Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 18 October 2024

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest today is Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information. In today's episode, Bryan walks through what he's learned from studying 200+ years of market concentration in the US. Then we dive into his analysis of financial history over the past eight centuries by breaking the past up into five historical eras. He shares how this can improve our understanding of the returns to stocks, bonds and bills and the equity risk premium in the future. ----- 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 ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only). Sponsor: 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. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- 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	Welcome to the Medbefavor 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 uncover new and profitable ideas, all to help
0:15.4	you grow wealthier and wiser.
0:17.1	Better investing starts here.
0:19.6	Met Baber is the co-founder and chief investment officer of Cambria Investment Management. Due to industry regulations, he will not discuss any of Cambra's funds on this
0:25.0	podcast.
0:26.0	All opinions expressed by Podcast participants are solely their own opinions and do not reflect the
0:29.0	opinion of Cambria Investment Management or its affiliates.
0:30.9	For more information, visitbria Investments.com.
0:34.0	Today's show is brought to you by WhyCharts.
0:37.0	Keeping your research teams and advisors on the same page can be tough,
0:41.0	especially when the market's moving fast. We've all experienced times when
0:44.9	inefficient communication between teams leads to duplicated efforts, missed deadlines, and
0:49.7	frustration, but that's where why charts comes in, with real-time access to your firm's proprietary model portfolios,
0:56.4	advisors are always dialed in, ready to handle client questions, compare portfolios, and propose new solutions
1:02.3	without any of the usual headaches.
1:04.4	Whether you're on boarding new advisors bringing in an entire team or making big acquisitions,
1:09.4	Whitecharts helps you scale with ease.
1:11.4	Advisors get up to speed fast, clients transition seamlessly
1:14.4	into your proprietary models, and before you know it, you're seeing real AUM growth.
1:19.2	At the end of the day, it's about creating one firm and one voice.
1:22.8	Why charts make sure everyone's aligned,
	...

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