Marc Cohodes on SBF, Fraud, & The FTX Death Spiral

The Meb Faber Show | 25 November 2022 | 1h 06m | Listen Later | Podcasts | Spotify
Interview with Marc Cohodes discussing his career as a short-seller, and, in particular, his investigation of Sam Bankman-Fried, the founder of the now-bankrupt FTX and other related crypto entities.

Scott Reynolds Nelson – How Wheat Made The Modern World

The Meb Faber Show | 25 July 2022 | 0h 54m | Listen Later | Podcasts | Spotify
Interview with Scott Reynolds Nelson about his book Oceans of Grain: How American Wheat Remade the World. Discusses the role of wheat in the world; why access to wheat has caused the rise and fall of empires, social unrest like the Arab spring, and plagues; why the Russia / Ukraine war is another example of countries going to war for access to wheat and the related trade routes; the history of US financial crises and the role of commodities in each.

Robin Goldstein & Daniel Sumner – The Economics of Weed

The Meb Faber Show | 20 June 2022 | 1h 04m | Listen Later | Podcasts | Spotify
Interview with Robin Goldstein and Daniel Sumner about their book Can Legal Weed Win?: The Blunt Realities of Cannabis Economics. Discusses the history of weed and what led to it becoming illegal in the US; competition between the legal and illegal markets; the impact of both good and bad regulations so far; the future of the cannabis industry from both the business and investment perspective; predictions for when weed will be legalized at the Federal level; and their worst-case scenario for when that happens.

Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward

The Meb Faber Show | 1 June 2022 | 1h 00m | Listen Later | Podcasts | Spotify
Interview with Peter Zeihan about his book The End of the World Is Just the Beginning: Mapping the Collapse of Globalization. Discusses the two main themes he sees in the world today: deglobalization and depopulation; which countries are set up to thrive or suffer based on these trends; why he’s extremely bearish on China and the implications of this on a possible invasion of Taiwan; the war between Russia and Ukraine and related issues within the energy markets, supply chains and food shortages; and finishes on inflation, the shale revolution, and nuclear energy.

Neil Dahlstrom on Tractor Wars

The Meb Faber Show | 20 April 2022 | 0h 50m | Listen Later | Podcasts | Spotify
Interview with Neil Dahlstrom about his book Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture. Discusses the evolution of the tractor industry touching on all the major players; the different strategies each company took around pricing and distribution; and finishes on the future with things like autonomous tractors and drone technology.

John Arnold – Natural Gas Trading & Philanthropy

The Meb Faber Show | 26 January 2022 | 1h 12m | Listen Later | iTunes | Spotify
Interview with John Arnold discussing, firstly, the mindset that made him a successful natural gas trader: his rapid rise at Enron and launching his own fund, Centaurus, whose returns made him the youngest billionaire in the US in 2007. Secondly discusses his switch to philanthropy and the problems he’s tackling around public finance, election reform, taxation, and health care – and what has surprised and frustrated him along the way.

Jeff Hooke on Private Equity Performance

The Meb Faber Show | 20 October 2021 | 0h 54m | Listen Later | iTunes | Spotify
Interview with Jeff Hooke about his book The Myth of Private Equity: An Inside Look at Wall Street’s Transformative Investments. Discusses the evidence that private equity has underperformed; its lack of transparency around fees and returns; and the recent approval to allow 401(k) plans to include private equity investments.

William Bernstein, Efficient Frontier – We Are Creatures That Seek Compelling Narratives

The Meb Faber Show | 2 September 2021 | 0h 56m | Listen Later | iTunes | Spotify
Interview with William Bernstein about his book The Delusions Of Crowds: Why People Go Mad in Groups. Explains why we’re susceptible to manias and backgrounds situations that have seen extreme speculation. Discusses today’s market: Robinhood, meme stocks, lofty valuations, and crypto. Debunks prevailing narratives around star fund managers and the notion that the Fed will save the market.