tax outcomes and lower long-term wealth accumulation....

Will Guidara on The ROI of Unreasonable Hospitality | #627

Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626

Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625

The King of Coins & Collectibles - Van Simmons | #624

The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623

The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622

Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621

MEBISODE: Even Berkshire Underperformed

Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? | #619

Aswath Damodaran, NYU professor, returns to discuss market valuations, investment strategies, and the evolving economic landscape. He reveals shedding Tesla due to its politicization and NVIDIA after a significant run, questioning its future growth potential. The conversation explores whether NVIDIA could reach a $10 t...

200 Years of Markets in 90 Minutes (Deutsche Bank’s Jim Reid) | #618

Dan Rasmussen & D.A. Wallach on Biotech’s Surge, China, IPOs, US Valuations & Japan | #617

The podcast explores investment strategies in biotech, China's growing role in the biotech industry, and broader market valuation concerns. It highlights the unique factors driving biotech stock performance, such as specialist fund ownership and R&D spending relative to market cap, while noting the sector's high disper...

Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility | #616

Russell Napier: Financial Repression Is Back — And Investors Aren’t Ready | #615

Russell Napier, financial historian and strategist, joins the podcast to discuss how investors should adapt to a changing geopolitical landscape and global monetary system. He argues that traditional investment questions are becoming obsolete and investors should focus on understanding the implications of geopolitical ...