The Meb Faber Show - Better Investing

Barry Ritholtz - Debunking Investment BULLSH$T! | #575

Buy Stock Where You Shop With Grifin | Aaron Froug | #574

Jacqueline Faber: A Journey into Dark Academia | #573

MEBISODE: Can We All Invest Like Yale?

Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572

This podcast interviews Peter Oppenheimer, Goldman Sachs' Chief Global Equity Strategist, about his book "Any Happy Returns?" The discussion centers on Oppenheimer's four-phase equity cycle model ("despair," "hope," "growth," and "optimism") and its application to current market conditions. Oppenheimer argues that wh...

Former Merrill Strategist Chuck Clough – This Time is Different | #571

This podcast features an interview with Chuck Clough, Chief Investment Officer at Clough Capital, discussing his career and insights on the current investment landscape. The conversation covers his early work with Nobel laureate George Stigler, experiences navigating the volatile 1970s market, and comparisons between ...

Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570

Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569

Mike Maples on 100x Investments, Lessons from David Swensen & the AI Revolution | #568

BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567

Wendy Li on How To Invest Like Elite Endowments | #566

This interview podcast features Meb Faber interviewing Wendy Li, founder and CIO of Ivy Invest, an endowment-style fund. The conversation begins with Li's background in institutional investing at major New York endowments, highlighting her experience navigating the 2008 financial crisis and the evolution of endowment ...

Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565

The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564

Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563

Fran Kinniry on The Past, Present & Future of Vanguard | #562

Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561

In this episode of the podcast, Matthias Hanauer, a quant equity researcher at Rubico, dives into the world of value investing. He challenges the idea that value investing is obsolete, attributing recent poor performance to the sky-high valuations of growth stocks rather than a flaw in the value approach itself. Hanaue...

Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More | #560

Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559

Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558

Valuation expert Aswath Damodaran explores the complexities of corporate life cycles and investment decision-making. Companies evolve through distinct stages, and management must align capital allocation—such as dividends and buybacks—with their specific maturity level rather than chasing growth they can no longer sust...

JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557