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.
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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.
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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
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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.
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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Scott Lynn & Masha Golovina, Masterworks – The World's Largest Art Buyer on Inflation, NFT's & Reaching Unicorn Status | #388
Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in Emerging Markets | #387
John Arnold – Why The Greatest Natural Gas Trader Walked Away To Pursue Philanthropy | #386
Startup Series – Jeff Shaw, Underground Cellar - Disrupting E-Commerce Wine Sales Through Gamification | #385
Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion | #384
Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO | #383
Dan Zwirn, Arena Investors - A Stoic Approach to Investing | #382
Leonard Mlodinow - How To Harness Your Emotions To Become A Better Investor | #381
Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder | #380
The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors
Peter Livingston, Unpopular Ventures - The Best VC’s Actually Have A Lower Batting Average But A High Slugging Percentage | #379
Cullen Roche, Discipline Funds - QE Is Not As Powerful As A Lot Of People Like To Think It Is | #378
Garrott McClintock, AcreTrader - Live From The 2021 Farmland Investing Summit! | #377
Jason Wenk, Altruist - How To Make Financial Advice Better, More Affordable & Accessible To Everybody | #376
The Best Investment Writing Volume 5: Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics
Jonathan Fell, Ash Park Capital - People Always Overestimate The Extent To Which Tobacco Is A Dying Business | #375
Phil Huber, Savant Wealth Management - Expected Returns For That Classic 60/40 Stock Bond Mix Is Significantly Lower Today Than It Has Been In Recent Past | #374
Tim Maloney, Roundhill Investments – We Hit The Right Theme At The Right Time | #373
Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price | #372
The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing
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