{"podcast":{"title":"The Meb Faber Show - Better Investing","slug":"the-meb-faber-show-better-investing-743157","podcast_index_feed_id":743157,"rss_url":"https://feeds.megaphone.fm/TIFM6133783130","website_url":"https://www.themebfabershow.com/","image_url":"https://megaphone.imgix.net/podcasts/dfd9a908-428f-11ee-a9c5-6fac729c68a0/image/1400x1400.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"The Idea Farm","episode_count":708,"summary":"Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.","last_synced_at":"2026-07-24T16:19:52.677138+00:00","page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157"},"episode":{"title":"The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623","slug":"the-geopolitical-shock-playbook-mike-wilson-morgan-stanley-623","published_at":"2026-03-25T08:30:00+00:00","page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157/the-geopolitical-shock-playbook-mike-wilson-morgan-stanley-623","show_page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157","url":"https://traffic.megaphone.fm/TIFM8135457392.mp3?updated=1775778841","audio_url":"https://traffic.megaphone.fm/TIFM8135457392.mp3?updated=1775778841","summary":"Watch on YouTube. 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) Thoughts on the Fed (20:01) 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: Alpha Architect - To learn more about CAOS, read the Fund's prospectus and important information, visit ⁠funds.alphaarchitect.com/caos 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…","meta_description":"Watch on YouTube. My guest today is Mike Wilson, Morgan Stanley’s Chief U.S. Equity Strategist and Chief Investment Officer. In today’s episode, Mike Wils…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2874,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-meb-faber-show-better-investing-743157/episodes/the-geopolitical-shock-playbook-mike-wilson-morgan-stanley-623/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157/the-geopolitical-shock-playbook-mike-wilson-morgan-stanley-623.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}