Ep. 419: Mebane Faber Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

Michael Covel

Business, Investing

4.6 • 732 Ratings

🗓️ 29 January 2016

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest today is Mebane Faber, a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria's ETFs, separate accounts and private investment funds. Mr. Faber has authored numerous white papers and three books: Shareholder Yield, The Ivy Portfolio, and Global Value. He is a frequent speaker and writer on investment strategies and has been featured in Barron's, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.

The topics are his books The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets and Invest With The House: Hacking The Top Hedge Funds.

In this episode of Trend Following Radio we discuss:

Home country bias
Diversification
Different trading strategies
Finding the most successful hedge funds
Margin of safety

Jump in!

---

I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show.

To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/

You can watch a free video here: https://www.trendfollowing.com/video/

Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast

My social media platforms:
Twitter: @covel
Facebook: @trendfollowing
LinkedIn: @covel
Instagram: @mikecovel

Hope you enjoy my never-ending podcast conversation!

Transcript

Click on a timestamp to play from that location

0:00.0	This is Trend Following Radio, where great thinking comes alive.
0:10.9	Nobel Prize winners, legendary traders, bestselling authors, and the pros that know what drive us irrational human beings.
0:21.2	I am your host, Michael Covel.
0:24.0	Not filtered, raw, honest.
0:27.3	That's my passion.
0:33.1	My guest today is Meben Faber.
0:36.2	Meben, as you might know, is the author of many books.
0:40.8	His first, The Ivy Portfolio.
0:44.0	His most recent, out right now, invest with the house, hacking the top hedge funds.
0:50.7	Meben has appeared on this show before.
0:53.4	He brings a different perspective than myself, but we have many, many alignments.
0:59.8	The biggest alignment is Meb comes at this, investing, trading, finding alpha from a
1:07.2	quant perspective.
1:10.3	Today we discuss his newest work plus an assortment of other issues.
1:14.0	I'm sure you will enjoy this conversation with Meb in favor.
1:25.7	So let me ask the serious question first, and I will go back to the non-serious stuff.
1:32.7	The serious question has to do with surfing.
1:35.6	And so I want to know, because I had a friend who not too recently lived a little north of Pacific Beach, a little south of La Jolla.
1:43.7	And I got my education, my lesson, not that they confronted me.
1:47.3	I'm not a surfer, but I got my little education, my little lesson about the surf gang,
1:53.2	the surf gangs along the Southern California coast.
1:56.0	So I have to ask, are you a part of one of these gangs that assaults people, cuts their tires, and does all
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Michael Covel, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Michael Covel and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.