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The Meb Faber Show - Better Investing

The Idea Farm
Investment Strategies
Inflation
Trend Following
Asset Allocation
Emerging Markets
Gold
Federal Reserve
Private Equity
S&P 500
China
Investment Management
Dividend Investing
Risk Management
Behavioral Finance
Bonds
Bitcoin
Interest Rates
Market Trends
Cambria Investment Management
Value 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. Whe... more

PublishesWeeklyEpisodes700Founded10 years ago
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InvestingBusinessManagement

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Artwork for The Meb Faber Show

Latest Episodes

My guest today is Charles Ellis, founder of Greenwich Associates, longtime member of Yale’s investment committee, and author of more than 20 books, including the classic Winning the Loser’s Game.

In today’s episode, Charley reflects on writing the f... more

Today’s guest is Will Goetzmann, Professor of Finance at the Yale School of Management. He is an expert on financial markets and securities, investment strategies, investor behavior and financial history.

In today’s episode, Professor Goetzmann walk... more

While in Omaha for Berkshire week, Meb hopped on another podcast as a guest. It was a fun one, so we're releasing it here as well.

In today's episode, Meb Faber makes the case against home country bias, pointing to Korea's near-triple and Japan's de... more

Today’s guest is Tom Lee, CIO of Fundstrat Capital, PM for the Granny Shots U.S. Large Cap ETF, and the Head of Research at Fundstrat Global Advisors. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 201... more

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Recent Guests

Tom Lee
Co-founder, head of research at Fundstrat Global Advisors
Fundstrat Global Advisors
Episode: Tom Lee: The Market Can Climb Higher—But Expect Turbulence | #630
Marc Seidner
CIO of non-traditional strategies at PIMCO
PIMCO
Episode: Why Bonds Are Back: PIMCO’s Marc Seidner on the Best Fixed Income Setup in Years | #629
Sam Hartzmark
Professor of the Seidner Department of Finance at Boston College Carroll School of Management
Boston College Carroll School of Management
Episode: Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628
Will Guidara
Author, former co-owner of Eleven Madison Park, Welcome Conference host, The Bear producer
Unreasonable Hospitality / The Field Guide
Episode: Will Guidara on The ROI of Unreasonable Hospitality | #627
Alex Rubalcava
Investor, former Stage Venture Capital and Amplify.LA partner
Amplify.LA
Episode: Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
Paul Bricault
Managing Partner at Amplify.LA, co-host with Alex on investments in enterprise software
Amplify.LA
Episode: Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
Randy Cohen
Professor of finance at Harvard Business School
Harvard Business School
Episode: Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
Van Simmons
Numismatist, president of David Hall Rare Coins, co-founder of PCGS
David Hall Rare Coins / PCGS
Episode: The King of Coins & Collectibles - Van Simmons | #624
Mike Wilson
Chief US Equity Strategist and Chief Investment Officer at Morgan Stanley
Morgan Stanley
Episode: The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623

Host

Meb Faber
Host of The Meb Faber Show; Co-founder of Cambria Investment Management

Reviews

4.8 out of 5 stars from 1.4k ratings
  • Michael Faccibene

    Very insightful show!

    Apple Podcasts
    5
    Michael Faccibene
    United Statesa month ago
  • Excellent Investing Podcast

    I always learn something new when listening to this show!

    Apple Podcasts
    5
    Dgzwick
    United Statesa month ago
  • Appreciate the information

    The Meb Faber Show is a great listen for anyone who wants to think more clearly about investing without getting lost in hype. I appreciate that the conversations feel informed, practical, and grounded in real market wisdom.

    Apple Podcasts
    5
    BudgetBesties
    United Statesa month ago
  • Meb always brings the heat!!!

    Meb is my go to podcast for all things investing. He rocks!

    Apple Podcasts
    5
    Kim A123
    United Statesa month ago
  • Such an awesome show!

    This is a great way to learn about different investing strategies. With every episode i hear new important information!

    Apple Podcasts
    5
    Autria M
    United Statesa month ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

- Some critiques note the show can feel marketing-focused from guests, recommending a critical listener approach.
- Very insightful show with practical investing ideas.
- Listeners appreciate informed, data-backed discussions and diverse guests.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628
Q: What do you think are the core misconceptions people have about dividends and stock prices?
The core misconception is treating dividends as free cash or as a separate income stream rather than part of total return. Prices typically drop by the dividend amount when paid, so the total return should be considered, not just the cash dividend. Investors also misinterpret dividend strategies as risk-free or universally favorable, which ignores tax effects, price dynamics, and the opportunity cost of reinvesting dividends.
Why Bonds Are Back: PIMCO’s Marc Seidner on the Best Fixed Income Setup in Years | #629
Q: How do politics and geopolitics influence the economic landscape and investment strategy?
Marc explains that politics and geopolitics increasingly drive financial markets, influencing policy shifts, inflation dynamics, and risk premiums. He emphasizes the need for a barbell approach, global diversification, and a flexible fixed income framework that can adapt to unexpected developments while still aiming for attractive yields and hedges through non-traditional assets.
Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
Q: How feasible is liquid private equity as a public-market equivalent, given the traditional needs of leverage, industry tilt, and risk management?
The guests argue that by selectively copying PE's successful traits (high profitability, low multiples, disciplined leverage, diversification across industries) and adding modest external leverage, you can approximate PE performance in a liquid, public format while retaining some downside hedging.
Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621
Q: Why are alternatives becoming more accessible to individual investors and what are the liquidity considerations?
Alternatives are expanding beyond institutions into evergreen and semi-liquid vehicles, but liquidity remains conditional and may be gated; investors must be educated about long-term commitments and the possibility of quarterly liquidity with gate protections.
David McWilliams on The Story of Money—and Why It Matters for Markets | #610
Q: What inspired you to write this book on money?
I wanted to explore the history and relationship between money and humanity, emphasizing how money is a foundational social technology that has shaped our societies and economies.

Audience Metrics

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Frequently Asked Questions About The Meb Faber Show

What is The Meb Faber Show about and what kind of topics does it cover?

The show centers on practical investing wisdom, market psychology, and portfolio construction, featuring a rotating cast of top investment researchers, macro strategists, and industry leaders. Episodes frequently cover dividend theories, non-traditional fixed income, AI's impact on software and investing, private markets, and real-world case studies, all framed around long-horizon thinking and data-driven insights. A standout trait is the blend of rigorous academic perspectives with hands-on investing experience, plus occasional deep-dives into niche topics like collectibles or hospitality-inspired leadership applied to business and finance. Listeners are likely looking for actionable ideas, nuanced risk management, and diverse viewpoints f... more

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Which podcasts are similar to The Meb Faber Show?

These podcasts share a similar audience with The Meb Faber Show:

1. Excess Returns
2. The Acquirers Podcast
3. Monetary Matters with Jack Farley
4. Capital Allocators – Inside the Institutional Investment Industry
5. Macro Voices

How many episodes of The Meb Faber Show are there?

The Meb Faber Show launched 10 years ago and published 700 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Meb Faber Show?

Recent guests on The Meb Faber Show include:

1. Tom Lee
2. Marc Seidner
3. Sam Hartzmark
4. Will Guidara
5. Alex Rubalcava
6. Paul Bricault
7. Randy Cohen
8. Van Simmons

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