Dr. Bryan Taylor, Global Financial Data - There Are 100 Ways To Beat The Market; You Just Got To Figure Out What Works For You And Stick To That Plan | #365

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 3 November 2021

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 365, we welcome our guest, Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information available anywhere. In today’s episode, we put today’s market into historical context. We start by looking at the history of interest rates and then hear why the 2020’s may be “The COVID Decade.” Then we touch on whether or not the dominance of the U.S. stock market will continue, what Bryan’s research shows about seasonality in the stock market, and whether we can learn any lessons from past industries that dominated the way the technology sector has of late. Please enjoy this episode with Global Financial Data’s Bryan Taylor. ----- Follow Meb on Twitter, 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 ----- Today’s episode is sponsored by FarmTogether. FarmTogether is a technology-powered investment platform that enables investors to channel funding into natural assets, starting with U.S. farmland. By driving abundant and creative capital to farmers, we’re giving investors the opportunity to drive agriculture toward sustainability on a massive scale. Alongside a changing climate, the global population continues to grow, with expectations of reaching 9.7 billion by 2050. This means approximately 70% more food will be required than is consumed today. FarmTogether investors are providing the key financial building blocks for a sustainable future. --- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor 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	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.2	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.0	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:37.0	Hey y'all, today we have another great show.
0:41.8	A returning guest is the president and chief
0:43.9	economist for global financial data which provides the most comprehensive
0:48.0	historical economic and financial information available anywhere. In today's episode we put today's market into historical context.
0:55.7	We start by looking at the history of interest rates and then hear why the 2020s may be the COVID
1:01.4	decade. Then we touch on whether or not the dominance of the U.S. stock market will continue,
1:06.0	what our guest research shows about seasonality in the stock market,
1:09.0	and whether we can learn any lessons from past industries that dominated the way the technology sector has of late.
1:15.4	This episode is brought to you by 10 East. Long time listeners know I've invested in private markets
1:20.9	quite a bit myself, but with access to these markets broadening it can be hard to know where to find vetted high quality offerings.
1:27.0	That's where Ten East comes in. Ten East is a platform where qualified investors can co-invest on a deal by deal basis across private equity, private credit,
1:36.5	real estate, venture, and other one-off opportunities typically unavailable through traditional channels.
1:42.4	They're founded and led by Michael Lefel, who spent his early career
	...

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