Podcasts about MEB

It's ev.news Briefly for Tuesday 01 September 2026, only todays headlines and nothing else, in just 4 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the ev.news Community. You can be like them by clicking here: https://www.patreon.com/evnewsVOLKSWAGEN EXPECTED TO DEBUT ID. TIGUAN NEXT MONTHVolkswagen is expected to unveil the ID. Tiguan next month as the replacement for the ID.4 and ID.5, abandoning its numbered naming scheme in favour of established petrol nameplates alongside the ID.3 Neo, ID. Polo and ID. Cross. Prototype footage published by Autogefühl shows a wider, more conventional body closer to the petrol Tiguan with pop-out door handles replacing flush units, and the car is expected to use the MEB+ platform with a new cabin design, updated infotainment and the return of physical climate buttons.SLATE REPORTEDLY PLANS $3,000 CARGO TOPPER FOR ALL BUYERSSlate Auto reportedly plans a cargo topper kit available to all buyers rather than fleet customers alone, offered in standard square-back and high-roof forms in white and black from around $3,000, according to the Instagram account Slate Auto Mods citing fleet and government sales lead Christian Kreipke. Kreipke also reportedly said the next-generation Slate will retain the same basic design dimensions, an assurance that costs the company nothing but protects the aftermarket upfitters whose tooling depends on that consistency.CALIFORNIA SENDS 1,200-WATT PLUG-IN SOLAR BILL TO NEWSOMSB 868, passed with bipartisan support and now awaiting Governor Newsom's signature, would legalise plug-in or balcony solar in California by replacing the interconnection application with a free online registration, opening the $300-to-$2,200 technology to renters and those unable to install rooftop arrays. Systems would be capped at 1,200 watts per home and must plug into a standard outlet, offset onsite use, meet electrical codes, carry independent safety certification and stop feeding the grid during outages; PG&E ultimately opposed the final version over unenforced certification rules until 2030, San Diego Gas & Electric warned the anti-backfeed feature could fail, and Southern California Edison went neutral after safety standards were tightened.KIA SETS SEPTEMBER UNVEILING FOR PV7 ELECTRIC VANKia will fully unveil the PV7 electric van at IAA Transportation 2026 in Hanover on 14 September ahead of a 2027 customer launch, releasing images of Cargo and Passenger versions but withholding payload, cargo volume and range figures that matter most to fleet buyers. Built on the 400-volt E-GMP.S skateboard architecture shared with the PV5, its length is reported in Korea at between 5,270mm and 5,900mm despite Kia UK calling it mid-size, and it follows a PV5 that took 37% of Europe's electric C-segment van market in the first half of the year.OREGON EV REBATE MONEY EXPECTED TO RUN OUT IN TWO MONTHSOregon's electric-vehicle rebate programme has about $8.5 million remaining and is expected to last little more than two months, having already been suspended once by the Department of Environmental Quality after a previous scheme lasted three and a half months. The standard rebate has no income test and pays $2,000 for a new EV, $1,500 for a plug-in hybrid and $375 for an electric motorcycle, while the income-targeted charge-ahead rebate pays $7,500 for a new EV, $5,000 for a new plug-in hybrid, up to $4,000 for a used EV and up to $2,500 for a used plug-in hybrid.BYD REVEALS MAKO PLUG-IN HYBRID UTE IN BRAZILBYD has shown pre-production Mako plug-in hybrid utes to Brazilian media at Interlagos ahead of an October or November launch, positioning the roughly 4.8-metre, monocoque-based model as a smaller, more car-like alternative to the ladder-frame Shark 6 and a rival to the Ford Maverick and Hyundai Santa Cruz rather than one-tonne utes. It retains a separate load bed of about 1,000 litres with a reported 750kg payload and uses a flex-fuel DM-i system running petrol or ethanol, with front-wheel drive at launch, an all-wheel-drive version reportedly in development, and battery capacity, electric range and right-hand-drive export plans all unconfirmed.QUEENSLAND SETS AGE 16 AND LICENCE RULESQueensland introduced tougher e-bike and e-scooter rules on 31 August 2026 requiring riders to be at least 16 and hold at least a learner licence, with parents liable for fines when under-16s are caught riding illegally. Interstate and international licences are accepted while suspended or disqualified drivers are barred entirely, and exemptions apply to 12-to-17-year-olds riding with a parent and to people unable to hold a licence because of certain medical conditions or disabilities.NISSAN AND HONDA SIGN ECU SOFTWARE PARTNERSHIPNissan and Honda signed an agreement on 31 August to jointly develop standardised electronic control units, an in-vehicle operating system, middleware and vehicle-control software for what they call software-defined vehicles. The resulting electronic architecture is scheduled to reach next-generation vehicles in 2029, with both companies claiming faster development cycles, more efficient investment and improved competitiveness in an intensifying global market.CHINA PROPOSES 30,000 KILOMETERS OF ROAD TESTINGChina is proposing to double mandatory road testing for new-energy vehicles to 30,000 kilometres, according to Bloomberg, even as carmakers push for shorter development schedules that IAT Automobile Technology and the China Association of Automobile Manufacturers estimate AI could compress to an 18-month standard, against a current pace of around two years and three to five years for established foreign rivals. The Ministry of Industry and Information Technology is monitoring online customer complaints and inspected at least five leading automakers in July, including GAC Aion days after reports that batteries in some models were failing beyond 150,000 kilometres.POLAND'S COAL SHARE FALLS TO 52.7% IN 2025Poland's coal share of electricity generation fell from 72.5% in 2021 to 52.7% in 2025, dropping below half in five separate months and being outproduced by renewables across a full month for the first time in June. The country generated 24.4 TWh from gas, 23.8 TWh from onshore wind and 20.3 TWh from solar in 2025, and the IEA expects renewables to overtake coal on an annual basis in 2028.

Today's guest is Paul Kedrosky, a fellow at the MIT Institute for the Digital Economy, partner at SK Ventures and former sell-side analyst. In today's episode, Paul Kedrosky explains why AI sits at the intersection of every force behind the biggest bubbles. He walks through why tokens are the fastest-deflating commodity ever, why more than half the data center buildout runs on debt instead of cash flow, and why an IPO wave pressures the market's biggest winners. To close, Paul argues AI already drives most US GDP growth, and revisits how badly humans misjudge scale. (0:00) Introduction (1:19) AI solving its own problems and historical economic crises (3:14) The impact of AI on energy and emissions (7:25) AI's economic implications (10:45) Financing and economic impact of data centers (18:42) Deflationary effects of AI tokens and tech company debt (22:26) Tech companies as utilities and the IPO surge (28:01) High PE ratios and valuation risks (34:04) AI model convergence and diminishing returns (40:22) Global attitudes toward AI and technology adoption ----- Sponsor: ⁠⁠Upwork⁠⁠ is the world's largest human and AI-powered freelance marketplace to hire top talent—trusted by businesses and professionals worldwide. ----- 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).

Today's guest is David Booth, founder of Dimensional Fund Advisors, which now manages over $1 trillion. He studied under Eugene Fama at Chicago and helped build one of the first index funds at Wells Fargo. In today's episode, David traces Dimensional's arc from indexing's earliest days at Wells Fargo to crossing $1 trillion in AUM this year. He shares what Gene Fama said when he got the call, the story of driving a client to Chicago to walk through the Fama-French paper, and why AI investing looks like the California gold rush. To close, David makes the case for judging yourself by decisions, not outcomes. Get David's book: Stay Calm: Learn to Embrace Uncertainty in Investing and Life (0:00) Introduction (0:58) David Booth's start to investing (3:38) The beginnings of index funds and early challenges at Dimensional (10:09) Long-term investment perspectives and the Fama-French three-factor model (17:26) Dimensional's educational focus and advisor partnerships (20:21) Small cap value performance, AI & market trends (23:26) Symbolism of bankrupt stock certificates and lessons on diversification (25:44) Compounding for 45 years (30:56) David's passion for Kansas basketball ----- Sponsor: ⁠Upwork⁠ is the world's largest human and AI-powered freelance marketplace to hire top talent—trusted by businesses and professionals worldwide. 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).

Today's guest is Luke Gromen, founder of the macro research firm Forest for the Trees, or FFTT. In today's episode, Luke argues that free trade is dead, and the US is pivoting to Hamiltonian economics: tariffs, reshoring, and a neutral reserve asset. He explains why the US Treasury can no longer be the world's reserve asset, why long bonds have become certificates of confiscation, and why gold belongs in every portfolio. To close, Luke explains why AI has become a snake eating its own tail on the government's tax base. (0:00) Introduction (2:38) The Stupid Washington Consensus and Hamiltonian Economics (9:14) Portfolio positioning and real rates in the current regime (15:19) Sponsor: Upwork (16:17) Importance of real returns and gold (21:18) US fiscal challenges and bond market outlook (27:21) Gold performance, allocation strategies, and diversification (35:09) Evaluating non-US equity markets and sectors (40:54) Investing in electricity and industrials (45:11) Risks, competition, and national security in the AI sector ----- Sponsor: Upwork is the world's largest human and AI-powered freelance marketplace to hire top talent—trusted by businesses and professionals worldwide. 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).

In today's episode, I read the opening of my new book, Investing in America: The Rise of a 250-Year Bull Market, plus a couple of sidebars. The book is available now. Grab a copy on Amazon or learn more at www.investinginamericabook.com. ----- 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).

Money. It's a very taboo topic among those of us who love the outdoors. But for those who want to get outside as much as possible or work in the outdoor industry, we need to be extra smart about our personal finances. Our guest today, Meb Faber, is here to help. He's a life-long skier, an enthusiastic surfer, the co-founder & chief investment officer of Cambria Investment Management, a speaker & writer on investment strategies, and the host of the podcast, the Meb Faber Show.Note: We Want to Hear From You!We'd love for you to share with us the stories or topics you'd like us to cover next month on Reviewing the News; ask your most pressing mountain town advice questions, or offer your hot takes for us to rate. Email us at: info@blisterreview.com RELATED LINKS:Get Yourself Covered: BLISTER+Order our 26/27 Winter Buyer's GuideEnter Our Free Weekly Gear GiveawaysOur Other Mtn Town Economics Conversations:Ep. 409: Mountain Town Economics: Housing, Development, U.S. Forest Service, & Public Lands w/ Jonathan HouckEp. 390: Mountain Town Economics: Telluride Update w/ Jason BlevinsEp. 389: Telluride Closes, Ski Patrol Strikes, & the Future of Ski Resorts w/ Jason BlevinsCRAFTED Ep 47: How to Design a Well-Crafted, Affordable Home w/ Zack GiffinEp. 275: Mtn Town Economics: Zack Giffin on Skiing, Tiny Homes, & Big SolutionsEp. 270: Mtn Town Economics & Outdoor RecreationEp. 180: Mtn Town Economics, Pt 3: Developing Housing, Addressing Climate Change, & Mitigating Megafires w/ Scott Ehlert Ep. 179: Mtn Town Economics, Pt 2: Housing, Community, & Core Values w/ Troy RussEp. 177: Mtn Town Economics, Pt 1: Affordable Housing, Short-Term Rentals, & More w/ Jenny StuberTOPICS & TIMES:The Taboo Topic of Money (0:00)When Did You Fall in Love w/ Skiing? (6:38)Money Isn't Everything, but It Matters (9:28)How Meb Got into Finance & Investing (17:27)Starting Cambria (21:28)“It's Not a Bug, It's a Feature” (27:33)Financial Advice for People in their 20s (34:15)Where to Invest at a Young Age (40:39)The investing Pyramid (57:30)Advice for People in their 40s or 50s (1:03:54)Meb's New Book: Investing In America (1:09:49)Meb's Podcast: The Meb Faber Show (1:22:06)CHECK OUT OUR OTHER PODCASTS:The Blister VaultBlister CinematicCRAFTEDBikes & Big IdeasGEAR:30 Hosted on Acast. See acast.com/privacy for more information.

It's ev.news Briefly for Wednesday 05 August 2026, only todays headlines and nothing else, in just 4 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the ev.news Community. You can be like them by clicking here: https://www.patreon.com/evnewsAUDI STRIPS BACK A2 E-TRON CAMOUFLAGEAudi has removed most camouflage from the A2 e-tron ahead of an autumn world premiere, calling it the most efficient car it has ever built, with the 140 kW efficiency-package variant quoting provisional WLTP consumption of 12.8 kWh/100 km (4.85 miles per kWh) from a 61 kWh gross/58 kWh net LFP cell-to-pack battery, aided by active cool-air intakes, air curtains, gap reducers, silicon-carbide power electronics and 89.6% wallbox charging efficiency. DC charging peaks at 105 kW with a 26-minute 10–80% charge, V2L supplies 2.3 kW and V2H is offered, and three packs of 50, 58 and 79 kWh are expected using the VW Group APP350 drive unit on the updated MEB platform rather than MEB+.EVGO GROWS IN TOWNS AND ON MOTORWAYSEVgo will add more than 500 DC fast-charging stalls at Brixmor Property Group shopping centres, covering at least 90 sites and over a quarter of Brixmor's retail portfolio, starting later this year at Barn Plaza near Philadelphia with further builds in Florida, Illinois, Minnesota, New Jersey, Pennsylvania and Texas, many with up to 12 high-power stalls. Its highway venture with Pilot Company and General Motors, launched in 2022, has now passed 300 locations and roughly 1,300 stalls across 40 states and about 75% of the contiguous US, more than halfway to a target of up to 2,000 stalls at 500 sites, and on 5 August 2026 EVgo said it will add Tesla V4 Superchargers to its network.RIVIAN PUTS VOICE CONTROL BEHIND PAYWALLRivian switched off Amazon's Alexa across its entire fleet on Monday 3 August 2026, retiring Alexa Built-in from 4 August and leaving voice control available only through Rivian Assistant, which runs on Google's Gemini and requires a Connect+ subscription at $14.99 a month (about £11) or $149.99 a year (about £112). Previously free voice calls and messages now sit behind that paywall, along with the loss of Alexa-linked Amazon Music, Pandora and smart-home controls, though touchscreen and Bluetooth dialling remain, and the move follows Rivian charging for hands-free driving from April via Autonomy+ at $49.99 a month or $2,500 outright, despite Amazon being Rivian's second-largest shareholder.ID. BUZZ CARGO GETS CHEAPER, GOES FURTHERVolkswagen Commercial Vehicles has replaced the ID. Buzz Cargo's entry 59kWh pack with a new 58kWh unit shared with the ID.3 Neo, lifting WLTP range from 201 miles (323km) to 218 miles (351km) through cell chemistry and efficiency rather than extra capacity, while cutting the price to £29,995 excluding VAT, £5,655 less than before, with the £5,000 Plug-in Van Grant bringing the effective entry price close to £25,000 and Contract Hire from £239 a month. Charging peaks at 105kW for a 26-minute 10-80% top-up, the 79kWh version is unchanged at 277 miles (446km) and 185kW, and vehicle-to-load arrives across the range supplying 2.0kW continuously and 3.6kW peak at 16A/240V through a three-pin loadspace socket.KONA ELECTRIC GETS FULL UK EV GRANTHyundai Motor UK has moved the Kona Electric from Band 2 to Band 1 of the Electric Car Grant, raising its discount from £1,500 ($2,010) to the full £3,750 ($5,025). With a list price of £35,000 ($46,900), the model now starts at £31,250 ($41,875) with the grant applied.TESLA JULY EUROPE DATA SPLITS SHARPLYTesla's July European registrations diverged sharply, rising 86% year on year in France and 52% in Denmark, while falling 97% in Norway, 60% in Sweden and 81% in Spain, where just 131 cars were registered. Spain illustrates the underlying weakness, with Tesla up 19.8% year to date through July against a 34.9% rise in the electrified market, and Matthias Schmidt of Schmidt Automotive attributing the pattern to Tesla steering allocation towards incentive-rich markets such as Germany and France, with German volumes potentially jumping in the second half of 2026.UK BEV SHARE HITS 27.4%UK battery-electric registrations rose 49% to 43,547 units in July, taking a 27.4% market share according to NewAutomotive, while petrol registrations fell 8.2% and diesel dropped 10.6%. Chinese brands took 16% of the UK new-car market in the month, led by MG, Omoda, Jaecoo and BYD.BRITTANY FERRIES STARTS PORTSMOUTH SHORE POWERBrittany Ferries will begin using shore power at Portsmouth International Port from Monday with two hybrid vessels, activating a system completed late last year that had sat idle due to a delayed grid connection and months of negotiation over financial terms, since plugging in costs more than burning marine fuel. Chief executive Christophe Mathieu called it a milestone that unlocks the potential of the Channel's greenest vessels and makes the company a better neighbour to Portsmouth residents, while urging government tax breaks, as Portsmouth becomes home to the UK ports industry's first multi-berth, multi-user shore power system.US ARMY PICKS HARBRINGER HYBRID UGV PLATFORMThe US Army has awarded American Rheinmetall an 18-month contract to build and deliver next-generation uncrewed ground vehicles under Project Sustainment, using California firm Harbinger's Praesidia series-hybrid powertrain, which pairs a high-torque electric motor with a compact petrol engine that charges the battery but has no mechanical link to the wheels. Praesidia can export up to 350 kW to external systems, with 48 kW continuous from the engine and 15 kW split-phase AC from an onboard inverter, and Harbinger claims over 500 miles (805 km) on a full tank and charge, including roughly 105 miles (169 km) on electricity alone, with the architecture suiting silent-watch operation where acoustic signature matters.

Today's guest is Liaquat Ahamed, the Pulitzer Prize–winning author of Lords of Finance: The Bankers Who Broke the World, one of the greatest financial history books ever written. His new book is called 1873: The Rothschilds, the First Great Depression, and the Making of the Modern World. In today's episode, Liaquat shares the story of the world's first truly global financial crisis. He walks through the Rothschild-led bond boom that funded railroads on three continents, the German IPO mania sparked by French war reparations, and the monetary blunder of abandoning silver that turned a crash into twenty years of deflation. (0:00) Starts (1:03) The 1873 financial crisis: causes and global impact (3:25) Railroads and the rise of the Rothschilds (6:37) Stock market mania and bubbles in Germany (10:58) The role of precious metals (15:20) The economic, political, and societal effects of deflation (26:05) Comparisons to modern financial crises and populist movements (32:48) Lessons from history: Lords of Finance (36:46) Modern currency systems ----- 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

Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. He is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. In this podcast, we talk about Meb's latest book, "Investing in America: The Rise of the 250-year bull market." This book is a US stock market fanatic's dream. It's a coffee-table-style book that breaks down US capitalism by decade, with beautiful charts and pictures and, most importantly, a narrative for each decade highlighting major business highlights, economic shortfalls, wars, and unexpected bumps in the road.   Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

FOLLOW UP: COURT MAINLY RULES IN FAVOUR OF OEMS IN UK DIESELGATE TRIALA UK judge has found mostly in favour of car manufacturers in the claims against them regarding defeat devices being fitted to cars between 2012 and 2017. The judge's decision is based on her decision that a defeat device needs to be deliberately installed to create a different driving operation if it senses it is in test conditions, but this has not been proven to be the case. If you wish to learn more, click this article link here, from The Law Society Gazette.UK GOVERNMENT CONFIRMS PAY-PER-MILE FOR EVS AND PHEVSFollowing the public consultation, the Government has announced that it will introduce a pay-per mile scheme, named eVED, for electric and plug-in hybrid cars, from April 2028. As a result of feedback they have tweaked how the proposal will work. Vehicles under three years old will not have to undertake an additional check to the mileage prior to their age requiring an MOT. A picture of the odometer and an estimation of next years mileage will be sent by the driver. Drivers can opt-in to send the Government the vehicle's mileage data directly via the connected systems on-board, if they wish. This is not mandatory. To learn more, click this electrive article link here.PORSCHE FINDS A NEW PRODUCTION CHIEFPorsche has announced that Christian Friedl will take over as Production Chief, from Albrecht Reimold. Reimold is stepping down at the end of August. If you wish to read more, click this electrive article link here.ASTON MARTIN SHAREHOLDERS FORM CO-OPMore than 50% of the largest shareholders in Aston Martin have formed a cooperative to insure themselves against any new debt deal that would leave them taking disproportionate losses. During this time, the company has restructured its debt financing, with the revolving credit facility and some of the Yew Tree financing being paid off. Financial results are due to be announced on 29 July 2026. For more on this click this link from Zetik, here. To read about the debt restructuring, click this Morning Start link here.FORD AND GEELY SIGN EUROPEAN DEALFord and Geely has agreed to a new joint-venture that will run the Blue Oval's Valencia facility, eventually producing two Ford SUVs and two Geely SUVs. Ford will bring a European Bronco inspired car and develop another C-Segment SUV with Geely. The Chinese company will be building two electric SUVs in the same facilities. To read more, click this Autocar article link here.CARWOW RUNS AD CAMPAIGN USING ANPR TO TRACK YOUCarwow is using ANPR in a UK-wide advertising campaign, encouraging owners of cars the company is targeting to sell to them through their system. Does that step over the line into tracking far too much? Does it contravene the ICO's rules on using ANPR? Click this Motor Trade News article link to read about the plan from Carwow.Click this link to the ICO's own page on fair use of ANPR data and camera systems.If you like what we do, on this show, and think it is worth a £1.00, please consider supporting us via Patreon. Here is the link to that CLICK HERE TO SUPPORT THE PODCASTNEW NEW CAR NEWS -Range Rover GTJLR has revealed a new model line for the Range Rover brand, the GT. The claim is it sits between a grand tourer and an SUV. The images issued appear to show the typical bluff Range Rover range front end, with a coupe style rear. Either this is a brilliant move to capture buyers who've lost out due to Porsche leaving or many years too late. The interior is really leaning into ‘minamilist', with a very thin screen directly on top of the dash in front of the driver and a huge screen slapped in the middle, quite low down. Prices and specifications are yet to be revealed. Click this Autocar article link, for more.Dacia StrikerDacia has revealed their latest model, the Striker. The overall design concept, jacked-up estate, is reminiscent of the Subaru Outback. Prices will start at a smidgen under £25,000, when launched in the UK, but the full price and specifications are yet to be released. Click this Motoring Research article link, for more.VW ID CrossVolkswagen has shown off images of their latest ID model, the Cross. Using the same MEB+ platform as the ID Polo, this will go up against the Ford Puma and Renault 4. There will be a variety of motors and battery packs offered, which will give ranges varying from 196 to 271 miles. Prices are expected to start around £25,000. Click this Autocar article link, for more.LUNCHTIME WATCHES: FOTU 2026Last weekend was the 2026 Festival of the Unexceptional, from Hagerty. A much loved car gathering, where the common cars from yesteryear gather and everyone enjoys their trip down memory lane. For those of us who couldn't attend, thankfully YouTube has many videos showing off the wonderful event. We have but a tiny fraction of what is out there, do go search for more and spread some love to all those who make content for us to enjoy.To watch I Drive a Classic, click on this link to see what caught Steph's eye.To watch Furious Driving, click on this link to see what caught his eye.To watch Jon Coupland Cars, click on this link as he watched the cars enter the show.LIST OF THE WEEK: 23 COLOURS WITH GREAT NAMESClassic & Sports Car have a list about some of the best named colours that you could have specified for your car. Do you agree with Andrew's choice? What would you like to have, adorning your car just so you could tell people the name of it? Click this link to check out your options.AND FINALLY: TECH BROS MAKE A BUS. AGAIN.In an ever increasing number times the tech bros design a transport ‘solution' it turns out we already have that solution, but perhaps it hasn't been maximised to exploit the customers enough. This time, Uber have designed ‘the bus', albeit named the ‘Uber Shuttle' that runs from Logan Airport, in the US, on a fixed route with dedicated stops. Click this YouTube link to then join in pointing and laughing and the ridiculousness of these companies.

Today's guest is Bob Robotti, founder and CIO of Robotti and Company Advisors, which he's been running the firm since 1983. In today's episode, Bob explains why volatile markets driven by passive flows keep handing opportunities to stock pickers. He makes the case for offshore oil services and homebuilders, shows why zombie companies can be dollars trading for 20 cents, and argues 2% inflation is a pipe dream.  To close, Bob shares the biggest loss of his career, selling a winner too early. (0:00) Starts (1:23) Bob Robotti's investment framework and value traps (3:01) Evolution of investment strategies and market consistency (5:22) Sector opportunities in energy and homebuilding (14:13) Managing cyclical and long-term investments (17:05) Housing policies, build-to-rent, and affordability (20:19) Homebuilding outlook, Airbnb, and commercial real estate (22:32) Small cap opportunities (27:40) Distressed investing and zombie companies (37:35) Inflation and interest rates (45:47) Building a lasting investment firm and Bob'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

My guest today is Carson Block, founder of Muddy Waters Research & Muddy Waters Capital and one of the last short sellers still standing. In today's episode, Carson Block explains why he thinks AI could displace 15% of knowledge workers and unwind the market's biggest stocks. He breaks down his short of SoFi's aggressive loan accounting, why record-tight credit spreads worry him, and how he trades that risk with put spreads.  To close, Carson explains why he still calls China uninvestable and recounts his hardest battles. (0:00) Starts (1:02) Carson Block on the evolution of short selling (3:03) The impact of AI on jobs, economy, and markets (9:43) Evolving Muddy Waters' business model beyond short-selling (13:32) Investing in momentum and junior gold miners (17:52) Navigating markets amid AI disruption and labor market impact (25:21) Thoughts on historically low corporate yield spreads (30:25) Carson's short call on SoFi (38:10) Carson'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

My guest today is Joseph Moore, a historian and former professor who spent over a decade in the archives studying 300 years of American financial advice, which he explains in his new book, How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn't). In today's episode, Joseph explains what 300 years of American financial advice reveals about getting rich. He shares why real estate barely appreciated for a century, why bonds beat stocks for decades, and how modern investing advice was born chasing inflation and taxes. To close, Joseph reveals the five timeless principles that built wealth in every era. (0:00) Starts (1:34) Joseph Moore shares a historical perspective on money (13:04) Real estate investment strategies (20:59) Stocks vs. bonds debate (25:45) Should you try to beat the market? (33:32) Key financial lessons from history (39:54) Joseph's most memorable investments (42:10) Surprising historical financial statistics ----- 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

Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad. In this episode: Welcome back, Meb Faber, cofounder of Cambria Investment Management [0:01] How long can this bull market last? [2:16] Why U.S. investors should look abroad [11:30] How Cambria navigates the market for investors [16:21] The power of networking [27:26] Meb's new book breaks down America's 250-year bull run [28:47] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Meb Faber, co-founder and CIO of Cambria Investment Management, joins Excess Returns to discuss his new book, Investing in America: The Rise of a 250 Year Bull Market.We explore why the United States became one of the greatest long-term compounding stories in market history, what investors can learn from 250 years of booms and busts, and why Meb can be optimistic about America while still cautious on today's expensive market-cap-weighted S&P 500.Investing in America: The Rise of a 250 Year Bull Markethttps://amzn.to/4f1H5AwMeb Faber on Xhttps://x.com/MebFaberMain topics coveredWhy America can be viewed as the ultimate venture capital success storyHow joint stock companies, risk-taking and ownership helped shape the U.S. economyWhy studying 250 years of market history changes how investors think about volatilityThe long-term case for stocks and why the time horizon matters so muchWhy bear markets are a natural part of capitalism and long-term compoundingHow U.S. market dominance happened and why it was not preordainedWhy expensive valuations, low dividend yields and new supply may matter todayThe role of dividends, buybacks, shareholder yield and reinvestment in long-term returnsWhy diversification across global stocks, bonds and real assets can help investors stay investedWhat gold, REITs and foreign stocks teach us about starting points and narrativesWhy early investing, child investment accounts and compounding can change investor behaviorHow creative destruction reshapes sectors, companies and the market leaders of each eraWhy Meb remains optimistic about America while still cautious on parts of the U.S. marketTimestamps00:00 Why America was not guaranteed to become the market winner01:15 Meb Faber on writing Investing in America02:25 America as the ultimate venture capital success story06:22 How a culture of ownership helped the U.S. stock market compound09:19 Why studying 250 years of market history matters12:00 Why ownership is the core investing lesson15:14 Bear markets, recessions and the danger of recent history18:16 Why U.S. stocks beat the rest of the world by so much22:20 Lessons from financial history that surprised Meb27:05 Why stocks can lose for long periods and bonds can win30:00 Why investors need to get used to being in a drawdown33:24 Dividends, buybacks and the importance of reinvestment37:27 Why gold and REITs beat the S&P 500 after 200040:55 How balanced portfolios survive different market regimes43:03 The power of starting early and letting compounding work48:16 Why global diversification matters outside the U.S.50:40 Creative destruction, sector change and market leadership55:20 Why Meb is still optimistic about investing in America59:33 Where to find the book, Cambria and Meb online

Today's guest is Rebecca Anderson, a Senior Fellow at the McKinsey Global Institute, McKinsey's business and economics research arm. She leads research on economic growth and the financial system, in the United States and globally. In today's episode, Rebecca shares her McKinsey report on what has powered America's economy for 250 years: natural endowments, a culture of entrepreneurship, and the institutions that harnessed them. She examines labor force dynamism in the age of AI, the $2 trillion cost of reindustrialization, and a global balance sheet stretched to record highs. (0:00) Starts (1:11) Rebecca explains American's natural advantages (9:11) US leadership in science, technology, and education (16:29) AI, workforce transitions, and manufacturing ramp-up (25:56) Infrastructure challenges and US-China comparisons (33:38) US policy recommendations (43:44) The global balance sheet (52:14) Cultural attitudes and geopolitics ----- 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 Ben Carlson of Ritholtz Wealth Management, author of A Wealth of Common Sense and host of the Animal Spirits podcast. In today's episode, Ben unpacks the counterintuitive math behind long term investing. He reveals that picking the wrong asset every year still makes money, that the average up year tops 20%, and that stocks grow less volatile than bonds the longer you hold. To close, Ben explains why patience has never been harder. (0:00) Starts (2:05) Ben Carlson on the secret to investing (5:00) The worst investor ever (15:20) Tax management as new alpha (17:12) Inflation's impact on asset classes (21:06) "Now do Japan" (33:02) Lessons from bear markets (41:54) Discretionary investing challenges (46:31) Poor performance of hyperactive traders ----- Sponsor: ⁠⁠Ivy Invest⁠ ⁠- To learn more about Ivy Invest's SEC-registered endowment-style fund, view the prospectus, and learn how to invest, visit⁠ ⁠ivyinvest.co/fund ----- 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 episode, Meb celebrates the release of his new book, Investing in America, a coffee table history of the 250 year bull market. He explains the magic of compounding, why every decade feels like chaos, and the surprising fact that stocks become less volatile than bonds over long horizons. To close, Meb weighs today's valuations against the long view. ----- 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 Bryan Taylor, founder and chief economist of Finaeon, which has the most comprehensive database of historical financial market data in the world. He's just published Five Financial Eras: How Financial Markets Transformed the World. In today's episode, Bryan explains his TWIG framework of trade, war, inflation, and government, and how their combination drives returns across centuries of market history. He challenges the belief in a fixed equity risk premium and revisits seven decades of negative real bond returns. To close, Bryan explains why the post-1981 playbook no longer applies. (0:00) Starts (1:25) Sponsor: Ivy Invest (2:37) Bryan Taylor explains the TWIG framework (10:20) There is no single equity risk premium (21:18) Government debt, market capitalization, and global market position (26:17) The impact of technology revolutions on markets (28:30) Historical changes in investment trends (38:22) Cultural shifts in investing (47:36) Evolution of stock market indices and future projects (52:03) Currency discussion ----- Sponsor: ⁠⁠Ivy Invest⁠ ⁠- To learn more about Ivy Invest's SEC-registered endowment-style fund, view the prospectus, and learn how to invest, visit⁠ ⁠ivyinvest.co/fund⁠ ----- 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 Jim Grant, founder and editor of Grant's Interest Rate Observer, which he's been publishing since 1983. He's a financial historian and one of the most well-respected Observers on Wall Street. In today's episode, Jim Grant explains why AI may be one of the greatest bubbles of all time, alongside the railroads and the dot-com era. He reframes deflation as progress, questions how murky the $2 trillion private credit market is, and explains why the Fed can't aggressively fight inflation. To close, Jim makes his case for gold and revisits 1984, which he calls the clearest example of how strange markets can be. (0:00) Starts (0:39) Jim Grant on AI mania (12:23) The economic implications of inflation & deflation (19:56) Interest rates and private credit concerns (27:13) The Fed's inflation target (41:10) How to fix the Federal Reserve (45:09) The history and role of gold in portfolios (54:34) Jim's most memorable investment (57:28) Historical periods to study ----- 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

My guest today is Charles Ellis, founder of Greenwich Associates, longtime member of Yale's investment committee, and author of more than 20 books, including the classic Winning the Loser's Game. In today's episode, Charley reflects on writing the first major book on share repurchases 50 years ago, when the idea was so foreign that Goldman mailed it to 1,000 corporations as a “legitimizer.” Charley also walks us through his new book, Great American Investments: A History of the Bold Initiatives that Shaped a Nation, covering 14 audacious public investments from the Louisiana Purchase to the Marshall Plan. He explains how each came down to one or two obsessed individuals, why Alaska turned out to be the bargain of the century, and how Frances Perkins muscled Social Security into law. As the episode winds down, he shares the lunch with Sandy Gottesman in the early 1970s that led him to buy Berkshire Hathaway at $700 a share — and hold it ever since. (0:00) Starts (1:54) Charley on stock buybacks (8:06) Current state of investing and behavioral economics (11:37) Advice for young investors and long-term strategies (16:41) Charley's new book: Great American Investments: A History of the Bold Initiatives that Shaped a Nation (25:42) The origins of social Security (32:46) American entrepreneurship (36:43) Will AI be the next great American investment? (42:34) Most memorable investment ----- Sponsor: ⁠Ivy Invest ⁠- To learn more about Ivy Invest's SEC-registered endowment-style fund, view the prospectus, and learn how to invest, visit ⁠ivyinvest.co/fund ----- 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 Will Goetzmann, Professor of Finance at the Yale School of Management. He is an expert on financial markets and securities, investment strategies, investor behavior and financial history. In today's episode, Professor Goetzmann walks through 5,000 years of financial history, showing how finance shaped trade, cities, corporations, and investing. He covers the first compound interest calculation, the world's oldest corporations and bonds, and historic bubbles from tulips to NFTs. To close, he explains why markets have repeatedly adapted through war, crisis, and uncertainty. (0:00) Starts (1:50) William Goetzmann on origins of money (7:06) The history of corporations (14:43) Yale's historical bond and early financial innovation (17:33) Parallels between historical and modern financial bubbles (25:52) SpaceX IPO and market valuations (27:26) Herd mentality and bubbles (32:47) Global investing, inflation, and currencies (41:13) Finance-related art (46:31) Most memorable investment ----- Sponsor: Ivy Invest - To learn more about Ivy Invest's SEC-registered endowment-style fund, view the prospectus, and learn how to invest, visit ivyinvest.co/fund ----- 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

While in Omaha for Berkshire week, Meb hopped on another podcast as a guest. It was a fun one, so we're releasing it here as well. In today's episode, Meb Faber makes the case against home country bias, pointing to Korea's near-triple and Japan's decades-long round trip as reminders that cycles always turn. He explains why shareholder yield tells a truer story than dividends, why there are now more ETFs than stocks, and why tax alpha matters more than chasing returns. To close, Meb reflects on multi-decade compounding — and the mistakes that quietly take investors out of the game. (0:00) Starts (2:06) Meb's thoughts on Warren Buffett (5:11) Global diversification and home country bias (14:29) Shareholder yield (27:45) Positive investment behaviors (30:19) The ETF industry and the current investment landscape (35:18) Rapid fire questions ----- Sponsor: Want to learn more about 351 Exchanges? Visit the Alpha Architect 351 Education Center for use cases, tools, FAQs, upcoming launches, and more. Investments in securities entail risks, including possible loss of principal and are not suitable for all investors. ----- 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 Tom Lee, CIO of Fundstrat Capital, PM for the Granny Shots U.S. Large Cap ETF, and the Head of Research at Fundstrat Global Advisors. Prior to co-founding Fundstrat, he served as J.P. Morgan's Chief Equity Strategist from 2007 to 2014. In today's episode, Tom explains why stocks have remained resilient despite war, higher oil prices, and widespread investor skepticism. He shares his outlook for the S&P 500 and discusses the coming wave of mega-IPOs. Finally, Tom covers his successful entrance into the ETF space with the Fundstrat Granny Shots ETFs. (0:00) Starts (1:35) Tom Lee on markets since the Iran war (10:02) Issues with the University of Michigan Consumer Sentiment Index (20:50) AI & upcoming IPOs (24:34) Granny Shots ETF (31:25) Tom on crypto (36:52) Tom's most memorable investment Visit ⁠www.fundstrat.com/tom⁠ for complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists. ----- Sponsor: Want to learn more about 351 Exchanges? Visit the Alpha Architect 351 Education Center for use cases, tools, FAQs, upcoming launches, and more. Investments in securities entail risks, including possible loss of principal and are not suitable for all investors. ----- 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

Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on… So many people confidently discussing a subject they know little about, while dismissing experts. The big boys have reported ! Powell’s Last speech – and a divided Fed. Inflation – via the PCE is hot. Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria's ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron's, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology. Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.   Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (AMZN), (META), (AAPL), (NVDA), (SNDK), (OIL), (GOOG)

It's EV News Briefly for Thursday 30 April 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyVOLKSWAGEN OPENS ID POLO ORDERS IN EUROPEVolkswagen has opened order books for the ID Polo, an all-electric small car starting at €24,995, built on the upgraded MEB+ platform to compete with Chinese EVs in Europe's mass market. It offers three power outputs, two battery options (37 kWh LFP and 52 kWh NMC) with up to 455 km WLTP range, a 13-inch touchscreen, 441 litres of boot space, and vehicle-to-load capability.BMW IX3 RANGE TARGET RISES TO 434 MILESBMW has raised its projected EPA range estimate for the U.S.-spec iX3 xDrive50 to 434 miles, an 8.5% increase over earlier guidance, though final EPA certification is still pending. Priced from around $60,000, the iX3 is launching in the U.S. in May 2026, with customer deliveries expected in late September or early October after mass production begins in early September.FORD MODEL E STILL BURNS CASHFord's electric car division Model e lost $777 million in Q1 2026, roughly $23,000 per EV sold, despite a $72 million year-on-year improvement and a 10% rise in volumes to around 34,000 units. Ford's near-term focus is improving margins on existing EVs while developing next-generation models on its Universal EV platform and expanding into battery storage through the newly launched Ford Energy.CITROËN PLOTS SUB-€15,000 CITY EVCitroën CEO Xavier Chardon has confirmed plans for a sub-€15,000 A-segment electric city car, positioning it as a modern equivalent of the 2CV to help restore European car buying, which remains three million buyers per year below pre-pandemic levels. A concept is expected at the Paris motor show in October, with a production version to follow within a couple of years at a price well below the current ë-C3.JEEP AVENGER GETS FIRST FACELIFTJeep has given the Avenger its first major update since its 2023 launch, debuting the revised model in Rio de Janeiro with a redesigned seven-slot grille that lights up at night and brings it visually closer to the newer Jeep Compass. A dedicated European launch is planned later in 2026, significant given the Avenger won the 2023 European Car of the Year and has been central to Jeep's European recovery.RIVIAN SIGNALS SECOND R2 SHIFTRivian appears to be quietly staffing a second production shift for the R2 at its Normal, Illinois plant, with a LinkedIn post from a newly promoted R2 Group Leader confirming he is "ramping production on night shift." Volume R2 production began on April 22, with early units going to employees for several months of real-world software data collection ahead of external customer deliveries.MG 07 TO GET MOMENTA R7 SYSTEMSAIC's MG has confirmed the upcoming MG 07 fastback sedan will be among the first vehicles to feature Momenta's R7 autonomous driving system, unveiled at Beijing Auto Show as a direct rival to Tesla's FSD v14. Momenta's R7 supports weekly over-the-air updates, targets a deployed fleet of 200,000 vehicles by end-2026, and plans European robotaxi deployments later this year through a partnership with Uber.UK EV FLEET TOPS TWO MILLIONThe UK's zero-emission vehicle fleet reached 2 million registrations at the end of 2025, representing 4.8% of all licensed vehicles, with 528,000 newly registered in 2025 alone and electric cars taking 23.4% of new car sales. The government's Electric Car Grant, offering up to £3,750 off qualifying EVs, has already been used by over 100,000 buyers and has driven a 10% rise in electric car demand.SWEDEN EV SHARE HITS 64.9% IN Q1Plugin EVs captured 64.9% of Sweden's auto market in Q1 2026, up from 58.0% a year earlier, with BEVs alone reaching 40.7% market share on a 21% volume increase despite the overall market shrinking 2%. A new BEV incentive scheme targeting lower-income rural households helped sustain momentum, while the Volvo EX40 held the top BEV sales spot for the third consecutive quarter.LGES 46-SERIES ORDERS TOP 440 GWHLG Energy Solution secured over 100 GWh of new orders for its 46-series cylindrical cells in Q1 2026, pushing its total backlog above 440 GWh, with the new business widely attributed to a reported ten-year BMW Group contract worth approximately €5.8 billion. The deal is said to cover both 4695 and 46120 cell formats linked to BMW's Neue Klasse platform, and would mark LGES's first time supplying cells for BMW battery-electric vehicles.ROLLS-ROYCE TESTS SECOND ELECTRIC VEHICLESpy photos have revealed Rolls-Royce testing an unnamed electric utility vehicle that closely matches the proportions and silhouette of the Cullinan, the brand's most popular model since its 2018 launch. Reports suggest this is not a next-generation Cullinan replacement but rather a separate new product alongside it.

Today's guest is Marc Seidner, PIMCO's CIO of Non-traditional Strategies. He is also a generalist portfolio manager and a member of the Investment Committee. In today's episode, Marc explores why the investing landscape has changed from one led by economics to one increasingly shaped by politics and geopolitics. He explains why bonds may offer one of the most compelling opportunities in years, while private credit continues to show stress. He also touches on the K-shape economy and why real assets may help portfolios withstand a more uncertain world. (0:00) Starts (1:50) Global economic landscape (4:47) Golden age of fixed income (7:32) Equity vs. fixed income ownership (10:13) K-shaped recovery (15:06) Private credit concerns (17:49) Value over growth, global diversification, and real assets (24:50) International diversification & emerging market bonds (33:05) IPO landscape ----- Sponsor: To learn more about CAOS, read the Fund's prospectus and important information, visit: funds.alphaarchitect.com/caos ----- 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

Join us as we recount our incredible experience at Boston Marathon weekend, from securing media credentials to hosting live shows, meeting legendary runners, and navigating the bustling expo. Discover behind-the-scenes stories, key moments, and lessons learned from this unforgettable event. Join us as we recount an incredible weekend of live podcasting, community engagement, and memorable moments at the Boston Marathon. From interviews with inspiring runners to behind-the-scenes stories, this episode captures the essence of passion, perseverance, and the power of shared experiences.Key  TopicsMedia credential application processEvent setup and logisticsMeeting legendary runners and guestsPodcasting and live event tips Live podcasting at a major raceCommunity engagement and storytellingMemorable moments and highlights from race dayChapters00:00 Introduction and Energy Check02:47 Boston Weeks Overview05:53 Personal Updates and Reflections08:44 Guest Highlights and Experiences11:40 Meb's Impact and Insights13:41 Boston Marathon Weekend Recap16:42 Fun Moments and Gritty's Instagram19:37 Future Plans and Aspirations23:59 The Importance of Structure in Relationships24:34 The Boston Marathon Media Experience25:29 Pursuing Dreams: Erica's Boston Marathon Journey26:33 Building Connections in the Media World27:43 The Power of Networking and Collaboration29:51 Planning for Success: The Boston Marathon Preparation32:18 Overcoming Challenges: The Road to the Marathon36:10 The Role of Media in the Marathon Experience37:58 Navigating Media Credentials and Opportunities38:58 The Anticipation of the Marathon Weekend44:36 The Excitement of Live Events and Audience Engagement51:26 Engaging the Crowd: The Power of Connection54:28 Stage Presence: Hosting the Event58:28 Heartfelt Stories: The Impact of Personal Narratives01:01:26 Celebrating Success: The Joy of Making a Difference01:04:22 The Marathon Experience: Cheering and Community01:08:23 Memorable Encounters: Meeting Inspiring Figures01:18:19 Bathroom Breaks and Race Day Antics01:20:21 Navigating Boston: Transportation and City Insights01:21:21 Post-Race Party: Expectations vs. Reality01:22:23 Meeting Fellow Runners and Celebrating Achievements01:24:27 Podcasting Live: Engaging with the Audience01:28:21 Reflections on the Weekend and Future Plans01:34:21 Lessons Learned and Looking AheadMy Race Tatt's - Check out My Race Tatts and support the pod when you buy your next set by using our My Race Tatt's Link.Strava GroupLinktree - Find everything hereInstagram - Follow us on the gram YouTube - Subscribe to our channel Patreon - Support usThreadsEmail us at OnTheRunsPod@gmail.comDon't Fear The Code Brown and Don't Forget To Stretch!

Today's guest is Samuel Hartzmark, a finance professor at Boston College. In today's episode, Sam explores why dividends are so often misunderstood by investors. He explains the “free dividends fallacy” and how it can lead to inflated valuations and price dislocations. He also examines the tradeoffs between dividends and buybacks and how payout policies influence investor behavior. To close, Sam briefly touches on his research on prediction markets and ESG. (0:00) Starts (1:59) Sam Hartzmark on dividend misconceptions (15:24) Mutual funds juicing dividend yields (27:26) Buybacks, shareholder yield, and reinvesting dividends (39:57) Tax optimization (43:40) Importance of total return (52:26) Divestment, prediction markets, and 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

It's EV News Briefly for Wednesday 22 April 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyBMW GIVES I7 MORE RANGE AND SCREEN SPACEBMW has revealed what it calls the most extensive refresh ever applied to a BMW, with the updated electric i7 arriving first in September 2026 and plug-in hybrids to follow, with pricing expected to rise from the current £105,000 starting point. The new i7 swaps its old 105.7kWh battery for a 112.5kWh pack using Gen6 cylindrical cells, pushing maximum range from 387 miles to 452 miles and DC charging speed from 195kW to 250kW, while adaptive dampers and active rear steering become standard across the whole range.The styling adopts BMW's Neue Klasse design language with slimmer crystal-embedded headlights, a horizontal-slat grille, 22-inch alloys as standard, and up to 500 exterior colour combinations including a new two-tone option. Inside, the i7 becomes the first BMW to offer a front-passenger touchscreen (14.6 inches), gains a 17.9-inch central display and a sweeping 43.3-inch Panoramic iDrive dashboard, while rear passengers keep their 31.3-inch 8K cinema screen and 35-speaker Bowers & Wilkins system.***RIVIAN STARTS R2 PRODUCTION IN ILLINOISRivian has begun production of the R2 at its Normal, Illinois plant, with CFO Claire McDonough confirming the start in a Reuters interview and first customer deliveries expected later this spring. Reservation holders will receive configuration invitations in June, with the $57,990 Launch Edition shipping first, followed by the $53,990 Premium later in 2026 and the more affordable Standard and entry variants arriving through 2027.Rivian expects R2 to cost less than half of what an R1 costs to build once higher volumes are reached in 2027, and the vehicle also underpins the company's broader ambitions including the $2,500 Autonomy+ self-driving package and an Uber robotaxi partnership worth up to $1.25 billion across 25 cities.***GM SAYS NO DELAY TO ELECTRIC TRUCK PROGRAMMEGM publicly denied cancelling any electric trucks after Crain's Detroit Business — citing three anonymous sources — reported that the automaker had indefinitely delayed its next-generation electric truck programme, which had been targeting a 2028 production start for refreshed versions of the Silverado EV, GMC Sierra EV, Hummer, and Escalade IQ. GM told Motor1 that "EVs remain the end game" and confirmed no impact to current electric truck production, though the company gave no timeline for when the next-generation programme might resume.Supplier executives and analysts told Crain's they do not expect a new generation of GM's all-electric truck line until 2030 or beyond, suggesting the delay is substantial even if GM stops short of calling it a cancellation.***SMART #2 SETS UP FORTWO RETURNSmart has unveiled the Smart #2 concept, a two-door, two-seat electric city car that revives the spirit of the original Fortwo, with a production model expected to launch in October 2026. Built on the Electric Compact Architecture platform, it offers an estimated 186-mile range — a dramatic leap over the old EQ Fortwo's 58-mile range — along with a 10–80% charge time of under 20 minutes and vehicle-to-load capability.Expected to measure around 106 inches (2.7 metres) long, the Smart #2 would be smaller than the Dacia Spring and Renault Twingo, placing it among Europe's smallest new EVs at launch.***ID. BUZZ ADDS AWD AND NEW TECHVolkswagen Commercial Vehicles is rolling out a 2026 model year update for the ID. Buzz this summer, headlined by the new Pro 4MOTION variant that pairs a 210kW rear motor with a front motor for a combined 250kW and raises towing capacity to 1.8 tonnes on the standard wheelbase. The update also brings one-pedal driving capable of bringing the vehicle to a full stop, a new Innovision infotainment system with an integrated app store, traffic-light-responsive Connected Travel Assist, a welcome return to physical steering wheel buttons, and optional vehicle-to-load capability at up to 2.0kW.***CHARGEPOINT LAUNCHES 600KW EXPRESS SOLOChargePoint has unveiled the Express Solo, a standalone DC fast charger capable of delivering up to 600kW, which the company says sets a new benchmark for public charging in the US. The unit supports two simultaneous sessions, accepts direct DC input for integration with on-site battery storage, enables bidirectional charging, and uses an Omni Port combining CCS1 and NACS connectors — all at a claimed 30% lower purchase and operating cost than comparable high-power chargers.***FRANCE SETS 2035 ROAD CHARGING PLANFrance's government has published a national strategy to deploy around 30,000 EV charging points on motorways and national roads by 2035, targeting corridors that carry roughly one third of all traffic despite representing just 2% of total road length. The plan includes approximately 22,000 fast chargers at around 150kW for light vehicles across 900 service areas — a fivefold capacity increase — plus 8,000 heavy-duty charging points across 560 locations.***COKE CANADA ADDS VOLVO ELECTRIC TRUCKSCoca-Cola Canada Bottling is expanding its electric fleet to nearly 40 vehicles by adding Volvo VNR Electric trucks in Quebec City and the Vancouver area, building on a 2023 pilot programme that tested six of the trucks in real-world conditions. Each VNR Electric uses a six-battery configuration with a range of up to 440km, and the expansion is supported by a new 180kW Heliox Flex charging station in Quebec City and two additional chargers in Vancouver.***PG&E ADDS CYBERTRUCK TO V2G PILOTPG&E and Tesla have added the Cybertruck to PG&E's residential vehicle-to-grid programme, using Tesla's Powershare Gateway and Universal Wall Connector in what is the first AC-based V2G application approved for California customers. Participants can receive up to $4,500 in incentives for bidirectional charging equipment and earn additional compensation for exporting electricity back to the grid during peak demand events.***VOLKSWAGEN SETS GERMAN V2G LAUNCH FOR 2026Volkswagen and its energy subsidiary Elli plan to launch a fully integrated vehicle-to-grid service for private customers in Germany in Q4 2026, with pre-registration opening in June, promising annual earnings of €700–€900 under favourable conditions. Elli will manage the full stack — dynamic tariff, DC bidirectional charger, smart meter integration, and a control app — backed by around one million bidirectional-capable MEB-platform EVs already on European roads.

Today's guest is Will Guidara, author of the New York Times Bestseller Unreasonable Hospitality and former co-owner of Eleven Madison Park, which was named the Best Restaurant in the World. He is a Co-Producer on the Emmy Award-winning series The Bear. His new book, Unreasonable Hospitality: The Field Guide comes out this month. In today's episode, Will discusses how unreasonable hospitality can turn routine service into memorable human connection. He explains why unreasonable hospitality is less about grand gestures and more about intentionality, creativity, and empowering teams to take ownership of memorable customer experiences. To close, Will shares how small acts of care can transform relationships, culture, and loyalty across financial services. (0:00) Starts (2:28) Will Guidara on Unreasonable Hospitality (8:18) Implementing this philosophy in your organization (17:11) The importance of admitting mistakes (26:15) Examples of unreasonable hospitality (37:37) Will's conferences ----- Sponsor: To learn more about CAOS, read the Fund's prospectus and important information, visit: ⁠funds.alphaarchitect.com/caos ----- 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

Happy Big 10K Race Day! We kick off this massive episode live from Hawk Mountain B&B, where we are joined by Channel 69 News reporter Bo Koltnow and his cameraman Andy to document the highly anticipated 10K charity race between Erin and Southern Charm's Craig Conover. We break down all the chaotic pre-race logistics, including Craig deciding to change the head start rules at the last minute to a synchronized start so we could calculate the 27-minute handicap at the end. We also recount Erin fueling up on a single sugar cookie and Nerd Gummy Clusters , and the confusing presence of an active tree shredder truck in the middle of a treeless farm field.Despite facing brutal 30 degree winds, hills, and constant local traffic, Erin pushed through to claim the ultimate victory, running through a makeshift toilet paper finish line! Because Craig lost, he had to face the ultimate punishment: taking a freezing plunge into the local river, while reading an letter written by the Friend Of Podcast (  ⁨@friendofpodcast⁩  ). We reveal how he secretly plotted to buy his way out of the plunge by offering a donation instead, but ultimately put on a bathing suit and took the icy dip. We also ask Craig's assistant Jack some questions about working for Craig's "beautiful mind". Post race, we recap the delicious chicken shawarma dinner made by Dan's mom, our toxic habit of immediately retreating to a dark room to edit footage for hours instead of relaxing, and a heated argument with Craig over whether maple syrup originated in Canada or Switzerland.We also share a massive announcement: we are officially hosting a live show at the Boston Marathon Fan Fest in the busiest Sunday slot, right after Meb! Finally, we record a cozy "fireside chat" where we discuss the absolute necessity of the B&B finally installing Starlink internet, especially after a terrifying incident where a 911 call for a chimney fire dropped due to zero cell service. Erin gives an update on her grueling "Pull Up Revolution", and shares the profound emotional trauma of having to "thin" (a.k.a. rip out and execute) the weaker seedling plants in his indoor hydroponic garden.

Today's guests are Alex Rubalcava and Paul Bricault of Amplify.LA, a pre-seed venture capital firm. In today's episode, Alex and Paul break down the opportunities and challenges AI is creating for both startups and investors. They discuss the changing economics of software, what makes an AI company defensible, where investors are finding opportunity in frontier sectors, and why speed matters more than ever in early-stage investing.  To close, they explore startup pivots and the tax advantages of QSBS. (0:00) Starts (1:27) Introducing Alex and Paul (2:02) Public software companies & AI (5:13) Amplify LA background and partnership formation (7:34) AI use cases in portfolio companies (15:08) AI's impact on the job market (30:31) AI's impact on investment opportunities at the pre-seed stage (41:02) Aerospace sector opportunities (44:32) Successful startup pivots (50:18) Liquidity in VC (55:28) QSBS impact ----- Sponsor: Alpha Architect - To learn more about CAOS, read the Fund's prospectus and important information, visit funds.alphaarchitect.com/caos ----- 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 guests are Owen Lamont, a Portfolio Manager at Acadian Asset Management, and Randy Cohen, a finance and entrepreneurship professor at Harvard Business School and co-founder of PEO Partners, which is a leader in the emerging liquid Private Equity alternatives space. In today's episode, Owen Lamont and Randy Cohen begin with a deep dive into private equity, how to model it in public markets, and why investors are searching for liquid ways to access private-market-like returns. They challenge common views on concentration, market valuations, and explain how investors should think about bubbles and technological change. They also discuss whether the US stock market is Koreafying and the long-term forces that could shape the investing landscape. (0:00) Starts (0:34) Welcome Owen and Randy (5:14) Private equity overview (9:20) Liquid private equity (20:05) The US stock market is Koreafying (24:29) The IPO landscape (36:03) CAPE Ratio and AI (44:45) Best ideas investing (58:44) Deglobalization increases the benefits of diversification (1:00:36) Randy's five future fears (1:11:09) Book recommendations ----- 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 episode, Van explores the evolution of the rare coin and collectables market, how grading transformed collectibles into an institutional-quality asset class, and why high-grade coins may be undervalued today. He discusses supply dynamics, the historical link between currency, gold, and collectibles, and how technology and AI are reshaping authentication and valuation. To close, Van explains why rare coins remain a compelling way to preserve wealth and build a lasting legacy. (0:00) Starts (2:25) Overview of current coin market and recent gold discoveries (16:43) Historical significance of coins and storing advice (25:34) COVID's impact on watches and sports memorabilia (31:41) Grading with AI (35:42) Identifying undervalued collectibles and selling lessons (45:15) Securitizing collectibles (49:52) Modern companies influencing the collectibles market (1:01:42) Highlights from coin shows and record-breaking sales ----- 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

My guest today is Mike Wilson, Morgan Stanley's Chief U.S. Equity Strategist and Chief Investment Officer. In today's episode, Mike Wilson explains how a rolling recession has given way to a staggered recovery, and why he expects leadership to broaden beyond mega-cap stocks into small caps, cyclicals, and international markets. He highlights growing risks from AI disruption, private credit weakness, and the Iran conflict. To close, Mike discusses a shift beyond the traditional 60/40 portfolio toward a more flexible 60/20/20 approach that includes assets like gold. (0:00) Starts (1:31) Mike Wilson on rolling recessions and rolling recoveries (5:28) Market implications of Iran conflict (9:52) Market cap weight vs. equal weight indices (15:41) Is 60/20/20 the new 60/40? (23:23) Geopolitical shocks (35:48) AI's impact and bullish on healthcare (42:03) Outlook for global economic recovery ----- 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: Register for Alpha Architect's LIVE HIDE webinar on March 26th ⁠here⁠. Want to Learn More about Alpha Architect? Visit ⁠www.funds.alphaarchitect.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 guests are Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, which is the only publication focused on taxable portfolio strategy. In today's episode, Brent Sullivan and Wes Gray discuss how to handle concentrated stock positions. They explore the complexities around 351 ETF exchanges, what investors need to know when participating to adhere to tax laws. To close, they examine the rise of tax-managed long-short strategies and how AI may transform tax planning and portfolio management. (0:00) Starts (1:18) Brent Sullivan's background (3:36) Handling concentrated stock positions (7:32) 351 to ETF conversions (14:49) Regulatory scrutiny & IRS enforcement (27:39) Rebalancing, tax implications and practical advisor advice (34:09) Future ETF seeding predictions (39:01) Comparing ETF seeding and portfolio consolidation strategies (45:48) Long short strategies (52:23) Brent Sullivan's book and conference ----- 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

It's EV News Briefly for Thursday 05 March 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyMIDDLE EAST CONFLICT LIFTS UK FUEL AND ENERGY COSTSBrent crude surged past $84 per barrel and UK gas prices spiked to a three-year high of £1.44 per therm after Qatar halted LNG exports following Iran's threat to attack tankers in the Strait of Hormuz, with the RAC warning UK forecourt prices will feel the full impact within a week. Home EV charging costs are shielded for now by the energy price cap — fixed at 24.67p per kWh for electricity until end of June — but wholesale price rises could push the cap higher from July, making both home wallbox and public charging more expensive.​EUROPEAN FLEETS COULD SAVE €246BN BY 2030A new EY and Eurelectric report finds that fully electrifying Europe's corporate fleets could deliver up to €246 billion in cumulative savings and cut one billion tonnes of CO2 by 2030. However, the authors warn that cheaper running costs alone will not drive mass uptake, calling for coordinated action from manufacturers, policymakers, grid operators and finance providers to tackle high upfront costs, uncertain residual values, and charging infrastructure delays.CUPRA BORN FACELIFT BRINGS SHARP NOSE, SMALL TWEAKSCupra has facelifted the Born with a "shark nose" front end, triangular matrix LED headlights, a continuous rear light strip, and new 235 mm tyres across all five wheel options, while the aerodynamically improved 79 kWh variants now claim around 600 km (373 miles) of WLTP range. A new entry "Born Plus" trim pairs a 58 kWh battery with a 140 kW motor — figures that match Ford's Capri LFP option and strongly suggest a switch to LFP cells from the updated MEB+ platform — though Cupra has not confirmed drivetrain details and appears to be saving that announcement for a related reveal, likely the VW ID.3 facelift later in 2026.FORD EV SALES SINK 71% AFTER LIGHTNING EXITFord's US EV sales collapsed 71% in February 2026 to just 2,122 units, the steepest monthly drop in its EV history, driven by the discontinuation of the F-150 Lightning and the expiry of the federal EV tax credit. Ford's Model e division lost $4.8 billion in 2025 and is forecast to lose another $4–5 billion in 2026, with profitability not expected until 2029; the company has already booked a $19.5 billion writedown and is pivoting to a new ~$30,000 midsize electric pickup it hopes will revive the business by 2027.LUCID PATCHES GRAVITY SOFTWARE AGAINLucid Motors has pushed software update 3.4.4 to the Gravity SUV, targeting AC charging improvements and Drive Assist availability, following a January update that resolved around 95% of earlier software issues — with the car averaging a new update every 24 days since launch. Lucid has closed its online configurator for both the Air and Gravity while it prepares its 2027 model year announcement, and Air owners face a $950 hardware upgrade bill to access the newer UX 3.0 platform already running in the Gravity, due to arrive by autumn 2026.MITSUBISHI READIES LEAF-BASED EV FOR CANADAMitsubishi is preparing its first all-new model since the Eclipse Cross for Canadian dealerships in 2026, built on Nissan's CMF-EV platform and LEAF architecture, with spy shots showing a heavily camouflaged prototype that shares the LEAF's roofline, proportions, and rear hatch panel. Both models will be built side by side at Nissan's Kaminokawa plant in Japan, and Mitsubishi may receive the smaller battery pack to undercut the LEAF on entry price — a strategy that would see Nissan supply the foundations while a cheaper sibling competes for the same buyers.ALPITRONIC UNVEILS HYC400 SERIES 2 CHARGERAlpitronic has launched the HYC400 Series 2, retaining the 400 kW maximum output of its predecessor while upgrading to a 22-inch touchscreen (up from 15.6 inches), second-generation silicon carbide power stacks, and a higher continuous output current of 600 A (up from 500 A). The unit maintains 97.5% charging efficiency but standby power consumption rises significantly from 43 W to under 100 W, and cable options narrow to a single 5-metre length; Alpitronic will sell both generations simultaneously to suit different site requirements.​APTERA SHOWS FIRST VALIDATION-LINE VEHICLE PHOTOAptera Motors has published the first photo of a vehicle off its validation assembly line, marking a milestone for its three-wheeled, solar-assisted EV that claims 400 miles of range from a 44 kWh battery and up to 40 miles of daily solar charging, classified as a motorcycle to bypass certain safety regulations. The launch edition price has risen to $40,000 — a $9,300 increase from prior estimates — though a $28,000 model is planned for the future, and with nearly 50,000 pre-orders and a stated daily capacity of 80–100 vehicles, Aptera claims it could fulfil all orders within 500 days of full production, though the end-of-year delivery timeline remains uncertain.​GEELY TARGETS DEFENDER WITH GALAXY BATTLESHIPGeely plans to launch the Galaxy Battleship in the UK in 2028, a blocky hybrid 4x4 aimed squarely at the Land Rover Defender and Toyota Land Cruiser, with a production design expected to stay 90–95% true to the Galaxy Cruiser concept shown at the 2025 Shanghai Motor Show. Built on the GEA Evo platform with steer- and brake-by-wire, it may use an AI-driven plug-in hybrid system with a stated output of around 858 bhp, and Geely is promising an interior that surpasses the Defender's for luxury — a bold claim for the Chinese brand's first foray into the 4x4 segment.​EU UNVEILS LOCAL-CONTENT RULES FOR CLEAN TECHThe European Commission has unveiled the Industrial Accelerator Act (IAA), tying over €2 trillion in public procurement and subsidies to low-carbon and "Made-in-EU" conditions across sectors including EVs, steel, cement, and wind turbines, with the goal of raising manufacturing's share of EU economic output from 14% to 20% by 2035. China is excluded from the initial trusted-partner list — which includes the UK, Canada, and the US — and foreign investments above €100 million from countries controlling 40%+ of global production would face strict conditions including capped 49% foreign ownership and mandatory technology transfer; BMW and Mercedes oppose the Act over fears of higher costs, while Renault backs it and the text must still clear the European Parliament before becoming law.​

It's EV News Briefly for Friday 06 March 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyBMW TO UNVEIL ELECTRIC I3 SALOON ON 18 MARCH  BMW will reveal the new i3 saloon on 18 March as the first fully electric 3 Series, using the Neue Klasse Gen6 platform with 800V architecture, 400kW charging, and an expected 50 xDrive dual-motor, 108kWh setup targeting around 500 miles of range and potentially more thanks to its saloon aerodynamics. It will be the second Neue Klasse model after the iX3, aimed squarely at the Tesla Model 3 and future premium rivals from Mercedes, Audi, Xpeng and BYD's Denza, with a full line-up planned including an electric M3.  TESLA UK DROPS 37% AS UK EV SALES RISE  Tesla's UK registrations fell 37% year-on-year in February to 2,422 units, even as the overall market hit its strongest February since 2004 and BEVs grew to 24.2% of new registrations, with Chinese brands like BYD surging 83%. Tesla has argued that monthly registration data is misleading versus orders and quarterly shipments, but critics note all brands face similar timing issues, and for now the headline picture is a growing UK EV market in which Tesla's share is shrinking.  EVGO ENDS 2025 WITH 5,100 FAST-CHARGING STALLS  EVgo closed 2025 with 5,100 DC fast-charging stalls in operation, up 25% year-on-year after a record Q4 net gain of about 510 stalls, including 320 company-owned units and 190 eXtend-branded stalls at partner sites. The network is getting both denser and faster, with nearly a third of stations now offering six or more stalls and 62% of all stalls equipped with 350kW hardware, up sharply from 50% in late 2024.  LUCID FEBRUARY US SALES JUMP ON GRAVITY RAMP  Lucid's US sales jumped to 1,500 vehicles in February, almost double January, driven by a sharp ramp in Gravity SUV deliveries alongside 900 Air sedans. With Gravity now starting at $79,900 (via the Touring trim) and supported by a $7,500 lease credit plus targeted trade-in offers for Tesla, Rivian and Polestar owners, Lucid is boosting US momentum even as European registrations remain minimal. VW DEALERS SUE OVER SCOUT DIRECT SALES  Two Volkswagen dealerships in Connecticut and New York have launched a class-action lawsuit against Scout Motors and Volkswagen, arguing that Scout's Tesla-style direct-to-consumer sales model violates existing VW franchise agreements and deprives dealers of a lucrative new brand. Scout and CEO Scott Keogh counter that Scout is a separate entity from Volkswagen Group of America and therefore not bound to use VW's franchised dealer network.  VOLKSWAGEN GROUP HITS FOUR MILLION BEV DELIVERIES  Volkswagen Group has delivered its four-millionth battery-electric vehicle, accelerating from nearly a decade to reach the first million to adding the fourth million in just one year, powered largely by its MEB platform and around 30 all-electric passenger models. Most BEVs are built and sold in Europe, where compact SUVs and crossovers such as the VW ID.4/ID.5 dominate, while China and the US account for smaller but growing shares of volume and production. EGBATT LAUNCHES NOVA 60 DUAL BUFFERED CHARGER  EGbatt's new Nova 60 Dual combines a 60kW DC fast charger with a 60kWh LiFePO₄ battery in a single outdoor unit, allowing sites to deliver full fast-charging power without expensive grid upgrades by relying on buffered energy. Optional 20kW DC solar input lets operators integrate rooftop PV directly, helping cut operating costs and increase the share of renewable energy used for charging. LOTUS ADDS RANGE-EXTENDER ELETRE X FOR CHINA  Lotus has responded to softer demand for high-end pure EVs by launching the Eletre X plug-in range-extender SUV in China, pairing a 70kWh battery and 900V fast-charging system with a 2.0-litre turbo engine that mostly drives a generator but can also clutch to the front wheels for motorway efficiency. Delivering 952bhp, 0–62mph in 3.3 seconds and around 150 miles of electric-only range in a 2.6-tonne package, the Eletre X shares its new Geely-platform underpinnings with the Zeekr 9X and is slated to reach the UK no earlier than 2027.

My guest today is Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs. Last year she was named one of the 100 Most Influential Women in US Finance by Barron's. In today's episode, Kristin discusses the explosive growth of the alternatives market over the past decade. She explains what has driven interest from individual investors, particularly millennials, and touches on recent volatility within software and private credit BDCs. Finally, she shares her expectations for the 2026 IPO market, the potential for renewed interest in hedge funds, and how AI is set to reshape sourcing, underwriting, and portfolio construction. (0:00) Starts (1:31) Introduction of Kristin Olson (3:16) Evolution of alternative investments (10:19) Secondary strategies (13:05) Private equity alpha and liquidity concerns (19:13) Private credit market concerns (22:29) Manager selection and due diligence (24:17) Non-traditional investments and hedge fund interest (27:17) Millennial interest in alternatives (31:40) Infrastructure and global opportunities ----- 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: Register for Alpha Architect's LIVE HIDE webinar on March 26th ⁠here⁠. Want to Learn More about Alpha Architect? Visit ⁠www.funds.alphaarchitect.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

It's EV News Briefly for Wednesday 04 March 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyVOLVO ADDS CAPACITY TO BUILD EX60  Volvo will extend production at its Torslanda plant to meet surging demand for the all-electric EX60 SUV, which has seen strong early orders across Europe. German wait times now stretch up to 17 months, prompting Volvo to negotiate shorter summer breaks with unions, mirroring BMW's own ramp-up for the iX3. VOLVO PUSHES NEW UX TO 2.5 MILLION CARS  Volvo is rolling out a major over‑the‑air update to around 2.5 million vehicles, bringing its latest infotainment system from the EX30, EX90 and EX60 models to cars as old as 2020. The update ushers in a unified user interface and, later this spring, a switch from Google Assistant to the more conversational Google Gemini AI. CUPRA RAVAL SPIED UNCOVERED AHEAD OF MARCH 2026 REVEAL  Cupra's upcoming Raval — its most affordable EV yet — has been spotted fully uncovered during Scandinavian winter testing. Riding on the new MEB+ platform with two battery options, it launches mid‑2026 from around £23,000 to rival the Renault 5 and Peugeot e‑208 in the urban EV segment.  DENMARK HITS 81.6% BEV SHARE IN FEBRUARY  Battery‑electric vehicles made up 81.6% of Denmark's new car sales in February, surging to 94.4% among private buyers. The shift reflects strong government incentives and rapid public adoption as EVs become the mainstream choice in the Danish market.  2026 WORLD CAR AWARDS SHORTLISTS TILT ELECTRIC  Electric models dominate the 2026 World Car Awards shortlist, with the BMW iX3, Nissan Leaf and Mercedes‑Benz CLA leading major categories. Luxury and performance finalists like the Lucid Gravity and Hyundai Ioniq 6 N further show how EVs now span every segment from affordable urban cars to high‑end models.  2027 BMW IX4 SET FOR X4 REPLACEMENT  BMW's 2027 iX4 coupe SUV is testing in Sweden, set to replace the X4 with two all‑wheel‑drive variants and a 108 kWh battery offering up to 800 km WLTP range. It adopts BMW's latest design language and a minimalist cabin similar to the iX3, with a large central screen and refreshed controls.  BARCELONA TO PAY €600 FOR ELECTRIC MOPED SWAPS  Barcelona will grant residents €600 to trade in petrol mopeds for new electric ones starting March 2026, covering up to 40% of the purchase price. With €15 million in funding through 2030, the scheme could replace around 24,000 mopeds and is open on a first‑come, first‑served basis.  ENBW SIGNS MULTI-YEAR XCHARGE DEAL FOR HYPERNET  German utility EnBW has sealed a multi‑year deal with XCharge to supply 400 kW DC fast chargers for its HyperNet network after successful trials. The high‑power C7 units, supporting dual CCS connectors and liquid‑cooled cables, will serve high‑throughput highway and hub charging locations.  STELLANTIS SETS 2026 SPAIN BUILD FOR LEAPMOTOR B10  Stellantis will start producing the Leapmotor B10 electric SUV in Spain in late 2026, marking the brand's European manufacturing debut. The €29,990 model anchors Leapmotor's expansion through Stellantis's joint venture, which now runs over 800 European sales points and continues rapid growth.  THATCHAM TARGETS EV WRITE-OFFS WITH REPAIR BLUEPRINT  Thatcham Research has launched an EV Blueprint to stop repairable electric cars being written off after minor crashes by improving safety, diagnostics and battery repair standards. The plan calls for modular, serviceable battery designs, open diagnostic tools, and replaceable safety components to cut repair costs and extend EV lifespan.

In today's episode, Meb reads a recent email sent to Cambria subscribers examining how to evaluate a strategy hitting a rough patch, using the Cambria Shareholder Yield ETF (SYLD) as a case study. Learn more: Cambria Shareholder Yield ETF (SYLD) https://cambriafunds.com/syld SYLD Fact Sheet https://cambriafunds.com/assets/docs/SYLD-FactSheet.pdf SYLD Investment Case https://cambriafunds.com/assets/docs/SYLD_Investment_Case.pdf Contact us at info@cambriainvestments.com, 310-683-5500 TO DETERMINE IF THE FUND IS AN APPROPRIATE INVESTMENT FOR YOU, CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVES, RISK FACTORS, CHARGES AND EXPENSES BEFORE INVESTING. THIS AND OTHER INFORMATION CAN BE FOUND IN THE FUND'S PROSPECTUS WHICH MAY BE OBTAINED BY CALLING 855-383-4636 (ETF INFO) OR VISITING OUR WEBSITE AT WWW.CAMBRIAFUNDS.COM. READ THE PROSPECTUS CAREFULLY BEFORE INVESTING OR SENDING MONEY. THE CAMBRIA ETFS ARE DISTRIBUTED BY ALPS DISTRIBUTORS INC., 1290 BROADWAY, SUITE 1000, DENVER, CO 80203, WHICH IS NOT AFFILIATED WITH CAMBRIA INVESTMENT MANAGEMENT, LP, THE INVESTMENT ADVISER FOR THE FUND. INVESTING INVOLVES RISK, INCLUDING POTENTIAL LOSS OF CAPITAL. SYLD: There is no guarantee that a Fund will achieve its investment goal. Investing involves risk, including the possible loss of principal. High yielding stocks are often speculative, high-risk investments. The underlying holdings of the Funds may be leveraged, which will expose the holding to higher volatility and may accelerate the impact of any losses. These companies can be paying out more than they can support and may reduce their dividends or stop paying dividends at any time, which could have a material adverse effect on the stock price of these companies and the Fund's performance. International investing may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Investments in smaller companies typically exhibit higher volatility. Narrowly focused funds typically exhibit higher volatility. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's EV News Briefly for Monday 02 March 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyBMW USA SHOP LEAK POINTS TO 2027 LINEUPA leak on BMW USA's online shop revealed two fully electric i3 sedan variants — the i3 40 xDrive and i3 50 xDrive — confirmed for the US in 2027, sharing the Neue Klasse platform with the iX3 and featuring Gen6 batteries, 800-volt hardware, and an iDrive X interior. The 2027 lineup also adds a first-ever iX4 coupe-SUV in two variants, an iX3 in three configurations launching in North America this summer, an electric iX5, and an i3 M60 alongside a full electric M3 positioned as the spiritual successor to today's M3 Competition.TESLA BERLIN RUNS HALF FULL AS UNION ROW SIMMERSTesla's Gigafactory Berlin produced 211,235 vehicles in 2024 against a stated annual capacity of 375,000 — a 56% utilisation rate — and output has since declined further, with the factory now reportedly running at around 40% capacity and BYD outselling Tesla in Europe in January 2026. Labour tensions are deepening ahead of works council elections, with IG Metall pursuing collective wage agreements similar to those at Volkswagen and BMW, while Tesla filed a criminal complaint against a union member and Elon Musk warned that "outside organisations" could hinder the site's ambition to become Europe's largest factory complex.T&E: LOCAL BATTERIES COULD CUT COST GAPA Transport & Environment report argues the EU can shrink the cost gap between domestically made and Chinese batteries from 90% to around 30% through scaled-up local production, with higher automation and lower scrap rates potentially cutting the gap to $14 per kWh by 2030 — equivalent to roughly €500 on an average EV. The findings align with the EU's forthcoming Industrial Accelerator Act, which targets ~70% local content thresholds for publicly supported EVs, though some carmakers warn this risks making batteries prohibitively expensive while T&E's Julia Poliscanova calls it "a sovereignty premium worth paying," particularly given China's export restrictions on critical minerals.TRIBUNAL BACKS 5% VAT ON SOME PUBLIC CHARGINGA UK tax tribunal has ruled against HMRC in a case brought by community charging operator Charge My Street, finding that a de-minimis clause in the VAT Act 1994 — capping "domestic" supplies at 1,000 kWh per month per customer — can qualify most neighbourhood charge points for the 5% reduced VAT rate rather than the 20% rate currently applied to public charging. The ruling is significant for drivers without off-street parking, though it also raises commercial complications, as many charge point operators have multi-year contracts priced on 20% VAT, and it opens the door to networks gaming the threshold by splitting sites or charger banks into separate "premises".ŠKODA OPENS €205M CTP BATTERY PLANT IN CZECHIAŠkoda has opened a €205 million (~$216M), 55,000 m² battery production facility at Mladá Boleslav, making it the Volkswagen Group's largest BEV battery system site and the first VW Group plant in Europe to manufacture cell-to-pack (CTP) systems at scale. The line produces over 1,100 battery systems per day — targeting up to 335,000 annually — and Škoda's switch to LFP cells has cut battery production costs by 30% compared to its previous MEB systems.MG CLOSES IN ON EUROPEAN FACTORY PLANMG has narrowed its European factory search to five countries, aiming to begin production by 2027 to circumvent the EU's 45% tariff on Chinese-built BEVs — a levy that caused MG's European BEV sales to fall 33% to 48,479 units last year, even as overall European sales rose 26% to 307,282 units in 2025. MG Europe head William Wang declared "it's time to build local," positioning the brand as a European marque rather than a Chinese import, as rivals BYD, Chery, and Leapmotor also race to establish European manufacturing footholds.CITROËN UPDATES C5 AIRCROSS PHEV FOR EURO 7Citroën has refreshed the C5 Aircross plug-in hybrid with a new 21.5 kWh battery (17.8 kWh usable), delivering up to 96 km (60 miles) of WLTP combined electric range — a 33% improvement over the outgoing model and ahead of rivals like the Peugeot 3008 Hybrid4 (69 km) and Ford Kuga PHEV (64 km). Priced in the €40–50k range, Citroën positions the updated C5 Aircross as one of the most tax-efficient family SUVs in the mainstream segment across EU markets while still targeting Euro 7 compliance.CANADIAN TRIAL PEGS ELECTRIC SEMI SAVINGS AT $157,126A real-world Canadian trial by FPInnovations' PIT Group and Transport Canada tracked two commercial fleets over 12 months and more than 200,000 km of Montreal-area operations, projecting savings of $157,126 per truck over six years — described as the most comprehensive dataset of its kind outside controlled demonstrations. The study compared the Freightliner eCascadia (BEV) directly against the diesel Cascadia and found that despite the electric truck's higher purchase price, higher-than-expected maintenance costs, and lower residual value, a six-year saving still emerged and may prove conservative.DENZA D9 ELECTRIC MPV ARRIVES IN AUSTRALIADenza has launched the D9 electric MPV in Australia from A$85,990, powered by a 103.3 kWh Blade Battery with 200 kW DC fast charging, 11 kW AC charging, and V2L capability across both variants, all built on BYD's e-Platform 3.0 with a cell-to-body battery structure. The seven-seat, three-row cabin targets the premium end of the people-mover segment with nappa leather, open-pore white ash wood trim, a 14-speaker Dynaudio sound system, adaptive suspension, and second-row captain's chairs offering over 900 mm of legroom, massage, and individual screens.CHINESE CAR BRANDS SPLIT US BUYERSA Cox Automotive survey of 802 prospective US car buyers found the country almost evenly divided — 38% would consider Chinese brands if available, 39% would not — with Gen Z showing notably higher openness at 69%. Chinese brands remain locked out of the US market by high tariffs and software regulations, but cost pressure is a key driver of interest, with 68% of open buyers expecting lower prices against an average new car price of $50,000, while BYD has already surpassed Tesla in European EV sales.

My guest today is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today's episode, Professor Damodaran explains why he trimmed two Magnificent Seven stocks. He digs into AI's real impact on valuations and moats, why big software incumbents face an Innovator's Dilemma, and why the biggest risk isn't tech spending itself, but overconfidence and debt-fueled capex that could ripple beyond tech.  He also weighs in on corporate Bitcoin balance sheets, sports franchises as “trophy assets” driven by billionaire demand rather than cash flows, and the rise of prediction markets. (0:00) Starts (0:34) Professor Damodaran on the Magnificent Seven (7:26) OpenAI's growth, AI's impact on valuations, and software industries (16:07) High capex investment risks (23:10) Market timing (33:43) Trust and the rise of gold and silver (45:12) Cryptocurrencies on company balance sheets (47:42) Sports franchises (52:27) Prediction markets ----- 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 Jim Reid, Global Head of Macro Research at Deutsche Bank. In today's episode, Jim walks through lessons from his annual report, The Ultimate Guide to Long-Term Investing, which covers over 200 years of market data from 56 countries. He explains why cash is one of the riskiest long-term assets, how inflation quietly destroys wealth, and why valuation is the single most reliable predictor of long-term returns. He also discusses how fiat money has reshaped bonds, gold, and equities since 1971.  To close, Jim reminds us that history consistently rewards investors who buy cheap, diversify globally, and respect long-term market cycles. (0:00) Starts (1:54) Importance of real vs nominal returns (5:36) Historical returns of gold (8:28) Global investment opportunities (18:06) Bond market performance and growth's impact on asset prices (23:11) Potential impact of AI (30:34) Valuation importance (37:03) Index weighting strategies (42:43) Predictors of bond performance and equity return distribution (47:01) Historical periods of high valuations (52:45) Global banking and stock market performance (55:12) Impact of AI on 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 ----- Sponsor: Visit ⁠⁠⁠Alpha Architect's 351 Education Center⁠⁠⁠ for use cases, tools, FAQs, upcoming launches, and more. 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 returning guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures. In today's episode, we unpack the recent biotech surge through the lens of Dan's recently published biotech report. We also explore China's growing biotech market, shifting IPO and VC trends, and how valuation tools like CAPE fit into today's regime. Finally, we also discuss technology's effect on productivity and corporate profits in the US, Japan's economic anomaly, home country bias, and more. (0:00) Starts (1:20) Dan's research on the biotech sector (19:10) D.A. on biotech in China (27:01) IPO landscape (31:01) Biotech VC update from D.A. (32:16) Are US stocks overvalued? (51:53) Dan's view of Japanese stocks (57:40) Global equity markets and home country bias (1:03:34) Book recommendations (1:11:55) Wrap-up and future plans ----- 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: Visit ⁠⁠Alpha Architect's 351 Education Center⁠⁠ for use cases, tools, FAQs, upcoming launches, and more. 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 radio show, Meb breaks down why market-cap–weighted investing may be nearing its limits after an extraordinary run in U.S. stocks. He explores CAPE ratios near historic extremes, the quiet resurgence of gold and commodities, and why equal weight, value, and global markets are suddenly back in the conversation.  To close, Meb explains how trend following and real assets can help investors navigate regime shifts. Note: this was recorded on January 29, 2026. (0:00) Starts (3:03) US stock market update (11:24) Global stock performance (18:03) The role of gold in asset allocation (27:52) Demographics of gold investors (35:47) One-fund portfolios & 351 conversions (42:07) Meb's travel plans ----- 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

My guest today is Russell Napier, an independent financial market strategist, financial historian, author of The Solid Ground investment report, and founder of the charitable venture The Library of Mistakes. In today's episode, Russell explains why investors are asking the wrong questions at a critical turning point in financial history. He how financial repression, shifting monetary regimes, and political priorities are reshaping capital markets. To close, he explains the dangers of yield chasing, why technology won't defeat inflation, and why gold may be signaling what comes next. (0:00) Starts (3:14) Regime change & parallels to post-World War II Europe (8:06) The search for yield is dangerous (17:38) The disconnect between GDP growth and equity returns (23:14) The impact of inflation & deflation on equity valuations (25:56) Technology doesn't defeat inflation (30:20) Monetary system changes, gold prices, and American exceptionalism (37:50) Extrapolation is the opiate of the people (48:26) Book recommendations ----- 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 Richard Bernstein, Chief Investment Officer of Richard Bernstein Advisors, which he founded in 2009. He was previously the Chief Investment Strategist at Merrill Lynch. In today's episode, Richard argues that the market is defined by rampant speculation and extreme narrowness. He explains why he's bullish on both dividend-paying and international stocks and believes crypto is the first global investment bubble. To close, he warns that corporate credit is priced for perfection, inflation risks aren't gone, and diversification is the best defense in a bubble-prone market. (0:00) Starts (1:20) Richard on market narrowness & speculation (6:21) The Earnings Expectations Life Cycle (12:33) Non-US stocks are undervalued (18:38) Small cap trends and long-term investment themes (24:14) American Industrialization Renaissance (27:10) Corporate credit risk (33:42) Is the Fed independent? (36:38) Is crypto the first global investment bubble? (41:11) The importance of financial history (46:07) Richard'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: Join Alpha Architect's LIVE webinar Feb 3rd to learn if a 351 Exchange may fit your clients' needs.  Before the webinar, visit Alpha Architect's 351 Education Center for use cases, tools, FAQs, upcoming launches, and more. ----- 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

My guest today is Marc Faber, editor of the “Gloom Boom & Doom Report.” In today's episode, Marc explores the unpredictable nature of financial markets, the resurgence of precious metals and how money printing has fueled economic inequality. He argues that bonds are currently under-owned and may offer opportunity, and explains why emerging markets such as Thailand and Vietnam deserve consideration.  To close, Marc underscores the importance of diversification in an increasingly uncertain world. (0:00) Starts (2:25) The rise of precious metals (10:18) Impact of money printing on asset prices and social problems (23:14) Bond bull case (29:31) History of wealth redistribution (36:13) Global investment insights: Thailand & beyond (48:40) Importance of diversification ----- 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: Want to learn more about 351 Exchanges? Visit Alpha Architect's 351 Education Center for use cases, tools, FAQs, upcoming launches, and more.  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