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The Meb Faber Show Podcast

Welcome to my podcast, The Meb Faber Show, where the focus is on helping you grow and preserve your wealth.

Each week I’ll discuss the craft of investing, helping you uncover new and profitable ideas in the global equity, bond, and real asset markets. You can also expect to hear from some of the top investment professionals in the world as my guests.

So join us for real market wisdom that can make you wealthier and wiser. Better investing starts here.

If you have suggestions, or would like to sponsor the podcast, please contact us at feedback@themebfabershow.com

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Disclaimer: All opinions expressed by website participants are solely their current opinions and do not reflect the opinion of Cambria Investments, Inc. (“Cambria”) or affiliates. The website participants opinions are based upon information they consider reliable but neither Cambria or its affiliates warrant its completeness of accuracy, and it should not be relied on as such.

Past performance is not indicative of future results. Strategies or investments discussed may fluctuate in price or value. Investment or strategies mentioned in this website may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you.

New to The Meb Faber Show?

Below are seven of the most popular episodes we’ve aired (in no particular order). They’re a good place to start. Below that, you’ll find all our podcasts in chronological order.

Ed Thorp – A fascinating look back over the career of one of the most influential and successful quantitative investors of all time

Episode #39: Ed Thorp, “If You Bet Too Much, You’ll Almost Certainly Be Ruined”

Steve Sjuggerud – Steve delves into one of the greatest investment opportunities in years – a specific way to play China

Episode #49: Steve Sjuggerud, “This Is Not What The Peak Of A Bull Market Looks Like”

William Bernstein – Time-worn market wisdom from one of investing’s most respected veterans

Episode #60: William Bernstein, “The More Comfortable You Are Buying Something, In General, The Worse The Investment It’s Going To Be”

Jason Calacanis – A deep dive into the world of angel investing and how you can participate

Episode #69: Jason Calacanis, “This Is A Little, Secret Way… A Dark Art Of Becoming Truly Wealthy… Massive Wealth”

Dan Rasmussen – Dan pulls back the curtain on the private equity markets and tells us about replicating leveraged buyout returns

Episode #90: Dan Rasmussen, “The Crown Jewel Of The Alternative Universe Is Private Equity”

Paul Merriman – Powerful market principles with one of the greatest educators in investing

Episode #101: Episode #101: Paul Merriman, “The People That Have Come Out Ahead Are the People Who Have Put Their Trust in the System Over the Long-Term”

Tom Barton – Amazing stories from one of the most successful short-sellers in history

Episode #125: Tom Barton, “The Biggest Problem Investors Have is Things Change…and They Don’t Change”

The Meb Faber Show Episode List

(from most recent…)

Episode #251: Robert Jacobson, Space Advisors “It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme”

Episode #250: Kevin Gibbon, Airhouse “We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands”

Episode #249: Ben Savage, Clocktower Technology Ventures “Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry”

The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias?

Episode #248: JC Parets, All Star Charts, “The Sooner We Can Find Out We’re Wrong The Better…Then We Can Go Move On To Something Else”

Episode #247: David Oates, Curtsy, “Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts”

Episode #246: Eric Sprott, Mark O’Dea, Oxygen, “I’m Trying To Look For Some Value That’s Not Appreciated By The Market”

Episode #245: Éva Goicochea, Maude, “The Ethos Of The Company Is To Make Sex More Human, More Normalized, Destigmatized…To Do That, It Started With Design”

Episode #244: Tom Basso, “Investing Is A Mental Game More Than It Is Having The Perfect Indicator Or…Even The Perfect Position Sizing”

Episode #243: Doug Ludlow, MainStreet “We’d Like To Be There As America And The World Starts To Rebuild, And Give Tools To These Companies…Access To Capital And Financing In A Way They Wouldn’t Have Had Before”

Episode #242: Ham Serunjogi, Chipper Cash “Africa Has The Highest Cost Of Sending Money In The World”

Episode #241: Doug Ramsey, The Leuthold Group “By Our Interpretation, We’re There, I Do Think It’s Time To Be Rotating Away From Large Cap Growth”

Episode #240: Stefan Batory, Booksy, “This Is Probably The Last Major Vertical That’s Not Digitalized…And This Is A Massive Space”

Episode #239: Chris Fernandez, EnsoData, “There Was One Particular Area That Felt Like It Was At Least 5 Years Behind…And That Was The Application Of AI To Waveform Data”

Episode #238: Mark Straub, Smile Identity, “Face Recognition Is, In A Sense, Deep Technology”

Episode #237: Ryan McQuaid, PlushCare, “If You Look At Virtual Visits Last Year, They’re Only 1-2% Of All Addressable Visits”

Episode #236: Stuart Landesberg, Grove Collaborative, “I Believe Deeply That Having A Truly Mission Driven Business Is A Sustainable Competitive Advantage”

Episode #235: Ajay Prakash, Rinse, “The Barriers To Entry Are Super Low…But The Barriers To Scale Are Incredibly High”

Episode #234: Harindra de Silva, Analytic Investors of Wells Fargo Asset Management, “Just Because A Factor Hasn’t Been Working For 3 Years…Don’t Ignore It…Continue To Evaluate It”

Episode #233: Lisa Rich, Hemisphere Ventures, Xplore, “Opening Up The Door For Access To Space”

Episode #232: Luis Perez, Remoov, “We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back”

Episode #231: Julian Klymochko, Accelerate Financial Technologies “The Democratization Of Alternatives, It’s Happening, But It’s Something That Does Not Happen Overnight”

Episode #230: Ryan Lupberger, Cleancult “There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste”

Episode #229: Evan Brandoff, LeagueSide, “There’s No Better Way To Engage With Families In The Community Than Through Youth Sports”

Episode #228: Danilo Santiago, Rational Investment Methodology, “The Market Will Tend To Overpay When Earnings Are Good And Underpay When The Company Gets In Some Kind Of Trouble”

Episode #227: Alex Smereczniak, 2ULaundry, “Quality Has to Be At The Forefront of Everything That We’re Doing”

Episode #226: Vineer Bhansali, LongTail Alpha, “The Bigger Question To Me Is Not Whether Tail Risk Hedging Is Good Or Bad, But Whether It Is Good Or Bad For Your Current Portfolio Posture”

Episode #225: Eric Crittenden, Standpoint Asset Management, “I Enjoy Trying To Win A Marathon Rather Than Winning Sprints”

Episode #224: Eric Kinariwala, Capsule, “The Pharmacy Sits At The Center Of The Healthcare System”

Episode #223: Steven Jorgenson, Starbridge Venture Capital, “The Launch Sector is Literally Less Than 2% Of The Space Industry”

Episode #222: Dakin Sloss, Prime Movers Lab, “Power Law Is The Key To Understanding Venture Capital”

Episode #221: Chris Davis, Davis Advisors, “As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions [Tend To] Produce”

Episode #220: Andrew Beer, Dynamic Beta Investments, “Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk?”

Episode #219: Paul Collier, Oxford, “What Capitalism Offers Is A Combination Of Competition And Collaboration”

Episode #218: Adam Karr, Orbis Investments, “One Of The Most Important Decisions You Make Is The Price That You Pay”

Episode #217: Mary Wheeler, BioRock Ventures, “2019…There Were 20 $1B IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare”

Episode #216: David Samra, Artisan Partners, “The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value”

Episode #215: David Chan, FarmTogether, “How Do We Make Farmland As An Asset Class More Accessible?”

Episode #214: Jake Gibson, Better Tomorrow Ventures, “We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come”

Episode #213: David Sanderson, Reelgood, “The Average Household In The US Uses 5 Streaming Services”

Episode #212: Eric Satz, AltoIRA, “I Want Everybody To Be Able To Invest In Alternative Assets”

Episode #211: Julie Novack, PartySlate, “We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect”

Episode #210: Jonathan Treussard, Research Affiliates, “Be Aware Of The Cracks Under Your Feet”

Episode #209: Andrew Schulz, NoiseAware, “A Lot Of Our Competitive Advantage Is How We Quantify Sound”

Episode #208: How Long Can You Handle Underperforming?

Episode #207: Jeremy Yamaguchi, Lawn Love, “It’s…One Of The Last Markets In The US…That Has Been…Resistant To Technology”

Episode #206: Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests, and Investing in the time of Corona

Episode #205: Derren Geiger, Cornerstone Acquisition and Management, “E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality”

Episode #204: Doug Hapeman and Matt Milford, Foresight Mental Health, “We Have This Vision Of Recreating Mental Healthcare With Technology To Make People Happier and Healthier”

Episode #203: Sanchal Ranjan, ZiffyHomes, “We Give You A Different Lifestyle To Work And Play”

Episode #202: Joe Davis, Vanguard, “The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation”

Episode #201: The Case For Global Investing

Episode #200: Radio Show: Decade End Returns and Valuations…Process vs. Performance…VC Power Laws

Episode #199: Peter Livingston, Unpopular Ventures, “All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do”

Episode #198: Rabi Gupta and Satwick Saxena, EvaBot, “EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts”

Episode #197: Rick Rule, Global Resource Investments, “In Resources You Are Either A Contrarian Or You Are Going To Be A Victim”

Episode #196: Minnie Ingersoll, TenOneTen, “I Do Believe That Innovation In Our Country Is The Huge Bright Spot”

The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors

Episode #195: Top Podcasts 2019 – Replay: Bill Smead, Cam Harvey, Raoul Pal

The Best Investment Writing Volume 3: Frazer Rice, Calamos Wealth Management, Preparing For The Hurricane Of Wealth

Episode #194: Doug McCormick, HCI Equity Partners, “I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested”

The Best Investment Writing Volume 3: Wes Gray, Alpha Architect, Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.

Episode #193: Chris Brightman, Research Affiliates, “Here We Are With Emerging Markets Again Trading At A Shiller PE Multiple Less Than Half Of The US Stock Market”

The Best Investment Writing Volume 3: Ben Johnson, Morningstar, When Markets Are Tough, Don’t Look

Episode #192: Tim Hayes, NDR’s Chief Global Investment Strategist, “The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009”

The Best Investment Writing Volume 3: Todd Tresidder, Financial Mentor, Bubbles, Bubbles Everywhere – How To Protect Yourself

Episode #191: Simon Hallett, Harding Loevner, “Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance”

Episode #190: Radio Show: Buying Stocks At All Time Highs…Fund Manager Sentiment…Year End Questions for Advisors and Brokers

Episode #189: John Parise, Copper Beech Financial Group, “70% Of Wealth Is Lost In The 3rd Generation”

The Best Investment Writing Volume 3: Ray Micaletti, Columbus Macro, The Smart Money Indicator: A New Risk Management Tool

Episode #188: Andreas Clenow, ACIES Asset Management AG, “Trend Following Is…About Taking A Lot Of Bets On A Very Large Number Of Markets”

The Best Investment Writing Volume 3: Jack Forehand, Validea Capital, The Case Against Value Stocks

Episode #187: Kevin Carter, EMQQ, “The Thing That’s Emerging Are The People, It’s All About The Consumer”

The Best Investment Writing Volume 3: Scott Bell, Gross Domestic Product, The Asset of Gratitude

Episode #186: Carter Malloy, AcreTrader, “I Looked At Farmland And Realized…It’s Wildly Inefficient”

The Best Investment Writing Volume 3: Larry Swedroe, Buckingham Strategic Wealth, Investment Strategy in an Uncertain World

Episode #185: Ben Claremon, Cove Street, “Value Investing Will Always Have A Place”

Episode #184: You Could Have Missed…

Episode #183: Ben Inker, GMO, “The Problem With Good Returns In The Near Term Is They Have To Be Paid Back Sometime”

The Best Investment Writing Volume 3: Gary Antonacci, Dual Momentum Investing, Extended Backtest of Global Equities Momentum

Episode #182: Larry Hite, Mint Investment Management Company, “I Want To Be In A Position Where Something Great Can Happen…If I Don’t Get That, I Don’t Want To Play”

Episode #181: Radio Show: Zero Trading Commissions…Valuations…And Trend Following

Episode #180: Rodrigo Gordillo, ReSolve Asset Management, “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust”

The Best Investment Writing Volume 3: Justin J. Carbonneau, Validea, 10 Reasons Why It’s Tough to be a True “Intelligent Investor”

Episode #179: Dan Ferris, Stansberry Research, “What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline”

Episode #178: Nobody Wants To Invest In Your Sh*t

Episode #177: Alex Rubalcava, Stage Venture Partners, “We Want To Help Build Companies That Are Solving Hard Problems That Matter”

The Best Investment Writing Volume 3: Wes Gray, Alpha Architect, Factor Investing Fact Check: Are Value and Momentum Dead?

Episode #176: Adam Tkaczuk, Sterling Point Capital, “We Think There Is About A 3% Per Year Tax Benefit To This”

Episode #175: The Biggest Valuation Spread In 40 Years?

Episode #174: Amlan Roy, State Street Global Advisorsm “Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old”

The Best Investment Writing Volume 3: Bob Seawright, Madison Avenue Securities, Dear Future Me

Episode #173: Tom Williams, Heron Rock Fund, “I Want To Be That First Call In The Darkest Of Days”

Episode #172: Cam Harvey, Duke University, “This is a Time of Considerable Risk of a Drawdown”

The Best Investment Writing Volume 3: Corey Hoffstein, Newfound Research, Factor Fimbulwinter

Episode #171: Raoul Pal, RealVision, “Buy Bonds. Buy Dollars. Wear Diamonds.”

Episode #170: Bill Martin, Raging Capital Management, “On The Short Side, Position Sizing Is The Biggest Driver Of Success”

The Best Investment Writing Volume 3: Aswath Damodaran, NYU, The Perils of Investing Idol Worship: The Kraft Heinz Lessons!

Episode #169: Jeremy Jacobson, Go Curry Cracker, “We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years”

Episode #168: Brian Livingston, MuscularPortfolios.com, “What’s True Is That We Have To Adapt To Modern Markets”

The Best Investment Writing Volume 3: Rob Arnott, Research Affiliates, Yes. It’s a Bubble. So What?

Episode #167: The Cannabis Opportunity

Episode #166: Radio Show: Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k)

Episode #165: Chris Mayer, Woodlock House Family Capital, “I Do Think The Biggest Challenge…Is Keeping It, Holding On To It”

The Best Investment Writing Volume 3: Mike Philbrick, ReSolve Asset Management, Diversification: What Most Novice Investors Miss About Trend Following

Episode #164: Jake Shapiro, RadioPublic, “It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening”

Episode #163: Albert Meyer, Bastiat Capital, “You’re Held In Higher Regard When You Don’t Dilute Shareholders”

The Best Investment Writing Volume 3: Paul Novell, Investing for a Living, When Models Fail

Episode #162: Chase Nobles, Kush.com, “I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis”

Episode #161: Brandon Zick, Ceres Partners, “In Row Crops You’re Generating A Lot Of Current Income”

The Best Investment Writing Volume 3: Jack Vogel, Alpha Architect, Trust The Process

Episode #160: John Huber, Saber Capital Management, “Stock Prices Fluctuate Much More Than The Underlying Businesses”

Episode #159: Ashby Monk, Stanford Global Projects Center, “The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation”

Episode #158: Tobias Carlisle, Acquirers Funds, “The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap”

Episode #157: Randy Swan, Swan Global Investments, “Always Invested, Always Hedged”

Episode #156: Steve Glickman,  Develop LLC, “I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones”

Episode #155: Aswath Damodaran, New York University, “They [Uber And The Ride Sharing Companies Collectively] Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think They’ve Figured Out A Business Model That Can Convert That Growth Into Profits”

Episode #154: Frank Curzio, Curzio Research, “You Have To Be Able To Adapt To Different Strategies In Different Markets Because They’re Ever Changing”

Episode #153: Kim Shannon, Sionna Investment Managers, “I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value”

Episode #152: Kevin Smith & Tavi Costa, Crescat Capital, “We Believe We’re In The Early Stages Of A Bear Market”

Episode #151: Divya Narendra, SumZero, “Valuation Is Probably The Most Critical Component Of SumZero’s Thesis”

Episode #150: Bill Smead, Smead Capital Management, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30 to 45-Year-Old Age Range”

Episode #149: Phil Haslett, EquityZen, “Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That Kind Of Profile”

Episode #148: Paul Lountzis, Lountzis Asset Managementm “The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis”

Episode #147: The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account)

Episode #146: Neil Littman, Bioverge, “The More Risk You Kill, Inherently, The More Value You Create”

Episode #145: Cloning The Largest Hedge Fund In The World: Bridgewater’s All Weather

Episode #144: Marty Bergin, Dunn Capital Management, “Adapt Or Die”

Episode #143: David Eifrig, Retirement Trader, “Most People Run Losses Into The Ground”

Episode #142: Ryan Ansin, Revolutionary Clinics, “I Don’t Believe That It’s Easy To Back Into Revenue In This Industry, There Are Just A Thousand Things That Can Go Wrong”

Episode #141: Radio Show: 34 of 40 Countries Have Negative 52 Week Momentum…Big Tax Bills for Mutual Fund Investors…and Listener Q&A

Episode #140: Ralph Acampora, New York Institute of Finance, “Don’t Ever Fight Papa Dow”

Episode #139: Taz Turner and Nate Nienhuis, CordovaCann, “We’re Really Driving At What We Feel Is The Holy Grail of Cannabis”

Episode #138: Yariv Haim, Sparrows Capital, “You Should Never Try To Reassess Your Risk Appetite When Markets Crash”

Episode #137: Emily and Morgan Paxhia, Poseidon Asset Management, “The Growers Who Focused On Creating Efficient Operations Are The Ones That Are Still Around Today”

Episode #136: Steve Romick, FPA Crescent Fund, “Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You’ve Made An Investment Where It’s Hard To Lose Money Over Time”

Episode #135: Karan Wadhera, Casa Verde Capital, “We’re Still In Very, Very Early Innings For What’s Going To Be An Incredible Ride”

Episode #134: Chris Cole, Artemis Capital Management, “Volatility Is The Instrument That Makes Us Face Truth”

Episode #133: Todd Harrison, CB1 Capital, “Humanity Has Had a 30,000 Year Relationship with Cannabis”

Episode #132: Radio Show: Since 1989 80% of Stocks Had a Collective Return of 0%… A Goldman Bear-Market Indicator at Its Highest Point in Decades… and Listener Q&A

Episode #131: David Rosenberg, Rosenberg Research, “If Next Year is Not a Recession, It’s Going to Feel Like It”

Episode #130: Eric Falkenstein, Economist, “I Think in the Long Run (Cryptocurrencies) Are Going to Work”

Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches

Episode #128: Claude Lamoureux, Pension Fund Expert, When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better

Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A

Episode #126: Karen Finerman, Metropolitan Capital Advisors, ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing

Episode #125: Tom Barton, White Rock Capital, “The Biggest Problem Investors Have is Things Change…and They Don’t Change”

Bonus Episode: Wes Gray, Alpha Architect, Factor Investing is More Art, and Less Science

Episode #124: Howard Marks, Oaktree Capital, “It’s Not What You Buy, It’s What You Pay for It That Determines Whether Something Is a Good Investment”

Bonus Episode: Russel Kinnel, Morningstar, Mind the Gap

Episode #123: Fabrice Grinda, FJ Labs, “We’re Still at the Very Beginning of the Tech Revolution… We Are Day One”

Bonus Episode: Rick Friedman & Anna Chetoukhina, GMO, FAANG SCHMAANG

Episode #122: Phil Haslett, EquityZen, “It’s a Place to Connect Interested Buyers and Interested Sellers…in Late-Stage, Pre-IPO Tech Shares”

Bonus Episode: Michael Philbrick, ReSolve Asset Management, Skis and Bikes: The Untold Story of Diversification

Episode #121: Pim van Vliet, Robeco Global, “The Reality Is High-Risk Stocks Earn Low Returns”

Bonus Episode: Leigh Drogen, Estimize, Revenge of the Humans

Episode #120: Radio Show: Our New Trinity ETF… Egregious Hedge Fund Fees… and R&D Spending is on the Rise

Bonus Episode: Jeremy Schwartz – Net Buybacks Supplement Dividend Yields and Support Future Per Share Growth

Episode #119: Tom Dorsey, Dorsey, Wright & Associates, “Fundamentals Answer the First Question ‘What Should I Buy?’ The Technical Side Answers the Question ‘When?’”

Bonus Episode: Elroy Dimson, London Business School, The Evolution of Equity Markets

Episode #118: Radio Show: Record-Setting US Valuations… Emerging Market Opportunities… VC Bad Behavior… and Listener Q&A

Bonus Episode: Ehren Stanhope, O’Shaughnessy Asset Management, Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative

Episode #117: Steve Lockshin, AdvicePeriod, “We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients”

Bonus Episode: Todd Tresidder, Financial Mentor, The Great Financial Forecasting Hoax

Episode #116: Sarah Ketterer, Causeway Capital, “Without a Quant Risk Model, I’d Argue an Investment Manager Is Completely Blind”

Episode #115: Steve Glickman, Economic Innovation Group, Opportunity Zones: “Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever”

Episode #114: David Gladstone, Gladstone Capital, “Farmland Is One of the Most Stable Assets One Can Own”

Episode #113: Stanley Altshuller, Novus Partners, “I’m Bullish On Active Management, But I Think That You Need A Correction For People To Remember Why Hedge Funds Exist In The First Place”

Episode #112: Peter Ricchiuti, Tulane University, “You’re Better Off Investing When Things Look Miserable”

Episode #111: Radio Show: Which Portfolio Hedge for This Market?… Is Short-Termism Harming Your Investments?… and Listener Q&A

Episode #110: Bryan Taylor, Global Financial Data, “At Some Point, the Stresses Are Going to Be So Great that Some of the Countries (In the European Union) Are Eventually Forced to Leave”

Episode #109: Matt Hougan, Bitwise Asset Management, “Anyone Who Tells You They Know What’s Going to Happen in Crypto Is Probably Lying to You”

Episode #108: Radio Show: What’s More Important – Savings or Returns… What Meb’s Doing with U.S. Bonds… and Listener Q&A

Episode #107: James Montier, GMO, “There Really Is A Serious Challenge to Try to Put Together an Investment Portfolio That’s Going to Generate Half-Decent Returns On A Forward-Looking Basis”

Episode #106: Brian Singer, William Blair and Company, “We Don’t Know What Will Trigger the Decline, but When It Happens, Our Fear Is That It’s Sharper and Deeper Than Investors Would Otherwise Expect”

Episode #105: Olivia Judson, Author, “Life Has Transformed the Planet, Which Has Gone On to Alter the Future Course of Life”

Episode #104: Ken Fisher, Fisher Investments, “If You’re Worried About What Things Are Going to Be Worth Next Week…You’re Going to Make Yourself Way Poorer 20 Years from Now”

Episode #103: The Asset Allocation Pyramid

Episode #102: Radio Show: The “Stay Rich” Portfolio… A Senator Wants to Ban Share Repurchases… and Listener Q&A

Episode #101: Paul Merriman, Merriman, “The People That Have Come Out Ahead Are the People Who Have Put Their Trust in the System Over the Long-Term”

Episode #100: Elroy Dimson, London Business School, “High Valuations Don’t Necessarily Mean That We’re Going To See Asset Prices Collapse”

Episode #99: Radio Show: Meb’s Bullish On Emerging Markets… Strategies For Limited 401K Options… And Listener Q&A

Episode #98: Ed Yardeni, Yardeni Research, “We’ve Got Good Growth With Low Inflation And That’s A Very Good Environment For Stocks And Okay Environment For Bonds”

Episode #97: Phil Nadel, Forefront Venture Partners, “If You Try To Pick Winners, And You Only Invest In A Handful Of Companies, Odds Are You’re Going To Lose Your Money”

Episode #96: Craig Leupold & Jim Sullivan, Green Street Advisors, “From A Commercial Property Standpoint, We See Values Drifting Sideways Over The Next 12 Months”

Episode #95: Radio Show: The Short-Vol Trade Blows Up… Meb’s Rare Coin Purchases… And Listener Q&A

Episode #94: Michelle Leder, footnoted*, “There Are Some Companies That We Know Are Sort Of Bad Eggs”

Episode #93: John Reese, Validea.com, “There Is No Strategy That Outperformed The Stock Market Every Single Year”

Episode #92: Andrew Tobias, Journalist & Author, “There Are Just A Few Things You Really Need To Know About Investing, And They Don’t Ever Change”

Episode #91: Radio Show: Meb’s Most Popular Tweet Of All Time… Signs Of The Top… Listener Q&A

Episode #90: Dan Rasmussen, Verdad, “The Crown Jewel Of The Alternative Universe Is Private Equity”

Episode #89: Blair Hull, Hull Investments, “Emotions Will Kill You In This Game”

Episode #88: Eric Clark, Accuvest Global Advisors, “I Still Believe That Alpha Is Available And Possible, And Beating A Benchmark Is Possible”

Episode #87: Mike Venuto, Toroso Investments, “I Would Suggest Seeking Out High Active-Share, Global Growth Themes”

Episode #86: A Quantitative Approach To Tactical Asset Allocation

Episode #85: Radio Show: Bitcoin Futures Are Here – What Now?

Episode #84: Howard Lindzon, Social Leverage, “I Think There’s So Many Ways The Markets Are Rigged That I Think It’s Best To Just Follow Along The Trends”

Episode #83: Randy Swan, Swan Global Investments, “What Do You Do When Things Are Fundamentally Overvalued, But You Want To Remain Invested In The Market?”

Episode #82: Vineer Bhansali, PIMCO, “The Market Is Severely Underpricing The Probability Of A Sharp, Catastrophic Loss To The Downside”

Episode #81: Radio Show: Notes From Meb’s Office Hours – Listeners Are All Making The Same Mistakes

Episode #80: Claude Erb, TCW Group Inc, “It Is Possible That We’re In The Middle Of A Period In Which Gold Becomes The New Frankincense”

Episode #79: Jason Goepfert, Sundial Capital Research, “I Would Not Be Surprised At All To See A Multi-Day 5%-15% Decline”

Episode #78: Alex Rubalcava, Stage Venture Partners, “If You’re Going To Be An Angel Investor… You Have To Be Devoting Significant Time To It”

Episode #77: Tobias Carlisle, Carbon Beach Asset Management, “In Order To Find Something Genuinely Undervalued…There’s Always Something That You Don’t Like”

Episode #76: Phil DeMuth, Conservative Wealth Management, “Nothing In My Global Outlook Is Telling Me It’s Time To Pull Up The Anchor And Set Sail”

Episode #75: Michael McDaniel, Riskalyze, “One Of The Biggest Conditions That Will Lead To Success Is Simply Being Invested”

Episode #74: Jeff Sherman, DoubleLine, “There’s This ‘Buy-The-Dip’ Mentality… Do You Play In It, Or Just Shake Your Head?”

Episode #73: Jeff Porter & Barbara Schelhorn, Sullivan Bruyette Speros & Blayney, “Why Financial Planning? Because Investing Alone Won’t Get You There “

Episode #72: Radio Show: Investor Sentiment – What Is It Telling Us About This Bull’s Length?

Episode #71: Radio Show, “How To Outperform One Of Investing’s Most Beloved Strategies”

Episode #70: Radio Show: The 13F Guru Meb Would Follow Today

Episode #69: Jason Calacanis, Angel Investor, “This Is A Little, Secret Way… A Dark Art Of Becoming Truly Wealthy… Massive Wealth”

Episode #68: Corey Hoffstein, Newfound Research, “Risk Cannot Be Destroyed, Only Transformed”

Episode #67: Simon Black,Sovereign Man, “I See A Lot Of Red Flags”

Episode #66: Radio Show: U.S. Equities: At What Valuation To Sell?

Episode #65: Emil Van Essen, Emil van Essen Managed Futures, “The Days Of $80 Oil – That’s A Long Way Away”        

Episode #64: David Varadi, QuantX Funds, “Managing Risk is Absolutely Critical”

Episode #63: Gary Beasley And Gregor Watson, Roofstock, “We’re Trying To Really Change The Way People Invest In Real Estate”

Episode #62: Ron Lieber, Journalist, “We’re Not Having The Right Kinds Of Conversations With Our Kids About (Money)”

Episode #61: Jack Vogel, Alpha Architect, “(Factor Timing?) It’s Next To Near Impossible”

Episode #60: William Bernstein, Efficient Frontier, “The More Comfortable You Are Buying Something, In General, The Worse The Investment It’s Going To Be”

Episode #59: Radio Show: The Death Of Value Investing

Episode #58: Axel Merk, Merk Investments, “Is Your Portfolio Robust Enough For Whatever Might Be Coming Your Way?”

Episode #57: Radio Show: 17 Different Million-Dollar Fintech Ideas

Episode 56: Dave Nadig, ETF.com, “This Is A Big Year For ETFs”

Episode #55: Ed Easterling, Crestmont Research, “In Reality, Normal Is Actually Volatile. Normal Is Not Mellow”

Episode #54: Elizabeth Dunn, University of British Columbia, “How Can I Use My Money Most Effectively In Order To Promote My Happiness?”

Episode #53: Radio Show: Cheapest Countries Right Now For New Dollars

Episode #52: Jason Hsu, Rayliant Global Advisors, “This Is A Market Where The Average Human Tendencies Are Precisely The Wrong Thing To Do”

Episode #51: Mark Kritzman, Windham Capital Management, “We Have To Question The Assumptions That Underpin Our Models… Nothing Is Simple”

Episode 50: Radio Show: Faber Spin-Off Executed

Episode 49: Steve Sjuggerud, True Wealth, “This Is Not What The Peak Of A Bull Market Looks Like”

Episode 48: Van Simmons, David Hall Rare Coins, “The Rare Coin Market Can Go Up Dramatically, Quickly”

Episode 47: Ric Edelman, Edelman Financial Service, “47% Of The Occupations In America Will Be Gone Within 15 Years”

Episode 46: Raoul Pal, Real Vision TV, “The Biggest Emerging Macro Story In The World”

Episode 45: Gary Antonacci, Dual Momentum, “You Get A Synergy That Happens When You Use Dual Momentum”

Episode 44: Invest With The House

Episode 43: Learning To Play Offense And Defense

Episode 42: Listener Q&A

Episode 41: Doug Ramsey, The Leuthold Group, “Valuation Tells Me I Should Be Lighter Than Normal On U.S. Equities And Tilting More Towards Foreign”

Episode 40:  Listener Q&A

Episode 39:  Ed Thorp, Hedge Fund Manager, Author, & Professor, “If You Bet Too Much, You’ll Almost Certainly Be Ruined”

Episode 38:  EVBettor, “Special Super Bowl Show: It’s Higher-Stakes Poker Is What You’re Playing”

Episode 37: John Bollinger, Bollinger Capital Managementm “People Have This Time-Frame Confusion That I Think Does A Huge Amount Of Damage”

Episode 36: Listener Q&A

Episode 35: Jerry Parker, Chesapeake Capital, “To Me It Just Boiled Down To One Question… Will The Big Winners Pay For The Small Losses?”

Episode 34: Holiday Collection

Episode 33: Listener Q&A

Episode 32: Brew And Brett, PeerStreet, “We Have Long-Term Aspirations Of Disrupting The Entire Mortgage Finance And Securitization Market”

Episode 31: Mark Yusko, Morgan Creek Capital Management, “Asset Allocation Matters Most”

Episode 30:  Listener Q&A

Episode 29:  Tom McClellan, The McClellan Market Report, “Now Everybody Knows What the Outcome Is, They Can Get Back to Focusing on Real Things That Actually Matter”

Episode 28:  Larry Swedroe, Buckingham, “There is Literally No Logical Reason for Anyone to Have a Preference for Dividends”

Episode 27:  Porter Stansberry, Stansberry Research, “There’s Going to Be a Big Bill of Bad Debt to Pay”

Episode 26:  Jeremy Schwartz, WisdomTree Investments, “You Should Be Hedged A Lot More Than You Are”

Episode 25:   Listener Q&A

Episode 24:  Learning To Love Investment Bubbles

Episode 23:  Gregg Fisher, Gerstein Fisher, “Sometimes The Best Investment Strategy Isn’t The Right Investment Strategy”

Episode 22: Listener Q&A

Episode 21: Michael Covel, Author, “We Can’t Make A Prediction Worth A Damn”

Episode 20: Listener Q&A

Episode 19: Jonathan Clements, Author, “If Money Can Buy Happiness, Then Why Doesn’t It?” “Because People Don’t Spend It Right.”

Episode 18: Rob Arnott, Research Affiliates, “People Need To Ratchet Down Their Return Expectations”

Episode 17 – Michael Philbrick, Adam Butler, and Rodrigo Gordillo, ReSolve Asset Management, “It’s About Risk Allocation, Not Capital Allocation” 

Special Episode – Cambria Digital Launch

Episode 16 –  Listener Q&A

Episode 15 – The Trinity Portfolio

Episode 14 – Eric Crittenden, Standpoint Asset Management  “It’s Not Greed And Fear That Drives The Investment World; It’s Envy

Episode 13 – Want Buffett’s Returns? Here’s How To Get Them

Episode 12 – Why ‘Shareholder Yield’ Beats ‘Dividend Yield’

Episode 11 – Sam Stovall, S&P Global Market Intelligence, “The Seven Rules of Wall St.

Episode 10 – Listener Q&A Episode

Episode 9 – Pete Mladina, Northern Trust, “What You Thought Was Skill Was Just Risk Premia”

Episode 8 – Starved for Yield

Episode 7 – Playing Defense Against Black Swans

Episode 6 – Three Concepts that Investors Get Wrong

Episode 5 – Jared Dillian, The Daily Dirtnap, “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite”

Episode 4 – Wes Gray, Alpha Architect, “Even God Would Get Fired as an Active Investor”

Episode 3 – Where Are Best Global Values Right Now?

Episode 2 – Patrick O’Shaughnessy, O’Shaughnessy Asset Management, An Unexpected Drop-in from Patrick O’Shaughnessy

Episode 1 – Global Asset Allocation – Investing 101