On Wednesday July 8, 2026 at 3pm eastern, Vikram Mansharamani spoke with investor and Cambria Investments founder Meb Faber about his path from trading during the late-1990s bubble to launching his own firm. Cambria has been successfully building and refining a quantitative, rules-based ETF business with 20 ETFs, over 100,000 investors, and nearly $5 billion in assets over the last 20 years.
The conversation is centered around Meb’s new book, Investing in America: The Rise of a 250-Year Bull Market, inspired by COVID-era meme-stock speculation and written to teach young investors an optimistic, long-term “ownership mentality” and the power of compounding through U.S. market history. Men addresses short-term risks, arguing the key is survival through drawdowns, and highlights common investor mistakes such as home-country bias, lack of global diversification, and under-allocation to real assets; he also gives a moderate view on Bitcoin and stresses learning from financial history to navigate uncertainty.
00:00 Welcome and Introductions
00:16 Meb’s Origin Story
02:38 Building Cambria and ETFs
03:30 Books and Early Research
05:10 Why Write Investing in America
06:23 Ownership Mindset and Compounding
10:08 Book Reception and Purpose
13:02 Short-Term Needs vs Long-Term Investing
14:03 Three Investor Mistakes
17:48 Bitcoin in a Portfolio
19:18 AI, Bubbles, and Market History
23:19 China, Demographics, and Going Global
27:50 Why Bet on America
29:03 Navigating Uncertainty Advice
31:10 Closing and Farewell
VIKRAM MANSHARAMANI is an entrepreneur, consultant, scholar, neighbor, husband, father, volunteer, and professional generalist who thinks in multiple-dimensions and looks beyond the short-term. Self-taught to think around corners and connect original dots, he spends his time speaking with global leaders in business, government, academia, and journalism. He’s currently the Chairman and CEO of Goodwell Foods, a manufacturer of private label frozen pizza. LinkedIn has twice listed him as its #1 Top Voice in Money & Finance, and Worthprofiled him as one of the 100 Most Powerful People in Global Finance. Vikram earned a PhD From MIT, has taught at Yale and Harvard, and is the author of three books, The Making of a Generalist: An Independent Thinker Finds Unconventional Success in an Uncertain World, Think for Yourself: Restoring Common Sense in an Age of Experts and Artificial Intelligence and Boombustology: Spotting Financial Bubbles Before They Burst. Vikram lives in Lincoln, New Hampshire with his wife and two children, where they can usually be found hiking or skiing.
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