Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out | #309

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 10 May 2021

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 309, we welcome our guest Andrew Horowitz, President and Founder of Horowitz & Company and host of The Disciplined Investor Podcast. In today’s episode, we start with Andrew’s investment framework. We talk about the tradeoff between active management and ETF’s with both stocks and bonds. Then we discuss the impact of fund flows on stocks and hear what Andrew thinks about current valuations. As we wind down, we talk about the importance of helping clients have a long-term investment horizon. Please enjoy this episode with Horowitz & Company’s Andrew Horowitz. ----- This episode is sponsored by Bitwise. The Bitwise 10 Crypto Index Fund is the world’s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and DeFi assets. Shares of the fund trade under the ticker "BITW" and are accessible through traditional brokerage accounts. Shares may trade at a premium or discount to net asset value (NAV). For more information: bitwiseinvestments.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Hello friends, another great episode for you today.
0:42.4	Our guest is the president and founder of Horwitz and company and host of the Discipline Investor Podcast. And today's show, we start with the best way to cook a steak and then move on to our guests investment framework.
0:53.7	We talk about the trade-off between active management and ETS, we talk about stocks and bonds,
0:58.0	and discuss the impact of fun flows on stocks and what our guests thinks about current market valuations.
1:04.0	So we wind down, we talk about the importance of helping clients have a long-term investment
1:07.9	horizon and how you can go about doing so.
1:11.2	American Farmland is disappearing at an alarming rate.
1:14.5	According to the USDA, the US has lost four acres of farmland per minute since 2000.
1:20.0	That's a landmass larger than the state of Florida, lost a real estate development and soil burnout.
1:26.0	All the while the demand for food, especially healthy, organic food, continues to rise as much as 13% annually in recent years.
1:34.0	Farmland LP is one of the largest investment funds in the US focused on the organic
1:38.9	market, as ideally suited to take advantage of the dwindling supply of farmland and the rapidly increasing demand for food.
1:46.0	Its strategy focuses on converting conventional farmland to USDA certified organic regenerative farmland.
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