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The Meb Faber Show - Better Investing

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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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479 Folgen
  • Folge vom 23.12.2019
    The Best Investment Writing Volume 3: Wes Gray, Alpha Architect – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.
    Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it. This year, we’re bringing you the entire volume of The Best Investment Writing Volume 3 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world. Enough from me, let’s let Wes take over this special episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Folge vom 18.12.2019
    Chris Brightman - Here We Are With Emerging Markets Again Trading At A Shiller PE Multiple Less Than Half Of The US Stock Market | #193
    In episode 193 we welcome our guest, Chris Brightman. Meb and Chris start the conversation with an evolution of economic and monetary theory over the past decades, and some detail behind Modern Monetary Theory. Chris then expands on inflation, the idea that high inflation is associated with volatile inflation, as well as some ways to protect from high inflation. The pair then get into Research Affiliates’ forward looking asset class return expectations, including, the expectation of a 3.5% real return for the US stock market before any adjustments to valuations and the reality of low and even negative return prospects from fixed income. Chris talks about emerging markets as a potential bright spot. As the conversation winds down, Chris reveals some ways investors can think about implementing the ideas he discusses in the episode, including the literature that shows investors engage in performance chasing, and they’d be far better off taking a buy-and-hold approach to a diversified set of passive instruments. All this and more in episode 193, including a couple of Chris’s most memorable investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
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      Radio hören mit phonostar Help layer phonostarplayer Um Radio anzuhören, stehen dir bei phonostar zwei Möglichkeiten zur Verfügung: Entweder hörst du mit dem Online-Player direkt in deinem Browser, oder du nutzt den phonostar-Player. Der phonostar-Player ist eine kostenlose Software für PC und Mac, mit der du Radio unabhängig von deinem Browser finden, hören und sogar aufnehmen kannst. ›››› phonostar-Player gratis herunterladen X
  • Folge vom 11.12.2019
    Tim Hayes - The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009 | #192
    In episode 192 we welcome our guest, Tim Hayes. Tim and Meb kick off the conversation with an overview of the data driven Ned Davis research process and how the team gains an understanding of what is going on the market. Meb then asks Tim to expand on his current thoughts on the market. Tim covers the potential tactical opportunity in the market and the base case for the US stock market, that it’s in the same secular bull market it’s been in since 2009. He also notes that there is a risk to the bond market and that it’s late in the secular game. The conversation then shifts to discussion about negative yielding bonds. Meb and Tim then touch on the worries Tim is seeing from institutional investors. As the conversation winds down, Tim covers his belief that it is critical to be aware, and constantly watch what relationships are changing in markets to gauge what is relevant. All this and more in episode 192. Learn more about your ad choices. Visit megaphone.fm/adchoices
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      Radio hören mit phonostar Help layer phonostarplayer Um Radio anzuhören, stehen dir bei phonostar zwei Möglichkeiten zur Verfügung: Entweder hörst du mit dem Online-Player direkt in deinem Browser, oder du nutzt den phonostar-Player. Der phonostar-Player ist eine kostenlose Software für PC und Mac, mit der du Radio unabhängig von deinem Browser finden, hören und sogar aufnehmen kannst. ›››› phonostar-Player gratis herunterladen X
  • Folge vom 04.12.2019
    Simon Hallett - Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance | #191
    In episode 191, we welcome our guest, Simon Hallett. Simon and Meb start off the conversation with a run-down of Simon’s firm, Harding Loevner, cover its quality growth investment approach as well as its long-term focus. Simon gives some insights into “short-termism” and what it takes and the incentives in place to keep everyone at Harding Loevner focused on long-term investing. Simon walks through the investment framework at Harding Loevner in detail. From a high level, they care about growth, quality, and price and beyond that, Simon walks through the details and what it looks like as ideas work their way through the process. Next, Simon and Meb get into skill vs. luck. Simon emphasizes the role process plays in skill vs. luck, and the post-investment review he and his team go through to analyze the role skill vs. luck played in the outcome of a position. As the conversation winds down, Simon and Meb touch on behavioral finance, and Simon discusses introducing behavioral aspects to the investment process wherever they can. He mentions he think there is a behavioral edge in any market. All this and more in episode 191, including a discussion about Simon’s football club and his most memorable investment. Learn more about your ad choices. Visit megaphone.fm/adchoices
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