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Meb Faber

55 Podcast Episodes

Latest 9 Feb 2023 | Updated Daily

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46. The Meb Faber Show – Carry, Convexity & The Cockroach

Mutiny Investing Podcast

We've got a special edition podcast this week! A little while back, Jason sat down with his friend Meb Faber to talk about all things investing. For those who didn't get a chance to listen to it, we thought we'd do a swapcast version so that way you could hear Meb and Jason discuss all things related to broadly diversified portfolios, different investing philosophies, and different investing vehicles that an entrepreneur could put together for clients. I hope you enjoy this conversation with Meb!

1hr 25mins

26 Oct 2022

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How to PROFIT From the Bear Market Recession!- Meb Faber

The Kevin David Experience (Ninja PodCast)

Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. He is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Faber is the manager of Cambria’s ETFs and separate accounts. Listen to this podcast and know Faber’s interesting successful journey. Please Enjoy!          Would you please consider being 1% and leaving a short review on Apple Podcasts/ iTunes if you enjoy the podcast? It takes less than 30 seconds, and it makes a world of difference in reaching new interesting guests! To sign up for Kevin’s Podcast email Newsletter and to view the show notes & past guests please visit-https://officialkevindavid.com/podcast Follow Kevin: https://mmini.me/@FollowKD

25mins

27 Sep 2022

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244: Meb Faber Returns to Talk Inflation

Invest Like a Boss

Fan favorite Meb Faber returns to the show after a 6 year absence to tell us about the current state of inflation. Johnny & Sam also talk about how inflation has effected them living in Europe compared to what Meb is seeing in the United States. Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology. Listen to ILAB 244 on iTunes here or subscribe on your favorite podcast app. Where we are: Johnny FD – Ukraine / IG @johnnyfdj Sam Marks – Barcelona / IG @imsammarks Derek Spartz – Los Angeles / IG @DerekRadio Sponsor: IndeedIndeed knows that when you’re doing everything for your company, you can’t afford to overspend on hiring. Visit indeed.com/ILAB for more details. Discussed Meb Faber Cambria Investments Meb Faber (@MebFaber) / Twitter Like these investments? Try them with these special ILAB links: ArtofFX – Start with just a $10,000 account (reduced from $25,000) Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK) *Johnny and Sam use all of the above services personally. Time Stamp: 15:30 – What is new with you for the last 2 years? 22:20 – Have you seen similarities with investment being made between the start of covid and the start of this bear market? 27:10 – What are you seeing being affected by inflation, besides the obvious (gas etc)? 31:08 – How does inflation affect your profit and what can you do about it? 46:49 – How are collectibles affected by inflation? 51:18 – Do you ever invest in tips? 53:52 – Anything new you are working on at Cambria Investments? If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!  Copyright 2022. All rights reserved. Read our disclaimer here.

1hr 10mins

1 Sep 2022

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243: Update on The All-Seasons Portfolio with Meb Faber

Invest Like a Boss

An ILAB Callback episode to our original interview with Meb Faber from ILAB 15. Johnny and Derek create an all-new intro and outro to Sam’s interview to give an updated version of a timeless interview that is very much still relevant to today. We wanted to re-air this interview in preparation for Meb’s return on next week’s episode where he will talk about inflation. Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology. Listen to ILAB 243 on iTunes here or subscribe on your favorite podcast app. Where we are: Johnny FD – Ukraine / IG @johnnyfdj Sam Marks – Barcelona / IG @imsammarks Derek Spartz – Los Angeles / IG @DerekRadio Sponsor: Indeed Receive a $75 credit for a sponsored job post when you visit Indeed.com/ILAB Discussed Meb Faber Cambria Investments Meb Faber (@MebFaber) / Twitter Like these investments? Try them with these special ILAB links: ArtofFX – Start with just a $10,000 account (reduced from $25,000) Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK) *Johnny and Sam use all of the above services personally. Time Stamp: 09:20 – How did you get into finance? 14:00 – What is Traditional investment advice vs. modern? 22:50 – Is there any guarantee to profit after 20 years with the US market? 25:41 – What does risk parity mean? 33:18 – Can you summarize the review of the ALL Seasons Portfolio 40:38 – Do you have a model for an upcoming decade? 43:48 – How do you compare Small Cap and Large Cap growth prospective? 47:16 – What are your thoughts on Robo-Advisors? 50:28 – Is it a good route to do diversified allocation to keep your investment liquid? 53:39 – Where do you want to be invested if there is a WWIII? If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here. Copyright 2022. All rights reserved. Read our disclaimer here.

1hr 12mins

25 Aug 2022

Most Popular

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Meb Faber Names His ‘Island Stock’ Pick

Making Money with Matt McCall

Earnings season unofficially kicked off this morning. The results came in below estimates, adding to the selling pressure we're seeing from Wednesday's hotter-than-expected inflation reading. So let's talk about what's happening in the market with the help of a special guest. On today's episode of Making Money With Matt McCall, Matt welcomes longtime friend Meb Faber – the co-founder and chief investment officer of Cambria Investment Management. The pair tackle several topics, from the benefits of private investing and possible future rate hikes to opportunities within emerging markets. Plus, Faber breaks down what stock he would choose if he were stuck on an island for 10 years. You might be surprised by his answer…

29mins

14 Jul 2022

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Meb Faber — Two Quants Walk into a Bar (EP.110)

Infinite Loops

Meb Faber is co-founder and the Chief Investment Officer of Cambria Investment Management, author of multiple books, and host of “The Meb Faber Show” podcast. You can follow Meb on Twitter at https://twitter.com/MebFaber and know more about him and his work at https://mebfaber.com/ Show Notes: Replicating the Yale endowment Why investors won’t follow advice Importance of writing down your investment plan The challenges of buy and hold Learning from your losses Out of favor strategies A dividend strategy without dividends The branding issue with buybacks Harsh book reviews Investing in international markets Are we in an expensive downtrend? Stated vs. Actual preference Not betting on merely sentiment Robinhood with an educational spin

1hr 13mins

16 Jun 2022

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ReSolve Riffs with Meb Faber - The Dude Abides

Resolve's Gestalt University

It had been a while since we riffed with our good friend Meb Faber (co-founder and the Chief Investment Officer of Cambria Investment Management), and as always, he didn’t disappoint. Our thought-provoking conversation covered topics such as: Meb’s big announcement – his Idea Farm, which curates investment content from a wide variety of sources, is now free Recent equity market dynamics and the pain that historically comes with inflation Why dogmatism and inflexibility are two of the worst traits for investors Never allowing your ideas to become part of your identity Diversification and ensembles are the right way forward, but most investors can’t follow because they are secretly gamblers at heart Marc Faber is not Meb’s dad Chasing the hot hand is rarely a winning investment strategy for the long run The irresistible allure of lottery-ticket stocks vs the Law of Large Numbers The incredible round-trip by ARK ETFs and a following that resembles a religion Every investment makes you richer or wiser, but never both The power of compounding and the most unbelievable investment statistic you’ll ever hear Most professional investors have a process for what they buy, but no process for what they sell The right time horizon to evaluate a strategy is MUCH longer than most investors can stick with if it doesn’t outperform from the start And much more This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

1hr 43mins

2 May 2022

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Show Us Your Portfolio: Meb Faber

Excess Returns

We have always found it very informative when investors we respect talk about how they manage their personal portfolios. So we decided to start a new segment of the podcast where we talk to some of the smartest investors we know about their personal investment strategy. And we can't think of a better person to start with than Cambria founder Meb Faber. Meb has been very open publicly about how he manages his portfolio and uses a unique approach that blends public and private investing. In this episode, we dig into his investment approach, the thought process behind it and what we all can learn from it.  We hope you enjoy the discussion.  ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

1hr 13mins

26 Apr 2022

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The Value Perspective with Meb Faber

The Value Perspective

We're a bit starstruck this week to have Meb Faber of the Meb Faber Show on the Value Perspective this week. Meb is a fantastic podcaster, author, and the CIO of Cambria Investment Management in LA. In this episode, he discusses valuations in the US as a risk and why they should allocate internationally (especially in emerging markets), value investor Seth Klarman and the use of cyclically adjusted price-to-earnings ratio or CAPE. Also, completely unprompted, Meb mentioned our Global Investor Study. If you'd like to check that you can read more here. NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change

53mins

4 Apr 2022

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Episode 14: Meb Faber, CMT

Fill The Gap: The Official Podcast of the CMT Association

When not skiing Lake Louise or surfing off the California coast, this month’s guest is helping investors catch the next big wave in the markets. For our listeners not already familiar, Mebane Faber, CMT is the:-          Author of 5 books and editor of 2 compilations-          Creator of the Idea Farm – a market research library-          Host of the Meb Faber Show, one of the most widely received podcasts on financial topics-          Scores of white papers -          and hundreds of blog postsAs the co-founder and the Chief Investment Officer of Cambria Investment Management, Faber is the manager of Cambria’s ETFs and separate accounts. This month’s discussion covers all the tools and processes that drive the investment practice of Cambria including, the guiding pillars of value and momentum. Known for advocating for diversified, multi-asset portfolios, this interview tugs at the challenges of global investing and the home bias that has worked to the advantage of American investors during the past decade. As regimes shift, however, leadership may shift again to ex-US equity markets and alternative assets within the commodities space.Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology. This background undeniably shaped his investing practice with a firm grounding in the scientific method. Meb is an ardent researcher exploring the persistent anomalies of the market and continuing to discover and explore the nuances of multiple strategies in practice. For complete resources visit: https://cmtassociation.org/podcast/fill-the-gap-episode-fourteen-with-special-guest-mebane-faber-cmt/Enjoy episode #14 with our special guest Meb Faber, CMTFill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. Join us in conversation with the men and women of Wall St. who discovered, engineered, and refined the discipline of technical market analysis to improve your own investment decision making and approach to markets.For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

1hr 8mins

11 Feb 2022

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