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Dave Rubin of “The Rubin Report” talks to the “All-In Podcast's” Jason Calacanis about the origins of podcasting and how it evolved from blogging; his obsession with mastering every part of media production for independence; the early days of podcasting before mainstream adoption; the influence of figures like Howard Stern, Adam Curry, and Tom Green on new media; the emotional impact and asymmetrical intimacy of daily podcasting; how fame in podcasting differs from traditional celebrity; his extroverted nature and unique connection with fans; investing in startups like Uber and Robinhood with high risk but massive returns; his “mutant” ability to spot winners in angel investing early, like Uber's Travis Kalanick; how he looks for founder traits like intensity, awkwardness, and deep conviction; why his childhood poverty in Brooklyn fueled his drive for wealth and control; the emotional moment when he became financially secure; the dangers of post-exit depression for entrepreneurs; how true freedom comes from building without needing permission or investors; the importance of skills over vague dream-chasing; how Founder University helps teach practical startup essentials; how Silicon Valley figures like Elon Musk were initially dismissed in LA's entertainment circles; how the tech industry evolved from being admired to viewed with skepticism after the rise of Facebook and social media toxicity; how Elon nearly lost Tesla and SpaceX during the 2008 crisis; how Jason offered to personally loan Elon money and pre-ordered two Model S cars to support him; how that Model S became a historic prototype worth over $1 million; and much more.
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
Fresh from unbuckling their seatbelts on the Gliding Guru luxury jet and mooring the show's mega-yacht, our decoders are feeling an unexpected surge of empathy for their last decoding subject, Gary Stevenson. It turns out that a bit of jet-lagged decadence really hones one's sensitivity to wealth inequality. Or maybe it's just the natural response to voluntarily subjecting yourself to the truly insufferable world of the All-In podcast.That's right, this week you can vibe to the philosophical musings of a couple of Silicon Valley moguls, Chamath Palihapitiya, David Sacks, Jason Calacanis, and David Friedberg or as they call themselves: the Dictator, the Rainman, the Moderator, and the Sultan (yes, really).Revel in their tales of private jets, $500K club memberships, and their noble quest to cut food stamps while engaging in hyper-elitist MAGA cheerleading. Plug in for a first-class tour through cognitive dissonance, private-jet populism, and your regular prescription of alternative media grievance mongering and conspiracy hypothesising.Perfect for anyone who enjoys listening to the top 0.01% share their insights and deep connection with the common man's struggles. Enjoy... because we certainly did not!SourcesAll-In Podcast: Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs DownAll-In Podcast: Trump wins! How it happened and what's nextAll-In Podcast: The Great Tariff Debate with David Sacks, Larry Summers, and Ezra KleinAll-In Podcast Website
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
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
Megyn Kelly opens the show by discussing the disgusting “F the Jews” sign that was paraded around a Barstool Sports bar in Philadelphia, how Dave Portnoy dealt with the controversy by offering to send the culprits to visit Auschwitz, one instigator who is now playing the victim, and more. Then Chamath Palihapitiya and Jason Calacanis, hosts of the “All-In” podcast, join to discuss the antisemitic student playing the victim over the incident in Dave Portnoy's Barstool Sports bar, what effects social media has on youth and cancel culture, Facebook founder Mark Zuckerberg wanting to create AI “friends,” why social media can be destructive for children's development and social lives, issues with AI chatbots and their alarming effects, an AI robot freaking out and attacking its handler, if we should be concerned about the rise of "smart" robots, debating America's economic reliance on illegal immigrants, what level of due process they should be getting before deportation, whether Trump was serious about deporting millions of illegals, why Trump's accessibility has transformed his administration, the differences between this and the Biden administration, Trump's embrace of many points of view, and more. Jason: https://www.launch.co/Chamath: https://allin.com/Riverbend Ranch: Visit https://riverbendranch.com/ | Use promo code MEGYN for $20 off your first order.Ground News: Use the link https://groundnews.com/megyn to get 40% off the Vantage subscription to see through mainstream media narratives.Byrna: Go to https://Byrna.com and order their all new Compact Launcher.Tax Network USA: Call 1-800-958-1000 or visit https://TNUSA.com/MEGYN to speak with a strategist for FREE todayFollow The Megyn Kelly Show on all social platforms:YouTube: https://www.youtube.com/MegynKellyTwitter: http://Twitter.com/MegynKellyShowInstagram: http://Instagram.com/MegynKellyShowFacebook: http://Facebook.com/MegynKellyShow Find out more information at: https://www.devilmaycaremedia.com/megynkellyshow
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
What if the future of storytelling isn't about bigger platforms — but sharper taste? What if the real shift happening in media isn't just economic... but moral? Today, you're about to meet Rafat Ali — founder and CEO of Skift, one of the most respected travel media brands in the world. But his story didn't start there. Rafat grew up in India, a shy kid who stuttered — and somehow rewrote his future with nothing but words and a relentless eye for what others missed. He went from studying engineering to working for tech media icon Jason Calacanis during the first dot-com boom...to later building Skift into a brand so trusted that today, CEOs and world leaders cross conference halls just to get a bro hug from him. In this conversation, Rafat shares why legacy media is collapsing, what too many creators get wrong about influence, and how AI and independent media are re-drawing the map faster than most realize. We talk about why design — not data — will be the real differentiator in the next chapter of content. We dive into the hidden risks of "audience capture" — and why building something truly enduring requires the courage to be misunderstood for a while. And we explore why Rafat believes the next great media empires won't be built by corporations — but by people, building with instinct, action, and radical authenticity. If you care about the future of media, if you're trying to build anything magnetic, or if you just want a rare look inside the mind of one of the industry's true visionaries...you're in the right place. Behind the Stays is brought to you by Journey — a first-of-its-kind loyalty program that brings together an alliance of the world's top independently owned and operated stays and allows travelers to earn points and perks on boutique hotels, vacation rentals, treehouses, ski chalets, glamping experiences and so much more. Your host is Zach Busekrus, Head of the Journey Alliance. If you are a hospitality entrepreneur who has a stay, or a collection of stays with soul, we'd love for you to apply to join our Alliance at journey.com/alliance.
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 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
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
Big Tech Backed Trump for Acceleration. They Got a Decel President Instead Trump delays TikTok ban again Amazon Said to Make a Bid to Buy TikTok in the U.S. China is Already Testing AI-Powered Humanoid Robots in Factories - Slashdot Invasion of the Home Humanoid Robots Starliner's flight to the space station was far wilder than most of us thought With new contracts, SpaceX will become the US military's top launch provider Eric Raymond, John Carmack Mourn Death of 'Bufferbloat' Fighter Dave Taut Host: Leo Laporte Guests: Jason Calacanis and Alex Wilhelm Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: drata.com/weekintech canary.tools/twit - use code: TWIT coda.io/twit outsystems.com/twit kinsta.com/twit
Big Tech Backed Trump for Acceleration. They Got a Decel President Instead Trump delays TikTok ban again Amazon Said to Make a Bid to Buy TikTok in the U.S. China is Already Testing AI-Powered Humanoid Robots in Factories - Slashdot Invasion of the Home Humanoid Robots Starliner's flight to the space station was far wilder than most of us thought With new contracts, SpaceX will become the US military's top launch provider Eric Raymond, John Carmack Mourn Death of 'Bufferbloat' Fighter Dave Taut Host: Leo Laporte Guests: Jason Calacanis and Alex Wilhelm Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: drata.com/weekintech canary.tools/twit - use code: TWIT coda.io/twit outsystems.com/twit kinsta.com/twit
Big Tech Backed Trump for Acceleration. They Got a Decel President Instead Trump delays TikTok ban again Amazon Said to Make a Bid to Buy TikTok in the U.S. China is Already Testing AI-Powered Humanoid Robots in Factories - Slashdot Invasion of the Home Humanoid Robots Starliner's flight to the space station was far wilder than most of us thought With new contracts, SpaceX will become the US military's top launch provider Eric Raymond, John Carmack Mourn Death of 'Bufferbloat' Fighter Dave Taut Host: Leo Laporte Guests: Jason Calacanis and Alex Wilhelm Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: drata.com/weekintech canary.tools/twit - use code: TWIT coda.io/twit outsystems.com/twit kinsta.com/twit
Big Tech Backed Trump for Acceleration. They Got a Decel President Instead Trump delays TikTok ban again Amazon Said to Make a Bid to Buy TikTok in the U.S. China is Already Testing AI-Powered Humanoid Robots in Factories - Slashdot Invasion of the Home Humanoid Robots Starliner's flight to the space station was far wilder than most of us thought With new contracts, SpaceX will become the US military's top launch provider Eric Raymond, John Carmack Mourn Death of 'Bufferbloat' Fighter Dave Taut Host: Leo Laporte Guests: Jason Calacanis and Alex Wilhelm Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: drata.com/weekintech canary.tools/twit - use code: TWIT coda.io/twit outsystems.com/twit kinsta.com/twit
Big Tech Backed Trump for Acceleration. They Got a Decel President Instead Trump delays TikTok ban again Amazon Said to Make a Bid to Buy TikTok in the U.S. China is Already Testing AI-Powered Humanoid Robots in Factories - Slashdot Invasion of the Home Humanoid Robots Starliner's flight to the space station was far wilder than most of us thought With new contracts, SpaceX will become the US military's top launch provider Eric Raymond, John Carmack Mourn Death of 'Bufferbloat' Fighter Dave Taut Host: Leo Laporte Guests: Jason Calacanis and Alex Wilhelm Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: drata.com/weekintech canary.tools/twit - use code: TWIT coda.io/twit outsystems.com/twit kinsta.com/twit
Big Tech Backed Trump for Acceleration. They Got a Decel President Instead Trump delays TikTok ban again Amazon Said to Make a Bid to Buy TikTok in the U.S. China is Already Testing AI-Powered Humanoid Robots in Factories - Slashdot Invasion of the Home Humanoid Robots Starliner's flight to the space station was far wilder than most of us thought With new contracts, SpaceX will become the US military's top launch provider Eric Raymond, John Carmack Mourn Death of 'Bufferbloat' Fighter Dave Taut Host: Leo Laporte Guests: Jason Calacanis and Alex Wilhelm Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: drata.com/weekintech canary.tools/twit - use code: TWIT coda.io/twit outsystems.com/twit kinsta.com/twit
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
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
This week, Sasha Orloff is joined by Kash Ali, Founder and CEO of TaxGPT, who shares how a personal tax issue led to the platform's creation, its rapid growth after Greg Brockman's GPT-4 demo, investor interest from Marc Cuban and Jason Calacanis, its shift from a consumer tool to a B2B AI assistant for accountants, its unique advantages over general AI, and his own journey from Pakistan to Silicon Valley, culminating in Y Combinator and a vision for the future of AI-driven tax assistance. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle Puzzle
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
Dave Rubin of "The Rubin Report" talks about the "Real Time with Bill Maher" crowd being stunned by Bill Maher's lack of response to Batya Ungar-Sargon explaining why a liberal like herself has been incredibly impressed by the first couple months of Trump's presidency and how the MAGA agenda has remade the Republican Party on key issues; Don Lemon trying to convince "Club Random's" Bill Maher why black voters who support Donald Trump's MAGA movement have an irrational view of the world; CNN's Jake Tapper being stunned by Rep.Jasmine Crockett advocating against Trump's use of the Alien Enemies Act to deport members of Venezuelan gangs like Tren de Aragua; Elon Musk's SpaceX astronauts successfully arriving to rescue stranded NASA astronauts Suni Williams and Butch Wilmore, and their message for Elon and Donald Trump; "Meet the Press'" Kristen Welker being shocked by pollster Steve Kornacki revealing how Trump's agenda is winning over Americans in key polling categories; Andrew Schulz telling the "All-In Podcast's" Jason Calacanis why Democrats are still taking the wrong lesson from Trump's win in the 2024 election; and much more. WATCH the MEMBER-EXCLUSIVE segment of the show here: https://rubinreport.locals.com/ Check out the NEW RUBIN REPORT MERCH here: https://daverubin.store/ ---------- Today's Sponsors: Tax Network USA - If you owe back taxes or have unfiled returns, don't let the government take advantage of you. Whether you owe a few thousand or a few million, they can help you. Call 1(800)-958-1000 for a private, free consultation or Go to: https://tnusa.com/dave Byrna - Byrna Less-Lethal ensures that safety is never out of reach. Whether you're protecting your home or loved ones, Byrna powerful less-lethal kinetic and tear gas ammunition can incapacitate attackers for up to 30 minutes Go to: https://Byrna.com/rubin to receive 10% off my curated Byrna bundles. Gravity Defyer - Sick of knee pain? Get Gravity Defyer shoes. Minimize the shock waves that normal shoes absorb through your feet, knees and hips with every step. Use the promo code "RUBIN30" at checkout, to get an extra 30% off orders over $120 or more. Just text RUBIN30 to 91888 or go to: http://gdefy.com and Use the promo code "RUBIN30" 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
Europe has announced its plans for a central bank digital currency, which was a conspiracy theory until just recently. Glenn explains the dangers of a CBDC and why this is a bad road for Europe to go down. Glenn argues that people need to give President Trump the benefit of the doubt and time to work on the problems caused by the previous administration, including reasons why he is pushing for a continuing resolution. Tech entrepreneur Jason Calacanis joins to discuss the new job class that artificial intelligence is creating. Learn more about your ad choices. Visit megaphone.fm/adchoices
Will Russia accept the 30-day ceasefire deal that Ukraine has already accepted? Europe has announced its plans for a central bank digital currency, which was a conspiracy theory until just recently. Glenn explains the dangers of a CBDC and why this is a bad road for Europe to go down. After a series of Teslas being burned by "protesters," President Trump made a big show at the White House as he picked which Tesla vehicle he would buy. Glenn elaborates on his claim that anybody burning Teslas to protest Elon Musk is engaging in terroristic activity. Glenn draws a parallel between some of the actions by the bad actors on January 6 and the recent Tesla attacks. Glenn argues that people need to give President Trump the benefit of the doubt and time to work on the problems caused by the previous administration, including reasons why he is pushing for a continuing resolution. President Trump is gutting the Department of Education by slashing 50% of the jobs. Tech entrepreneur Jason Calacanis joins to discuss the new job class that artificial intelligence is creating. Glenn and Jason also discuss the importance of utilizing AI before your job leaves you behind. 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
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 show: Jason and Alex break down the latest head-scratching SEC ruling on meme coins—did they just legalize pump-and-dumps to protect Trump's token? Plus, they dive into why venture debt can destroy startups, the rise of AI-driven companies, and how Tesla is gearing up to challenge Waymo in the self-driving car race. Then, Brandon Brown from GRIN joins the show to talk about scaling to 8-figure revenue, surviving brutal market corrections, and why he's stepping down as CEO after a decade. This one's packed with insights for founders, investors, and anyone watching the future of crypto, startups, and AI unfold.*Timestamps:(0:00) Jason and Alex kick off the show!(1:39) Palmer Luckey feud, and supporting Trump in Silicon Valley(9:36) AI's impact on startup growth and job displacement(10:11) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period.(12:20) Product market fit and Salesforce productivity(15:01) Howey Test and its application to cryptocurrencies(20:07) LinkedIn Ads. Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(26:13) Jason's libertarian views on meme coins(31:13) Hubspot for Startups. Get up to 75% off plus 3 months of Perplexity AI for free. Go to https://www.hubspot.com/startups(32:16) Meme coin regulation and political implications(37:22) GRIN's Brandon Brown interview and company evolution(46:10) Leadership changes and challenges at GRIN(53:28) Venture debt risks and business cycle preparedness(59:00) Leadership skills and defining reality(1:04:13) Updates on Waymo and autonomous rides(1:09:06) Tesla and the global autonomous vehicle market*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Check out GRIN: https://grin.co/Checkout Angel University with Jason Calacanis & Mike Savino: https://www.angel.university/Check out the Founder Friday City Competition: https://www.founderfridays.tech/city-competition*Follow BrandonX: https://x.com/Brandon_BrownLinkedIn: https://www.linkedin.com/in/brandon-brown-0898731/*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(10:11) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period.(20:07) LinkedIn Ads. Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(31:13) Hubspot for Startups. Get up to 75% off plus 3 months of Perplexity AI for free. Go to https://www.hubspot.com/startups*Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland*Check out Jason's suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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
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
Are you relying on old-school networking to grow your career or business? In this episode of The Powerful Personal Brand Podcast, I explain why building a strong personal brand might be even more important than traditional networking. I share my personal experiences advising professionals on how to stand out, why most people resist branding (and why that's a mistake), and the real secret to attracting opportunities. If you're tired of slow, outdated strategies and want to position yourself as a leader in your industry, this is a conversation you don't want to miss!#PersonalBranding #NetworkingTips #BrandingForSuccessWondering how your personal brand ranks? Take my short Personal Brand Rating Assessment to find out: https://clairebahn.com/personal-brand-ratingFor More Personal Branding Tips Check-Out:✅ The 3 A's of Personal Brandinghttps://youtu.be/6pG9MgvNoJI✅ Podcast Tips for Host and Guesthttps://youtu.be/6u_NBpbCe2c✅ Why Personal Branding is Important for Your Career Advancementhttps://youtu.be/35dy_4XOn7g✅ Common Myths and Mistakes of Digital marketinghttps://youtu.be/tCSHmVyq6fMLet's connect on LinkedIn!https://www.linkedin.com/in/clairebahn/Follow me on Instagram!https://www.instagram.com/clairebahn/Say hello on Twitter!https://twitter.com/clairebahnAbout Claire BahnClaire Bahn is a serial entrepreneur and the CEO and Founder of Claire Bahn Group (CBG), a strategic marketing communications and branding agency. CBG has deep expertise in public relations, strategic communications, personal branding, executive branding, reputation management, social media management, video production, podcast production, and promotion. For over 15 years, Claire has been helping leading businesses, high-achieving CEOs, executives, investors, and founders maximize their authority and influence to accelerate business growth, gain recognition and increase opportunities. As an entrepreneur and influencer with over 90,000 followers across social media, she learned the importance of creating and curating a strong personal and business brand to magnetize opportunities and boost visibility.Her mission is to help others leverage their brands to develop the authority, influence, and trust they need to exceed their career and life goals. She's been featured in Entrepreneur, Forbes, This Week in Startups with Jason Calacanis, MarketWatch, and Ticker Australia, to name just a few.#personalbranding #personalbrandingtips #CEObranding #marketingagency
The free livestreams for AI Engineer Summit are now up! Please hit the bell to help us appease the algo gods. We're also announcing a special Online Track later today.Today's Deep Research episode is our last in our series of AIE Summit preview podcasts - thanks for following along with our OpenAI, Portkey, Pydantic, Bee, and Bret Taylor episodes, and we hope you enjoy the Summit! Catch you on livestream.Everybody's going deep now. Deep Work. Deep Learning. DeepMind. If 2025 is the Year of Agents, then the 2020s are the Decade of Deep.While “LLM-powered Search” is as old as Perplexity and SearchGPT, and open source projects like GPTResearcher and clones like OpenDeepResearch exist, the difference with “Deep Research” products is they are both “agentic” (loosely meaning that an LLM decides the next step in a workflow, usually involving tools) and bundling custom-tuned frontier models (custom tuned o3 and Gemini 1.5 Flash).The reception to OpenAI's Deep Research agent has been nothing short of breathless:"Deep Research is the best public-facing AI product Google has ever released. It's like having a college-educated researcher in your pocket." - Jason Calacanis“I have had [Deep Research] write a number of ten-page papers for me, each of them outstanding. I think of the quality as comparable to having a good PhD-level research assistant, and sending that person away with a task for a week or two, or maybe more. Except Deep Research does the work in five or six minutes.” - Tyler Cowen“Deep Research is one of the best bargains in technology.” - Ben Thompson“my very approximate vibe is that it can do a single-digit percentage of all economically valuable tasks in the world, which is a wild milestone.” - sama“Using Deep Research over the past few weeks has been my own personal AGI moment. It takes 10 mins to generate accurate and thorough competitive and market research (with sources) that previously used to take me at least 3 hours.” - OAI employee“It's like a bazooka for the curious mind” - Dan Shipper“Deep research can be seen as a new interface for the internet, in addition to being an incredible agent… This paradigm will be so powerful that in the future, navigating the internet manually via a browser will be "old-school", like performing arithmetic calculations by hand.” - Jason Wei“One notable characteristic of Deep Research is its extreme patience. I think this is rapidly approaching “superhuman patience”. One realization working on this project was that intelligence and patience go really well together.” - HyungWon“I asked it to write a reference Interaction Calculus evaluator in Haskell. A few exchanges later, it gave me a complete file, including a parser, an evaluator, O(1) interactions and everything. The file compiled, and worked on my test inputs. There are some minor issues, but it is mostly correct. So, in about 30 minutes, o3 performed a job that would take me a day or so.” - Victor Taelin“Can confirm OpenAI Deep Research is quite strong. In a few minutes it did what used to take a dozen hours. The implications to knowledge work is going to be quite profound when you just ask an AI Agent to perform full tasks for you and come back with a finished result.” - Aaron Levie“Deep Research is genuinely useful” - Gary MarcusWith the advent of “Deep Research” agents, we are now routinely asking models to go through 100+ websites and generate in-depth reports on any topic. The Deep Research revolution has hit the AI scene in the last 2 weeks: * Dec 11th: Gemini Deep Research (today's guest!) rolls out with Gemini Advanced* Feb 2nd: OpenAI releases Deep Research* Feb 3rd: a dozen “Open Deep Research” clones launch* Feb 5th: Gemini 2.0 Flash GA* Feb 15th: Perplexity launches Deep Research * Feb 17th: xAI launches Deep SearchIn today's episode, we welcome Aarush Selvan and Mukund Sridhar, the lead PM and tech lead for Gemini Deep Research, the originators of the entire category. We asked detailed questions from inspiration to implementation, why they had to finetune a special model for it instead of using the standard Gemini model, how to run evals for them, and how to think about the distribution of use cases. (We also have an upcoming Gemini 2 episode with our returning first guest Logan Kilpatrick so stay tuned
Megyn Kelly is joined by Jason Calacanis and Chamath Palihapitiya, co-hosts of the All-In Podcast, to discuss the evolution of Donald Trump and the entire political and cultural landscape, why "Trump 2.0" is attracting independents and moderates, why the left abandoned their principles and allowed an opening for Trump, the imminent need for DOGE to get to work, how Pete Hegseth is helping fix the military, how technology supremacy is key to both military and economic dominance, how bureaucratic red tape has stalled innovation, the truth behind Fox Corporation and the Megyn Kelly Show, what the acquisition of Red Seat Ventures by Fox means for the show, why independent media is so important, why independent media is thriving while legacy media is dying, how Big Tech algorithms shape and censor content, VP JD Vance's warning to Europe about their self-inflicted problems, their decline on the world stage, the recent bizarre meltdown from Kara Swisher and Scott Galloway, their desperate attempts to stay relevant by bashing Elon Musk and DOGE, and more.Calacanis- https://www.launch.co/Palihapitiya - https://allin.com/Birch Gold: Text MK to 989898 and get your free info kit on goldDone with Debt: https://www.DoneWithDebt.com/Follow The Megyn Kelly Show on all social platforms:YouTube: https://www.youtube.com/MegynKellyTwitter: http://Twitter.com/MegynKellyShowInstagram: http://Instagram.com/MegynKellyShowFacebook: http://Facebook.com/MegynKellyShow Find out more information at: https://www.devilmaycaremedia.com/megynkellyshow
Today's guest is Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and is responsible for the firm's tactical asset allocation and cross-asset portfolios. He is also co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds. In today's episode, Jim & I discuss the evolving landscape of asset allocation. He highlights the fragility of US markets amid high valuations, the divergence between China & India, and why private equity expectations may not align with public equity fundamentals. He also explores the current landscape of fixed income and explains why he thinks the impact of AI on productivity may not be as positive as expected. P.S. – do you know the origin of the 60/40 portfolio? Shoot us a message at feedback@themebfabershow.com. ----- 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
Today's guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today's episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors' unique approach to hedged equity products and defined risk strategies, as well as the benefits of minimum volatility and trend following in portfolio management. (0:00) Starts (1:00) Introduction of Brian Jacobs (2:29) Historical bond performance (6:02) Aptus ETFs and investment strategies (9:37) Defined risk and hedging products (ACIO, UPSD, DEFR) (22:50) Options strategies (25:42) Bond yields, put writing, and credit spreads (29:03) Housing market & tax optimization (35:18) Stock buybacks, dividends, and total return concepts (45:19) CAPE ratio critique (56:32) 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that's invested in companies like Twitter, Lyft, Twitch, Okta. He's also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today's episode, Mike shares his framework for investing in successful early-stage companies. He explores the nature of startups as acts of disagreement with the status quo and the importance of being disagreeable in the entrepreneurial journey. Mike also touches on the evolving landscape of IPOs and private markets, the transformative power of AI, lessons from one of his first Limited Partners, Yale's David Swensen, and more. (0:00) Starts (1:06) Mike Maples' investment philosophy (7:26) Identifying pattern breaking startups (13:02) Spotting inflection points (23:14) Portfolio strategy (32:04) The future of private markets (38:58) AI's impact on investing (46:13) Early influences (53:55) AI in education (1:01:00) Controversial beliefs (1:03:58) Mike's 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest today is Savita Subramanian, Bank of America's Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron's named Savita as one of the 100 Most Influential Women in U.S. Finance. In today's episode, we cover the key trends shaping markets as we start 2025. Savita discusses the evolution of the S&P 500 over the past 50 years and why that leads her to be more comfortable with higher valuations today. Then she explains why productivity gains could drive the next bull market and the surprising resilience of corporate margins despite inflation volatility. Plus, Savita weighs in on the future of small, mid, and large caps and why she favors selective stock picking over buying the index. (0:00) Intro (0:34) Sponsor: Farmland LP (2:02) The evolution of the S&P 500 (5:13) Does the market deserve a higher valuation? (11:02) 2025 market outlook (14:34) Corporate margin expansion and efficiency (19:43) Fixed income alternatives and large cap value stocks (26:03) IPO trends and private markets (32:23) Reshoring and US infrastructure investment (38:12) Market shift to focus on total return (51:17) Old economy stocks and global market opportunities (58:35) Most memorable investment ----- For detailed show notes, click here ----- 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 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's guest is Wendy Li, founder and CIO of Ivy Invest, which offers an endowment-style fund with traditional and alternative assets. She's spent her career as an institutional investor managing billions of dollars for some of New York's largest endowments and foundations. In today's episode, Wendy walks through the strategies and principles behind how major endowments invest, manage risk and navigate the evolving landscape of alternative assets. Then we shift to Ivy Invest and her innovative approach in making endowment-style investing accessible to individual investors. She explains her approach to building a diverse investment portfolio, her framework for liquidity management, and how this fund structure allows individuals to invest with no need to be an accredited investor. (0:00) Introduction to Wendy Li (2:38) Endowment investing (11:35) Balancing illiquidity and evolution of alternative investments (22:58) Founding Ivy Invest (26:27) Investment process, portfolio composition, and manager sourcing (33:29) Evergreen structures and liquidity (42:23) Skin in the game (49:44) 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
This Week in Startups is brought to you by… PrizePicks. TWiST listeners, download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST PrizePicks - Run your game. Coda. TWiST listeners get 6 months at https://www.Coda.io/twist Fitbod. Get 25% off your Fitbod subscription or try out the app for FREE when you sign up: fitbod.me/TWIST Today's show: Jason and Alex interview Aarush Selvan, lead PM at Google Gemini Deep Research, and discuss their groundbreaking work. They also took a moment to cover TikTok's dire situation and AI investment to start the year. (0:00) Show Teaser (1:26) Jason Calacanis shares his Japan skiing experience (6:18) Arush Selvan from Google Gemini team background discussion (9:26) PrizePicks. TWiST listeners, download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST PrizePicks - Run your game. (14:23) Deep research demonstration and server resource usage (19:42) Coda. TWiST listeners get 6 months at https://www.Coda.io/twist (22:11) Google's business model and AI-generated research reports (29:55) Fitbod. Get 25% off your Fitbod subscription or try out the app for FREE when you sign up: fitbod.me/TWIST (32:00) Personalized data integration and content permissions in AI tools (34:22) Differentiation and hallucinations in AI-generated content (44:11) Business models for AI search engines and OpenAI's new task feature (54:30) Synthesia's AI-generated video tool demo and privacy in biometric payments (59:36) Investments in AI companies and TikTok's potential ban (1:04:17) Chinese government influence and US rule of law in tech (1:07:29) Irony of migrating to Little Red Book and upcoming inauguration (1:08:02) Staying updated with This Week in Startups Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Check out Google Gemini Deep Research: https://blog.google/products/gemini/google-gemini-deep-research/ Check out Open AI Scheduling: https://help.openai.com/en/articles/10291617-scheduled-tasks-in-chatgpt Check out Synthesia: https://www.synthesia.io/ Follow Aarush: X: https://x.com/AarushSelvan LinkedIn: https://www.linkedin.com/in/aarush-selvan-3a376a8b/ Follow Alex: X: https://x.com/alex LinkedIn: https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners: (9:26) PrizePicks. TWiST listeners, download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST PrizePicks - Run your game. (19:42) Coda. TWiST listeners get 6 months at https://www.Coda.io/twist (29:55) Fitbod. Get 25% off your Fitbod subscription or try out the app for FREE when you sign up: fitbod.me/TWIST Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
In this special episode, I'm releasing the full audiobook of Shareholder Yield: A Better Approach to Dividend Investing. While you can purchase the audiobook on Amazon, podcast listeners can listen here for free! Check out the description and times of each chapter below. About The Book For decades, both professional money managers and retail investors have revered dividend stocks. However, an objective examination of historical data reveals a surprising truth: these investors may have been shortchanging themselves. In this eye-opening exploration, Meb Faber unveils a more holistic market strategy beyond dividend investing - shareholder yield. Utilizing market studies, historical data, and insights from some of the world's most successful investors, Faber guides readers through the numerous benefits of this broader approach. Discover why focusing on total shareholder value - encompassing dividends, buybacks, and debt management - offers a superior method. Join Faber as he presents compelling data, debunks misconceptions, and demonstrates how to implement these concepts in your portfolio. (1:07) Opening (1:55) Introduction (7:00) Chapter 1 (10:50) Chapter 2 (13:36) Chapter 3 (18:00) Chapter 4 (32:42) Chapter 5 (1:11:54) Chapter 6 (1:37:50) Chapter 7 (1:52:20) Chapter 8 (1:58:00) Chapter 9 (2:00:28) Chapter 10 (2:04:54) Chapter 11 (2:06:13) Chapter 12 ----- 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. ----- 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 returning guest is macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm. In today's episode, Felix explains why he's concerned about the concentration of global equity markets and why he believes the US stock market is in a bubble. Then he shares his outlook for commodities, Bitcoin, and currencies. As we wind down, he advises investors to shift their focus from managing opportunities to managing risks. (1:30) Market concentration & risks (3:43) Late stage bull market indicators and valuation metrics (7:07) Market fundamentals and market catalysts (16:23) Fixed income and currency outlook (33:02) Gold, Bitcoin and commodities (45:59) Absolute vs. relative performance and investor resolutions ----- 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest today is Fran Kinniry, Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard since 1997 and served as the Global Head of Private Investments and Global Head of Portfolio Construction. In today's episode, Fran highlights the role of advisors to help investors stay disciplined and avoid creating their own bear markets. He discusses his role leading Vanguard's entrance into private equity in 2020, covering the initial launch and what's next. He also touches on the market today, making the case for fixed-income, international diversification and rebalancing as 2024 comes to a close. (2:24) Market conditions & investor behavior (6:44) The role of advisors (11:12) Advisors alpha (14:07) The significance of fees and taxes (18:01) Vanguard's expansion into private equity (25:03) Evolution of market efficiency (29:43) The undervaluation of high-quality bonds (33:16) Perspectives on international investments (40:27) Evolving views on value vs. growth investing (42:16) Fran'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! Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's guest is Matthias Hanauer, a researcher on Robeco's Quant Equity Research team. In today's episode, we discuss the intricacies of value investing, the impact of various factors such as interest rates and market conditions, and the potential for emerging markets and small cap stocks going forward. Matthias highlights his research on the ‘Factor Zoo,' the integration of machine learning in investment strategies, the evolution of quantitative investing, and more. (1:32) Introduction of Matthias Hanauer (2:01) The state of value investing (7:26) Value investing's relationship with interest rate (14:10) Growth stocks vs. value stocks (16:38) Comparing emerging and developed markets (18:55) Market influences (23:20) Factor Zoo pape (28:57) Machine learning (38:15) Momentum ----- 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 ----- Today's episode is sponsored by 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest today is Michael Venuto, CIO & co-founder of Tidal Financial Group, an ETF platform with over 175 ETFs and $25 billion in assets. In today's episode, Mike & I discuss the banner year for the ETF industry and some of the trends contributing to the record inflows and fund launches. Then Mike talks about some different strategies, including ETFs that support people in the FIRE movement, blockchain and crypto, and yes, even how you can invest alongside Nancy Pelosi. (1:37) The state of the ETF industry (3:33) Crypto ETFs (8:04) Launching an ETF with Tidal (17:19) FIRE movement ETFs (24:09) Expansion of YieldMax platform (27:41) Active management in ETFs (31:07) Different ETF strategies (42:01) Congressional trading insights (45:47) Mutual fund to ETF conversions (52:04) ETF predictions ----- 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 ----- Today's episode is sponsored by 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest today is Joel Nagel, founder of the international law firm Nagel & Associates, which has a major focus on asset protection. Joel is also the Chairman of Caye International Bank, and has served as ambassador to Austria, the United Nations in Vienna and to Croatia and Slovenia on behalf of the Belizean government. In today's episode, Joel starts by covering the four key risks in asset protection. He walks through different use cases for trusts, second passports and dual citizenship to help negate these risks. Joel also shares his perspective on both gold and cryptocurrencies and explains why using debt can be a helpful tool to protect your assets. (2:00) Introduction of Joel Nagel (3:00) Asset protection strategies (6:02) Utilizing trusts (13:06) Offshore structures (16:32) Advantages of offshore trusts (20:57) Risks in asset protection and second passport interest (27:31) Motivations for second citizenship (40:06) Strategic use of debt (47:46) Investing in Bitcoin & gold (52:26) Inflation and fiat currencies ----- 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's returning guest is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today's episode, Professor Damodaran delves into the intricacies of investing and the lifecycle of companies. He also covers the challenges of valuation in a changing economy, the trend of buybacks versus dividends, and the evolving role of AI in finance. Be sure to stick around to hear him critique ESG investing and share insights on the broken media landscape. (1:55) Mag7 stocks (7:28) Corporate life cycle (9:47) Factors influencing startup success & characteristics of mature companies (24:41) Capital allocation (26:52) The IPO landscape (34:05) AI in the investment process (39:12) OpenAI's corporate structure (45:48) ESG & the media landscape (50:24) Sports economics ----- 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 ----- Today's episode is sponsored by YCharts. 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest today is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. In today's episode, Dr. David Kelly discusses various economic themes, including inflation, consumer sentiment, the value of the dollar, and the government deficit. He also covers the current state of global markets and urges listeners to reassess their risk exposure in light of recent wealth gains. (1:13) Economic outlook (4:12) Consumer behavior (8:24) Stocks and gold 2024 performance (13:27) US dollar and deficit concerns (20:44) Long-term capital market assumptions (26:52) Regional opportunities (33:09) David's favorite charts (36:56) Thoughts on immigration (39:37) Nonconsensus views on the federal deficit ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
Jason Calacanis is an American Internet entrepreneur, angel investor and author. He is one of the faces of the All-In Podcast. *Follow Jason on: X - https://x.com/jason YouTube - https://www.youtube.com/@allin *Sponsor: Qualia Senolytic. Go to https://Qualialife.com/TRIG for up to 50% off and use code TRIG at checkout for an additional 15% off. *Sponsor: Try Verso's incredible longevity products and get 15% off by using code: TRIGGER at https://buy.ver.so/trigger Verso Scientific References: 1. https://www.frontiersin.org/articles/10.3389/fnut.2022.868640/full 2. https://pubmed.ncbi.nlm.nih.gov/35844164/ 3. https://www.mdpi.com/2079-7737/10/6/456 Join our exclusive TRIGGERnometry community on Substack! https://triggernometry.substack.com/ OR Support TRIGGERnometry Here: Bitcoin: bc1qm6vvhduc6s3rvy8u76sllmrfpynfv94qw8p8d5 Shop Merch here - https://www.triggerpod.co.uk/shop/ Advertise on TRIGGERnometry: marketing@triggerpod.co.uk Find TRIGGERnometry on Social Media: https://twitter.com/triggerpod https://www.facebook.com/triggerpod/ https://www.instagram.com/triggerpod/ About TRIGGERnometry: Stand-up comedians Konstantin Kisin (@konstantinkisin) and Francis Foster (@francisjfoster) make sense of politics, economics, free speech, AI, drug policy and WW3 with the help of presidential advisors, renowned economists, award-winning journalists, controversial writers, leading scientists and notorious comedians. Learn more about your ad choices. Visit megaphone.fm/adchoices
Trump used to be considered an existential threat throughout Silicon Valley, but now the tech world is split between Mark Cuban and Reid Hoffman on one side, and Elon and David Sacks on the latter. Elon & David's All-In Podcast friend "J-Cal" is on the fence. He explains that the Trump side's grievance has to do with Elizabeth Warren, socialism, DEI, the 'self-made' being attacked for being rich—and having their feelings hurts since Elon wasn't invited to the White House. Tim Miller tries to explain to J-Cal how silly these complaints are in this special bonus episode.
Dave Rubin of “The Rubin Report” talks about Justin Trudeau's appearance on “The Late Show with Stephen Colbert,” where he raved about how amazing universal health care in Canada is while leaving out any details about the various shortages of health essentials like MRI machines; “Shark Tank's” Kevin O'Leary telling the Nelk Boys at the “Full Send Podcast” how Justin Trudeau is driving Canada into the ground; the “All-In Podcast's” Jason Calacanis being publicly humiliated by Megyn Kelly's legal knowledge of the inner workings of the various Trump trials; JPMorgan Chase CEO Jamie Dimon telling CNBC's "Squawk Box" hosts how the border crisis has woken up his liberal NY friends about the dangers of illegal immigration; “Shark Tank's” Kevin O'Leary telling Fox News' Sandra Smith why Kamala Harris' economic plan appears to be meaningless smoke and mirrors; “Real Time with Bill Maher's” Bill Maher not knowing what to think of Bjørn Lomborg's data-backed correction of the media's narrative about the death of the Great Barrier Reef; and much more. WATCH the MEMBER-EXCLUSIVE segment of the show here: https://rubinreport.locals.com/ Check out the NEW RUBIN REPORT MERCH here: https://daverubin.store/ ---------- Today's Sponsors: Kids Emergency Kit - This prescription Emergency Kit from The Wellness Company provides you with a carefully selected assortment of 6 critical medicines like Amoxicillin, Ivermectin, EpiPen and Ofloxacin. Rubin Report viewers save $60 at checkout when they use code: RUBIN. Kits are ONLY AVAILABLE IN THE USA. Go to: https://TWC.health/RUBIN and use CODE: RUBIN Moink - Join the Moink movement today! Get grass-fed and grass-finished beef and lamb, pastured pork and chicken, and wild-caught Alaskan salmon, direct to your door. Rubin Report listeners and viewers will get get free hot rolls in your first order! Go to https://www.moinkbox.com/RUBIN River Financial Inc. - Protect your family and finances from inflation and government printing with Bitcoin. Unlike many crypto exchanges, River holds all client Bitcoin securely in 1:1 reserve and has the best-in-class cold storage. Go to: https://river.com/rubinreport 1775 Coffee - Their new Protein Creamer is a game-changer. With 10 grams of whey protein per serving. Rubin Report viewers get 15% off their order. Go to: https://1775coffee.com/RUBIN and use code RUBIN Learn more about your ad choices. Visit megaphone.fm/adchoices