Creator Post Archive
The Meb Faber Show
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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.