Episodes: 721
Frequency: Weekly
Rating: 4.8/5.0
Estimated listeners: 10,000 - 100,000
Gender skew: Male
Listener location: USA
Publicly listed emails
feedback@theideafarm.com
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Meb Faber - Bestselling author, entrepreneur, and investment fund manager focused on markets, portfolio strategy, and evidence-based investing.
Roger Ibbotson - Long-term Stock And Bond Returns, Market Timing, Valuation, Inflation, Buybacks, Dividends, And Future Market Forecasts.
Robin Wigglesworth - The History And Influence Of Bonds, Sovereign Debt, Repo Markets, Fixed-income Etfs, Securitization, Private Credit, And Liquidity Risks.
Inigo Fraser Jenkins - US Equity Exceptionalism, Portfolio Diversification, Gold, Inflation, Commodities, Healthcare, And The Changing Relationship Between Bonds And Equities.
Paul Kedrosky - Artificial Intelligence Valuations, Technology Bubbles, Data-center Financing, Ai's Economic Effects, Token Deflation, Ipos, And Technology Adoption.
Jerry Parker - Trend Following, Managed Futures, Crisis Alpha, Portfolio Construction, Volatility Targeting, And Trading Individual Stocks.
Andrew Ang: Should AI Agents Run Your Asset Allocation? | #653
October 09, 2026
My guest today is Andrew Ang, Founder of Tau Balance and professor at Columbia University. He previously ran factor investing at BlackRock. In today's episode, Andrew explains how a swarm of AI agents can reinvent the investment workflow rather than automating pieces of it. He shows how specialized agents, each running its own asset class or portfolio method, vote on one another's allocation calls. He also argues for diversification across signals, factors and time. To close, Andrew reveals ...
Cambria Fund Profile: Shareholder Yield Suite
October 02, 2026
In the latest podcast episode, I discuss five Cambria funds that each apply the same shareholder yield discipline, emphasizing companies that return cash to shareholders through dividends and buybacks. I share my perspective on why focusing on dividends alone misses most of the story, how buybacks grew to rival and then surpass dividends in some parts of the world, and why valuation matters when companies repurchase their own shares. Then I walk through SYLD, FYLD, EYLD, MYLD and LYL...
Dave Iben: The World Is on Sale While America Trades at a Premium | #652
September 25, 2026
In today's episode, Dave draws on 45 years and over 100 countries to argue why scarcity still matters in a world obsessed with infinite money and AI. He makes the case that the world trades at a discount while America sits at record valuations. To close, Dave explains why undervalued commodities eventually catch up with inflation. (0:00) Starts (5:13) Dave Iben on investing in scarce assets (9:24) Accessing farmland and global agricultural assets through public markets (11:34) Find...
The Disciplined Investor Podcast · High booking difficulty · 10,000 - 100,000 listeners
WEALTHTRACK · High booking difficulty · 1,000 - 10,000 listeners
The Meb Faber Show - Better Investing is hosted by Meb Faber. Its publicly listed email is feedback@theideafarm.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for The Meb Faber Show - Better Investing: feedback@theideafarm.com.
Podseeker estimates The Meb Faber Show - Better Investing reaches 10,000 to 100,000 listeners per episode. Only the publisher has exact numbers.
The Meb Faber Show - Better Investing typically books industry leaders. Typical guest background: Senior investment professionals, fund managers, financial academics, economists, market strategists, financial journalists, and authors with substantial investing expertise or original market research. Common among recent guests: Leadership of an investment firm or major financial institution; Authorship of notable finance or investing books; Original academic or market research. Recent guests include Roger Ibbotson, Robin Wigglesworth, and Inigo Fraser Jenkins.
High. It mostly books established leaders in its field.
Recent episodes cover Finance, Investing, Portfolio Management, Market Cycles, and Trend Following. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
feedback@theideafarm.com
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