Today we’re sharing our 5 most popular episodes from 2022! We know it’s hard to listen to every episode, so we have the most downloaded episodes for you right here! If you click the link in the description below, you can jump to the episode you want to listen to. Here are the top 5 in no specific order:
1. In August, we were joined by both Rob Arnott & Professor Cam Harvey to hear why they didn’t expect to go down as fast as the market was pricing at the time
2. Only one person made it on the show twice this year, and that’s none other than Whitney Baker! After she nailed the macro landscape back in January, we had to have Whitney back on the show to give us an update of how she sees the world today.
3. Energy prices soared in the first half of 2022, and have since cooled off. But I spoke with my man Harris Kupperman, who you may know as Kuppy, in October on why he is as bullish as he could possibly be.
4. Soon after FTX filed for bankruptcy, I spoke with famed short-seller Marc Cohodes, who talked about the red flags he saw on Sam Bankman-Fried & FTX earlier this year.
5. Back in June, I spoke with geopolitical expert Peter Zeihan on the implications of deglobalization, depopulation, and the Russia/Ukraine war
Thanks to everyone for a great 2022 and we wish you and your family a healthy and happy 2023.
-----
Follow Meb on Twitter, 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
-----
Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
-----
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!
The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing
Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues | #371
Ashley Flucas, Flucas Ventures - This Is A Really Opportunistic Time For Someone Who's Not Afraid And New In The Game To Get Started | #370
The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha - Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities
Africa Startup Series – Maya Horgan Famodu, Ingressive Capital - Africa Holds The Fastest Growing Consumer Class, Fastest Growing Population & Fastest Growing Middle Class in The World | #369
Rodrigo Gordillo & Corey Hoffstein - You Now Get To Have Your Beta Cake While Eating Your Alpha Too | #368
The Best Investment Writing Volume 5: David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts
Robert Lawson, SMU - Initially This Whole Thing Was A Tax Dodge So I Could Go Drink In Cuba | #367
Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime | #366
The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When?
Dr. Bryan Taylor, Global Financial Data - There Are 100 Ways To Beat The Market; You Just Got To Figure Out What Works For You And Stick To That Plan | #365
Nancy Davis, Quadratic Capital Management - Some Women Like To Buy Shoes And I Love To Buy Options | #364
The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns
Rick Bookstaber, Fabric – Risk Is The Other Side Of The Coin From Opportunity | #363
Seth Stephens-Davidowitz, Data Scientist & Author - You Do Have To Be Willing To Go Where The Data Takes You | #362
The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification
Jeff Hooke, Johns Hopkins - The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years | #361
Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View | #360
The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes
Africa Startup Series – Aaron Fu, Sherpa Ventures - We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa | #359
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast