The Meb Faber Show
Meb Faber
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.
Categories: Business
Listen to the last episode:
Today’s guest is Professor Ken French, the Roth Family Distinguished Professor of Finance at the Tuck School of Business at Dartmouth College. He’s written some of the most influential papers in finance alongside former podcast guest, Professor Eugene Fama. In today’s episode, Ken shares what topic he and Professor Fama disagree on. Then we get into a number of topics: what it means to truly be a long-term investor, the global market portfolio, misconceptions around stock buybacks, and much more. (01:17) - Welcome to our guest, Kenneth French (03:35) - Investing in FAANG Stocks: Should You Expect Unexpected Returns? (07:10) - Deciphering an investors skill vs. luck (15:12) - Having an investment plan (20:24) - The global market portfolio (25:02) - Thoughts on gold and other commodities (26:26) - Incorporating human capital (32:12) - Ken’s thoughts on stock buybacks (35:36) - Improving financial education (40:10) - Disagreement, Taste, and Asset Prices (44:05) - Ken’s most controversial opinion (46:37) - Ken’s most memorable investment Resources Ken’s website The Best Way To Add Yield To Your Portfolio by Meb Faber The Arithmetic of Active Management by Bill Sharpe Things I’ve Learned from Gene by Kenneth French ----- Follow Meb on Twitter, 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: 10 East is a membership-based investment firm founded by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focused on providing targeted exposure to private markets. Members invest at their discretion in single-investment and niche fund vehicles across private credit, real estate, private equity, and venture capital. Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous episodes
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638 - Professor Kenneth French on Risk, Return, and Rationality | #529 Fri, 19 Apr 2024
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637 - MEBISODE: T-Bills and Chill…Most of the Time | #528 Fri, 12 Apr 2024
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636 - Cliff Asness: Timely & Timeless Investment Wisdom | #527 Fri, 05 Apr 2024
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635 - Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy | #527 Fri, 29 Mar 2024
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634 - MEBISODE: Should CalPERS Fire Everyone And Just Buy Some ETFs? | #526 Fri, 22 Mar 2024
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633 - Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' | #525 Fri, 15 Mar 2024
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632 - Tim Ranzetta, NGPF - Teaching America Personal Finance | #524 Fri, 08 Mar 2024
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631 - Whitney Baker on The Death of (Upside) American Exceptionalism | #523 Fri, 01 Mar 2024
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630 - How to Convert an SMA to an ETF with Wes Gray & Robert Elwood | #522 Fri, 23 Feb 2024
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629 - MEBISODE: A Better Approach to Dividend Investing Wed, 21 Feb 2024
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628 - GMO's Tina Vandersteel on a "Once-in-a-Generation" Opportunity | #521 Fri, 16 Feb 2024
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627 - Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla | #520 Fri, 09 Feb 2024
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626 - Ben Mackovak on The Secret Sauce of Investing in Banks | #519 Fri, 02 Feb 2024
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625 - Jared Dillian on the Keys to Live a Stress-Free Financial Life | #518 Wed, 24 Jan 2024
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624 - Bruno Caratori - The Bitcoin ETF is FINALLY Approved. Now What? | #517 Sat, 13 Jan 2024
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623 - BlackRock's Rick Rieder on The State of Markets & The US Debt Problem | #516 Wed, 10 Jan 2024
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622 - Felix Zulauf – 2024 Macro Outlook Not Rosy | #515 Wed, 03 Jan 2024
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621 - Liz Simmie, Honeytree – A Quantamental Approach to ESG | #514 Wed, 27 Dec 2023
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620 - J.P. Morgan's Gabriela Santos Likes International Stocks for 2024 | #513 Wed, 20 Dec 2023
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619 - Alfonso "Alf" Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade | #512 Wed, 13 Dec 2023
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617 - Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511 Wed, 06 Dec 2023
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616 - Radio Show: Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate | #510 Wed, 29 Nov 2023
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615 - Austin Root, Stansberry Asset Management - The Case For Productive Assets | #509 Wed, 22 Nov 2023
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614 - Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508 Wed, 15 Nov 2023
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613 - Whatcha Waiting For? Sat, 11 Nov 2023
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612 - Thomas George, Grizzle - Disruption at a Reasonable Price | #507 Wed, 08 Nov 2023
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611 - Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill | #506 Wed, 01 Nov 2023
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610 - Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape | #505 Wed, 25 Oct 2023
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609 - Mebisode – What If You Owned No US Stocks? | #504 Wed, 18 Oct 2023
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608 - Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer | #503 Wed, 11 Oct 2023
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607 - Mikhail Samonov – Lessons from Two Centuries of Financial History | #502 Wed, 04 Oct 2023
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606 - Matt Hougan - “Anyone Who Tells You They Know What’s Going to Happen in Crypto Is Probably Lying to You" | #109 Wed, 20 Jun 2018
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605 - John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501 Wed, 27 Sep 2023
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604 - Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing | #500 Wed, 20 Sep 2023
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603 - Eugene Fama – A Life in Finance | #455 Sat, 19 Nov 2022
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602 - Kevin Carter, EMQQ Global - India is Happening NOW | #499 Wed, 13 Sep 2023
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601 - Liz Ann Sonders on The State of the Markets | #498 Wed, 06 Sep 2023
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600 - Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation | #497 Wed, 30 Aug 2023
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599 - Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing | #496 Wed, 23 Aug 2023
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598 - Mohnish Pabrai on Cloning & Compounding | #495 Wed, 16 Aug 2023
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597 - Stephanie Pomboy on the Corporate Credit Crunch | #494 Wed, 09 Aug 2023
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596 - Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof! | #493 Sat, 05 Aug 2023
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595 - Anthony Zhang, Vinovest - From Barrel to Bank: How to Invest in Whiskey | #492 Wed, 02 Aug 2023
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594 - JD Gardner - Bridging the Behavior Gap | #491 Wed, 26 Jul 2023
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593 - Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing | #490 Wed, 19 Jul 2023
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592 - Steve Klinsky, New Mountain Capital – Private Equity Titan | #489 Wed, 12 Jul 2023
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591 - Blake Street – Financial Advisor to New Media: From Tik Tok to E-Sports & OnlyFans | #488 Wed, 05 Jul 2023
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590 - Dr. Gio Valiante on Peak Performance: From Tiger Woods to Steve Cohen | #487 Wed, 28 Jun 2023
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589 - Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity | #486 Wed, 21 Jun 2023
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588 - Dan Niles on Big Tech Stocks and the AI Revolution | #485 Wed, 14 Jun 2023