Best Meb Faber Podcasts (2024)

1
UBS' Jason Draho - Another Roaring '20s for the US? | #538 52:50

40m ago52:50

52:50

Today’s guest is Jason Draho, Head of Asset Allocation Americas for UBS Global Wealth Management. He’s also the Chair of the US Investment Strategy Committee. In today’s episode, Jason talks about the possibility of a Roaring 20’s decade for the US economy. He discusses the factors contributing to this scenario, including a possible capex boom, AI,…

1
Talking Markets with Meb Faber 42:32

22d ago42:32

42:32

Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and Cambria Investment Management’s Chief Investment Officer Meb Faber discuss the outlook for global markets, portfolio diversification, momentum investing, and the lastest corporate earnings news.By Barron's Live

1
The Outlook for Energy - and Energy Stocks 41:42

1h ago41:42

41:42

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with OPIS’ Chief Oil Analyst Denton Cinquegrana on the outlook for energy and financial markets.By Barron's Live

1
Netflix's "How to Rob a Bank" 52:49

1h ago52:49

52:49

Seth Porges on his hit Netflix documentary "How to Rob a Bank" -- which tells the stranger-than-fiction story of the 'Hollywood Bandit,' a treehouse-dwelling ex-meth dealer who evaded authorities as he hit bank after bank in and around Seattle.By Roben Farzad

1
The Fed and Fixed Income: Talking with BlackRock’s Rick Rieder 41:20

2d ago41:20

41:20

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with BlackRock’s Chief Investment Officer of Global Fixed Income Rick Rieder, on the outlook for financial markets, industry sectors, and individual stocks.By Barron's Live

1
Gen. David Petraeus 51:22

6d ago51:22

51:22

Former CIA director. Professor. Commander. PhD. The 37-year military leader is now a partner with investing colossus KKR. We discussed the Middle East, Afghanistan, Ukraine, China, frontier-markets investing and Petraeus's bestseller, Conflict: The Evolution of Warfare from 1945 to Ukraine.By Roben Farzad

1
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537 48:55

6d ago48:55

48:55

Today’s guest is Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. She was recently named to Barron’s 100 Most Influential Women in U.S. Finance. In today’s episode, Lori explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad ma…

1
The Outlook for Travel-Related Stocks 43:43

10d ago43:43

43:43

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Vontobel’s Portfolio Manager Markus Hansen about promising travel-related stocks and other consumer-focused investments.By Barron's Live

1
ICYMI 51:37

10d ago51:37

51:37

Highlights from recent episodes, including Slate's head of audio Alicia Montgomery; Chicken Fiesta founder Harold Vega; and Larry Ingrassia, author of A Fatal Inheritance: How a Family Misfortune Revealed a Deadly Medical MysteryBy Roben Farzad

1
Alfonso Peccatiello: Unveiling the Macro Endgame: The Wealth Illusion Paradigm 54:10

13d ago54:10

54:10

In this episode, Alfonso Peccatiello, a renowned macro investor, joins the ReSolve team to delve into the macro end game, the impact of leverage on the financial system, and the potential paths forward. They also discuss the role of politicians in managing fiscal interventions and the increasing volatility in the macro environment. Topics Discussed…

1
Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537 49:48

18d ago49:48

49:48

Today’s guest is Eva Shang, co-founder and CEO of Legalist, which is an institutional alternative asset management firm using data-driven technology to invest in credit assets at scale. Eva is a Thiel Fellow and participated in Y Combinator. In today’s episode, Eva covers everything related to litigation finance. We walk through why the asset class…

1
Ali Hamed – Contrarian Early-Stage Investing 56:12

14d ago56:12

56:12

Today we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the s…

1
MEBISODE: The Bear Market in Diversification | #536 12:23

16d ago12:23

12:23

In today’s episode, Meb reads a recent post, "The Bear Market in Diversification." ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the …

1
Let’s Get Technical: A Conversation with Katie Stockton 41:23

17d ago41:23

41:23

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Founder and Managing Partner of Fairlead Strategies Katie Stockton on the outlook for financial markets, industry sectors, and individual stocks.By Barron's Live

1
Navigating Market Volatility: Mastering Managed Futures and Carry Strategies 1:18:55

20d ago1:18:55

1:18:55

In this episode, ReSolve team members Adam Butler and Rodrigo Gordillo discuss the concept of market volatility and its implications for investment strategies. They delve into the intricacies of Carry strategies, their impact on portfolio returns, and how to navigate market volatility effectively. Topics Discussed • The concept of Carry in the inve…

1
KraneShares' Brendan Ahern: Is China Investable? | #535 52:14

20d ago52:14

52:14

Today’s guest is Brendan Ahern, Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other uncorrelated strategies. He also produces China Last Night, a daily note recapping important news out of China. In today’s episode, Brendan delves into the current state of China's stock market and economy, exploring…

1
Roger King: Building a Franchise Empire: The Story of Supplement King 1:01:13

27d ago1:01:13

1:01:13

In this episode, we have an engaging conversation with Roger King, the mastermind behind the successful Supplement King franchise. Roger shares his journey from starting as a local supplement provider to becoming a renowned name in the industry. He discusses his business strategies, the importance of understanding the market, and the challenges he …

1
Michael Melissinos - Mastering the Art of Trend-Following | #534 41:07

27d ago41:07

41:07

Today’s guest is Michael Melissinos, founder of Melissinos Trading, an investment firm that employs a systematic trend-following approach. In today’s episode, Mike shares his journey into trend following and his approach to trading. He emphasizes the importance of removing biases and opinions when observing trends and executing trades. We get into …

1
Author Lawrence Ingrassia: A Fatal Inheritance 54:15

1M ago54:15

54:15

Lawrence Ingrassia on his book A Fatal Inheritance: How a Family Misfortune Revealed a Deadly Medical Mystery. The veteran journalist, who lost his mother, two sisters, brother and nephew to cancer, discusses the painstaking detective work that has gone into understanding his family's Li-Fraumeni Syndrome.…

1
Investment Update with RBA’s Dan Suzuki 42:28

1M ago42:28

42:28

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Richard Bernstein Advisors’ Deputy Chief Investment Officer, Dan Suzuki about the outlook for financial markets, industry sectors, and individual stocks.By Barron's Live

1
Filmmaker B.K. Fulton 53:51

1M ago53:51

53:51

Soulidifly Productions' founder and CEO B.K. Fulton on reinventing from the top executive ranks of Verizon into a career as a prolific filmmaker and Broadway producer.By Roben Farzad

1
Value Investing is BACK - with Tobias Carlisle 1:08:51

1M ago1:08:51

1:08:51

In this episode, we delve into the world of value investing with Tobias Carlisle, the founder of The Acquirer's Multiple and author of the book 'The Acquirer's Multiple'. From his journey from a lawyer in Australia to a value funds manager in California, to his unique approach towards value investing, this conversation is a treasure trove of insigh…

1
Ben Hunt: Epsilon Theory Part Four 53:59

1M ago53:59

53:59

Phil is joined by friend of the show Ben Hunt for his fourth appearance on the podcast. Ben Hunt holds a PhD in Political Science from Harvard University, is the co-founder and CIO of Epsilon Theory, and co-founder of Second Foundation Partners. Ben and Phil discuss narratives driving flows in markets, the incentivization of risk-taking by financia…

1
A Technical Look at the Markets 44:34

1M ago44:34

44:34

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and individual stocks with 22V Research’s Senior Managing Director, Head of Technical Strategy John Roque.By Barron's Live

1
Chicken Fiesta 51:59

1M ago51:59

51:59

Restaurateur Harold Vega on leaving the violence of his native Colombia for the U.S. -- where he bussed tables and accumulated the ambition and capital to found Virginia rotisserie empire Chicken Fiesta.By Roben Farzad

1
Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533 1:17:59

2M ago1:17:59

1:17:59

Today’s guests are Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds. In today’s episode, we talk about the sentiment around trend-following today. We discuss optimal diversifiers for trend-following, how the Herschel Walker trade relates to portfolio construction, and if investors are as diversified as they t…

1
Monetary Policy, Markets, and Mayhem 41:28

2M ago41:28

41:28

Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root and Ironsides Macroeconomics Managing Partner Barry Knapp discuss the impact of Fed policy, economic growth, and inflation on the markets, and how investors should manage through the current turbulence.By Barron's Live

1
Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532 43:42

2M ago43:42

43:42

Today’s guest is Hendrik Bessembinder, a professor at Arizona State University. In today’s episode, Meb and Hank discuss Hank's research on long-term stock returns and wealth generation. They explore the concept of power laws in the stock market, where a small percentage of stocks generate significant returns, while the majority underperform. They …

1
E1: Enter the New World of Return Stacking - Inaugural Episode! 1:14:05

2M ago1:14:05

1:14:05

In today’s ReSolve Riffs we’re taking the opportunity to introduce the inaugural episode of a brand new podcast channel called the Get Stacked Investment Podcast. In this series, we dive deep into the world of Return Stacking, exploring the latest projects, content, and insights from the www.returnstacked.com website. Co-hosted by Corey Hosteen, CI…

1
Dr. Meir Statman – A Diversified Measure of Wealth 54:19

2M ago54:19

54:19

Today we host Dr. Meir Statman, somebody who was extremely productive during the pandemic, which included completing his new book A Wealth of Well Being. For those familiar with his behavioral finance research, Meir needs no introduction. For the rest of you listening, Meir has devoted his entire career to behavioral finance and making better inves…

1
Alicia Montgomery 55:49

2M ago55:49

55:49

Alicia Montgomery, Slate's head of audio and a longtime NPR producer, on the converging and diverging words of public and for-profit media. Slate, a 28-year old digital media OG with a roster of hit podcasts, just had its most profitable year on record.By Roben Farzad

1
Jared Dillian: The Hidden Dangers in the Global Economy 55:24

2M ago55:24

55:24

In this episode, the ReSolve team is joined by Jared Dillian, the editor of The Daily Dirtnap and author of the book No Worries: How to Live a Stress-Free Financial Life. They delve into a variety of topics, including the power of diversification, the importance of understanding financial stress, and the current state of global financial markets. T…

1
Meb Faber 56:29

2M ago56:29

56:29

Cambria Investment Management's Meb Faber on staying ahead in the era of democratized markets -- with too many choices and maybe too much information. We discussed diversification, risk and the tech heavyweights dominating U.S. returns. And Faber's career journey.By Roben Farzad

1
GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531 46:20

2M ago46:20

46:20

Today’s guest is Catherine LeGraw, a member of GMO’s Asset Allocation Team. In today’s episode, Catherine explains why this is “the best relative asset allocation opportunity we’ve seen in 35 years," and “we are building portfolios with some of the highest forecasted relative and absolute returns we’ve ever seen." She explains where she sees opport…

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Meb Faber Podcasts

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