The Meb Faber Show - Better Investing
The Idea Farm Zur Website › Business · EN · 722 Folgen · zuletzt 13.11.2026
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Neueste Folgen
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RenMac’s Jeff deGraaf: There Is Finally an Alternative to Stocks | #657
My guest today is Jeff deGraaf, Chairman and Head of Technical Research at Renaissance Macro Research and a Hall of Fame technical analyst. In today’s episode, Jeff starts in 1873 with the line that John Bull can’t…
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SocGen’s Albert Edwards on 10% Yields and a 50% to 60% Drop | #656
Today's guest is Albert Edwards, Global Strategist at Societe Generale. In today’s episode, Albert lays out why he sees US 10 year yields heading to 10% and the S&P may fall 50% to 60%. He explains how fiscal dominance…
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Cambria Fund Profile – Asset Allocation Suite
In the latest podcast episode, I discuss three Cambria funds that each wrap a globally diversified portfolio into a single ETF: the Cambria Global Asset Allocation ETF (GAA), the Cambria Global Momentum ETF (GMOM), and…
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StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655
My guest today is Vincent Deluard, Director of Global Macro Strategy at StoneX. In today’s episode, Vincent explains why he’s turning bearish on stocks after years of being a bull. He shares why tax collections are his…
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Citi's Dirk Willer on Why You Buy the Bubble | #654
My guest today is Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Market Strategy at Citi. In today’s episode, Dirk says we’re in an AI bubble and why that’s a reason to buy, not sell. He shares why the…
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Andrew Ang: Should AI Agents Run Your Asset Allocation? | #653
My guest today is Andrew Ang, Founder of Tau Balance and professor at Columbia University. He previously ran factor investing at BlackRock. In today's episode, Andrew explains how a swarm of AI agents can reinvent the…
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Cambria Fund Profile: Shareholder Yield Suite
In the latest podcast episode, I discuss five Cambria funds that each apply the same shareholder yield discipline, emphasizing companies that return cash to shareholders through dividends and buybacks. I share my…
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Dave Iben: The World Is on Sale While America Trades at a Premium | #652
In today's episode, Dave draws on 45 years and over 100 countries to argue why scarcity still matters in a world obsessed with infinite money and AI. He makes the case that the world trades at a discount while America…
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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 became fifteen…
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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 makes the case that…
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