Les meilleurs podcasts Meb Faber (2025)

1
Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565 2:12:31

6d ago2:12:31

2:12:31

In this special episode, I’m releasing the full audiobook of Shareholder Yield: A Better Approach to Dividend Investing. While you can purchase the audiobook on Amazon, podcast listeners can listen here for free! Check out the description and times of each chapter below. About The Book For decades, both professional money managers and retail invest…

1
The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564 3:47

13d ago3:47

3:47

In today's episode, we look back on an amazing 2024 with the episodes that YOU enjoyed the most. Aswath Damodaran: Apple, Spotify & YouTube Brad Gerstner: Apple, Spotify & YouTube Cliff Asness: Apple, Spotify & YouTube Hendrik Bessembinder: Apple, Spotify & YouTube Kenneth French: Apple, Spotify & YouTube Have feedback or questions? Want to sponsor…

1
Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563 54:16

17d ago54:16

54:16

Today’s returning guest is macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm. In today’s episode, Felix explains why he’s concerned about the concentration of global equity markets and why he believes the US stock market is in a bubble. Then he shares…

1
Fran Kinniry on The Past, Present & Future of Vanguard | #562 49:46

20d ago49:46

49:46

My guest today is Fran Kinniry, Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard since 1997 and served as the Global Head of Private Investments and Global Head of Portfolio Construction. In today’s episode, Fran highlights the role of advisors to help investors stay disciplined and avoid creating their …

1
Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561 45:52

27d ago45:52

45:52

Today’s guest is Matthias Hanauer, a researcher on Robeco’s Quant Equity Research team. In today’s episode, we discuss the intricacies of value investing, the impact of various factors such as interest rates and market conditions, and the potential for emerging markets and small cap stocks going forward. Matthias highlights his research on the ‘Fac…

1
Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More | #560 1:05:54

1M ago1:05:54

1:05:54

My guest today is Michael Venuto, CIO & co-founder of Tidal Financial Group, an ETF platform with over 175 ETFs and $25 billion in assets. In today’s episode, Mike & I discuss the banner year for the ETF industry and some of the trends contributing to the record inflows and fund launches. Then Mike talks about some different strategies, including E…

1
Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559 56:29

2M ago56:29

56:29

My guest today is Joel Nagel, founder of the international law firm Nagel & Associates, which has a major focus on asset protection. Joel is also the Chairman of Caye International Bank, and has served as ambassador to Austria, the United Nations in Vienna and to Croatia and Slovenia on behalf of the Belizean government. In today’s episode, Joel st…

1
Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558 1:02:24

2M ago1:02:24

1:02:24

Today’s returning guest is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran delves into the intricacies of investing and the lifecycle of companies. He also covers the challenges of valuation in a changing economy, the trend of buybacks versus dividends, and the e…

1
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557 47:28

2M ago47:28

47:28

My guest today is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. In today’s episode, Dr. David Kelly discusses various economic themes, including inflation, consumer sentiment, the value of the dollar, and the government deficit. He also covers the current state of glo…

1
📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556 3:47

2M ago3:47

3:47

BIG NEWS! I just published the 2nd edition of Shareholder Yield: A Better Approach to Dividend Investing. For a limited time, the eBook is available for free! About The Book For decades, both professional money managers and retail investors have revered dividend stocks. However, an objective examination of historical data reveals a surprising truth…

1
Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555 38:01

2M ago38:01

38:01

My guest today is Marty Bergin, President of DUNN Capital Management, which manages over $1.5 billion and is one of the longest continually running trend following firms in the world. In today’s episode, Marty reflects on the firm's 50-year journey in the trend following space and shares how a firm can not only survive but thrive over five decades.…

1
Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF 39:25

3M ago39:25

39:25

Today's guest is Wes Gray, CEO & Co-CIO of Alpha Architect and a strategic advisor to ETF Architect. Wes & I discuss the Cambria Tax Aware ETF (TAX), which aims to achieve a tax-efficient investment return consisting of capital appreciation while emphasizing low dividend distributions. We also break down the 351 to ETF contribution process and how …

1
Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553 40:32

3M ago40:32

40:32

My guest today is Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information. In today's episode, Bryan walks through what he's learned from studying 200+ years of market concentration in the US. Then we dive into his analysis of financial history o…

1
Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552 56:01

3M ago56:01

56:01

Today's guest is Owen Lamont, a Portfolio Manager at Acadian Asset Management. He’s been on the faculty at Harvard, Princeton, Yale and the University of Chicago. He also writes the blog, Owenomics. In today's episode, Owen walks through how he analyzes market bubbles and if the U.S. is in a bubble today. He touches on the rise of passive investing…

1
Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551 1:01:34

3M ago1:01:34

1:01:34

Today's is Brad Gerstner, founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm that invests in both public and private markets. In today's episode, Brad discusses his journey in investing, how to invest in the AI supercycle, and how he incorporates the impact of stock compensation when analyzing companies.…

1
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550 50:43

4M ago50:43

50:43

Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. He’s also a minority owner of the Pittsburgh Steelers. In today’s epi…

1
Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549 51:41

4M ago51:41

51:41

Par The Idea Farm

1
Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545 1:00:26

4M ago1:00:26

1:00:26

Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. In today’s episode, Michael covers some of his latest research on market concentration, equity issuance and stock buybacks, and how the boom and bust cycle relates to AI today. He also shares some common attributes among great inve…

1
Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548 55:43

4M ago55:43

55:43

Today’s guest is Doug Greenig, CEO & CIO of Florin Court Capital, which uses systematic trend-following in over 500 markets. Doug’s been involved in markets for over 30 years and was most recently at Man AHL as the Chief Risk Officer and Head of the Portfolio Management Group. In today’s episode, Doug explains why we’re living in a world made f…

1
Introducing The Best Investment Writing 11:55

4M ago11:55

11:55

We launched a new podcast called The Best Investment Writing. It began as a book, then as individual episodes on this feed, but listeners enjoyed it so much that we decided it needs to be its own show! Where else can you hear hand-selected investment research voiced by some of the most respected money managers and investment researchers in the worl…

1
Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547 50:14

5M ago50:14

50:14

Today’s guests are Andre Rzym and Tarek Abou Zeid, two Portfolio Managers from Man AHL, one of the longest running systematic asset managers in the world. In today’s episode, Andre & Tarek delve into the world of catastrophe bonds. They provide an overview of what catastrophe bonds are, recent performance metrics, how they relate to ESG and sustain…

1
Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546 1:10:38

5M ago1:10:38

1:10:38

Today’s guest is Roger Mitchell, founder of Albachiara, which offers consultancy services and does early stage venture investing, mostly around sports and entertainment. Roger began his career in finance and later became the inaugural Chief Executive of the Scottish Premier League in 1998. In today’s episode, Roger walks through topics from his new…

1
Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544 36:31

5M ago36:31

36:31

Today’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and his role in Michael Lewis’ book, The Big Short. He’s now a portfolio manager at Neuberber Berman. In today’s episode, Steve talks about the three themes he sees driving markets today: AI, infrastructure and crypto. He explains why he’s a be…

1
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543 50:44

6M ago50:44

50:44

Today's guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy. In this episode, Kate talks about the resilience of the U.S. economy. She talks about the concentration of market leadership, the upcoming election's potential effects on policy and markets, the potential for a momentum reversal, an…

1
Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542 59:19

6M ago59:19

59:19

Today’s guest is Ian Cassel. Ian is the founder of MicroCap Club, which is a best idea generator and networking resource for the microcap space. Ian is also the CIO of Intelligent Fanatics Capital Management, which invests in small, illiquid microcaps. In today's episode, Ian gives an overview of the microcap space. He shares common mistakes people…

Podcasts qui valent la peine d'être écoutés

Meb Faber Podcasts

Podcasts qui valent la peine d'être écoutés

1
The Meb Faber Show - Better Investing

The Idea Farm

1
Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565 2:12:31

1
The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564 3:47

1
Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563 54:16

1
Fran Kinniry on The Past, Present & Future of Vanguard | #562 49:46

1
Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561 45:52

1
Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More | #560 1:05:54

1
Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559 56:29

1
Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558 1:02:24

1
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557 47:28

1
📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556 3:47

1
Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555 38:01

1
Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF 39:25

1
Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553 40:32

1
Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552 56:01

1
Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551 1:01:34

1
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550 50:43

1
Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549 51:41

1
Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545 1:00:26

1
Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548 55:43

1
Introducing The Best Investment Writing 11:55

1
Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547 50:14

1
Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546 1:10:38

1
Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544 36:31

1
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543 50:44

1
Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542 59:19

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