Chris Davis, Davis Advisors - As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions [Tend To] Produce | #221

The Meb Faber Show - Better Investing

The Idea Farm

Investing, Management, Business

4.8 • 978 Ratings

🗓️ 18 May 2020

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 221 we welcome our guest, Chris Davis of Davis Advisors. In today’s episode, we’re talking stocks and investor behavior. We begin with Chris’s background and transition into some of his early lessons about investing and compound returns. We hit on investor behavior and trying to keep investors behaving in their own best interests. We discuss current markets, owning durable and resilient businesses, and the thinking behind the fundamental process at Davis. We even get into some thoughts about opportunities in markets today, from financials to energy. All this and more in episode 221 with Chris Davis. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Faver 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
0:31.1	of Cambria Investment or its affiliates. For more information opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:36.4	Welcome, podcast listeners.
0:40.9	We've got a great show for you today.
0:42.4	One of my favorite
0:43.1	dudes on the planet our guest has over three decades investment management and
0:47.2	security research experience and after joining Davis advisors in 1989 but that's not it.
0:53.3	His family's been managing mutual funds continuously since the 1960s.
0:58.6	In today's episode, we're talking investor behavior in stocks.
1:01.9	We begin with some of our guests early lessons about
1:03.9	investing compound returns. We hit on the challenges of investors behaving in their
1:08.1	own best interests. We discuss current markets, owning durable and resilient businesses, and thinking behind the
1:14.2	fundamental process at Davis. We even get into some thoughts about opportunities
1:18.1	and markets today, from financials to energy.
1:21.9	American Farmland is disappearing at an alarming rate.
	...

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