The Meb Faber Show - Better Investing16 Jan

Marc Faber on Democracy, Debt, and Surviving the Next Market Regime | #613

My guest today is Marc Faber, editor of the “Gloom Boom & Doom Report.” In today’s episode, Marc explores the unpredictable nature of financial markets, the resurgence of precious metals and how money printing has fueled economic inequality. He argues that bonds are currently under-owned and may offer opportunity, and explains why emerging markets such as Thailand and Vietnam deserve consideration. To close, Marc underscores the importance of diversification in an increasingly uncertain world. (0:00) Starts (2:25) The rise of precious metals (10:18) Impact of money printing on asset prices and social problems (23:14) Bond bull case (29:31) History of wealth redistribution (36:13) Global investment insights: Thailand & beyond (48:40) Importance of diversification ----- 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: Visit ⁠Alpha Architect’s 351 Education Center⁠ for use cases, tools, FAQs, upcoming launches, and more. ----- Follow The Idea Farm: X | 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!

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Episoder(718)

Roger Ibbotson - Why Isn’t Everyone Rich? | #651

Today’s guest is Roger Ibbotson, a finance professor at Yale for four decades and founder of Ibbotson Associates. In today’s episode, Roger shares a century of stock and bond data and how one dollar ...

18 Sep 42min

FT’s Robin Wigglesworth: Why Bonds, Not Stocks, Rule Everything Around Us | #650

Today’s guest is Robin Wigglesworth, editor of FT Alphaville at the Financial Times and the author of A Fabulous Debt: The Epic Story of How Bonds Built the Modern World. In today’s episode, Robin ma...

11 Sep 51min

Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) | #649

Today’s guest is Inigo Fraser Jenkins, Chief Investment Strategist at AllianceBernstein. In today’s episode, Inigo argues that the golden era of easy diversification and high real returns is ending. ...

8 Sep 50min

Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once | #648

Today’s guest is Paul Kedrosky, a fellow at the MIT Institute for the Digital Economy, partner at SK Ventures and former sell-side analyst. In today’s episode, Paul Kedrosky explains why AI sits at t...

31 Aug 45min

Jerry Parker on Big Game Hunting in the Market | #647

Today’s guest is Jerry Parker, founder and CEO of Chesapeake Capital and one of the original Turtles trained by Richard Dennis. Together we run the Cambria Chesapeake Pure Trend ETF (MFUT). In today'...

25 Aug 47min

David Booth: 45 Years to $1 Trillion at Dimensional | #646

Today’s guest is David Booth, founder of Dimensional Fund Advisors, which now manages over $1 trillion. He studied under Eugene Fama at Chicago and helped build one of the first index funds at Wells F...

21 Aug 38min

Luke Gromen: The Bull Market That Loses You Money | #645

Today’s guest is Luke Gromen, founder of the macro research firm Forest for the Trees, or FFTT. In today's episode, Luke argues that free trade is dead, and the US is pivoting to Hamiltonian economi...

14 Aug 53min

Teaser: Investing in America: The Rise Of A 250-Year Bull Market

In today's episode, I read the opening of my new book, Investing in America: The Rise of a 250-Year Bull Market, plus a couple of sidebars. The book is available now. Grab a copy on Amazon or learn mo...

12 Aug 12min