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 w ...
…
continue reading
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
…
continue reading
The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
…
continue reading
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Transcripts: seekingalpha.com/author/investing-experts-podcast
…
continue reading
Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
…
continue reading
This show will bring you interviews with the world’s most-respected coaches, best-selling authors, & top leaders to give you insight into their philosophies, lessons, & mindsets. Subscribe to the newsletter here: coachingcoaches.substack.com/subscribe
…
continue reading
Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as ...
…
continue reading
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
…
continue reading
The Phil Bak Podcast takes you deep into the worlds of economics, investing and entrepreneurship as Phil talks to the innovators who challenge conventional thinking and exploring the narratives that are driving market moves.
…
continue reading

1
Jacqueline Faber: A Journey into Dark Academia | #573
53:57
53:57
Play later
Play later
Lists
Like
Liked
53:57Today’s guest is Jacqueline Faber, the author of The Department … and Meb’s wife! In today’s special episode, Meb & Jacqueline discuss the book’s themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about how they approach the writing process, the art of getting noticed in a crowded market, and how to engage y…
…
continue reading

1
Investing Like a Yale Endowment: Secrets Revealed with Meb Faber
45:01
45:01
Play later
Play later
Lists
Like
Liked
45:01Dive into the intriguing world of endowment investing as we explore the performance strategies of Yale University, one of the top-performing institutions. With unique insights from experts, we dissect why Yale's model has consistently outperformed traditional portfolio allocations and what lessons everyday investors can apply to their financial str…
…
continue reading

1
Meb Faber and Kirk Spano talk shareholder yield and ETF opportunities
25:15
25:15
Play later
Play later
Lists
Like
Liked
25:15Meb Faber talks to Kirk Spano about shareholder yield, ETFs, and what tends to happen at the end of secular booms (2:50). A slightly less strong USD; foreign and emerging markets (5:25). Fixed income markets, overbuying TLT, approaching bonds with tactical yield ETF (9:30). Bitcoin cheerleading (18:00). Show Notes: Meb Faber Research Kirk Spano On …
…
continue reading

1
Meb Faber of Cambria Funds - A Wealth of Valuable Content and Most of It Is Free
1:19:12
1:19:12
Play later
Play later
Lists
Like
Liked
1:19:12Today on the podcast, Rusty and Robyn are joined by Meb Faber, Co-founder and Chief Investment Officer of Cambria Investment Management. Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and ha…
…
continue reading

1
David Woo: Trump’s Trade War Playbook – How to Profit From It
1:20:37
1:20:37
Play later
Play later
Lists
Like
Liked
1:20:37In this episode of ReSolve Riffs, renowned economist and strategist David Woo—CEO of David Woo Unbound and a veteran of global finance—dives deep into a multifaceted discussion on current global economic and political trends with Mike Philbrick and Adam Butler. Drawing on decades of experience at institutions like Bank of America and the IMF, Woo u…
…
continue reading

1
Golden Opportunities: Unlocking Potential in Gold Mining with Axel Merk and Peter Schiff
56:01
56:01
Play later
Play later
Lists
Like
Liked
56:01As market uncertainties rise, an age-old asset is regaining its allure—gold. In this episode, we delve into the shifting dynamics of the gold market, featuring insights from experts who navigate this fertile landscape. With gold prices climbing, there's palpable excitement among industry players, but is it justified? Our discussion uncovers the rea…
…
continue reading
Persistent volatility continues to grip the crypto market ahead of President Trump's much-anticipated summit this Friday. Given this, we thought it would be helpful for investors to hear a compilation of Bitcoin conversations we've had over the past 6 months. Show Notes: Kirk Spano On Bitcoin, Options Selling And A Choppy 2025 SPY, QQQ, And Bitcoin…
…
continue reading

1
Brian Drubetsky: Unlocking Small Cap Potential
43:00
43:00
Play later
Play later
Lists
Like
Liked
43:00Dive into the intricacies of small-cap investing as Michael Gayed and Brian Drubetsky explore the current economic landscape and its implications for market opportunities. With interest rates being a pivotal factor for many small-cap firms, our discussion unpacks the latest trends in earnings growth and the potential for favorable shifts in monetar…
…
continue reading
For our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb’s career is incredible, with time as a journalist at major news outlets ranging from the Chicago Tribune and San Francisco Chronicle, to the WSJ, and also time at The Street and CNBC. It should be noted that he was born and raised in Flo…
…
continue reading
In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?” ----- 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 ----- Intereste…
…
continue reading

1
Russ Koesterich of BlackRock - Global Strategies and Market Outlook
34:06
34:06
Play later
Play later
Lists
Like
Liked
34:06Today on the podcast, Rusty and Robyn are joined by Russ Koesterich, portfolio manager at BlackRock in Denver, CO. Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team and the lead portfolio manager of the GA Selects Model Portfolios. Mr. Koesterich's service with BlackRock dates back to 2005,…
…
continue reading

1
Buying the dip (with these 6 stocks) during market uncertainty
26:37
26:37
Play later
Play later
Lists
Like
Liked
26:37Steven Cress on the market starting to rotate quite heavily into defensive sectors (0:40). Emma Johnston, The Country Investor, shares what's driving market uncertainty in 2025 (2:30). Staying disciplined with companies that have strong fundamentals (7:30). 3 dividend stocks, beginning with VICI Properties (10:25). 3 stocks to buy on the dip (16:00…
…
continue reading

1
Income from Options: Understanding Covered Call Strategies with Howard Chan
51:25
51:25
Play later
Play later
Lists
Like
Liked
51:25Are you aiming for steady income from your investments? Discover the ins and outs of covered call strategies in our engaging episode featuring Howard Chan from Kurv Investments. We dive deep into how this strategy can generate additional returns while strategically managing risks. Throughout the episode, we unpack the mechanics of writing covered c…
…
continue reading

1
Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572
1:06:53
1:06:53
Play later
Play later
Lists
Like
Liked
1:06:53Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns. In today’s episode, Peter discusses how structural changes in macroeconomic drivers, geopoli…
…
continue reading

1
Phil Huber: The Case for Private Credit - [Making Markets, REPLAY]
43:56
43:56
Play later
Play later
Lists
Like
Liked
43:56Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked Phil to come on and convince me otherwise. We talk about the demand s…
…
continue reading

1
Atai: Following the path that Spravato laid and moving beyond it
33:15
33:15
Play later
Play later
Lists
Like
Liked
33:15Pursuing social anxiety disorder with MDMA. Jason Najum talks to Srinivas Rao, CEO of Atai Life Sciences, a biotech company focused on mental health and psychedelic compounds (1:30). Standing on the shoulders of Johnson & Johnson's Spravato (4:00). Upcoming milestones and clinical trials (13:15). Psychedelic industry sentiment; RFK Jr influence (30…
…
continue reading

1
Diversified Returns: The Case for Risk Parity with Alex Shahidi
56:59
56:59
Play later
Play later
Lists
Like
Liked
56:59Dive into the world of investment strategies with our latest episode focused on risk parity and the innovative ETFs, RPAR and UPAR. Join financial expert Alex Shahidi as he unpacks the evolving landscape of portfolio management, encouraging listeners to reassess their traditional views on asset allocation. The conversation covers the importance of …
…
continue reading
The importance of total returns, according to Kai from Smart Money with Kai; focusing on S&P 500 + Nasdaq 100 ETFs and Bitcoin (1:30) Buying outside the US (3:30). ETFs over individual stocks (6:10). Portfolio picks: Set it and forget it? (11:45) Thematic ETFs: treat your portfolio like a pyramid (16:20). Bitcoin exposure without ETFs (19:30). Not …
…
continue reading

1
Former Merrill Strategist Chuck Clough – This Time is Different | #571
1:03:25
1:03:25
Play later
Play later
Lists
Like
Liked
1:03:25Today’s guest is Chuck Clough, Chief Investment Officer of Clough Capital. Chuck is well known from his time as the Chief Global Investment Strategist at Merrill Lynch until 2000 and has spent over six decades in finance. In today’s episode, Chuck shares insights from his illustrious career, reflecting on the challenges of the 1970s and the market …
…
continue reading

1
Will Rhind on High Income Pass-Through Securities, Yield Boost Strategies, and Strategic Portfolio Diversification
55:35
55:35
Play later
Play later
Lists
Like
Liked
55:35Prepare to transform your income strategy as we explore the world of High Income Pass-Through Securities (HIPS) with our expert guest, Will. Discover how these unique investment vehicles can serve as robust alternatives during high inflation by tapping into the power of REITs, MLPs, closed-end funds, and business development companies. These securi…
…
continue reading

1
Forget the price of a stock. What is it worth?
21:02
21:02
Play later
Play later
Lists
Like
Liked
21:02Raul Shah from DocShah Financial explains why he focuses on value investing (0:35). Raul's process for stock-picking (6:30). Hims & Hers Health as an example of a good stock to buy (9:20). Recent and upcoming earnings: Ispire and Bank7; Talkspace and HIMS (14:40). Show Notes: Hims & Hers Health: A Lesson In Psychology Talkspace: A Growth Story Ispi…
…
continue reading

1
Jeff DeMaso of The Independent Vanguard Adviser - The Inside Scoop Into One of the World’s Largest Funds
41:00
41:00
Play later
Play later
Lists
Like
Liked
41:00Today on the podcast, Rusty and Robyn are joined by Jeff DeMaso - editor and founder of The Independent Vanguard Adviser. Jeff was previously the co-editor and research director of The Independent Adviser for Vanguard Investors. He also served as Portfolio Manager, Director of Research and the interim CIO at Adviser Investments, LLC—a leading inves…
…
continue reading

1
Jake Hanley and Sal Gilberti on Commodity Trading Dynamics, Agricultural Stability, and Strategic ETF Innovations
59:15
59:15
Play later
Play later
Lists
Like
Liked
59:15Unlock the secrets to navigating the complex world of commodity trading with insights from Jake Hanley and Sal Gilberti of Tucreum ETFs. As key industry voices, Jake and Sal dissect the intricate relationship between tariffs, the strength of the dollar, and their profound effects on capital markets, especially agricultural commodities. With the loo…
…
continue reading

1
Jay Hatfield on Small-Cap Stocks, Tariff Impacts, and Strategic Investment Success
48:44
48:44
Play later
Play later
Lists
Like
Liked
48:44Unlock the secrets of informed investing and sidestep the pitfalls of market gambling with insights from Jay Hatfield of Infrastructure Capital Advisors. Explore the nuanced interplay between tariffs, political narratives, and inflation expectations, as revealed by a University of Michigan survey. Jay shares his 35-year Wall Street journey, highlig…
…
continue reading

1
Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570
50:45
50:45
Play later
Play later
Lists
Like
Liked
50:45Today’s guest is Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and is responsible for the firm’s tactical asset allocation and cross-asset portfolios. He is also co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds. In today’s episode, Jim & I discuss the evolving landscape of asset alloc…
…
continue reading

1
Hester M. Peirce: The Next Chapter of Crypto Regulations - [Making Markets, EP.55]
18:51
18:51
Play later
Play later
Lists
Like
Liked
18:51My guest today is SEC commissioner Hester Peirce, also known as the Crypto mom for her strong support of the industry. Commissioner Peirce was recently appointed as the head of the SEC’s new Crypto Task Force, and here, she lays out her overall, vision, key goals, and her thoughts on the Howie test and the tension between free markets and protectin…
…
continue reading

1
DeepSeek isn't new, Nvidia concerns, downgrading AMD + 3 semi caps
29:50
29:50
Play later
Play later
Lists
Like
Liked
29:50Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgrading AMD (8:00). Palantir's run (10:00). Recent earnings from semi caps - 3 stocks to like (18:30). Fundamentals vs. hype, supply and demand (22:30). Show Notes: AMD: Don't Mistake This As A Buying Oppor…
…
continue reading
Alex King runs Growth Investor Pro and discusses hedging the QQQ, especially helpful for volatile times (0:30). Recognize patterns, find a charting method like Elliot Wave and Fibonacci (3:40). Why brokers make a huge difference (5:50). Practical example of hedging (9:00). Leveraged ETF options (13:00). This is an excerpt from Hedging Bets in Tech,…
…
continue reading

1
Michael Gayed on Gold's Resilience, Japan's Interest Rate Challenges, and Strategic Investment Insights
10:26
10:26
Play later
Play later
Lists
Like
Liked
10:26Why is gold shining brighter while the yen wobbles? Join us for an enlightening conversation as we host Michael Gayed, the astute mind behind The Lead-Lag Report, who doesn't shy away from bold predictions. Michael explores the complexities of Japan's interest rate hikes and their impact on global market volatility. We dissect the turbulent trade w…
…
continue reading

1
Sue Thompson of Women in ETFs - The Keys to Leadership and Much More
53:48
53:48
Play later
Play later
Lists
Like
Liked
53:48Today, Rusty and Robyn are joined by Sue Thompson, co-founder of Women in ETFs. Sue Thompson is a strategic, dynamic Financial Services Executive who has distinguished herself by commercializing new trends in the financial services industry. Her expertise spans investment management distribution, strategy, competitive landscape, finance, marketing,…
…
continue reading

1
Seth Cogswell on Diversification Myths, Active ETF Strategies, and Mid-Cap Investment Opportunities
37:00
37:00
Play later
Play later
Lists
Like
Liked
37:00Unlock the secrets to achieving true diversification in your investment portfolio with insights from Seth Cogswell of Running Oak. Ever wondered if your large-cap portfolio is truly diversified, or if it's just another tech-heavy collection? We tackle the illusion of diversification, using SCHG as a critical case study, and reveal how active ETFs c…
…
continue reading

1
Daniel Waldenström-Lifting the Bottom: A Fresh Look at Wealth and Economic Progress with
1:37:08
1:37:08
Play later
Play later
Lists
Like
Liked
1:37:08In this episode, the ReSolve team sits down with Daniel Waldenström, a professor of economics with a focus on growth and distribution. Waldenström shares his insights on a range of topics, from the impact of economic crises on societal structures, to the role of policy makers in fostering growth, and the shifting landscape of wealth inequality. Top…
…
continue reading

1
Sal Gilberti on Agricultural Market Dynamics, Geopolitical Influences, and Strategic Investment Opportunities
41:18
41:18
Play later
Play later
Lists
Like
Liked
41:18Unlock the secrets of agricultural markets with Sal Gilberti as we unpack the dynamics behind key commodities like corn and wheat. Discover how these markets are influenced by a web of factors, from unpredictable weather patterns to the global ripple effects of the Russia-Ukraine conflict. Sal shares his insights on price rationing and the cyclical…
…
continue reading

1
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
1:03:39
1:03:39
Play later
Play later
Lists
Like
Liked
1:03:39Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors’ unique approach to hedged equity pr…
…
continue reading

1
John Bowman, CAIA Association – Alternative Investing in 2035
55:46
55:46
Play later
Play later
Lists
Like
Liked
55:46For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can’t say enough positive things about what John is doing with the CAIA Association (as well as his predecessor Bill Kelly), both of whom put investors first, which is what this podcast is all about. John stepped in as CEO at the beginning of 2025 …
…
continue reading
According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00). Subscribe to Julian's Best of Breed Growth Stoc…
…
continue reading

1
Craig Shapiro on Fed Policy Impacts, AI’s Financial Role, and Strategic Market Adaptations
42:00
42:00
Play later
Play later
Lists
Like
Liked
42:00Craig Shapiro, esteemed hedge fund expert and macro strategist for the Bear Traps Report, joins us for a compelling exploration of the intricate world of Federal Reserve policies and their interplay with artificial intelligence. Unravel the complexities of recent monetary decisions amidst a politically charged atmosphere, as we dissect the impacts …
…
continue reading

1
Claudia Sahm on U.S. economic effects - the details matter
34:21
34:21
Play later
Play later
Lists
Like
Liked
34:21Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00). Subscribe…
…
continue reading

1
Dynamic Portfolio Strategies for a Shifting Financial Landscape with Brad Barrie and Matt O'Brian
47:40
47:40
Play later
Play later
Lists
Like
Liked
47:40Unlock the secrets of crafting a robust investment portfolio with insights that challenge conventional wisdom. Join me, Michael Gayed, alongside experts Matt O'Brian and Brad Barrie, as we explore the critical role of diversification and the potential risks when concentration takes center stage. We'll unravel the intricacies of true diversification…
…
continue reading

1
David Lau of DPL Financial Partners - Why You Should Consider Insurance and Annuities in Your Investment Plans
54:50
54:50
Play later
Play later
Lists
Like
Liked
54:50Today, Rusty and Robyn are joined by David Lau, Founder and CEO at DPL Financial Partners. David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is the Founder and Chief Executive Officer of DPL Financial Partners, a privately held financial services firm that specializes in the development and distribu…
…
continue reading