Best Joe Faber Podcasts (2025)

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What the Data Says About Founder-Led Outperformance (w/ Jack Ablin of Cresset Asset Management) | #611 44:39

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4d ago44:39

44:39

Today’s guest is Jack Ablin, CIO at Cresset Asset Management, which manages over $70 billion AUM. Jack was RIA Intel’s “CIO of the Year” for 2022 and was previously the CIO at BMO for 17 years. In today’s episode, Jack walks through the ins and outs of investing in founder-led companies and what has led them to historically outperform. He also expl…

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David McWilliams on The Story of Money—and Why It Matters for Markets | #610 54:21

8d ago54:21

54:21

Today’s guest is David McWilliams, an economist, podcast host and author. David worked at the Central Bank of Ireland, UBS and BNP Paribas and is the founder of the Kilkenomics Festival, a unique blend of economics and stand-up comedy. His book is called The History of Money: A Story of Humanity, which is my favorite book from 2025. In today’s epis…

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BlackRock’s Rick Rieder - Rethinking Risk Into 2026 | #609 45:49

13d ago45:49

45:49

Today’s guest is Rick Rieder. Rick oversees more than $2 trillion in assets as the Chief Investment Officer of Global Fixed Income at BlackRock. He also heads the Fundamental Fixed Income business and the Global Allocation Investment Team. In today’s episode, Rick discusses the current state of the markets, focusing on year-end dynamics, free cash …

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What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) | 608 48:51

24d ago48:51

48:51

Today’s guest is Nick Maggiulli. Nick is the COO for Ritholtz Wealth Management. He writes over at Of Dollars at Data and is the author of two books: Just Keep Buying and The Wealth Ladder. In today’s episode, Nick discusses the parallels between financialand medical advice, the differences in asset ownership across wealth levels,and the importance…

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AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607 1:03:58

1M ago1:03:58

1:03:58

Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of relying on past performance as a guide for future investments. We explor…

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The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606 1:50:11

1M ago1:50:11

1:50:11

Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and c…

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Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605 1:02:05

2M ago1:02:05

1:02:05

Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe explains why the coming decade for the U.S. economy will be shaped by a tu…

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Kathryn Kaminski - Don’t Fire Your Diversifier | #604 40:15

2M ago40:15

40:15

Today’s guest is Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the firm’s Managed Futures Strategy and Global Alternatives Strategy. She also co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha. In today’s episode, Meb and Katy discuss the tough year for…

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Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603 1:04:25

2M ago1:04:25

1:04:25

Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early …

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Mebisode: When to Sell 16:23

2M ago16:23

16:23

In today’s Mebisode, Meb reads his latest paper, “When to Sell?” ----- 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 ----- Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ --…

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Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602 1:03:37

2M ago1:03:37

1:03:37

Today’s guest is Carl Richards. Carl is a Certified Financial Planner, built and sold an investment firm, and hosts the podcast 50 Fires, which is backed by Chip and Joanna Gaines. He’s also the author of The Behavior Gap and The One-Page Financial Plan and his newest book is called Your Money: Reimaging Your Wealth with 101 Simple Sketches. In tod…

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Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601 54:07

3M ago54:07

54:07

Today’s guest is Eddy Elfenbein, one of the OG financial bloggers at Crossing Wall Street. Eddy also runs the CWS ETF, which is from his annual buy list of 25 stocks. In today’s episode, Eddy shares his insights on investing, stock selection, and the challenges of managing an ETF. He discusses the origins of his buy list, his investment philosophy …

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Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600 50:05

3M ago50:05

50:05

By The Idea Farm

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Morgan Housel on The Illusion of Wealth and Happiness | #599 56:40

3M ago56:40

56:40

Today’s guest is Morgan Housel, the bestselling author of The Psychology of Money and Same As Ever. His books have sold over nine million copies. His new book releasing in October is The Art of Spending Money. Morgan is a partner at The Collaborative Fund and serves on the board of directors at Markel. In today’s episode, Morgan discusses the compl…

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Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598 54:40

3M ago54:40

54:40

Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of un…

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Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597 43:13

3M ago43:13

43:13

Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. In today’s episode, Dave walks through the messy reality of startup stock options, noting $600 billion of startup equity is abandoned over a market cycle. He explains how Vested helps solve this problem by p…

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Meb Faber: Global Value, Institutional Baggage & Performance Chasing | September Round Up 46:02

4M ago46:02

46:02

Can stocks really underperform for bonds decades?! In this special Alpha Architect Round Up celebrating 3,000 subscribers, we sit down with Meb Faber to dig into surprising market truths, diversification challenges, and why buy-and-hold doesn’t always work outside the U.S.In this episode, we discuss:• Why stocks can stagnate or trail other assets l…

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Innovative Tax Strategies in Bond Investing [Alex Morris] | #596 1:00:09

4M ago1:00:09

1:00:09

Today’s guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm. In today’s episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond …

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Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595 1:05:58

4M ago1:05:58

1:05:58

Subscribe to YouTube Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today…

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The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

4M ago59:07

59:07

Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels betw…

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A Golden Moment for Asset Allocation? | Mike Philbrick | #593 55:41

4M ago55:41

55:41

Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team. In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negat…

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Is Market Volatility Incoming? | August Round up 40:04

5M ago40:04

40:04

Submit your questions! Email: [email protected] tariffs coming back—and is the market ready?The global trade landscape just got more complicated. With key tariff extensions expiring and deal-making in limbo, investors are left wondering what’s already priced into the market—and what might still catch them off guard. In this conversation, t…

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KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592 58:38

5M ago58:38

58:38

Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a decline in the US dollar, where he sees opportunities in global markets,…

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Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591 51:21

5M ago51:21

51:21

Today’s guests are Wes Gray, founder, CEO and Co-CIO of Alpha Architect, and Srikanth Narayan, founder and CEO of Cache, which he started in 2022 after experiencing concentrated stock positions in his own portfolio. Previously, he served in engineering and product leadership positions at Uber and Alphabet. In today’s episode, Meb, Wes & Srikanth sh…

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Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590 48:55

6M ago48:55

48:55

Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm’s largest family offices. In today’s …

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Tail Hedging & Trend Following in 2025 | July Round Up 44:30

6M ago44:30

44:30

Submit your questions! Email: [email protected] Tail Risk Hedging Still Worth It? And What’s Up With Trend Following and International Stocks?In this episode of the Alpha Architect Roundup, we tackle the recent market dip, the muted VIX, and what that means for tail risk hedging strategies. While investors hoping for a crash were left disap…

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Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589 1:26:27

6M ago1:26:27

1:26:27

Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records. In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI o…

Joe Faber Podcasts

1
Nintendo Okie Podcast

Tony Miller, Shelby Coulter, Micah Keyan, Shannon Rifenberg, Ethan King, Joe Faber

1
The Meb Faber Show - Better Investing

The Idea Farm

1
The Alpha Architect Round Up

Alpha Architect

1
What the Data Says About Founder-Led Outperformance (w/ Jack Ablin of Cresset Asset Management) | #611 44:39

1
David McWilliams on The Story of Money—and Why It Matters for Markets | #610 54:21

1
BlackRock’s Rick Rieder - Rethinking Risk Into 2026 | #609 45:49

1
What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) | 608 48:51

1
AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607 1:03:58

1
The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606 1:50:11

1
Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605 1:02:05

1
Kathryn Kaminski - Don’t Fire Your Diversifier | #604 40:15

1
Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603 1:04:25

1
Mebisode: When to Sell 16:23

1
Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602 1:03:37

1
Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601 54:07

1
Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600 50:05

1
Morgan Housel on The Illusion of Wealth and Happiness | #599 56:40

1
Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598 54:40

1
Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597 43:13

1
Meb Faber: Global Value, Institutional Baggage & Performance Chasing | September Round Up 46:02

1
Innovative Tax Strategies in Bond Investing [Alex Morris] | #596 1:00:09

1
Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595 1:05:58

1
The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

1
A Golden Moment for Asset Allocation? | Mike Philbrick | #593 55:41

1
Is Market Volatility Incoming? | August Round up 40:04

1
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592 58:38

1
Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591 51:21

1
Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590 48:55

1
Tail Hedging & Trend Following in 2025 | July Round Up 44:30

1
Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589 1:26:27