Creator Post Archive
The Meb Faber Show
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Jul 17, 2026
How AI Could Break the Stock Market | Carson Block Explains
Carson Block of Muddy Waters Research discusses the challenges and changing landscape of activist short-selling, noting a decline in civility and an increase in "lawfare" against critics. He shares an experience shorting SoFi, highlighting the intense retail investor base and the aggressive tactics employed against short-sellers. Block also touches on the "golden age of grift" and the reliance of short-sellers on regulatory institutions like the SEC and DOJ.
Jul 15, 2026
Ben Carlson's Favorite 100 Year Stock Stat
The creator discusses a historical statistic about the S&P 500, noting that there have been more years with 20% or greater gains than down years over the last century. This highlights that extreme positive performance is more common than the typical long-term average might suggest.
Jun 28, 2026
Why Today's Biggest Stocks Are Doomed
The creator discusses the concept of creative destruction in capitalism, highlighting how dominant companies and sectors change over time, using historical examples like railroads and the tech boom of the late 90s (Cisco, Microsoft) to illustrate that today's leading stocks, even those in AI, may not be the leaders in the future.
Jun 24, 2026
Stocks Get Safer The Longer You Hold
The creator discusses the long-term volatility of stocks versus bonds, suggesting stocks become less volatile than bonds at a 20-year horizon. The conversation then shifts to market capitalization, with a mention of Nvidia's current market cap and speculation about which companies might reach $10 trillion first, including Mag 7 stocks, SpaceX, OpenAI, and Anthropic.
May 29, 2026
The 1st Stock Market Bubble Looked Just Like AI Today (William Goetzmann Explains)
Meb Faber's show features historian William Goetzmann discussing the history of finance, starting with ancient transactions and the first recorded war. The conversation touches on Yale's endowment strategy under David Swinson and the accessibility of private market investments for individual investors through platforms like Ivy Invest.
May 23, 2026
The Top 10 Stocks Change EVERY Decade
Meb Faber discusses how the top 10 stocks change significantly each decade, highlighting the shift from US tech to Chinese companies a decade ago, and Japanese companies in the 1980s. He notes that companies like IBM and RCA are no longer dominant, replaced by Apple and Amazon, and speculates that future dominant companies will likely be different.
May 22, 2026
Meb Faber: Investors Are Repeating The Stock Market's History
Meb Faber discusses Warren Buffett's investment philosophy and the historical outperformance of Berkshire Hathaway compared to the S&P 500. He highlights Buffett's sophisticated trading strategies and international investments, suggesting that while Buffett's advice to invest in Berkshire stock might not be universally applicable, his long-term success warrants attention.
Apr 15, 2026
Private Equity's Low Volatility Isn't Real
The Meb Faber Show features a discussion with Owen Lamont and Randy Cohen on various investment topics. They delve into the complexities of private equity, the concept of liquid private equity, the impact of AI on markets, and the future of global economic order. The conversation also touches upon the challenges of predicting market movements, the role of behavioral economics in investing, and the potential implications of demographic shifts and technological advancements.
Mar 15, 2026
Why Rich Investors NEVER Sell Their Biggest Winners
This episode of The Meb Faber Show features Wes Gray and Brent Sullivan discussing tax strategies for investors, particularly focusing on managing concentrated stock positions and the use of ETFs. They delve into the nuances of Section 351 exchanges, the importance of diversification, and the potential pitfalls of aggressive tax avoidance schemes. The conversation also touches upon long-short strategies and the evolving landscape of tax-efficient investing.
Mar 3, 2026
Surviving the "SaaSpocalypse"
The creator discusses the innovator's dilemma in the context of the software selloff, suggesting investors focus on companies that are adapting to change rather than being in denial.
Feb 28, 2026
AI Market Bubble?
The creator discusses the overconfidence of major tech companies like Meta, Alphabet, Microsoft, and Amazon in their ability to dominate the AI market, suggesting that the market may not be large enough for all of them to succeed.
Feb 27, 2026
3 AI Stock Winners & 3 Write-Offs - Prof. Damodaran
Professor Aswath Damodaran discusses his decision to exit Tesla and Nvidia while maintaining positions in other mega-cap tech stocks, citing concerns over political volatility and AI valuation limits.
Oct 28, 2025
Peter Levin Unveils: A $4.9B Investment Opportunity Nobody Saw Coming
This episode features Peter Levin, co-founder of Griffin Gaming Partners, a leading investment firm focused on the video game sector. Levin discusses his career path, including his time at Lionsgate and his early involvement with Rovio (Angry Birds), and provides an overview of the evolution of the gaming industry from its early days to its current state.
Oct 24, 2025
MEBISODE: When to Sell?
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Aug 31, 2025
D.A. Wallach: MRNA & Biotech — Innovation is Moving Fast
The creator discusses the rapid innovation in mRNA technology, highlighting its successful development into vaccines during a global health emergency and positioning biotechnology as a key area for future economic growth.
Aug 21, 2025
Carl Kawaja: The $1B AIDS Cure Everyone Missed
The creator recounts a past investment in a small Quebec-based company that was developing an AIDS treatment. He initially traded in and out of the stock for small profits but later realized the company was acquired by GlaxoSmithKline for around $1 billion after developing a protease inhibitor, representing a significant missed opportunity.
Aug 15, 2025
Private Equity’s Doom Loop: Too Much, Too Levered | Dan Rasmussen and D.A. Wallach
The creator describes a 'doom loop' in the private equity industry where high leverage, rising interest rates, and a lack of exit opportunities are stalling returns and fundraising.
Jul 30, 2025
Why Carl Kawaja Held Coca-Cola & Pfizer for Decades
The creator discusses a family investment strategy where a portfolio of established American companies like Pfizer, Coca-Cola, IBM, General Electric, and Union Pacific has been held for decades, contrasting this with the difficulty of holding onto growth stocks like Nvidia.
Jul 28, 2025
Carl Kawaja on His First Stock Investment
The creator reflects on a historical investment in Apple to discuss the importance of holding high-quality compounders for the long term.
Jul 18, 2025
Holding A Lot of One Stock? That’s a Huge Mistake!
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