Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 7 February 2025

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors’ unique approach to hedged equity products and defined risk strategies, as well as the benefits of minimum volatility and trend following in portfolio management. (0:00) Starts (1:00) Introduction of Brian Jacobs (2:29) Historical bond performance (6:02) Aptus ETFs and investment strategies (9:37) Defined risk and hedging products (ACIO, UPSD, DEFR) (22:50) Options strategies (25:42) Bond yields, put writing, and credit spreads (29:03) Housing market & tax optimization (35:18) Stock buybacks, dividends, and total return concepts (45:19) CAPE ratio critique (56:32) Most memorable investment ----- 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 ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- 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! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	All right, y'all, who's looking for a Valentine present? Always stumped. I got a great novel
0:06.5	recommendation for you. Turns out it's called The Department. It's by my wife, Jacqueline Faber. It's her debut
0:13.1	novel. It's getting great reviews. It was released earlier this week. It's not about markets or
0:17.8	investing, but yo, you guys need to take a break anyway. If you want a great read, just want to help me stay in her good graces and want to look really good for your Valentine, grab a copy on Amazon.
0:27.7	Trust me, it's an investment you won't regret.
0:42.6	Welcome to the Medfavor show, where the focus is on helping you grow and preserve your wealth.
0:48.8	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser.
0:50.4	Better investing starts here.
0:54.2	Metfavor is the co-founder and chief investment officer at Cambria Investment Management.
0:57.5	Did it industry regulations, he will not discuss any of Cambri's funds on this podcast.
1:01.0	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of Cambria Investment Management for its affiliates. For more information,
1:04.0	visit Cambriainvestments.com.
1:06.3	All right, y'all, who's looking for a Valentine present? Always stumped. I got a great novel recommendation for you.
1:13.9	Turns out it's called The Department.
1:16.2	And it's by my wife, Jacqueline Faber.
1:18.1	It's her debut novel.
1:19.2	It's getting great reviews.
1:20.7	It was released earlier this week.
1:22.5	It's not about markets or investing, but, yo, you guys need to take a break anyway.
1:26.1	If you want a great read, just want to
1:27.8	help me stay in her good graces and want to look really good for your Valentine, grab a copy on
1:32.3	Amazon. Trust me, it's an investment you won't regret. Welcome back, everybody. We got an awesome
	...

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