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The Meb Faber Show - Better Investing

Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan | #461

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7938 Ratings

🗓️ 28 December 2022

⏱️ 3 minutes

🧾️ Download transcript

Summary

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 [email protected] ----- 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! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Welcome to the Mebb Fabor Show, where the focus is on helping you grow and preserve your wealth.

0:11.0

Join us as we discuss the craft of investing and

0:13.5

uncover new and profitable ideas all to help you grow wealthier and wiser.

0:17.2

Better investing starts here.

0:18.8

Meff Baber is the co-founder and chief investment officer at Cambria Investment Management.

0:23.4

Due to industry regulations, he will not discuss any of Cambria's funds on this podcast.

0:27.1

All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion

0:31.1

of Cambria Investment Management for its affiliates.

0:33.4

For more information, visit cambria Investments.com.

0:39.7

Welcome my friends.

0:40.9

Today is a very special episode. We're sharing our five most popular episodes

0:46.0

from 2022. I know it's hard to listen to every episode, so we have the most downloaded episodes

0:51.9

for you all right here.

0:54.0

If you click the link in the description,

0:55.8

you can jump to the episode you want to listen to,

0:58.2

but we suggest all five.

1:00.2

Here they are, top five in no specific order.

1:03.0

Number one, in August we were joined by both Rob Arnott and Professor Cam Harvey to hear why they didn't expect inflation to go down as quickly as the market was pricing at the time.

1:14.0

Number two, only one person made it to the show twice this year and that's none other

1:18.5

than Whitney Baker. After she previewed the macro landscape back in January, we had to have her back on the show to give

1:24.6

us an update on how she sees the world today.

1:27.7

Number three, Energy Prices soared in the first half of 2022 and have since cooled off, but I spoke with my man Harris

...

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