Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues | #371

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 24 November 2021

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 371, we welcome our guest, Frank Holmes, the CEO of not one but two companies – U.S. Global Investors, an investment manager with both ETFs and mutual funds, and HIVE Blockchain, the first cryptocurrency mining company to go public. In today’s episode, we’re talking ETFs and crypto! Frank starts by sharing what piqued his interest in crypto and why he chose to go down the mining path instead of pursuing a Bitcoin ETF. He offers some macro perspective on crypto and how it differs from gold. Then we turn to the ETF space and hear about Frank’s hit ETF, JETS, which focuses on the airline industry and caught fire in 2020 after the March decline as retail interest skyrocketed. Be sure to stick around until the end when Frank shares the thesis behind his newest ETF around the marine shipping and air freight industries. ----- 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 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	Meff Faber is the co-founder and Chief Investment Officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will not discuss any of Cambry's funds
0:26.1	on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions
0:30.1	and do not reflect the opinion of Cambria Investment Management
0:32.2	or its affiliates. For more information, of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:36.3	What's up everybody?
0:40.7	Great show.
0:41.6	Our guest is the CEO, not one but two companies US global
0:45.5	investors an investment manager with both ETF's and mutual funds and Hive
0:49.2	blockchain the first cryptocurrency mining company to go public.
0:53.0	Today's episode we're talking gold miners and crypto.
0:57.0	Usually that Venn diagram doesn't overlap a lot,
1:00.0	but our guest offers some macro perspectives on crypto and how it differs from gold.
1:04.7	He then explains why he chose to go down the gold mining path instead of pursuing a Bitcoin
1:08.6	EDF.
1:09.6	Then we turn to the broad EDF space here about their hit EDF jets, which focuses on the broad E.T.F. space here about their hit E.T. F.
	...

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