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

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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 739 episodes available.

The Meb Faber Show - Better Investing episodes:

November 21, 2025 AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management.
In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of relying on past performance as a guide for future investments. We explore the current state of the US market, the role of diversifiers in portfolios, and the behavioral biases that affect investor decisions. Antti also contrasts the behaviors of bond investors, which tend to be more contrarian, and equity investors, which tend to extrapolate.
(0:00) Starts
(1:13) Humility in forecasting market expectations
(8:26) Comparing institutional and retail investor behavior
(24:33) Sentiment analysis in markets
(36:18) Bond vs. equity investor mindsets
(48:11) Liquid vs. illiquid alternative investments
(56:26) The diversification benefits of trend following
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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
-----
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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1h 4min
November 11, 2025 The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion.
In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and companies frozen the past few years. He also explains the different perspectives of venture capitalists and public market investors, the current regulatory environment and how AI may reshape drug development.
(0:00) Starts
(1:20) Biotech industry overview
(18:09) Can you be a quant in biotech?
(25:09) Biotech market cap distribution and benchmark underweighting
(34:47) Addressing biotech volatility, market outlook, and non-pro investing tips
(47:02) Private vs. public biotech investments
(1:01:32) Global biotech markets (China)
(1:09:48) AI and regulatory impact on biotech
(1:21:14) US healthcare spending
(1:33:48) Chris' 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
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1h 51min
November 07, 2025 Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments.
In today’s episode, Joe explains why the coming decade for the U.S. economy will be shaped by a tug-of-war between AI and demographics-driven deficits. While the most likely outcome is optimistic (the benefits of AI offset demographic pressures), the next most likely outcome is pessimistic (AI fails to meet our expectations and growth tumbles, putting pressure on the government’s balance sheet). Joe emphasizes the need for investors to prepare for non-consensus outcomes and embrace diversification to navigate this uncertain future.
Listen to Joe’s first appearance on the show in February 2020.
(0:00) Starts
(1:40) AI's impact on the economy
(7:26) Megatrends and technological change
(19:18) Financial market signals, narratives, and nonconsensus outcomes
(25:23) Comparing hype in AI stocks, gold, and economic scenarios
(32:44) Historical technology cycles
(41:48) The role of international bonds in a diversified portfolio
(47:47) AI's impact on financial advisors
(55:10) The future of automation & AI
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Sponsor: ⁠AcreTrader⁠ is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit ⁠acretrader.com/meb⁠.
-----
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
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1h 3min
October 31, 2025 Kathryn Kaminski - Don’t Fire Your Diversifier | #604
Today’s guest is Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the firm’s Managed Futures Strategy and Global Alternatives Strategy. She also co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha.
In today’s episode, Meb and Katy discuss the tough year for managed futures strategies, which have experienced the 2nd largest drawdown in the last quarter century. Katy walks through the history of drawdowns and recoveries since 2000, explaining investors who have been patient in the past have been rewarded when the strategy recovers. She emphasizes managed futures’ ability to serve as a diversifier to stocks, revisits her research on crisis alpha, and touches on the rise of managed futures ETFs as a way for investors to get exposure to this asset class.
Listen to Katy’s first appearance in May 2021.
(0:00) Starts
(1:05) Katy's thoughts on managed futures in 2025
(3:31) Lessons from past drawdowns
(10:04) The patience premium
(17:10) Follow the trends
(22:12) Crisis Alpha revisited
(26:01) Managed futures accessibility and ETFs
(29:35) Replication methods
(35:02) Implementing AI

-----
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.
-----
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
41min
October 28, 2025 Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603
Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early advisor and investor to Rovio aka Angry Birds.
In today’s episode, Peter discusses the evolution of the gaming industry, highlighting the dominance of gaming IP. He touches on the rise of indie games, the impact of AI on the space and why he avoids trends like esports, AR and VR.
(0:00) Starts
(1:47) Peter Levin's background in gaming
(5:37) Gaming's transition to mobile gaming and post-2000s developments
(13:49) Comparison of gaming industry to traditional media and the rise of indie gaming
(20:45) Changes in gaming revenue models
(27:30) VR and AR challenges
(35:50) Using a Data-driven approach to invest in gaming startups
(47:00) Impact of AI on game development
(56:32) Peter'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
1h 5min
October 24, 2025 Mebisode: When to Sell
In today’s Mebisode, Meb reads his latest paper, “When to Sell?”
-----
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).
-----
The information set forth herein is for informational purposes only and does not constitute financial, investment, tax or legal advice. Please see the appropriate professional advisor for advice specific to your situation. There is no guarantee that a particular investment strategy will be successful. Opinions expressed herein are subject to change at any time. Past performance does not guarantee future results. All investments are subject to risks, including the risk of loss of principal.

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17min
October 20, 2025 Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602
Today’s guest is Carl Richards. Carl is a Certified Financial Planner, built and sold an investment firm, and hosts the podcast 50 Fires, which is backed by Chip and Joanna Gaines. He’s also the author of The Behavior Gap and The One-Page Financial Plan and his newest book is called Your Money: Reimaging Your Wealth with 101 Simple Sketches.
In today’s episode, Carl discusses the emotional aspects of money and how our perceptions of wealth can be influenced by societal norms and personal experiences. He introduces concepts like the emotional balance sheet and the overnight test for investment decisions, emphasizing the need to align financial choices with personal goals rather than external pressures. The discussion also touches on the impact of news and social media on financial behavior.
(0:00) Starts
(1:15) Introduction of Carl Richards
(5:32) Emotional aspects of money
(12:19) The overnight test
(20:26) Focusing on what you can control
(24:36) Fundamental investing principles
(28:11) Social comparisons and social media effects
(32:28) The concept of perceived wealth
(37:16) Lifestyle inflation and hedonic adaptation
(44:39) Diversification and performance chasing performance
(48:22) The impact of news on investments and when to sell
(52:13) Scarcity vs abundance mindset
(54:51) Celebrating milestones, Carl's future plans, and reader responses
-----
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
1h 4min
October 10, 2025 Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601
Today’s guest is Eddy Elfenbein, one of the OG financial bloggers at Crossing Wall Street. Eddy also runs the CWS ETF, which is from his annual buy list of 25 stocks.
In today’s episode, Eddy shares his insights on investing, stock selection, and the challenges of managing an ETF. He discusses the origins of his buy list, his investment philosophy focused on high-quality stocks, and the importance of understanding market cycles. Eddie also provides advice for aspiring ETF managers and reflects on the unique stock picks that have defined his career.
(0:00) Starts
(3:22) Eddie's buy list concept and CWS ETF launch
(9:55) Eddy's investment philosophy
(19:36) Stock picking challenges and notable winners
(22:45) Market misconceptions
(28:38) Elfenbein's stock market theory
(38:20) Eddy's most memorable investment
(44:54) Market concerns and investment strategies
-----
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
55min
October 07, 2025 Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600
Today’s guest is Tobias Carlisle, founder of Acquirers Funds and serves as portfolio manager of the firm’s deep value strategy. He’s just released a book called Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking.
In today’s episode, Toby starts by discussing the current valuation landscape and the challenge for small cap investors. Then he explores the intersection of Warren Buffett’s investment philosophy with Sun Tzu’s teachings. He walks through notable investment case studies, including General Re, Burlington Northern and Japanese trading houses.
The case studies all convey the significance of patience, strategic thinking, and the pursuit of asymmetric opportunities in investing, while also addressing the psychological aspects that influence investor behavior.
(0:34) Introduction of Tobias Carlisle
(1:32) Value investing in current market conditions
(4:04) Market outlook and valuation differences across cap-sizes
(10:03) Jay Powell's recent comments
(13:57) Toby's new book
(19:54) The Gen Re investment
(26:33) Buffett's investment in Japan and Apple
(32:57) Buffett's investment principles and managing FOMO
(42:30) Comparing low volatility and high beta stocks
-----
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
51min
October 06, 2025 Morgan Housel on The Illusion of Wealth and Happiness | #599
Today’s guest is Morgan Housel, the bestselling author of The Psychology of Money and Same As Ever. His books have sold over nine million copies. His new book releasing in October is The Art of Spending Money. Morgan is a partner at The Collaborative Fund and serves on the board of directors at Markel.
In today’s episode, Morgan discusses the complexities of wealth, spending, and happiness. He shares insights on the psychological implications of financial identity and the importance of independence and purpose in achieving true happiness. One theme throughout is that investing is more about human behavior than financial principles.
(0:00) Starts
(1:31) Introduction of guest Morgan Housel
(2:01) Virality, luck and success
(3:38) The psychological impact of wealth
(7:15) The burden of material possessions and spending for happiness
(11:17) Personal history's influence on spending and investment behavior
(16:01) Cultural attitudes toward investing
(22:07) The role of identity in financial behavior
(27:45) Avoiding peer comparisons
(37:30) Finding happiness and purpose after financial independence
(50:13) Morgan's most memorable investment
Sponsor: ⁠AcreTrader⁠ is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online.
-----
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
57min

FAQs about The Meb Faber Show - Better Investing:

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

The podcast currently has 739 episodes available.

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