The Meb Faber Show - Better Investing
The Idea Farm
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.
Episodes
Mentioned books
4 snips
Mar 27, 2026 • 1h 13min
The King of Coins & Collectibles - Van Simmons | #624
Van Simmons, numismatist and pioneer of modern coin grading, led PCGS and built a reputation in high-end rare coins. He traces market shifts from new hoards to premium high-grade pieces. He talks grading’s role in liquidity, how AI and tech change authentication, and why collectibles like coins and watches can preserve wealth and attract institutional interest.
82 snips
Mar 25, 2026 • 48min
The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623
Mike Wilson, Morgan Stanley’s Chief U.S. Equity Strategist and CIO, offers big-picture market strategy in a changing world. He discusses rolling recessions turning into staggered recoveries. He highlights breadth trades beyond mega‑caps into small caps, cyclicals and international markets. He flags risks from AI disruption, private credit stress and the Iran conflict, and outlines a move toward a flexible 60/20/20 portfolio.
13 snips
Mar 13, 2026 • 59min
The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622
Wes Gray, Co-CIO of Alpha Architect known for ETF and portfolio design, and Brent Sullivan, tax analyst and editor of Tax Alpha Insider, tackle concentrated stock playbooks. They break down 351 ETF seeding, IRS diversification tests, regulatory risks, and practical steps for tax-aware rebalancing. They also explore the rise of tax-managed long-short strategies and how AI could reshape tax planning.
Mar 6, 2026 • 41min
Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621
Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs and longtime private markets leader. She discusses the surge in individual interest in alternatives, the rise of secondaries and private credit risks, why manager selection and liquidity matter, growing millennial appetite, and how AI could transform sourcing and underwriting.
4 snips
Mar 3, 2026 • 14min
MEBISODE: Even Berkshire Underperformed
They use the Cambria Shareholder Yield ETF (SYLD) as a case study to explore when a strategy hits a rough patch. Topics include Berkshire Hathaway’s long run, why investors chase hot streaks or bail after declines, and how rolling returns reveal consistency beyond calendar-year snapshots. They also discuss valuation’s role in expected returns and when short-term underperformance might signal long-term opportunity.
46 snips
Feb 27, 2026 • 1h 2min
Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? | #619
Aswath Damodaran, NYU finance professor and valuation expert, offers a clear-eyed take on AI’s effect on company moats and why he trimmed two big tech names. He questions runaway valuations, warns about debt-fueled capex, and probes corporate crypto, trophy sports franchises, and the promise and pitfalls of prediction markets.
30 snips
Feb 13, 2026 • 1h 3min
200 Years of Markets in 60 Minutes (Deutsche Bank’s Jim Reid) | #618
Jim Reid, Global Head of Macro Research at Deutsche Bank and author on long-term market history, walks through 200 years of data. He covers why cash and bonds can lose real wealth, how fiat money changed assets after 1971, the predictive power of valuation, and why global diversification and index weighting matter.
75 snips
Feb 9, 2026 • 1h 16min
Dan Rasmussen & D.A. Wallach on Biotech’s Surge, China, IPOs, US Valuations & Japan | #617
D.A. Wallach, venture investor at Time BioVentures and biotech-focused entrepreneur-artist. Dan Rasmussen, founder of Verdad Advisers and deep-equity researcher on biotech. They discuss biotech’s recent surge and research-driven lenses on winners and valuation. They cover China’s biotech rise, shifting IPO and VC dynamics, US stock valuation debates, and Japan’s corporate reform story.
19 snips
Feb 3, 2026 • 50min
Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility | #616
Colby Donovan, radio co-host and interviewer who steers market conversations. He presses Meb on market-cap limits and alternatives. They cover CAPE extremes, equal-weight and global shifts. Conversation jumps to the quiet comeback of gold, commodities, and real assets. They close by probing trend-following and portfolio substitutes without diving into technical takeaways.
211 snips
Feb 2, 2026 • 59min
Russell Napier: Financial Repression Is Back — And Investors Aren’t Ready | #615
Russell Napier, financial market strategist and monetary historian who founded The Library of Mistakes. He discusses a return to financial repression, why yield chasing is hazardous, shifting monetary regimes and gold as a monetary signal. He warns that technology won’t beat inflation and urges investors to rethink questions and search for unloved, cheaper market opportunities.
