The Meb Faber Show - Better Investing

📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556

Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555

Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF

Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553

In this podcast episode, Dr. Taylor delves into both historical and modern perspectives on market concentration and investment strategies. He sheds light on the current dominance of major US companies, discusses changing trends in the equity risk premium, and underscores the need to differentiate between nominal and re...

Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552

Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551

In this podcast episode, Brad Gerstner, founder and CIO of Altimeter Capital, shares his long-term investment philosophy and strategies for navigating the fast-changing tech landscape. He emphasizes the importance of identifying asymmetric opportunities and managing market volatility, favoring qualitative insights over...

Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550

Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549

Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548

Introducing The Best Investment Writing

Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547

Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546

Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545

In this podcast episode, we explore the complex world of capital allocation, equity issuance, and buybacks, highlighting how these actions act as strong signals in the market that can greatly affect shareholder returns. Michael Mauboussin stresses the importance of understanding historical trends, market narratives, an...

Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544

In this podcast episode, Eisman explores the complex ways AI is reshaping financial markets and investment strategies. He notes that many companies are still in the early stages of adopting AI, mainly concentrating on data cleanup. Eisman predicts a shift where hardware may soon take precedence over software and draws ...

BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543

This podcast episode offers a constructive perspective on the US economy, highlighting its strengths despite concerns about a slowdown, with a particularly positive outlook on the job market and earnings potential. It emphasizes the ongoing concentration in the market, the benefits and complexities of the Fed's interes...

Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542

Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541

The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber

Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539

UBS' Jason Draho - Another Roaring '20s for the US? | #538