Best Meb Faber Podcasts (2024)

1
Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547 49:14

4d ago49:14

49:14

Today’s guests are Andre Rzym and Tarek Abou Zeid, two Portfolio Managers from Man AHL, one of the longest running systematic asset managers in the world. In today’s episode, Andre & Tarek delve into the world of catastrophe bonds. They provide an overview of what catastrophe bonds are, recent performance metrics, how they relate to ESG and sustain…

1
Challenging Conventional Investing Beliefs with Meb Faber 58:30

18d ago58:30

58:30

In this episode of Excess Returns, we sit down with Meb Faber, founder of Cambria Investment Management, to discuss his unconventional views on investing that often go against mainstream opinions. We explore a wide range of topics, including the Federal Reserve's performance, dividend investing strategies, international diversification for U.S. inv…

1
Meaningful Investing That Acutally Matters with Meb Faber 37:40

23d ago37:40

37:40

If you’ve ever felt like the investment advice you get feels closer from sources like CNBC feels like gambling (AKA The Financial Pornography Network) and want to be thoughtful about investing, this episode of 50 Fires is a great place to start. Carl welcomes Meb Faber, a co-founder and the Chief Investment Officer of Cambria Investment Management.…

1
Challenging "Stocks for the Long Run" with Jason Buck 1:01:49

31m ago1:01:49

1:01:49

In this episode of Excess Returns, we sit down with Jason Buck of Mutiny Funds to examine the idea of stocks for the long run and some potential challenges to it. We discuss:- Why the impressive historical returns of the US stock market may be an outlier- The importance of looking at real returns vs nominal returns- How to build a diversified portf…

1
Comedian and Former Police Officer King Hassan on Finding Joy in Any Pursuit 37:36

3d ago37:36

37:36

Comedian King Hassan has lived many lives - he’s a former police officer who somehow became a stand up comic and writer, now living in Los Angeles with his wife and three kids. He was born in Alabama to an American mother and Nigerian father, which led to often confusing and conflicting approaches to money, wealth, and identity. He and Carl discuss…

1
#34 - Jeffrey Sherman: Fixed Income, Market Outlook 1:20:53

1h ago1:20:53

1:20:53

Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.By Alex Shahidi

1
Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546 1:09:38

7d ago1:09:38

1:09:38

Today’s guest is Roger Mitchell, founder of Albachiara, which offers consultancy services and does early stage venture investing, mostly around sports and entertainment. Roger began his career in finance and later became the inaugural Chief Executive of the Scottish Premier League in 1998. In today’s episode, Roger walks through topics from his new…

1
The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan 1:02:31

1h ago1:02:31

1:02:31

In this episode of Excess Returns, we welcome back Andy Constan, founder of DampedSpring . We cover a wide range of topics, including recent market volatility, the broader economic outlook, and Andy's perspectives on inflation and monetary policy. Andy shares his framework for analyzing deleveraging events, emphasizes the importance of thinking in …

1
The Essentials Of Money with Leadership Expert Greg McKeown 1:03:57

9d ago1:03:57

1:03:57

Carl welcomes Greg McKeown, the author of two New York Times bestsellers “Effortless: Make It Easier to Do What Matters Most”, and “Essentialism: The Disciplined Pursuit of Less,” one of Carl’s favorite books. In this episode of 50 Fires, Greg and Carl discuss the concept of creating possibilities beyond money and why lack of capital should never b…

1
#33 - Matt Hougan: Bitcoin History & Outlook 1:00:30

8d ago1:00:30

1:00:30

Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com. Matt shares his perspectives on the history of Bitcoin, risks of investing, outlook and much more.By Alex Shahidi

1
Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545 1:00:26

1d ago1:00:26

1:00:26

Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. In today’s episode, Michael covers some of his latest research on market concentration, equity issuance and stock buybacks, and how the boom and bust cycle relates to AI today. He also shares some common attributes among great inve…

1
Sharon Salzberg on Being Generous and Mindful with Your Money 1:07:27

7d ago1:07:27

1:07:27

Sharon Salzberg is a meditation pioneer, world-renowned teacher, and New York Times bestselling author. In fact, if you’ve come across the word ‘mindfulness’ in the past decade, Sharon has had a lot to do with it (at least here in the United States). On this episode of 50 Fires, Sharon shares how her experiences in India and Burma shaped her as a c…

1
#32 - George Milling-Stanley: Gold History & Outlook 1:15:33

7d ago1:15:33

1:15:33

George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council and has been working with gold for about 50 years. George shares insights about the history of gold, how it can serve as a portfolio diversifier and his gold market outlook.…

1
Bonus Minisode: Everyone Has a Money Story 4:30

8d ago4:30

4:30

Everyone has a meaningful story about money. What's yours? Start by answering this question: What's your earliest memory of money? Share yours by emailing Carl - hello@behaviorgap.com Email List: Sign up at https://www.50fires.com/ for our monthly email with resources for financial advisors! Follow 50 Fires on Instagram: https://www.instagram.com/5…

1
Daniel Coyle - The Culture Playbook: The Secrets of Highly Successful Groups & How To Apply Them To Your Own Team (w/ Oliver Winterbone) 50:35

10d ago50:35

50:35

My guest today is Daniel Coyle, best-selling author of The Talent Code, The Culture Code, and his newest book that was released this week, The Culture Playbook: 60 Highly Effective Actions to Help Your Group Succeed. In this episode, Daniel shares insights he’s learned about how to build a strong culture, what some best practices are around hiring …

1
Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544 36:31

11d ago36:31

36:31

Today’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and his role in Michael Lewis’ book, The Big Short. He’s now a portfolio manager at Neuberber Berman. In today’s episode, Steve talks about the three themes he sees driving markets today: AI, infrastructure and crypto. He explains why he’s a be…

1
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau 1:02:50

12d ago1:02:50

1:02:50

In this episode of Excess Returns, our good friend Matt Ziegler interviews retirement planning expert Wade Pfau. They discuss key concepts in retirement income planning, including the 4% rule, variable withdrawal strategies, and Pfau's "safety first" approach. They discuss Wade's work on retirement income styles and the RISA (Retirement Income Styl…

1
#31 - Dan Ivascyn: Fixed Income, Market Outlook 53:30

14d ago53:30

53:30

Dan is Group CIO of PIMCO, one of the world’s largest asset managers ($1.8 trillion as of 6/30/24). Dan is also the lead portfolio manager of the PIMCO Income Strategy that he launched in 2007. Dan shares valuable insights about the fixed income market and his market outlook.By Alex Shahidi

1
Bonus Minisode: What Happens When The Money Runs Out? 10:25

15d ago10:25

10:25

Have you ever found yourself gripped by the terrifying thought of your money running out? Join Carl in this bonus solo episode of 50 Fires, as he contemplates financial anxiety. Imagine if we viewed money not as a dwindling resource but as something more fluid and replenishable? This 'minisode' isn't just about financial strategies; it's an introsp…

1
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543 50:44

18d ago50:44

50:44

Today's guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy. In this episode, Kate talks about the resilience of the U.S. economy. She talks about the concentration of market leadership, the upcoming election's potential effects on policy and markets, the potential for a momentum reversal, an…

1
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle 1:02:01

19d ago1:02:01

1:02:01

In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value stocks, tackle the challenges of long periods of underperformance for value strategies, and examine how Tobias constructs his portfolios. We delve into his process for selectin…

1
Living a Creative Life with Filmmaker and Songwriter Scott Ballew 58:55

22d ago58:55

58:55

Scott Ballew is a filmmaker, singer, and songwriter who has taken a remarkable journey from directing adventure films for Yeti to releasing music as a solo artist starting in his late 30s. Carl explores Scott's upbringing in a modest household in Austin, Texas, where his family faced financial struggles but maintained a stable environment. Scott de…

1
#30 - Meb Faber: Industry Insights, Investment Framework 1:30:20

29d ago1:30:20

1:30:20

Meb is Co-Founder, CEO and CIO of Cambria Investment Management, which manages about $2.5B (as of 6/30/24). He also started a podcast 8 years ago called the Meb Faber Show where he interviews some of the brightest minds on Wall Street. Meb shares insights about the investment management industry, the financial advisory industry and portfolio constr…

1
Ben Reeves: From Bridgewater to Wealthsimple: Institutional investing Through a Robo Advisor 51:48

25d ago51:48

51:48

In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation rese…

1
Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542 59:19

28d ago59:19

59:19

Today’s guest is Ian Cassel. Ian is the founder of MicroCap Club, which is a best idea generator and networking resource for the microcap space. Ian is also the CIO of Intelligent Fanatics Capital Management, which invests in small, illiquid microcaps. In today's episode, Ian gives an overview of the microcap space. He shares common mistakes people…

1
The Case for a Continued Rally with Warren Pies 56:07

26d ago56:07

56:07

In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discussing topics like the future of the 60/40 portfolio, inflation trends, labor market indicators, earnings expectations, and the impact of AI on producti…

1
Former Drug Dealer, Professor, and Author J. Dana Trent 52:31

1M ago52:31

52:31

Born to drug-dealing parents in rural Indiana, J. Dana Trent was a preschooler the first time she used a razor blade to cut up weed and fill dime bags for her schizophrenic father, King. This is the opening log line to her new memoir “Between Two Trailers”, and it is a wild story. She talks with Carl about the experience of hustling with her father…

1
#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction 54:03

28d ago54:03

54:03

Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world’s largest hedge funds. Drawing from her 18-year career at the firm, she offers valuable insights into her professional journey, Bridgewater's current market outlook, and strategies for effective portfolio construction.…

1
Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541 53:26

1M ago53:26

53:26

Today's returning guest is Aaron Edelheit, CEO and founder of Mindset Capital, a private investment firm. In today's episode, Aaron updates us on the state of the cannabis sector after a rough couple of years. He touches on possible Federal regulatory changes, the key characteristics he looks for in cannabis companies and why he refers to cannabis …

1
Passive Investing, Inflation and the Bifurcated Economy with Mike Green 58:41

1M ago58:41

58:41

In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting his thesis and discusses how the risks of passive may play out over time. We also explore potential risks from increased options usage and the short vola…

1
Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill 1:05:46

1M ago1:05:46

1:05:46

In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Michael is currently the Head of Consilient Research at Counterpoint Global (part of Morgan Stanley Investment Management). He also serves a…

1
World Series Champion Dexter Fowler On Investing In Himself After a 14 Year Career in Major League Baseball 55:02

1M ago55:02

55:02

When former Major League Baseball Player Dexter Fowler was drafted out of high school in 2004, he signed for $1 million dollars and immediately got a wealth advisor. He played 14 years in the league, and despite all of his success on the field, he attributes his success off the field to his parents, wife, and children. As Dexter explains to Carl in…

1
#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds 1:32:38

1M ago1:32:38

1:32:38

Michael is the Founder of Cendana Capital, a San Francisco-based firm that invests in very early-stage venture capital funds globally. Kelli Fontaine joined the firm 6 years ago and is a Partner. Cendana was launched in 2010 and has over $2B in assets (as of 3/31/24). Michael and Kelli provide insights into the world of VC and seed investing, why t…

1
Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History 1:05:06

1M ago1:05:06

1:05:06

In this episode from our sister podcast Two Quants and a Financial Planner, we dive into the key lessons we took from our recent conversation with Rick Ferrii on Excess Returns. If you enjoy the episode and want to receive future episodes of the podcast, please subscribe by searching Two Quants and a Financial Planner on your favorite podcast platf…

1
The Cambria Chesapeake Pure Trend ETF (MFUT) | Jerry Parker & Meb Faber 52:52

1M ago52:52

52:52

Today’s returning guest is Jerry Parker, CEO of Chesapeake Holding Company. Jerry began his career in 1983 when he was accepted into Richard Dennis’ Turtle Program. In today’s episode, Meb & Jerry discuss the launch of their new ETF, the Cambria Chesapeake Pure Trend ETF (MFUT). They delve into the fund, which uses a systematic trend following stra…

1
A Tour of the Macroeconomic Landscape with Bob Elliott 54:35

2M ago54:35

54:35

In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and di…

1
Finding Financial Forgiveness with Trauma of Money Specialist Shannah Game 53:20

1M ago53:20

53:20

Shannah Game and Carl have one important thing in common: they both love talking about money. Shannah, a Certified Financial Planner and Trauma of Money Specialist has been talking about money for a long time. As host of the podcast Everyone’s Talkin’ Money, Shannah’s goal is to help people see their money as a tool they can use to create they want…

1
#27 - Jacob Ziemann: AI Explained 1:08:07

1M ago1:08:07

1:08:07

Jacob is a Partner and Portfolio Manager at Glynn Capital Management, which invests in private and public technology growth companies. The firm was founded 50 years ago and Jacob has been right at the forefront, witnessing AI innovation up close and regularly interfacing with pioneers from top private and public technology companies. With this uniq…

1
Financial Sleuthing: Herb Greenberg on Investigative Journalism in Finance | #539 54:11

2M ago54:11

54:11

Today’s guest is Herb Greenberg, a veteran financial journalist and skeptical market commentator. In today’s episode, Herb talks about the evolution of markets during his career, finding and following frauds like Herbalife, and advice for those starting in markets. As we wind down, Herb explains his new business venture, Wall Street Beats, an onlin…

1
Show Us Your Portfolio: Eric Crittenden 1:04:05

2M ago1:04:05

1:04:05

In our latest episode of Show Us Your Portfolio, we speak with Standpoint's Eric Crittenden. Eric discusses the all weather approach he uses to construct his personal portfoio. He emphasizes maximizing "true wealth" per unit of risk, which he defines as compounded returns after accounting for all costs, taxes, and inflation. Eric's all-weather inve…

1
Dimensional Fund Advisors Co-Founder David Booth on The Birth of Modern Finance and Embracing Uncertainty in Investing 49:34

2M ago49:34

49:34

The impact David Booth has had on your financial life is profound, whether you realize it or not. David is the co-founder of Dimensional Fund Advisors, a firm that fundamentally changed the way we make everyday decisions about practical investing and money. David knew the future of investing would depend on data, so in 1981 he moved a noisy, hot, r…

Podcasts Worth a Listen

Meb Faber Podcasts

Podcasts Worth a Listen

Quick Reference Guide