The Meb Faber Show - Better Investing

By The Idea Farm

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... more

4.8

909909 ratings

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FAQs about The Meb Faber Show - Better Investing:

How many episodes does The Meb Faber Show - Better Investing have?

The podcast currently has 734 episodes available.

The Meb Faber Show - Better Investing episodes:

August 15, 2025 A Golden Moment for Asset Allocation? | Mike Philbrick | #593
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
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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
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Follow The Idea Farm: X | LinkedIn | Instagram | TikTok
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Interested in sponsoring the show? Email us at [email protected]
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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.
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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).

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56min
August 04, 2025 KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592
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
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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 [email protected]
-----
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).

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59min
July 18, 2025 Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591
Today’s guests are Wes Gray, founder, CEO and Co-CIO of Alpha Architect, and Srikanth Narayan, founder and CEO of Cache, which he started in 2022 after experiencing concentrated stock positions in his own portfolio. Previously, he served in engineering and product leadership positions at Uber and Alphabet.
In today’s episode, Meb, Wes & Srikanth share some big news about a new idea involving both exchange funds and 351 ETF conversions. Srikanth explains the mechanics of exchange funds, the risks associated with stock concentration, and the launch of his newest initiative. The discussion also touches on tax efficiency, fees, the competitive landscape of asset management, and more. Learn more about 351 ETF Exchanges or email us to chat!
(0:00) Starts
(1:10) Discussion on Section 351
(4:33) Explanation of exchange funds and stock concentration risk
(16:25) Case study of the new exchange fund model
(20:06) Onboarding and cost structure of the new exchange fund
(23:13) Qualifying illiquid assets and cost in tax strategies
(31:03) Use cases and investor education on ETF tax benefits
(34:11) FAQs and the importance of tax alpha
(45:23) Reflections on SPACs and speculative markets
-----
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 [email protected]
-----
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).
-----
To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. This and other information can be found in the Fund's full or summary prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our website at www.cambriafunds.com. Read the prospectus carefully before investing or sending money.
The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with Cambria Investment Management, LP, the Investment Adviser for the Fund.
Investing involves risk, including potential loss of capital.

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52min
July 11, 2025 Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590
Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm’s largest family offices.
In today’s episode, Sara runs through her career at Goldman Sachs, and the distinct approach required for family office investing. She explores the unique balance of risk management and growth that helps protect generational wealth, as well as the importance of alternatives in these strategies. Finally, Sara covers networking opportunities, market insights, and the most common challenges that affect family offices.
(0:00) Starts
(1:53) Sara's role at Goldman Sachs
(7:12) Challenges faced by wealthy families
(14:02) Concentrated wealth for family offices
(23:31) Portfolio strategies and alts
(30:40) Asset allocation and educating the next generation
(37:39) Insights from Goldman Sachs family office conference
(43:18) Risk management and market outlook for 2025
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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. 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 [email protected]
-----
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).

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...more
49min
July 04, 2025 Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589
Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records.
In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI on healthcare, and the role of innovative treatments in transforming patient care. The three also touch on the shifting narrative of private equity, tax strategies, venture capital returns, and much more.
(0:00) Starts
(1:02) D. A.'s journey from musician to investor
(7:30) Dan on the state of biotech
(19:14) Opportunities and challenges in healthcare and biotech
(33:16) Private equity market dynamics
(41:30) Public vs. private markets and venture capital returns analysis
(59:54) Opportunities in international markets
(1:09:00) Tax strategies
(1:16:39) Potential biotech investments
(1:19:00) Global investment trends
-----
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 [email protected]
-----
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).

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...more
1h 27min
June 27, 2025 Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588
Today’s guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He’s also the author of The Missing Billionaires: A Guide to Better Financial Decisions.
In today’s episode, Victor explores the Crystal Ball challenge, and how position sizing can be even more important than knowing tomorrow’s news headlines. He also addresses the role of disciplined asset allocation in investment strategy, and how foreign stocks might stack up against US equities going forward. Finally, Victor touches on the relationship between expected return, fair value, and mean reversion, and whether or not the markets have a fair value at all.
(0:00) Starts
(1:45) Introduction of Victor Haghani
(2:01) "Tomorrow's Newspaper Today" study
(11:46) The Merton share
(19:34) Elm Wealth's asset allocation strategy
(24:02) Behavioral and tax implications in investing
(39:19) Market timing models
(56:01) Consumer behavior and Roth IRA conversions
(1:02:05) Macro & mean reversion
(1:06:08) Victor Haghani’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
-----
Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. 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 [email protected]
-----
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
...more
1h 14min
June 20, 2025 Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587
Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University.
In today’s episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potential consequences of large scale passive investing. They also touch on the rapid change presented by AI, what it may be capable of, and its impacts on how we should view investing. Finally, they address the global investing environment and macro trends, instability, and the role of government in changing world markets.
(0:00) Starts
(1:46) Introduction of Rob Arnott & Cam Harvey
(7:35) Passive investing risks
(14:22) The opportunity in small caps and foreign markets
(24:22) Similarities between today & the Dot-Com era
(34:43) REITs, gold and investor sentiment
(47:14) Government spending & US national debt concerns
(1:03:27) US debt service, defense spending, and financial crisis risks
(1:05:09) Cam on the inverted yield curve
(1:08:09) Closing remarks and listener feedback
-----
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. 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 [email protected]
-----
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
...more
1h 12min
June 13, 2025 Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586
Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at Soros Fund Management under current Treasury Secretary Scott Bessent.
In today’s episode, Whitney discusses the current macroeconomic landscape, emphasizing the end of the ‘buy the dip’ mentality and the unique challenges the U.S. faces as the bubble finally comes to an end. She touches on the challenges and opportunities in emerging markets, the impact of tariffs & AI on global growth dynamics, and ‘The Triple Yasu’ phenomenon. Finally, Whitney addresses the role of gold in investment portfolios, advocating for its inclusion as a hedge against currency debasement and economic uncertainty.
(0:00) Starts
(1:21) Introduction of Whitney Baker
(3:05) Global macro landscape
(10:12) US debt dynamics
(18:26) Market shifts, potential solutions, and foreign investment dynamics
(23:31) AI's impact on productivity
(30:31) US fiscal policies
(38:29) The "Triple Yasu"
(43:33) Opportunities in foreign and emerging markets
(47:12) Historical debt solutions and modern financial strategies
(53:23) How tariffs help national security
(59:07) Emerging market bonds
(1:06:08) Chinese industrial capacity
(1:18:08) China and India's financial challenges and opportunities
(1:32:31) Role of gold in portfolios
-----
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. 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 [email protected]
-----
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
...more
1h 46min
June 06, 2025 Kim Flynn - Unlocking Alternative Investments | #585
Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group.
In today’s episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of interval funds. Then, Kim covers the challenges and opportunities in the interval fund space, and the potential for innovation with different asset classes, and best practices for advisors and investors interested in these products.
(0:00) Starts
(0:34) Introduction of Kim Flynn
(1:47) Understanding interval funds
(8:41) Future trends and innovation in closed-end and interval funds
(15:38) Valuation and liquidity concerns in interval funds
(20:19) Accessibility and indexation of interval funds for retail investors
(30:36) Exploring farmland and "forever fund" concepts
(32:49) Private credit, venture capital, and sector-specific interval fund potential
(38:16) Guidance for financial advisers on interval funds
(46:46) Outlook for interval funds
(49:15) Kim'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 [email protected]
-----
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
...more
56min
May 30, 2025 Cole Wilcox on The Power Law of Investing | #584
Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies.
In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how power laws dominate the stock market, and the set up for trend following going forward.
(0:00) Starts
(1:46) Introduction of guest Cole Wilcox
(3:19) Cole's career and the basics of trend following
(7:43) Original paper on trend following
(25:26) Non-correlated investments and trade profitability in trend following
(32:14) Handling market corrections
(36:24) Tax efficiency and stop-loss benefits
(39:01) The importance of holding winners
(43:26) Bitcoin
(55:03) Cole'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
-----
Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. 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 [email protected]
-----
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
...more
1h 5min

FAQs about The Meb Faber Show - Better Investing:

How many episodes does The Meb Faber Show - Better Investing have?

The podcast currently has 734 episodes available.

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