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!
J.P. Morgan's Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a "Doomsday Machine" | #463
Porter Stansberry on a Potential Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks | #462
Louisa Nicola – How To Perform At Your Best Physically & Mentally | #460
Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
Bob Elliott, Unlimited Funds – A Macro Masterclass | #458
Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments | #457
Marc Cohodes on SBF, Fraud, & The FTX Death Spiral | #456
Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)
Eugene Fama – A Life in Finance | #455
Rex Salisury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech | #454
Whitney Baker on Why "Immaculate Disinflation" is an Illusion | #453
Jerry Parker & Salem Abraham - Lessons From A Lifetime of Trading | #452
Hugh Hendry - The Acid Capitalist Unfiltered | #451
Harris “Kuppy” Kupperman - Oil is the World’s Central Banker Now | #450
Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Value Stocks? (The Best Investment Writing Volume 6)
Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)
Annie Duke – Why Great Investors Are Great Quitters | #448
Dave Thornton, Vested – Could Index Investing Come to Venture Capital? | #447
BlackRock's Rick Rieder on the State of the Markets | #446
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