Podcast appearances and mentions of Howard Marks

Today's guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today's episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potential consequences of large scale passive investing. They also touch on the rapid change presented by AI, what it may be capable of, and its impacts on how we should view investing. Finally, they address the global investing environment and macro trends, instability, and the role of government in changing world markets. (0:00) Starts (1:46) Introduction of Rob Arnott & Cam Harvey (7:35) Passive investing risks (14:22) The opportunity in small caps and foreign markets (24:22) Similarities between today & the Dot-Com era (34:43) REITs, gold and investor sentiment (47:14) Government spending & US national debt concerns (1:03:27) US debt service, defense spending, and financial crisis risks (1:05:09) Cam on the inverted yield curve (1:08:09) Closing remarks and listener feedback ----- 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 ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. ----- 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

Nsima Inyang (@nsimainyang) is a strength athlete, movement coach, and co-host of Mark Bell's Power Project, one of the top fitness podcasts in the world. He is also one of the most freakishly athletic humans I've ever met. He's a black belt in Brazilian jiu-jitsu, a professional natural bodybuilder (placed top five in the world), and an elite-level powerlifter (750-plus-pound deadlift, etc.)—but what sets him apart is how he blends all those worlds with unconventional training tools like kettlebells, maces, sandbags, and rope flow. Nsima is also the founder of The Stronger Human, a growing online community focused on strength, movement, and resilience.This episode is brought to you by:Pique premium pu'er tea crystals: https://piquelife.com/tim (20% off—valid for the lifetime of your subscription—plus a free Starter Kit, which includes a rechargeable frother and glass beaker)Momentous high-quality supplements: https://livemomentous.com/tim (code TIM for up to 35% off)Eight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/Tim (use code TIM to get $350 off your very own Pod 5 Ultra.)*Watch the interview on YouTube: https://youtu.be/mLGqrlxofXANsima's YouTube Channel: https://www.youtube.com/nsimaInyangThe Stronger Human: https://www.skool.com/thestrongerhuman/aboutThe Stronger Human Store: https://thestrongerhuman.store/*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In his latest memo, Howard Marks discusses the implications of governmental intervention in economies. Considering examples such as rent control, fire insurance, and tariffs, he emphasizes that while free markets don't produce perfect solutions, efforts to control them often make things much worse. He argues that when allowed to function, the laws of economics create prosperity through incentivizing innovation and productivity. He also touches on the U.S. fiscal deficit, questioning how much longer the government can continue spending more than it takes in.

Howard Marks the founder of Oak Tree Capital Management. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and Senior Analyst Buck Hartzell for a conversation about: - How investors should think about the deficit - Investing in human emotion - The inescapability of risk Hosts: Tom Gardner, Andy Cross, Buck Hartzell Guest: Howard Marks Engineers: Bart Shannon, Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we're joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at  Soros Fund Management under current Treasury Secretary Scott Bessent. In today's episode, Whitney discusses the current macroeconomic landscape, emphasizing the end of the ‘buy the dip' mentality and the unique challenges the U.S. faces as the bubble finally comes to an end. She touches on the challenges and opportunities in emerging markets, the impact of tariffs & AI on global growth dynamics, and ‘The Triple Yasu' phenomenon. Finally, Whitney addresses the role of gold in investment portfolios, advocating for its inclusion as a hedge against currency debasement and economic uncertainty. (0:00) Starts (1:21) Introduction of Whitney Baker (3:05) Global macro landscape (10:12) US debt dynamics (18:26) Market shifts, potential solutions, and foreign investment dynamics (23:31) AI's impact on productivity (30:31) US fiscal policies (38:29) The "Triple Yasu" (43:33) Opportunities in foreign and emerging markets (47:12) Historical debt solutions and modern financial strategies (53:23) How tariffs help national security (59:07) Emerging market bonds (1:06:08) Chinese industrial capacity (1:18:08) China and India's financial challenges and opportunities (1:32:31) Role of gold in portfolios ----- 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 ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. 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

Chris Hutchins is the creator and host of All the Hacks, a podcast that helps people upgrade their life, money, and travel. He previously founded Grove (acquired by Wealthfront) and Milk (acquired by Google), led New Product Strategy at Wealthfront, and was a Partner at Google Ventures. Most importantly, he is the person Kevin Rose and I call if we want to figure how to get a better deal on just about anything in the world, or if we just want to learn about his latest hijinks doing things like getting $200 flights to Japan, running gold pseudo-arbitrage at retail, or dirt-cheap trips to Bora Bora. We cover all three and more in this conversation.Sponsors:Shopify global commerce platform, providing tools to start, grow, market, and manage a retail business: https://shopify.com/tim (one-dollar-per-month trial period)Ramp easy-to-use corporate cards, bill payments, accounting, and more: https://ramp.com/tim (Get $250 when you join Ramp)AG1 all-in-one nutritional supplement: https://DrinkAG1.com/Tim (1-year supply of Vitamin D (and 5 free AG1 travel packs) with your first subscription purchase.)*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today's episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of interval funds. Then, Kim covers the challenges and opportunities in the interval fund space, and the potential for innovation with different asset classes, and best practices for advisors and investors interested in these products. (0:00) Starts (0:34) Introduction of Kim Flynn (1:47) Understanding interval funds (8:41) Future trends and innovation in closed-end and interval funds (15:38) Valuation and liquidity concerns in interval funds (20:19) Accessibility and indexation of interval funds for retail investors (30:36) Exploring farmland and "forever fund" concepts (32:49) Private credit, venture capital, and sector-specific interval fund potential (38:16) Guidance for financial advisers on interval funds (46:46) Outlook for interval funds (49:15) Kim's most memorable investment ----- 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

Morningstar's latest performance data puts Sean Peche's Ranmore Fund in the top one percentile for virtually every performance period in the last five years. In this interview with BizNews editor Alec Hogg, the ace money manager shares insights from a lunchtime meeting last week with the investing guru who inspires him. The result is a treat for beginners and professionals alike.

Chatri Sityodtong (@yodchatri) is the founder and CEO of ONE Championship, one of the top-10 biggest sports-media properties in the world in terms of viewership and engagement (alongside the NBA, Formula One, Champions League, and Premier League), with a global broadcast reach to 195 countries. Sponsors:AG1 all-in-one nutritional supplement: DrinkAG1.com/Tim (1-year supply of Vitamin D (and 5 free AG1 travel packs) with your first subscription purchase.)Helix Sleep premium mattresses: https://HelixSleep.com/Tim (20% off on all mattress orders)Wealthfront high-yield cash account: https://Wealthfront.com/Tim (Start earning 4.00% APY on your short-term cash until you're ready to invest. And when new clients open an account today, you can get an extra fifty-dollar bonus with a deposit of five hundred dollars or more.) Terms apply. Tim Ferriss receives cash compensation from Wealthfront Brokerage, LLC for advertising and holds a non-controlling equity interest in the corporate parent of Wealthfront Brokerage. See full disclosures here.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, we're rewinding to one of our most loved convos ever—with Richer, Wiser, Happier author William Green.William spent 25+ years interviewing the greatest investors alive—Buffett, Munger, Howard Marks, Joel Greenblatt—and distills their wisdom into a blueprint for life, not just investing.In this deep dive, we talk about:The habits of resilient investorsWhy avoiding "the death line" matters more than chasing alphaHow great investors think probabilistically and live better lives because of itThis isn't just about markets—it's about mastering decisions, uncertainty, and your own temperament. One of our all-time favorites.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

Today's guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today's episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how power laws dominate the stock market, and the set up for trend following going forward., including the dollar and gold, and if he believes we are headed for a recession. (0:00) Start (1:02) Introducing our guest, Brendan Ahern (5:53) The state of China's economy (14:18) Analysis of China's geopolitical concerns and international partnerships (20:01) The narrative around China post Russia-Ukraine (22:03) Deep dive into KWEB (29:44) Implications of the US election (32:40) Discussion on currency hedging (33:52) Other KraneShares' funds (41:44) Will TikTok be banned (43:52) Brendan's most memorable investment (46:18) Future plans for KraneShares ----- 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 ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. 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

Welcome back to another in-between-isode, with one of my favorite formats: the good old-fashioned Q&A.Sponsors: Monarch Money track, budget, plan, and do more with your money: MonarchMoney.com/Tim (50% off your first year at monarchmoney.com with code TIM)Eight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/Tim (use code TIM to get $350 off your very own Pod 5 Ultra.)AG1 all-in-one nutritional supplement: DrinkAG1.com/Tim (1-year supply of Vitamin D (and 5 free AG1 travel packs) with your first subscription purchase.)*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's guest is Alex Wright, Global Wealth Strategist at Apollo. In today's episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, including private equity, private credit and infrastructure. Alex explains why private assets can offer a potential pathway to enhanced diversification and capture opportunities in an expanding and evolving investment universe. (0:00) Starts (1:58) Alex's market overview and economic outlook (4:08) Public market valuation (15:07) Private markets potential (24:42) Private equity and credit opportunities (36:37) Comparison of public and private opportunities (40:16) Infrastructure investment opportunities (42:26) Alex's most memorable investment ----- 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 ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. 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.  ----- 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

Welcome to another wide-ranging "Random Show" episode I recorded with my close friend Kevin Rose (digg.com)! We cover dozens of topics: from the cutting edge of health tech to pro-tips for colonoscopies; AI; adventures in Japan and Taiwan seeking out perfect coffee and tea; tips for drinking less alcohol; powerful documentaries like 32 Sounds and books such as Awareness; the unexpected joys and therapeutic benefits of adult Lego; and much, much more.Sponsors:Vanta trusted compliance and security platform: https://vanta.com/tim ($1000 off) Momentous high-quality supplements: https://livemomentous.com/tim (code TIM for up to 35% off)ExpressVPN high-speed, secure, and anonymous VPN service: https://www.expressvpn.com/tim (get 3 or 4 months free on their annual plans)*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today's episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to the world today and shares his view on tariffs and changing trade relations, the impact of AI on labor and the deflationary effects of technology. He also covers global currencies, including the dollar and gold, and if he believes we are headed for a recession. (0:00) Starts (1:07) Rejecting the master model mentality (3:34) The allure of doom (8:08) Historical recession risk frameworks (14:00) Public debt, balance sheets, and global tariff impacts (19:41) Sentiment indicators (24:41) Wealth distribution in different regions (28:44) AI's impact on labor (33:05) De-dollarization (40:02) Most memorable investment ----- 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 ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. 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

Jake Kaminski is a two-time Olympic silver medalist in archery and a longtime member of the US Archery Team. He runs a successful YouTube channel, writes training guides, and develops high-performance gear under the Kaminski Archery brand. Sign up for the Kaminski Archery Backyard Championship here.Sponsors:Helix Sleep premium mattresses: https://HelixSleep.com/Tim (27% off all mattress orders) AG1 all-in-one nutritional supplement: https://DrinkAG1.com/Tim (1-year supply of Vitamin D (and 5 free AG1 travel packs) with your first subscription purchase.)Shopify global commerce platform, providing tools to start, grow, market, and manage a retail business: https://shopify.com/tim (one-dollar-per-month trial period)*Timestamps:[00:00:00] Start.[00:06:50] A glimpse into the high-precision world of Olympic archery.[00:11:04] How Jake and I connected.[00:18:27] Jake's auspicious introduction to archery.[00:21:15] Why you (Yes! You!) should try archery.[00:22:01] The differences between bows.[00:25:19] The admirable proficiency of Shot IQ's Bodie and Joel Turner.[00:26:24] Ethical bow hunting, performing under pressure, and transitioning from rifle to bow.[00:29:22] Why I wouldn't have cut it as a competitive archer in Korea.[00:30:14] Mindful archery and training hard to make competition easy.[00:37:00] What Jake did when compound bow archery started to get boring.[00:40:00] Meeting legendary Coach Kisik Lee (KSL).[00:43:06] The upsides of having no social life as a kid.[00:45:20] The welcoming weirdness of archery communities.[00:46:33] For the sake of form, Coach Lee shakes things up.[00:51:21] “I am.” — an affirmation for apathy adjustment.[00:58:11] London, 2012 Olypmics: when it all starts coming together.[01:08:28] How does teamwork play out in archery?[01:15:40] My own experience with Coach Lee.[01:19:23] The trials of training and traveling.[01:27:33] Blank bale practice.[01:31:14] Layering, biomechanics, and other early points of focus.[01:33:03] The underrated importance of follow through.[01:36:40] Coach Lee's take on follow through vs. release.[01:37:29] Gauging tension and intention as an instructor.[01:38:52] Attention to grouping over hitting the bullseye.[01:40:57] Making adaptations for physical limitations.[01:43:30] The ups and downs of our patented “Jesus take the wheel” instinctive approach.[01:46:24] Warm-up tournaments, barebowing, black bales, and string walking.[01:50:54] Recovering from the disaster that made me rethink Lancaster.[01:55:15] Rebalancing gear: arrows and arrow rests.[02:00:50] The importance of practicing in tournament-like conditions.[02:04:03] Securing convenient fuel.[02:08:17] Lancaster preparation logistics (with special thanks to Heather Kaminski and Rick Simpson Oil).[02:13:17] The glue that holds us together: note-taking and training logs.[02:16:47] Even counterintuitive consistency is key.[02:18:45] Our experience at Lancaster.[02:28:00] “The goal is to do the least necessary, not the most possible.” — Henk Kraaijenhof[02:31:44] Learning by observation and conversation on the practice range.[02:35:35] What's the Kaminski Archery Backyard Championship, and why should you get involved?[02:40:30] How can you (and why should you) get started with archery today?[02:42:48] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Terry Real is a nationally recognized family therapist, author, and teacher. His book I Don't Want To Talk About It: Overcoming the Secret Legacy of Male Depression, the first book ever written on the topic of male depression, is a national bestseller. His new book, Us: Getting Past You & Me to Build a More Loving Relationship is a New York Times bestseller.Sponsors:Cresset prestigious family office for CEOs, founders, and entrepreneurs: https://cressetcapital.com/tim (book a call today)Ramp easy-to-use corporate cards, bill payments, accounting, and more: https://ramp.com/tim (Get $250 when you join Ramp)Wealthfront high-yield cash account: https://Wealthfront.com/Tim (Start earning 4.00% APY on your short-term cash until you're ready to invest. And when new clients open an account today, you can get an extra fifty-dollar bonus with a deposit of five hundred dollars or more.) Terms apply. Tim Ferriss receives cash compensation from Wealthfront Brokerage, LLC for advertising and holds a non-controlling equity interest in the corporate parent of Wealthfront Brokerage. See full disclosures here.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oaktree's, Howard Marks, on the future of this rally and why nothing can happen without a final decision on tariffs. Plus, Kate Koch of TWC on the outlook for credit. And, the latest from CNBC's Fed Survey on what they expect from the Fed meeting tomorrow. 

Today's episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, YouTube Sam Zell: Apple, Spotify, YouTube ----- 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

Nach dem Zoll-Zirkus von Donald Trump hat es die Märkte ordentlich durchgeschüttelt. Mit dem Aussetzen der reziproken Zölle hoffen viele Investoren, dass der US-Präsident wieder zum Deal-Maker wird und die Maximal-Forderungen an Zöllen nur für bessere Geschäfte gedacht waren. Ist nach der Korrektur der Boden damit also erreicht? „Nein, das wird es vermutlich noch nicht gewesen sein“, sagt Heiko Böhmer, Kapitalmarktstratege bei Shareholder Value Management. Der Sprengstoff aus den politischen Unsicherheiten ist noch viel zu groß und die Korrektur im Vergleich zu dem langen Aufschwung zuvor noch recht moderat. Dennoch sind die Value-Investoren derzeit als Käufer aktiv. Nach dem in den vergangenen Monaten bereits der US-Aktienanteil in den großen Fonds des Hauses wegen der hohen Bewertungen deutlich runter gefahren wurden, finden sich in Europa nach wie vor viele attraktive Unternehmen. „Wir finden in Europa derzeit einige spannende Unternehmen, bei denen erste Positionen aufgebaut werden“, verrät Böhmer. Ratsam ist es allerdings, sich eher auf Sektoren und Unternehmen zu fokussieren die überhaupt nicht oder nur eher weniger von potenziellen Zöllen aus den USA betroffen sind. Auch Unternehmen aus zyklischen Branchen drängen sich derzeit eher nicht auf, nach dem die Rezessions-Gefahr in den USA deutlich zugenommen haben. Außerdem erklärt Böhmer , was sich Anleger in hektischen Börsenzeiten von Legenden wie Charlie Munger oder Howard Marks abschauen können.

This time around, we have a bit of a different format, featuring the book that started it all for me, The 4-Hour Workweek. Readers and listeners often ask me what I would change or update, but an equally interesting question is: what wouldn't I change? What stands the test of time and hasn't lost any potency? This episode features two of the most important chapters from the audiobook of The 4-Hour Workweek. The chapters push you to defend your scarce attention—one by saying no to people, the other by saying no to excess information.Sponsors:David Protein Bars 28g of protein, 150 calories, and 0g of sugar: https://davidprotein.com/tim (Buy 4 cartons, get the 5th free.)Our Place's Titanium Always Pan® Pro using nonstick technology that's coating-free and made without PFAS, otherwise known as “Forever Chemicals”: https://fromourplace.com/tim (Shop their Spring Sale today!)AG1 all-in-one nutritional supplement: https://DrinkAG1.com/Tim (1-year supply of Vitamin D (and 5 free AG1 travel packs) with your first subscription purchase.)*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today's episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, and the evolving landscape of sports gambling. Carl also reflects on the enduring value of certain companies, particularly in the context of evolving market conditions. (0:00) Starts (1:46) Intro (8:04) Compounding investments (13:47) Global investment insights (21:35) Market sentiment and trade policy discussions (28:01) Emerging markets (32:11) Tech, AI, and healthcare (37:34) Sports gaming industry (51:42) Biotech and healthcare investment opportunities (57:00) Carl's most memorable investment ----- 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 ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. 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

Today's Post - https://bahnsen.co/4jTpxYb Understanding the Trump Market Put, Key Market Focus Areas, and End-of-the-World Fears In this week's episode of Dividend Cafe, recorded from Tucson, Arizona, David reflects on a busy week of travel and meetings across various cities. The episode dives into three major sections: 1) The 'psychology of the president' and the concept of the Trump market put, examining how President Trump's policies and market interventions affect financial markets; 2) Five key themes for market focus including valuations, AI CapEx, tariffs, the tax bill, and monetary policy, providing an updated outlook as 2023 progresses; 3) Addressing 'end-of-the-world' fears by sharing insights and principles borrowed from Howard Marks, emphasizing the irrationality and impracticality of preparing for market catastrophes. The episode aims to offer a comprehensive analysis of current economic conditions and investor psychology. 00:00 Introduction and Weekly Recap 00:40 The Psychology of the President and Market Impact 01:14 Five Key Market Focus Areas 09:28 Valuations and AI CapEx 12:51 Tariffs and Economic Impact 15:17 Tax Bill and Monetary Policy 18:06 End of the World Fears and Investment Principles 20:26 Conclusion and Farewell Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Stephen West is a father, husband, and host of the Philosophize This! podcast.Sponsors:Gusto simple and easy payroll, HR, and benefits platform used by 400,000+ businesses: https://gusto.com/tim (three months free) Momentous high-quality supplements: https://livemomentous.com/tim (code TIM for up to 35% off)Eight Sleep's Pod 4 Ultra sleeping solution for dynamic cooling and heating: https://eightsleep.com/tim (save $350 on the Pod 4 Ultra)*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to Dev Game Club, where this week we return with a bonus interview for our series on Interstate '76. We talk about shipping the game's predecessor, pulling together, and making something new. Dev Game Club looks at classic video games and plays through them over several episodes, providing commentary. Podcast breakdown: 1:15 Interview 1:05:22 Break 1:06:00 Outro Issues covered: introducing the guests, having fun making games, great manuals, marrying video games and Hollywood, having more video game applicable experience than you realize, having to right the ship well into development, preordering a game you ended up working on, living in the office, getting enough memory to run the games, opening up space for something new, superheroics and glue, "high polygon counts," muscle cars with guns, being ahead of the curve, sims being in the blood, engine development, come back with your tenth idea, a 28-year scoop on engine work, "I can do that," optimizing and making things up as you go along, making a game like a movie or TV show, a soundtrack that helped drive the game, a team of 12 or 13 people, the few basic bits in a vehicle sim, the players don't know what you've cut, not being arena-based, vigilantes and comic-book heroes, the tools for making the world and a scripted objective system, building from scratch, mission structure, finite state machines and AI, having an identity and character, having a bubble, sticking to your passion, working on a new car game, hearing the chemistry, TTRPGs and alternate histories, our audience maybe not being born yet when this game came out, #minecraft-realm-life.  Games, people, and influences mentioned or discussed: Activision, Mechwarrior 2, 20After1, Cinemaware, Crystal Dynamics, Project Snowblind, Tomb Raider (series), E-Line Games, Never Alone, Colabee, Very Very Spaceship, Niantic, Live Aware, Jamdat, DoggyLawn, Atari 2600, David Crane, Stephen Cartwright, Commodore '64, Pitfall: The Mayan Adventure, Adventure, River Raid, Bobby Kotick, Mediagenic, Intellivision, Pong, SimCity, Alan Gershenfeld, Howard Marks, DOOM (1993), FASA Interactive, Battletech, Egghead Software, E3/CES, Tim Morten, LucasArts, Totally Games, Larry Holland, TIE Fighter/X-Wing, Star Wars: Starfighter, id Software, Epic, Julio Jerez, Airport '77, The A-Team, Third Eye Blind, Kelly Walker Rogers, Tim Schafer, Carmageddon, Twisted Metal, Watchmen, Jordan Weisman, Microsoft, Wing Commander, Falcon, Fallout, Tim Cain, Leonard Boyarsky, X-COM, Julian Gollop, Alex Garden, Homeworld, Dan Stansfield, Castle Falkenstein, Secret Weapons of the Luftwaffe, Minecraft, mors, LostLake, Kaeon, bvron, Kirk Hamilton, Aaron Evers, Mark Garcia.  Next time: Back to Fez Notes: Julio Jerez appears to be from Dominican Republic Twitch Discord DevGameClub@gmail.com

Rich Barton is the co-founder and co-executive chairman of Zillow, a company transforming how people buy, sell, rent, and finance homes. Before Zillow, Rich founded Expedia within Microsoft in 1994 and successfully spun the company off as a public company in 1999. He served as president, CEO, and board director of Expedia and later co-founded and served as non-executive chairman of Glassdoor.Sponsors:Ramp easy-to-use corporate cards, bill payments, accounting, and more: https://ramp.com/tim (Get $250 when you join Ramp)Cresset prestigious family office for CEOs, founders, and entrepreneurs: https://cressetcapital.com/tim (book a call today)Shopify global commerce platform, providing tools to start, grow, market, and manage a retail business: https://shopify.com/tim (one-dollar-per-month trial period)*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's guest is Paul Donovan, Chief Economist of UBS Global Wealth Management. In today's episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending on experiences rather than goods, and the role of AI in enhancing productivity. (0:00) Starts (2:37) Economic uncertainty, tariffs, and inflation (12:41) Consumer behavior & spending trends, and perceptions (18:22) Japan's economic shifts and demographic challenges (21:38) Reliability issues in economic data and surveys (31:44) Bad economic policies (38:36) The role of the dollar in the global financial system (44:41) Investment perspectives Recorded April 2, 2025 ----- 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 ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Their latest white paper compares four different rebalancing strategies covering 29 years of data. Download here. ----- 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

Bobby Kotick built a $69 billion empire from scratch—and the story is even crazier than it sounds.In this episode of The Big Shot, we sit down with gaming's ultimate entrepreneur. Bobby takes us from hustling snacks at baseball games to building one of the most iconic tech companies in the world: Activision Blizzard. Hear how he cold-called Nintendo, got investment from Steve Wynn on a private jet, took over a bankrupt video game company, and turned it into an empire that Microsoft bought for $69 billion.In this episode, you'll hear about:Bobby's early hustles: selling ashtrays, snacks, and party access in NYCDropping out of college after Steve Jobs told him toStarting a dorm room company with Howard MarksConvincing Steve Wynn to invest $300K after a chance meetingReviving Activision from bankruptcy using old IP and gritWhy Pitfall and River Raid were billion-dollar blueprintsHow Activision became the first American Nintendo licenseeThe Apple boardroom showdown with John SculleyTurning Activision into a media empire: Call of Duty, Candy Crush, and Guitar HeroWhat it felt like selling the company to Microsoft for $69 billionHis philosophy on leadership, loyalty, and building an enduring business—In This Episode We Cover:(00:00) Intro(03:19) Selling ashtrays at playdates: Bobby's first hustles(06:39) Shadowing NYC real estate legends like Larry Silverstein(09:59) Dorm room hardware startup with Howard Marks(13:18) Inventing a typewriter-printer hack and launching via Byte magazine(16:38) Meeting Steve Jobs(19:58) Why Steve Jobs tells Bobby to drop out of school(23:17) Getting featured in Forbes and making his parents panic(26:37) The wild story of meeting Steve Wynn at a Texas cowboy gala(29:57) The legendary $300K check in the basement of a casino(33:16) Trying to sell to Apple (and the cigar moment with Sculley)(36:36) Licensing games for EA and learning to be scrappy(39:56) Black Monday, the Amiga, and a failed bid for Commodore(43:15) Buying 20% of Nintendo's U.S. licensing agent(46:35) Discovering Activision buried inside a bankrupt company(49:55) Why Bobby wanted to bring Pitfall and River Raid back to life(53:14) The $400K move that changed gaming history(56:34) A childhood connection saves the Activision bankruptcy deal(59:54) Turning a bankrupt company into a profitable one in months(01:03:13) Raising $40M and going on an acquisition spree(01:06:33) How Bobby became the longest-serving tech CEO(01:09:53) The Toy Story game meeting that cemented Bobby's role(01:13:12) Why Bobby never wanted to run a business that lost money(01:15:32) Reflecting on the Microsoft acquisition and legacy—Where To Find Bobby Kotick:• X: https://x.com/bobbykotick • LinkedIn: https://www.linkedin.com/in/bobbykotick/ —Where To Find Big Shot: • Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.bigshot.show/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠• YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@bigshotpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  • TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@bigshotshow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠• Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/bigshotshow/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  • Harley Finkelstein: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/harleyf⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • David Segal: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/tea_maverick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠• Production and Marketing: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://penname.co⁠

Today's guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today's episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humility and rationality. We also walk through some of the lessons learned from his investment mistakes, which he highlights in his annual letters. (0:00) Starts (0:48) Introducing Francois Rochon (5:15) Tech bubble lessons (10:13) Investment mistakes (18:01) The real expenses of stock-based compensation (25:01) Focus on company fundamentals in the long-run (34:40) Evaluating Berkshire Hathaway (41:43) Cryptocurrencies and value investing in art (53:12) Handling bear markets (56:42) Francois' most memorable investments ----- 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

Howard Marks is a renowned investment thinker and the co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm overseeing $200 billion primarily in credit investments that is majority owned by Brookfield Asset Management. Our conversation covers Howard's journey from his early days in finance to his current insights on the evolving credit landscape. We dive into themes from his latest Memo, Gimme Credit, exploring the pendulum swings in investor sentiment, the rise of private credit, and implications for investors. We also discuss the changing dynamics of private equity, the trend of asset manager M&A, and life as a public company. Throughout our conversation, Howard shares his timeless wisdom on risk management, market cycles, and the enduring principles of successful investing. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Today's guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He's also the author of ‘The New Rules of Investing.' In today's episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and discusses the challenges of generational wealth transfer. Mark also introduces the concept of the three L's—liquidity, longevity, and legacy—as a framework for effective portfolio management. (0:35) Introduction of Mark Haefele (2:30) The 5 D's: debt, deglobalization, digitization, decarbonization, and demographics (11:46) Lessons from past financial crises (15:18) Government intervention and the economy (16:05) The 3 L's: liquidity, longevity, and legacy (20:54) Behavioral finance and asset allocation (27:05) Challenges in multi-generational wealth preservation (36:20) Current global investment landscape (40:26) De-dollarization (46:05) Balancing personal beliefs with investment decisions (51:15) Mark's most memorable investment ----- 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

Oaktree Capital Management Co-Chairman Howard Marks discusses the present moment, the market selloff, and the changes brought to trade through tariffs. He speaks with Bloomberg's Lisa Abramowicz.See omnystudio.com/listener for privacy information.

There's a big difference between investing and speculating. Speculating is exciting. Investing is less exciting, but more predictable over time. Great investors like Warren Buffet, Charles Munger, Howard Marks and others, are boring investors. With the right asset classes and the right operators, Real Estate is a slow and steady, boring investment vehicle, but can also entail risk. Over the past couple years, many investors have lost money. One way to mitigate this risk is to invest with experienced fund operators who vet the operators and the opportunities for you. Paul Moore, The Boring Investor and Founder of Wellings Capital, is operating his sixth successful fund that invests across recession resistant asset classes.

Today's guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world. In today's episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he's focused on: GP stakes, professional sports franchises and digital disruption. He also addresses how he mitigates risk and handles illiquidity with each theme. (0:00) Starts (1:42) Introduction of Christopher Zook (2:04) Investment quotes (5:12) CAZ Investments' focus (9:52) Private equity & GP stakes (27:51) Sports investments (39:47) Emerging themes in private equity and energy sector opportunities (45:39) Christopher's most memorable investment ----- 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 ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial ----- 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

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management. Join Howard and Ross as they explore the key moments of his illustrious career and the principles defining exceptional investing. They discuss second-level thinking, the emotional challenges of investing, and how integrity and shared values build successful partnerships. Howard also shares his insights on philanthropy and giving back to inspire future leaders. A must-listen for finance enthusiasts and aspiring leaders!Meet Howard Marks:Howard Marks is a legend in the world of investing, known for his sharp insights and disciplined approach to risk. As the Co-Founder and Co-Chairman of Oaktree Capital Management, he has grown the firm to manage over $200 billion in assets, specializing in distressed debt and high-yield investments. With a career spanning Citicorp Investment Management and TCW Group, Howard has shaped modern investing through his expertise and widely followed memos. Beyond finance, he is dedicated to philanthropy, serving on the investment committee of the Metropolitan Museum of Art and as an emeritus trustee at the University of Pennsylvania.

Most people see investing as just stocks and numbers, but the world's greatest investors approach it differently. Their biggest lessons go beyond money—they're about how to think, make smarter decisions, and live a richer life. William Green, bestselling author of Richer, Wiser, Happier, has interviewed over 50 legendary investors, including Charlie Munger, Howard Marks, and Sir John Templeton. Along the way, he's uncovered powerful insights that apply not just to investing but to leadership, business, and personal growth. In this episode, William shares what leaders can learn from investors about making better decisions, avoiding costly mistakes through inversion thinking, and applying the power of compounding to knowledge, relationships, and habits. He reveals why mastering emotions matters more than mastering money, why intuition is just as critical as data, and how knowing your circle of competence helps you focus on playing games you're equipped to win and knowing your limits. We also explore how ethical leadership isn't just the right thing to do—it's a long-term advantage, and long-term success is often tied to integrity, self-awareness, and learning from both wins and failures.   ________________ Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/

Today's guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,' offers a blueprint to help you make better decisions and achieve financial success. In today's episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers of panic selling, the allure of following investment gurus, and the value of meaningful experiences over material possessions. (0:00) Starts (1:34) Introduction of Barry Ritholtz (3:37) Barry's experience hosting Masters in Business (8:17) The danger of trusting experts (22:14) The importance of fiduciary advice (27:30) Mental accounting and regret minimization (33:36) Overconfidence, risk, and uncertainty (44:50) Navigating market crises (51:15) The future of Ritholtz Wealth Management (57:24) Barry's take on AI (1:03:27) Barry's most memorable investment ----- 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 ----- Sponsor: Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. ----- 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

Today's guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop. In today's episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the future for the company. New users earn a $25 bonus by using the code INVEST. (0:00) Starts (0:34) Sponsor: YCharts (1:42) Introduction of Aaron Froug (3:24) Griffin app overview (7:00) Simplifying the investment process (11:33) User demographics (17:14) Shareholder perks (20:28) Grifin's origin story (24:38) Customer feedback and marketing strategies (29:00) Brand partnerships ----- 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 ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial 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

Today's guest is Jacqueline Faber, the author of The Department … and Meb's wife! In today's special episode, Meb & Jacqueline discuss the book's themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about how they approach the writing process, the art of getting noticed in a crowded market, and how to engage your audience with unreasonable hospitality. Be sure to get a copy of The Department today and leave a review! (0:00) Starts (1:05) Introducing Jacqueline Faber & "The Department" (11:17) Personal stories (16:46) Advice for authors (24:53) Marketing insights and business strategies (30:26) Dealing with feedback (34:05) Creative processes (43:33) Engaging listeners (44:52) Audiobook sample of "The Department" ----- 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

For this episode, I'm doing something a bit different. I'm featuring five chapters from the audiobook Fierce Intimacy by Terry Real. What you will hear in this episode will help you identify both your and your partner's losing strategies in relationships, and help you move from disharmony to repair. Terry is the creator of Relational Life Therapy, or RLT, which underpins all his books, courses, and teachings and equips people with the powerful relational skills they need to make love work. He is also the author of five books, including the New York Times bestseller Us: Getting Past You and Me to Build a More Loving Relationship. And if you'd like an extra dose of calm, I recommend checking out Henry Shukman, a past podcast guest and one of only a few dozen masters in the world authorized to teach Sanbo Zen. Henry's app, The Way, has changed my life. I've been using it daily, often twice a day, and it's lowered my anxiety more than I thought possible. For 30 free sessions, just visit thewayapp.com/tim. No credit card required.Excerpted from Fierce Intimacy: Standing Up to One Another with LOVE by Terry Real (Sounds True, 2018.). Used with permission.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?” ----- 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). ----- The information set forth herein is for informational purposes only and does not constitute financial, investment, tax or legal advice. Please see the appropriate professional advisor for advice specific to your situation. There is no guarantee that a particular investment strategy will be successful. Opinions expressed herein are subject to change at any time. Past performance does not guarantee future results. All investments are subject to risks, including the risk of loss of principal.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's guest is Peter Oppenheimer, Goldman Sachs' Chief Global Equity Strategist and Head of Macro Research. He's also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns. In today's episode, Peter discusses how structural changes in macroeconomic drivers, geopolitics, government policy and social attitudes all combine to drive secular super cycles that help to explain investor returns. Then he focuses on what he calls the Post-Modern Cycle and how AI and de-carbonization may impact financial market returns and opportunities. Throughout the episode, Peter emphasizes the need for diversification in investment strategies to both manage risk and enhance returns. (0:00) Starts (1:02) Introduction of Peter Oppenheimer (2:22) The Four Phases of the Equity Cycle (10:17) Thoughts on The US Market Today (17:23) European Banks vs. US Tech Stocks (20:32) Diversification and Sector Dominance in Equity Markets (23:35) Long-term Structural Changes in Markets (34:23) Personal and National Influences on Investing (44:37) AI and Technological Investment Opportunities (51:46) Valuation Cycles: China and the US (58:02) Most Memorable Investment ----- For detailed show notes, click here ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial ----- Follow Meb on X, LinkedIn and YouTube 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

Dr. Keith Baar is a Professor at the University of California, Davis in the Department of Physiology and Membrane Biology. During his Ph.D. studies, his research revealed that mechanical strain on muscle fibers activates the mammalian target of rapamycin (mTOR) signaling pathway, a crucial regulator of muscular hypertrophy. Subsequently, he studied the molecular dynamics of skeletal muscle adaptation to endurance training under the guidance of Dr. John Holloszy, a legend in the field of exercise physiology, considered the father of modern exercise biochemistry. Building on all of this experience, he conducted research into tendon health and the potential for engineering ligaments, which could have implications for treatment and recovery from injuries.Sponsors:Cresset prestigious family office for CEOs, founders, and entrepreneurs: https://cressetcapital.com/tim (book a call today)AG1 all-in-one nutritional supplement: https://DrinkAG1.com/Tim (1-year supply of Vitamin D (and 5 free AG1 travel packs) with your first subscription purchase.)Shopify global commerce platform, providing tools to start, grow, market, and manage a retail business: https://shopify.com/tim (one-dollar-per-month trial period)*Links to everything discussed: https://tim.blog/2025/02/26/dr-keith-baar/Timestamps:[00:00:00] Start [00:07:12] How I discovered Keith's work through a tweet about tennis elbow and rock climbing.[00:07:54] Emil Abrahamsson's hangboard training protocol.[00:09:20] The fundamental principles of strength training and connective tissue adaptation.[00:10:36] mTOR complex 1 and its role in muscle growth.[00:12:06] Engineered ligaments and the discovery of minimal effective doses for tendon adaptation.[00:13:50] The refractory period between optimal tendon loading sessions.[00:16:42] Rapamycin's effects on muscle hypertrophy.[00:18:49] Protocols for tennis elbow rehabilitation.[00:20:28] Why isometrics work better than eccentrics for tendon healing.[00:22:14] Stress shielding and how load distribution affects tendon healing.[00:29:07] The misconception about eccentric loading for tendon injuries and why velocity matters.[00:29:58] Ideal duration for isometric holds (10-30 seconds) based on injury status.[00:33:50] My elbow issues and current rehab approach.[00:36:02] Overcoming vs. yielding isometrics and optimal loading strategies.[00:47:11] Dr. Barr's movement prescription for my tennis elbow.[00:52:18] Loading timing post-surgery and RICE protocol criticism.[00:56:58] Achilles tendon rehabilitation after surgery.[01:00:18] Critique of orthopedic suturing techniques and recommendation for resorbable sutures.[01:04:02] Multiple position isometrics for tennis elbow rehabilitation.[01:07:26] Collagen synthesis, supplementation, and vitamin C timing.[01:12:59] Critique of BPC-157 and other injectable peptides for tendon healing.[01:18:19] Evaluation of orthobiologics' (PRP, prolotherapy, stem cells) effectiveness.[01:21:37] JAK-STAT inhibitor drugs and their effects on tendon growth.[01:25:35] Drugs that increase risk of tendon ruptures (fluoroquinolones, AT-1 receptor drugs).[01:29:33] How estrogen affects tendon stiffness and injury risk in women.[01:32:48] Testosterone's opposite effects on tendon compared to estrogen.[01:35:31] Protein intake recommendations and timing.[01:40:11] Ketogenic diet effects on mitochondrial biogenesis and longevity.[01:41:57] Comparison of ketogenic diet, low protein diet, and rapamycin for longevity.[01:47:19] Inflammation's role in adaptation and when to reduce it.[01:51:17] Timing of ice baths relative to training for optimal recovery.[01:52:33] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's guest is Chuck Clough, Chief Investment Officer of Clough Capital. Chuck is well known from his time as the Chief Global Investment Strategist at Merrill Lynch until 2000 and has spent over six decades in finance. In today's episode, Chuck shares insights from his illustrious career, reflecting on the challenges of the 1970s and the market crash of 1987. Chuck explains what it was like to be bearish during the dot-com bubble and watch Cisco go up 6x after he turned bearish, only to then decline by 95%. He compares the current stock market to the dot-com bubble, talks about the impact of AI on various sectors, and finishes with lessons from working alongside legends like Bob Farrell & Richard Bernstein. (0:00) Starts (0:34) Sponsor: Farmland LP (1:40) Introduction of Chuck Clough (5:14) 1970s inflation (11:57) Comparing the 1999 dot-com bubble to today (14:08) Predictions for AI companies (24:13) Clough Capital and views on China (28:09) Interest rates, inflation, and demographics (33:09) Savings, investment, and the productivity impact of AI (38:30) Investment opportunities in various industries (47:11) Contrarian views (50:50) Financial market surprises (56:37) Chuck's most memorable investment ----- For detailed show notes, click here ----- Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. Register here for their webinar on March 12.  ----- Follow Meb on X, LinkedIn and YouTube 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). The Clough ETFs are distributed by Paralel Distributors, LLC. Paralel Distributors, LLC and Clough Capital Partners L.P. are not affiliated. Please read Clough Capital's disclosures and a prospectus at cloughetfs.com/disclosures before investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

L.A. Paul is the Millstone Family Professor of Philosophy and Professor of Cognitive Science at Yale University. She is also the author of Transformative Experience. Her work on transformative experience has been covered by The New York Times, The Wall Street Journal, The Guardian, NPR, and the BBC, among others. And in 2024, she was profiled by The New Yorker. Sponsors:MUDWTR energy-boosting coffee alternative—without the jitters: https://MUDWTR.com/Tim (between 15% and 43% off)Eight Sleep's Pod 4 Ultra sleeping solution for dynamic cooling and heating: https://eightsleep.com/tim (save $350 on the Pod 4 Ultra)LinkedIn Ads, the go-to tool for B2B marketers and advertisers who want to drive brand awareness and generate leads: LinkedIn.com/TFS ($100 LinkedIn ad credit)Timestamps:00:00 Introduction 05:56 L. A. Paul's Journey into Philosophy09:55 Challenges in Studying Philosophy25:29 The Role of Philosophy in Modern Times27:50 Vampire Thought Experiment32:07 The Transformative Experience of Parenthood36:55 The Concept of Act-State Independence39:33 Philosophical Insights on Parenthood52:29 Personal Reflections on Choosing Parenthood56:37 From Chemistry to Philosophy: A Personal Journey01:01:14 Philosophical Literature Recommendations01:07:44 Exploring the Value of Analytic Philosophy01:08:29 Philosophical Insights from Movies01:08:46 Primer and La Jetée: A Deep Dive01:09:45 The Joy of Problem Solving01:10:37 Getting Started with Analytic Philosophy01:12:09 Philosophy Resources and Recommendations01:13:23 Addressing Nihilism and Finding Intellectual Companionship01:17:29 Philosophical Misrepresentations in Media01:20:18 Continental vs. Analytic Philosophy01:21:57 Philosophy's Role in Broader Applications01:26:31 Philosophy and Psychedelics01:32:55 Facing Cognitive Decline with Philosophy01:35:57 Final Thoughts and Upcoming Projects*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This time around, we have a bit of a different format, featuring the book that started it all for me, The 4-Hour Workweek. Readers and listeners often ask me what I would change or update, but an equally interesting question is: what wouldn't I change? What stands the test of time and hasn't lost any potency? This episode features one of the most important chapters from the audiobook of The 4-Hour Workweek. It includes tools and frameworks that I use to this day, including Pareto's Law and Parkinson's Law. The chapter is narrated by the great voice actor Ray Porter. If you are interested in checking out the rest of the audiobook, which is produced and copyrighted by Blackstone Publishing, you can find it on Audible, Apple, Google, Spotify, Downpour.com, or wherever you find your favorite audiobooks.Sponsors:ExpressVPN high-speed, secure, and anonymous VPN service: https://www.expressvpn.com/tim (get 3 or 4 months free on their annual plans) Momentous high-quality supplements: https://livemomentous.com/tim (code TIM for 20% off)Helix Sleep premium mattresses: https://HelixSleep.com/Tim (Between 20% and 27% off all mattress orders and two free pillows)*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.