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
32 snips
May 1, 2026 • 40min
Why Bonds Are Back: PIMCO’s Marc Seidner on the Best Fixed Income Setup in Years | #629
Marc Seidner, PIMCO CIO of Non-traditional Strategies and Investment Committee member, offers fixed income and macro expertise. He explains why politics and geopolitics now steer markets. He makes the case for a golden age of bonds and flags stress in private credit. He also discusses the K-shaped recovery, value vs growth, real assets, and global bond opportunities.
24 snips
Apr 24, 2026 • 1h 5min
Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628
Sam Hartzmark, a Boston College finance professor known for research on dividends and payout policy, debunks common dividend misconceptions. He unpacks the “free dividends fallacy,” how dividend-focused strategies can inflate prices, and the tradeoffs between dividends and buybacks. Brief detours cover dividend-juicing funds, tax-efficient design, and why investors emotionally prefer visible payouts.
27 snips
Apr 20, 2026 • 52min
Will Guidara on The ROI of Unreasonable Hospitality | #627
Will Guidara, hospitality entrepreneur and author of Unreasonable Hospitality, shares how intentional, creative acts turn routine service into memorable human connection. He discusses training presence and listening, systemizing graciousness, repairing mistakes with sincere apologies, and why small rituals and empowered teams scale hospitality into lasting loyalty.
56 snips
Apr 10, 2026 • 1h 13min
Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
Paul Bricault, co-founder of Amplify.LA who backs B2B and vertical AI startups, and Alex Rubalcava, an early-stage investor with frontier tech chops, explore AI’s reshape of software economics. They debate which software is safe, how AI speeds product cycles, vertical AI wins in healthcare/finance/space, dramatic pivots, and why speed and sourcing matter in pre-seed investing.
27 snips
Apr 7, 2026 • 1h 21min
Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
Randy Cohen, Harvard Business School professor and PEO Partners co-founder, and Owen Lamont, portfolio manager and academic, explore private equity and ways to replicate its returns in public markets. They discuss liquid private equity strategies, leverage choices, the IPO drought, market concentration, Koreafying of the US market, AI valuation debates, deglobalization, and future macro risks.
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 • 1h
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 • 42min
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.
