Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8 • 978 Ratings

🗓️ 10 October 2025

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Eddy Elfenbein, one of the OG financial bloggers at Crossing Wall Street. Eddy also runs the CWS ETF, which is from his annual buy list of 25 stocks. In today’s episode, Eddy shares his insights on investing, stock selection, and the challenges of managing an ETF. He discusses the origins of his buy list, his investment philosophy focused on high-quality stocks, and the importance of understanding market cycles. Eddie also provides advice for aspiring ETF managers and reflects on the unique stock picks that have defined his career. (0:00) Starts (3:22) Eddie's buy list concept and CWS ETF launch (9:55) Eddy's investment philosophy (19:36) Stock picking challenges and notable winners (22:45) Market misconceptions (28:38) Elfenbein's stock market theory (38:20) Eddy's most memorable investment (44:54) Market concerns and investment strategies ----- 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 ----- 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! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor show, where the focus is on helping you grow and preserve your wealth.
0:10.9	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser.
0:16.9	Better investing starts here.
0:19.5	Metfabor is the co-founder and chief investment officer at Cambria Investment Management.
0:22.5	Did it industry regulations, he will not discuss any of Cambri's funds on this podcast.
0:25.8	All opinions expressed by podcast participants are solely their own opinions and do not reflect
0:28.9	the opinion of Cambria Investment Management or its affiliates.
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0:34.4	If you're interested in participating in a 351 ETF exchange, you can find more information at
0:40.6	Cambriafunds.com forward slash 351, or you can email us for more info at 351 at Cambriainvestments.com.
0:52.9	Cambria funds are distributed by Alps Distributors, Inc.
0:54.6	Investing in Balls Risk, including possible loss of capital.
0:57.5	Welcome back, everybody.
0:58.9	It's baseball playoff time.
1:00.6	So no perfect guest to have on with someone, by the way, I can't believe has never
1:05.5	been on the show before.
1:07.3	Today's guest is Eddie Alfenbine, one of the OG financial bloggers.
1:11.3	This is, I think it's a 20-year anniversary from starting the blog at Crossing Wall Street.
1:16.2	Eddie also runs the CWS ETF, which is from his annual buy list of 25 stocks.
1:22.7	Eddie, welcome the show.
1:24.6	Thanks for having me.
1:26.1	Feels like just yesterday we were sitting down having a beer in Washington, D.C.
	...

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