The Meb Faber Show - Better Investing
ClaimedThe Meb Faber Show - Better InvestingClaimed
Episodes
The Meb Faber Show - Better Investing
Claimed
Episodes of The Meb Faber Show
Mark All
My guest today is Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information. In today's episode, Bryan walks through what he's learned from s
Today's guest is Owen Lamont, a Portfolio Manager at Acadian Asset Management. He’s been on the faculty at Harvard, Princeton, Yale and the University of Chicago. He also writes the blog, Owenomics.In today's episode, Owen walks through how he
Today's is Brad Gerstner, founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm that invests in both public and private markets.In today's episode, Brad discusses his journey in investing, how to inves
Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and
Today’s returning guest is Rob Arnott, founder and Chairman of Research Affiliates.In today’s episode, Rob discusses his newest article, ‘Nixed: The Upside of Getting Dumped,’ which explores the concept of investing in stocks that have been r
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,
Today’s guest is Doug Greenig, CEO & CIO of Florin Court Capital, which uses systematic trend-following in over 500 markets. Doug’s been involved in markets for over 30 years and was most recently at Man AHL as the Chief Risk Officer and Head o
We launched a new podcast called The Best Investment Writing. It began as a book, then as individual episodes on this feed, but listeners enjoyed it so much that we decided it needs to be its own show! Where else can you hear hand-selected inv
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
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 Exe
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 abou
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,
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 mi
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 re
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 Cambri
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
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 t
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 dri
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
In today’s episode, Meb reads a recent post, "The Bear Market in Diversification."-----Follow Meb on Twitter, LinkedIn and YouTubeTo learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.co
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
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 emphasiz
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
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 marke
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
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