The Meb Faber Show - Better Investing

Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest [https://www.amazon.com/dp/1804091197/ref=cm_sw_r_as_gl_api_gl_i_FETZ6AERGKQ1V3X873KD?linkCode=ml1&tag=podsandbookre-20],’ offers a blueprint to help you make better decisions and achieve financial success. In today’s episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers of panic selling, the allure of following investment gurus, and the value of meaningful experiences over material possessions. (0:00) Starts (1:34) Introduction of Barry Ritholtz (3:37) Barry's experience hosting Masters in Business (8:17) The danger of trusting experts (22:14) The importance of fiduciary advice (27:30) Mental accounting and regret minimization (33:36) Overconfidence, risk, and uncertainty (44:50) Navigating market crises (51:15) The future of Ritholtz Wealth Management (57:24) Barry's take on AI (1:03:27) Barry's most memorable investment ----- Follow Meb on X [https://twitter.com/MebFaber], LinkedIn [https://www.linkedin.com/in/mebanefaber/] and YouTube [https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1] For detailed show notes, click here [https://www.themebfabershow.com/episodes/TgQNJhar7au] To learn more about our funds and follow us, subscribe to our mailing list [https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb] or visit us at cambriainvestments.com [http://www.cambriainvestments.com/] ----- Sponsor: Farmland LP [https://www.farmlandlp.com/] is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. ----- Follow The Idea Farm: X [https://twitter.com/TheIdeaFarm] | LinkedIn [https://www.linkedin.com/company/theideafarm-co/] | Instagram [https://www.instagram.com/mebfabershow/] | TikTok [https://www.tiktok.com/@mebfabershow] ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp [https://mebfaber.com/2017/02/08/10017/], Richard Thaler [https://mebfaber.com/2021/08/04/e337-richard-thaler/], Jeremy Grantham [https://mebfaber.com/2021/02/08/episode-286-jeremy-grantham-gmo-what-day-is-the-highest-level-of-optimism-its-the-day-the-market-hits-the-peak/], Joel Greenblatt [https://mebfaber.com/2020/10/28/episode-260-joel-greenblatt-gotham-asset-management-nine-out-of-ten-families-in-the-top-fifth-of-the-income-chain-have-retirement-savings-nine-in-ten-in-the-bottom-fifth-have-none/], Campbell Harvey [https://mebfaber.com/2019/08/28/episode-172-cam-harvey-this-is-a-time-of-considerable-risk-of-a-drawdown/], Ivy Zelman [https://mebfaber.com/2022/03/30/403-ivy-zelman/], Kathryn Kaminski [https://mebfaber.com/2021/05/12/e310-kathryn-kaminski/], Jason Calacanis [https://mebfaber.com/2017/08/30/episode-69-jason-calacanis-little-secret-way-dark-art-becoming-truly-wealthy-massive-wealth/], Whitney Baker, [https://mebfaber.com/2022/01/31/e387-whitney-baker/] Aswath Damodaran [https://mebfaber.com/2019/05/10/episode-155-aswath-damodaran-they-uber-and-the-ride-sharing-companies-collectively-have-disrupted-this-businessthats-the-good-news-the-bad-news-is-i-dont-thin/], Howard Marks [https://mebfaber.com/2018/10/03/episode-124-howard-marks-its-not-what-you-buy-its-what-you-pay-for-it-that-determines-whether-something-is-a-good-investment/], Tom Barton [https://mebfaber.com/2018/10/10/episode-125-tom-barton-the-biggest-problem-investors-have-is-things-changeand-they-dont-change/], and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here [https://mebfaber.com/mebs-deals/]!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com [https://thepodcastconsultant.com/]). Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Today’s guest is Aaron Froug, founder of Grifin [https://www.grifin.com/], the company that helps you buy stock where you shop. In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the future for the company. New users earn a $25 bonus by using the code INVEST [https://www.grifin.com/]. (0:00) Starts (0:34) Sponsor: YCharts (1:42) Introduction of Aaron Froug (3:24) Griffin app overview (7:00) Simplifying the investment process (11:33) User demographics (17:14) Shareholder perks (20:28) Grifin's origin story (24:38) Customer feedback and marketing strategies (29:00) Brand partnerships ----- Follow Meb on X [https://twitter.com/MebFaber], LinkedIn [https://www.linkedin.com/in/mebanefaber/] and YouTube [https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1] For detailed show notes, click here [https://www.themebfabershow.com/episodes/p2zjVu4YkRS] To learn more about our funds and follow us, subscribe to our mailing list [https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb] or visit us at cambriainvestments.com [http://www.cambriainvestments.com/] ----- Sponsor: YCharts [https://go.ycharts.com/2025-promo?utm_source=Meb_Faber&utm_medium=Landing_Page&utm_campaign=2025_Promo&utm_content=Podcast] enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial Follow The Idea Farm: X [https://twitter.com/TheIdeaFarm] | LinkedIn [https://www.linkedin.com/company/theideafarm-co/] | Instagram [https://www.instagram.com/mebfabershow/] | TikTok [https://www.tiktok.com/@mebfabershow] ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp [https://mebfaber.com/2017/02/08/10017/], Richard Thaler [https://mebfaber.com/2021/08/04/e337-richard-thaler/], Jeremy Grantham [https://mebfaber.com/2021/02/08/episode-286-jeremy-grantham-gmo-what-day-is-the-highest-level-of-optimism-its-the-day-the-market-hits-the-peak/], Joel Greenblatt [https://mebfaber.com/2020/10/28/episode-260-joel-greenblatt-gotham-asset-management-nine-out-of-ten-families-in-the-top-fifth-of-the-income-chain-have-retirement-savings-nine-in-ten-in-the-bottom-fifth-have-none/], Campbell Harvey [https://mebfaber.com/2019/08/28/episode-172-cam-harvey-this-is-a-time-of-considerable-risk-of-a-drawdown/], Ivy Zelman [https://mebfaber.com/2022/03/30/403-ivy-zelman/], Kathryn Kaminski [https://mebfaber.com/2021/05/12/e310-kathryn-kaminski/], Jason Calacanis [https://mebfaber.com/2017/08/30/episode-69-jason-calacanis-little-secret-way-dark-art-becoming-truly-wealthy-massive-wealth/], Whitney Baker, [https://mebfaber.com/2022/01/31/e387-whitney-baker/] Aswath Damodaran [https://mebfaber.com/2019/05/10/episode-155-aswath-damodaran-they-uber-and-the-ride-sharing-companies-collectively-have-disrupted-this-businessthats-the-good-news-the-bad-news-is-i-dont-thin/], Howard Marks [https://mebfaber.com/2018/10/03/episode-124-howard-marks-its-not-what-you-buy-its-what-you-pay-for-it-that-determines-whether-something-is-a-good-investment/], Tom Barton [https://mebfaber.com/2018/10/10/episode-125-tom-barton-the-biggest-problem-investors-have-is-things-changeand-they-dont-change/], and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here [https://mebfaber.com/mebs-deals/]!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com [https://thepodcastconsultant.com/]). Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Today’s guest is Jacqueline Faber [https://jacquelinefaber.com/], the author of The Department [https://www.amazon.com/Department-Jacqueline-Faber/dp/1608096343/] … 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 your audience with unreasonable hospitality. Be sure to get a copy of The Department [https://www.amazon.com/Department-Jacqueline-Faber/dp/1608096343/] today and leave a review! (0:00) Starts (1:05) Introducing Jacqueline Faber & "The Department" (11:17) Personal stories (16:46) Advice for authors (24:53) Marketing insights and business strategies (30:26) Dealing with feedback (34:05) Creative processes (43:33) Engaging listeners (44:52) Audiobook sample of "The Department" ----- Follow Meb on X [https://twitter.com/MebFaber], LinkedIn [https://www.linkedin.com/in/mebanefaber/] and YouTube [https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1] For detailed show notes, click here [https://www.themebfabershow.com/episodes/12k4TdxxbKm] To learn more about our funds and follow us, subscribe to our mailing list [https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb] or visit us at cambriainvestments.com [http://www.cambriainvestments.com/] ----- Follow The Idea Farm: X [https://twitter.com/TheIdeaFarm] | LinkedIn [https://www.linkedin.com/company/theideafarm-co/] | Instagram [https://www.instagram.com/mebfabershow/] | TikTok [https://www.tiktok.com/@mebfabershow] ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp [https://mebfaber.com/2017/02/08/10017/], Richard Thaler [https://mebfaber.com/2021/08/04/e337-richard-thaler/], Jeremy Grantham [https://mebfaber.com/2021/02/08/episode-286-jeremy-grantham-gmo-what-day-is-the-highest-level-of-optimism-its-the-day-the-market-hits-the-peak/], Joel Greenblatt [https://mebfaber.com/2020/10/28/episode-260-joel-greenblatt-gotham-asset-management-nine-out-of-ten-families-in-the-top-fifth-of-the-income-chain-have-retirement-savings-nine-in-ten-in-the-bottom-fifth-have-none/], Campbell Harvey [https://mebfaber.com/2019/08/28/episode-172-cam-harvey-this-is-a-time-of-considerable-risk-of-a-drawdown/], Ivy Zelman [https://mebfaber.com/2022/03/30/403-ivy-zelman/], Kathryn Kaminski [https://mebfaber.com/2021/05/12/e310-kathryn-kaminski/], Jason Calacanis [https://mebfaber.com/2017/08/30/episode-69-jason-calacanis-little-secret-way-dark-art-becoming-truly-wealthy-massive-wealth/], Whitney Baker, [https://mebfaber.com/2022/01/31/e387-whitney-baker/] Aswath Damodaran [https://mebfaber.com/2019/05/10/episode-155-aswath-damodaran-they-uber-and-the-ride-sharing-companies-collectively-have-disrupted-this-businessthats-the-good-news-the-bad-news-is-i-dont-thin/], Howard Marks [https://mebfaber.com/2018/10/03/episode-124-howard-marks-its-not-what-you-buy-its-what-you-pay-for-it-that-determines-whether-something-is-a-good-investment/], Tom Barton [https://mebfaber.com/2018/10/10/episode-125-tom-barton-the-biggest-problem-investors-have-is-things-changeand-they-dont-change/], and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here [https://mebfaber.com/mebs-deals/]!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com [https://thepodcastconsultant.com/]). Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale? [https://www.cambriainvestments.com/wp-content/uploads/2025/02/20250219-Can-We-All-Invest-Like-Yale-Approved.pdf]” ----- Follow Meb on https://twitter.com/MebFaberX [https://twitter.com/MebFaber], https://www.linkedin.com/in/mebanefaber/LinkedIn [https://www.linkedin.com/in/mebanefaber/] and https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1YouTube [https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1] For detailed show notes, click here [https://www.themebfabershow.com/episodes/YGq08Gjt3tG] To learn more about our funds and follow us, subscribe to our mailing list [https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb] or visit us at http://www.cambriainvestments.com/cambriainvestments.com [http://www.cambriainvestments.com/] ----- Follow The Idea Farm: X [https://twitter.com/TheIdeaFarm] | LinkedIn [https://www.linkedin.com/company/theideafarm-co/] | Instagram [https://www.instagram.com/mebfabershow/] | TikTok [https://www.tiktok.com/@mebfabershow] ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp [https://mebfaber.com/2017/02/08/10017/], Richard Thaler [https://mebfaber.com/2021/08/04/e337-richard-thaler/], Jeremy Grantham [https://mebfaber.com/2021/02/08/episode-286-jeremy-grantham-gmo-what-day-is-the-highest-level-of-optimism-its-the-day-the-market-hits-the-peak/], Joel Greenblatt [https://mebfaber.com/2020/10/28/episode-260-joel-greenblatt-gotham-asset-management-nine-out-of-ten-families-in-the-top-fifth-of-the-income-chain-have-retirement-savings-nine-in-ten-in-the-bottom-fifth-have-none/], Campbell Harvey [https://mebfaber.com/2019/08/28/episode-172-cam-harvey-this-is-a-time-of-considerable-risk-of-a-drawdown/], Ivy Zelman [https://mebfaber.com/2022/03/30/403-ivy-zelman/], Kathryn Kaminski [https://mebfaber.com/2021/05/12/e310-kathryn-kaminski/], Jason Calacanis [https://mebfaber.com/2017/08/30/episode-69-jason-calacanis-little-secret-way-dark-art-becoming-truly-wealthy-massive-wealth/], Whitney Baker, [https://mebfaber.com/2022/01/31/e387-whitney-baker/] Aswath Damodaran [https://mebfaber.com/2019/05/10/episode-155-aswath-damodaran-they-uber-and-the-ride-sharing-companies-collectively-have-disrupted-this-businessthats-the-good-news-the-bad-news-is-i-dont-thin/], Howard Marks [https://mebfaber.com/2018/10/03/episode-124-howard-marks-its-not-what-you-buy-its-what-you-pay-for-it-that-determines-whether-something-is-a-good-investment/], Tom Barton [https://mebfaber.com/2018/10/10/episode-125-tom-barton-the-biggest-problem-investors-have-is-things-changeand-they-dont-change/], and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here [https://mebfaber.com/mebs-deals/]!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com [https://thepodcastconsultant.com/]). ----- The information set forth herein is for informational purposes only and does not constitute financial, investment, tax or legal advice. Please see the appropriate professional advisor for advice specific to your situation. There is no guarantee that a particular investment strategy will be successful. Opinions expressed herein are subject to change at any time. Past performance does not guarantee future results. All investments are subject to risks, including the risk of loss of principal.  Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Today’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, geopolitics, government policy and social attitudes all combine to drive secular super cycles that help to explain investor returns. Then he focuses on what he calls the Post-Modern Cycle and how AI and de-carbonization may impact financial market returns and opportunities. Throughout the episode, Peter emphasizes the need for diversification in investment strategies to both manage risk and enhance returns. (0:00) Starts (1:02) Introduction of Peter Oppenheimer (2:22) The Four Phases of the Equity Cycle (10:17) Thoughts on The US Market Today (17:23) European Banks vs. US Tech Stocks (20:32) Diversification and Sector Dominance in Equity Markets (23:35) Long-term Structural Changes in Markets (34:23) Personal and National Influences on Investing (44:37) AI and Technological Investment Opportunities (51:46) Valuation Cycles: China and the US (58:02) Most Memorable Investment ----- For detailed show notes, click here [https://www.themebfabershow.com/episodes/XmLdUzJG3fR] ----- Sponsor: YCharts [https://go.ycharts.com/meb-faber] enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial ----- Follow Meb on X [https://twitter.com/MebFaber], LinkedIn [https://www.linkedin.com/in/mebanefaber/] and YouTube [https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1] To learn more about our funds and follow us, subscribe to our mailing list [https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb] or visit us at cambriainvestments.com [http://www.cambriainvestments.com/] Follow The Idea Farm: X [https://twitter.com/TheIdeaFarm] | LinkedIn [https://www.linkedin.com/company/theideafarm-co/] | Instagram [https://www.instagram.com/mebfabershow/] | TikTok [https://www.tiktok.com/@mebfabershow] ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp [https://mebfaber.com/2017/02/08/10017/], Richard Thaler [https://mebfaber.com/2021/08/04/e337-richard-thaler/], Jeremy Grantham [https://mebfaber.com/2021/02/08/episode-286-jeremy-grantham-gmo-what-day-is-the-highest-level-of-optimism-its-the-day-the-market-hits-the-peak/], Joel Greenblatt [https://mebfaber.com/2020/10/28/episode-260-joel-greenblatt-gotham-asset-management-nine-out-of-ten-families-in-the-top-fifth-of-the-income-chain-have-retirement-savings-nine-in-ten-in-the-bottom-fifth-have-none/], Campbell Harvey [https://mebfaber.com/2019/08/28/episode-172-cam-harvey-this-is-a-time-of-considerable-risk-of-a-drawdown/], Ivy Zelman [https://mebfaber.com/2022/03/30/403-ivy-zelman/], Kathryn Kaminski [https://mebfaber.com/2021/05/12/e310-kathryn-kaminski/], Jason Calacanis [https://mebfaber.com/2017/08/30/episode-69-jason-calacanis-little-secret-way-dark-art-becoming-truly-wealthy-massive-wealth/], Whitney Baker, [https://mebfaber.com/2022/01/31/e387-whitney-baker/] Aswath Damodaran [https://mebfaber.com/2019/05/10/episode-155-aswath-damodaran-they-uber-and-the-ride-sharing-companies-collectively-have-disrupted-this-businessthats-the-good-news-the-bad-news-is-i-dont-thin/], Howard Marks [https://mebfaber.com/2018/10/03/episode-124-howard-marks-its-not-what-you-buy-its-what-you-pay-for-it-that-determines-whether-something-is-a-good-investment/], Tom Barton [https://mebfaber.com/2018/10/10/episode-125-tom-barton-the-biggest-problem-investors-have-is-things-changeand-they-dont-change/], and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here [https://mebfaber.com/mebs-deals/]!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com [https://thepodcastconsultant.com/]). Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]