The Meb Faber Show - Better Investing Podcast

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16.2K - 27.0K listeners Neutral 4.8 rating 1079 reviews 647 episodes USA
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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.

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on The Meb Faber Show - Better Investing.

Hosts

Meb Faber

Previous Guests

Jeremy Grantham
Jeremy Grantham is a British investor and co-founder of Grantham, Mayo, Van Otterloo & Co. (GMO), an investment management firm. He is known for his expertise in value investing and his predictions regarding market bubbles. Grantham has a long history of analyzing market trends and has been a prominent voice in the investment community, often sharing insights on economic cycles and sustainable investing.
John Arnold
John Arnold is an American hedge fund manager and philanthropist, known for founding Centaurus Advisors, a multi-strategy hedge fund focused on energy investments. He gained prominence in the financial world for his successful trading strategies and has been involved in various philanthropic efforts, particularly in education and healthcare.
Sam Zell
Sam Zell is an American businessman and real estate mogul, recognized for his role as the founder and chairman of Equity Group Investments. He is known for his expertise in real estate investment and has been a significant figure in the industry for decades. Zell is also known for his candid views on the economy and investment strategies, often sharing his insights on market trends.
Carl Kawaja
Carl Kawaja is a Portfolio Manager with Capital Group, where he has worked for over three decades. He has extensive experience in investment management and is known for his insights into market dynamics, particularly in relation to technology, healthcare, and evolving market conditions. Carl has a deep understanding of the impact of artificial intelligence on various sectors, including semiconductors, and has navigated complex issues such as tariffs and supply chain challenges throughout his career.
Paul Donovan
Paul Donovan is the Chief Economist of UBS Global Wealth Management, where he provides insights on economic trends and their implications for investment strategies. With a strong background in economics, he analyzes structural changes in the economy, including flexible working and demographic shifts. Donovan is known for his expertise in consumer behavior and spending trends, particularly in the context of innovation disparities between the US and Europe. He frequently discusses the role of artificial intelligence in enhancing productivity and the broader implications of economic policies.
Francois Rochon
Francois Rochon is the President of Giverny Capital, an investment firm known for its impressive track record of returning over 15% per year for more than 30 years. He is influenced by renowned investors such as Peter Lynch and Warren Buffett, which has shaped his investment philosophy. Rochon emphasizes the principles of patience, humility, and rationality in navigating market cycles. He shares insights from his investment experiences, including lessons learned from mistakes, which he discusses in his annual letters.
Mark Haefele
Mark Haefele is the Chief Investment Officer of UBS Global Wealth Management, where he oversees investment strategies for over $4 trillion in assets. He is recognized for his expertise in investment management and is the author of 'The New Rules of Investing.' Mark has a deep understanding of the financial markets and emphasizes the importance of government spending, asset allocation, and the challenges of generational wealth transfer in his work. He introduces innovative concepts such as the three Ls—liquidity, longevity, and legacy—as frameworks for effective portfolio management.

Topics Discussed

memorable investments Jeremy Grantham John Arnold Sam Zell investment philosophy AI semiconductor demand tariffs supply chain dynamics sports gambling market landscape biotech healthcare investment economic uncertainty inflation consumer behavior spending trends demographic shifts productivity Francois Rochon Giverny Capital Peter Lynch Warren Buffett patience humility rationality market cycles investment mistakes Berkshire Hathaway cryptocurrencies value investing bear markets government spending investment decisions asset allocation generational wealth transfer liquidity longevity legacy portfolio management financial crises de-dollarization behavioral finance

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Episodes

Here's the recent few episodes on The Meb Faber Show - Better Investing.

0:00 19:54

Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581

Hosts
Meb Faber
Guests
Jeremy Grantham John Arnold Sam Zell
Keywords
memorable investments Jeremy Grantham John Arnold Sam Zell
Todays episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell.

(0:00) Starts

(0:53) Jeremy Grantham

(5:25) John Arnold

(8:24) Sam Zell

To listen to the full episodes, click the links below:

Jeremy Grantham I: Apple, Spotify, YouTube

Jeremy Grantham II: Apple, Spotify, YouTube

John Arnold: Apple, Spotify, YouTube

Sam Zell: Apple, Spotify, YouTube

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Follow Meb on X, LinkedIn and YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing list or 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 [email protected]

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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).

Learn more about your ad choices. Visit megaphone.fm/adchoices
0:00 1:07:13

Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580

Hosts
Meb Faber
Guests
Carl Kawaja
Keywords
investment philosophy AI semiconductor demand tariffs supply chain dynamics sports gambling market landscape biotech healthcare investment
Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, and the evolving landscape of sports gambling. Carl also reflects on the enduring value of certain companies, particularly in the context of evolving market conditions. (0:00) Starts (1:46) Intro (8:04) Compounding investments (13:47) Global investment insights (21:35) Market sentiment and trade policy discussions (28:01) Emerging markets (32:11) Tech, AI, and healthcare (37:34) Sports gaming industry (51:42) Biotech and healthcare investment opportunities (57:00) Carl's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- 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. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- 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.  ----- 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). Learn more about your ad choices. Visit megaphone.fm/adchoices
0:00 52:09

UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579

Hosts
Meb Faber
Guests
Paul Donovan
Keywords
economic uncertainty tariffs inflation consumer behavior spending trends demographic shifts AI productivity
Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management.

In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending on experiences rather than goods, and the role of AI in enhancing productivity.

(0:00) Starts (2:37) Economic uncertainty, tariffs, and inflation (12:41) Consumer behavior & spending trends, and perceptions (18:22) Japan's economic shifts and demographic challenges (21:38) Reliability issues in economic data and surveys (31:44) Bad economic policies (38:36) The role of the dollar in the global financial system (44:41) Investment perspectives

Recorded April 2, 2025 ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Their latest white paper compares four different rebalancing strategies covering 29 years of data. Download here. ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- 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.  ----- 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). Learn more about your ad choices. Visit megaphone.fm/adchoices
0:00 1:05:07

Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578

Hosts
Meb Faber
Guests
Francois Rochon
Keywords
Francois Rochon Giverny Capital investment philosophy Peter Lynch Warren Buffett patience humility rationality market cycles investment mistakes Berkshire Hathaway cryptocurrencies value investing bear markets
Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years.

In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humility and rationality. We also walk through some of the lessons learned from his investment mistakes, which he highlights in his annual letters.

(0:00) Starts (0:48) Introducing Francois Rochon (5:15) Tech bubble lessons (10:13) Investment mistakes (18:01) The real expenses of stock-based compensation (25:01) Focus on company fundamentals in the long-run (34:40) Evaluating Berkshire Hathaway (41:43) Cryptocurrencies and value investing in art (53:12) Handling bear markets (56:42) Francois' most memorable investments

----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- 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.  ----- 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). Learn more about your ad choices. Visit megaphone.fm/adchoices
0:00 56:16

UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577

Hosts
Meb Faber
Guests
Mark Haefele
Keywords
government spending investment decisions asset allocation generational wealth transfer liquidity longevity legacy portfolio management financial crises de-dollarization behavioral finance
Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’ In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and discusses the challenges of generational wealth transfer. Mark also introduces the concept of the three L’s—liquidity, longevity, and legacy—as a framework for effective portfolio management. (0:35) Introduction of Mark Haefele (2:30) The 5 D's: debt, deglobalization, digitization, decarbonization, and demographics (11:46) Lessons from past financial crises (15:18) Government intervention and the economy (16:05) The 3 L's: liquidity, longevity, and legacy (20:54) Behavioral finance and asset allocation (27:05) Challenges in multi-generational wealth preservation (36:20) Current global investment landscape (40:26) De-dollarization (46:05) Balancing personal beliefs with investment decisions (51:15) Mark's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- 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.  ----- 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). Learn more about your ad choices. Visit megaphone.fm/adchoices

Ratings

Global:
4.8 rating 1079 reviews

USA

4.8 ratings 898 reviews

Canada

4.8 ratings 72 reviews

UK

4.6 ratings 46 reviews

Australia

4.9 ratings 42 reviews

South Africa

5.0 ratings 8 reviews

Singapore

5.0 ratings 6 reviews

Ireland

5.0 ratings 5 reviews

New Zealand

4.5 ratings 2 reviews