The Meb Faber Show Podcast
1) Will Guidara on The ROI of Unreasonable Hospitality | #627
Today’s guest is Will Guidara, author of the New York Times Bestseller Unreasonable Hospitality and former co-owner of Eleven Madison Park, which was named the Best Restaurant in the World. He is a Co...Show More
2) Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
Today’s guests are Alex Rubalcava and Paul Bricault of Amplify.LA, a pre-seed venture capital firm. In today’s episode, Alex and Paul break down the opportunities and challenges AI is creating for bo...Show More
3) Private Equity: Sexy Until You Mark It (Owen Lamont & Randy Cohen) | #625
Today’s guests are Owen Lamont, a Portfolio Manager at Acadian Asset Management, and Randy Cohen, a finance and entrepreneurship professor at Harvard Business School and co-founder of PEO Partners, wh...Show More
4) The King of Coins & Collectibles - Van Simmons | #624
In today’s episode, Van explores the evolution of the rare coin and collectables market, how grading transformed collectibles into an institutional-quality asset class, and why high-grade coins may be...Show More
5) The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623
Watch on YouTube. My guest today is Mike Wilson, Morgan Stanley’s Chief U.S. Equity Strategist and Chief Investment Officer. In today’s episode, Mike Wilson explains how a rolling recession has given...Show More
6) The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622
Today’s guests are Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, which is the only publication focused on taxable portfolio strategy. In today’s episode, Brent...Show More
7) Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621
My guest today is Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs. Last year she was named one of the 100 Most Influential Women in US Finance by Barron’s. In today’s episode, ...Show More
8) MEBISODE: Even Berkshire Underperformed
In today’s episode, Meb reads a recent email sent to Cambria subscribers examining how to evaluate a strategy hitting a rough patch, using the Cambria Shareholder Yield ETF (SYLD) as a case study. L...Show More
9) Aswath Damodaran on The AI Spending Spree: Bubble, Boom, or Both? | #619
My guest today is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran explains why he trimmed two Magnificent Seven ...Show More
10) 200 Years of Markets in 60 Minutes (Deutsche Bank’s Jim Reid) | #618
Today’s guest is Jim Reid, Global Head of Macro Research at Deutsche Bank. In today’s episode, Jim walks through lessons from his annual report, The Ultimate Guide to Long-Term Investing, which cover...Show More