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!
The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter
Raoul Pal - Buy Bonds. Buy Dollars. Wear Diamonds. | #171
Bill Martin - On The Short Side, Position Sizing Is The Biggest Driver Of Success | #170
The Best Investment Writing Volume 3: Aswath Damodaran – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!
Jeremy Jacobson - We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years | #169
Brian Livingston - What’s True Is That We Have To Adapt To Modern Markets | #168
The Best Investment Writing Volume 3: Rob Arnott – Yes. It’s a Bubble. So What?
The Cannabis Opportunity | #167
Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k) | #166
Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It | #165
The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend Following
Jake Shapiro - It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening | #164
Albert Meyer - You’re Held In Higher Regard When You Don’t Dilute Shareholders | #163
The Best Investment Writing Volume 3: Paul Novell – When Models Fail
Chase Nobles - I Think Other Ag Industries Are Going To Be Playing Catch Up With What We’ve Learned Through Hemp and Cannabis | #162
Brandon Zick - In Row Crops You’re Generating A Lot Of Current Income | #161
The Best Investment Writing Volume 3: Jack Vogel – Trust The Process
John Huber - Stock Prices Fluctuate Much More Than The Underlying Businesses | #160
Ashby Monk - The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation | #159
Tobias Carlisle - The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap | #158
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