4.7 • 938 Ratings
🗓️ 3 August 2022
⏱️ 68 minutes
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0:00.0 | Welcome to the Mebb Fabor 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. Better |
0:17.4 | investing starts here. |
0:18.8 | Meck 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 Cambria's funds on this podcast. |
0:27.0 | 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. |
0:39.7 | What's up my friends? |
0:40.7 | We got a killer show for you today. Our guest is Dwight |
0:43.4 | Anderson founder of Osprey Management, a firm that actively |
0:47.0 | invest in commodity markets and basic industries worldwide. Dwight previously |
0:51.2 | worked at fame shops like Tudor and Tiger Management in charge of basic industries and commodities. |
0:56.0 | In today's episode we're talking with one of the best investors to hear about the chaotic year commodities have had so far. Dwight shares his macro view of the world |
1:05.3 | and then the micro picture for different commodities across energy, metals, and agriculture. |
1:10.8 | He touches on a few stocks he likes today, and then we get into his choice to get into the ag tech venture space and where he sees opportunities there. |
1:19.0 | This episode is brought to you by 10 East. Long time listeners know I've invested in private markets quite a bit myself, but with access to these markets broadening it can be hard to know where to find vetted high quality offerings. That's where 10 East comes in. 10 East is a |
1:34.5 | platform where qualified investors can co-invest on a deal by deal basis across |
1:39.7 | private equity, private credit, real estate, venture, and other one-off opportunities typically unavailable |
1:45.2 | through traditional channels. |
1:47.2 | They're founded and led by Michael Lefel, who spent his early career building Davidson |
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