The Meb Faber Show - Better Investing

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**The Meb Faber Show – Better Investing**

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.

Latest Episodes:

MEBISODE: Can We All Invest Like Yale? Mar 04, 2025

Show notes

In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?”

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Follow Meb on X,LinkedInand YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing listor visit us at cambriainvestments.com

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Follow The Idea Farm: X | LinkedIn | Instagram | TikTok

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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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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.

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

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The information set forth herein is for informational purposes only and does not constitute financial, investment, tax or legal advice. Please see the appropriate professional advisor for advice specific to your situation. There is no guarantee that a particular investment strategy will be successful. Opinions expressed herein are subject to change at any time. Past performance does not guarantee future results. All investments are subject to risks, including the risk of loss of principal.

Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572 Feb 28, 2025

Show notes

Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns.

In today’s episode, Peter discusses how structural changes in macroeconomic drivers, geopolitics, government policy and social attitudes all combine to drive secular super cycles that help to explain investor returns. Then he focuses on what he calls the Post-Modern Cycle and how AI and de-carbonization may impact financial market returns and opportunities.

Throughout the episode, Peter emphasizes the need for diversification in investment strategies to both manage risk and enhance returns.

(0:00) Starts

(1:02) Introduction of Peter Oppenheimer

(2:22) The Four Phases of the Equity Cycle

(10:17) Thoughts on The US Market Today

(17:23) European Banks vs. US Tech Stocks

(20:32) Diversification and Sector Dominance in Equity Markets

(23:35) Long-term Structural Changes in Markets

(34:23) Personal and National Influences on Investing

(44:37) AI and Technological Investment Opportunities

(51:46) Valuation Cycles: China and the US

(58:02) Most Memorable Investment

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For detailed show notes, click here

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Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial

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Follow Meb on X, LinkedInand YouTube

To learn more about our funds and follow us, subscribe to our mailing listor visit us at cambriainvestments.com

Follow The Idea Farm: X | LinkedIn | Instagram | TikTok

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Former Merrill Strategist Chuck Clough – This Time is Different | #571 Feb 21, 2025

Show notes

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

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For detailed show notes, click here

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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.

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Follow Meb on X, LinkedInand YouTube

To learn more about our funds and follow us, subscribe to our mailing listor visit us at cambriainvestments.com

Follow The Idea Farm: X | LinkedIn | Instagram | TikTok

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

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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.

Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570 Feb 14, 2025

Show notes

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.

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Follow Meb on X, LinkedInand YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing listor visit us at cambriainvestments.com

-----

Follow The Idea Farm: X | LinkedIn | Instagram | TikTok

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

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).

Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569 Feb 07, 2025

Show notes

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, LinkedInand YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing listor visit us at cambriainvestments.com

-----

Follow The Idea Farm: X | LinkedIn | Instagram | TikTok

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568 Jan 31, 2025

Show notes

Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future.

In today’s episode, Mike shares his framework for investing in successful early-stage companies. He explores the nature of startups as acts of disagreement with the status quo and the importance of being disagreeable in the entrepreneurial journey. Mike also touches on the evolving landscape of IPOs and private markets, the transformative power of AI, lessons from one of his first Limited Partners, Yale’s David Swensen, and more.

(0:00) Starts

(1:06) Mike Maples' investment philosophy

(7:26) Identifying pattern breaking startups

(13:02) Spotting inflection points

(23:14) Portfolio strategy

(32:04) The future of private markets

(38:58) AI's impact on investing

(46:13) Early influences

(53:55) AI in education

(1:01:00) Controversial beliefs

(1:03:58) Mike's most memorable investments

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Follow Meb on X, LinkedInand YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing listor visit us at cambriainvestments.com

-----

Follow The Idea Farm: X | LinkedIn | Instagram | TikTok

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567 Jan 24, 2025

Show notes

My guest today is Savita Subramanian, Bank of America’s Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron’s named Savita as one of the 100 Most Influential Women in U.S. Finance.

In today’s episode, we cover the key trends shaping markets as we start 2025. Savita discusses the evolution of the S&P 500 over the past 50 years and why that leads her to be more comfortable with higher valuations today. Then she explains why productivity gains could drive the next bull market and the surprising resilience of corporate margins despite inflation volatility.

Plus, Savita weighs in on the future of small, mid, and large caps and why she favors selective stock picking over buying the index.

(0:00) Intro

(0:34) Sponsor: Farmland LP

(2:02) The evolution of the S&P 500

(5:13) Does the market deserve a higher valuation?

(11:02) 2025 market outlook

(14:34) Corporate margin expansion and efficiency

(19:43) Fixed income alternatives and large cap value stocks

(26:03) IPO trends and private markets

(32:23) Reshoring and US infrastructure investment

(38:12) Market shift to focus on total return

(51:17) Old economy stocks and global market opportunities

(58:35) Most memorable investment

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For detailed show notes, click here

-----

Sponsor: 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, LinkedInand YouTube

To learn more about our funds and follow us, subscribe to our mailing listor visit us at cambriainvestments.com

Follow The Idea Farm: X | LinkedIn | Instagram | TikTok

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Wendy Li on How To Invest Like Elite Endowments | #566 Jan 17, 2025

Show notes

Today's guest is Wendy Li, founder and CIO of Ivy Invest, which offers an endowment-style fund with traditional and alternative assets. She’s spent her career as an institutional investor managing billions of dollars for some of New York’s largest endowments and foundations.

In today's episode, Wendy walks through the strategies and principles behind how major endowments invest, manage risk and navigate the evolving landscape of alternative assets. Then we shift to Ivy Invest and her innovative approach in making endowment-style investing accessible to individual investors. She explains her approach to building a diverse investment portfolio, her framework for liquidity management, and how this fund structure allows individuals to invest with no need to be an accredited investor.

(0:00) Introduction to Wendy Li

(2:38) Endowment investing

(11:35) Balancing illiquidity and evolution of alternative investments

(22:58) Founding Ivy Invest

(26:27) Investment process, portfolio composition, and manager sourcing

(33:29) Evergreen structures and liquidity

(42:23) Skin in the game

(49:44) Most memorable investment

-----

Follow Meb on X, LinkedInand YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing listor visit us at cambriainvestments.com

-----

Follow The Idea Farm: X | LinkedIn | Instagram | TikTok

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565 Jan 03, 2025

Show notes

In this special episode, I’m releasing the full audiobook of Shareholder Yield: A Better Approach to Dividend Investing. While you can purchase the audiobook on Amazon, podcast listeners can listen here for free! Check out the description and times of each chapter below.

About The Book

For decades, both professional money managers and retail investors have revered dividend stocks. However, an objective examination of historical data reveals a surprising truth: these investors may have been shortchanging themselves.

In this eye-opening exploration, Meb Faber unveils a more holistic market strategy beyond dividend investing - shareholder yield. Utilizing market studies, historical data, and insights from some of the world’s most successful investors, Faber guides readers through the numerous benefits of this broader approach.

Discover why focusing on total shareholder value - encompassing dividends, buybacks, and debt management - offers a superior method. Join Faber as he presents compelling data, debunks misconceptions, and demonstrates how to implement these concepts in your portfolio.

(1:07) Opening

(1:55) Introduction

(7:00) Chapter 1

(10:50) Chapter 2

(13:36) Chapter 3

(18:00) Chapter 4

(32:42) Chapter 5

(1:11:54) Chapter 6

(1:37:50) Chapter 7

(1:52:20) Chapter 8

(1:58:00) Chapter 9

(2:00:28) Chapter 10