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!
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
Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
Steve Romick, FPA Funds – Live at Future Proof! | #444
Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)
Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443
David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing | #442
Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)
Marlena Lee, DFA – Value, Fama & How To Weather Bear Markets | #441
Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)
Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439
Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438
Joachim Klement – Stocks in the long run… are still risky (The Best Investment Writing Volume 6)
Tim Alcorn, Baillie Gifford – Lessons from Bessembinder (The Best Investment Writing Volume 6)
Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money | #437
Kevin Van Trump – Here’s What's Going on With Ag Commodities | #436
Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)
Radio Show with Michael Batnick & Ben Carlson of RWM | #435
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