The Meb Faber Show - Better Investing

By: The Idea Farm
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  • Summary

  • 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 and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.
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Economics Management Management & Leadership Personal Finance
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Episodes
  • Former Merrill Strategist Chuck Clough – This Time is Different | #571

    Former Merrill Strategist Chuck Clough – This Time is Different | #571
    Feb 21 2025
    Today’s guest is Chuck Clough, Chief Investment Officer of Clough Capital. Chuck is well known from his time as the Chief Global Investment Strategist at Merrill Lynch until 2000 and has spent over six decades in finance. In today’s episode, Chuck shares insights from his illustrious career, reflecting on the challenges of the 1970s and the market crash of 1987. Chuck explains what it was like to be bearish during the dot-com bubble and watch Cisco go up 6x after he turned bearish, only to then decline by 95%. He compares the current stock market to the dot-com bubble, talks about the impact of AI on various sectors, and finishes with lessons from working alongside legends like Bob Farrell & Richard Bernstein. (0:00) Starts (0:34) Sponsor: Farmland LP (1:40) Introduction of Chuck Clough (5:14) 1970s inflation (11:57) Comparing the 1999 dot-com bubble to today (14:08) Predictions for AI companies (24:13) Clough Capital and views on China (28:09) Interest rates, inflation, and demographics (33:09) Savings, investment, and the productivity impact of AI (38:30) Investment opportunities in various industries (47:11) Contrarian views (50:50) Financial market surprises (56:37) Chuck's most memorable investment ----- For detailed show notes, click here ----- Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. Register here for their webinar on March 12. ----- Follow Meb on X, 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: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- 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 Clough ETFs are distributed by Paralel Distributors, LLC. Paralel Distributors, LLC and Clough Capital Partners L.P. are not affiliated. Please read Clough Capital’s disclosures and a prospectus at cloughetfs.com/disclosures before investing. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 2 mins
  • Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570

    Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570
    Feb 14 2025
    Today’s guest is Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and is responsible for the firm’s tactical asset allocation and cross-asset portfolios. He is also co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds. In today’s episode, Jim & I discuss the evolving landscape of asset allocation. He highlights the fragility of US markets amid high valuations, the divergence between China & India, and why private equity expectations may not align with public equity fundamentals. He also explores the current landscape of fixed income and explains why he thinks the impact of AI on productivity may not be as positive as expected. P.S. – do you know the origin of the 60/40 portfolio? Shoot us a message at feedback@themebfabershow.com. ----- 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 Feedback@TheMebFaberShow.com ----- 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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    51 mins
  • Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569

    Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
    Feb 7 2025
    Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors’ unique approach to hedged equity products and defined risk strategies, as well as the benefits of minimum volatility and trend following in portfolio management. (0:00) Starts (1:00) Introduction of Brian Jacobs (2:29) Historical bond performance (6:02) Aptus ETFs and investment strategies (9:37) Defined risk and hedging products (ACIO, UPSD, DEFR) (22:50) Options strategies (25:42) Bond yields, put writing, and credit spreads (29:03) Housing market & tax optimization (35:18) Stock buybacks, dividends, and total return concepts (45:19) CAPE ratio critique (56:32) 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 Feedback@TheMebFaberShow.com ----- 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 4 mins

Featured Article: The Best Investing Podcasts to Help You Build Your Portfolio


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