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The Meb Faber Show - Better Investing

Introducing The Best Investment Writing

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7938 Ratings

🗓️ 30 August 2024

⏱️ 10 minutes

🧾️ Download transcript

Summary

We launched a new podcast called The Best Investment Writing. It began as a book, then as individual episodes on this feed, but listeners enjoyed it so much that we decided it needs to be its own show! Where else can you hear hand-selected investment research voiced by some of the most respected money managers and investment researchers in the world. Listen to a recent episode we published featuring prior podcast guest, Jason Buck, reading a piece titled Herschel Walker Syndrome. Subscribe on Apple, Spotify or YouTube. ----- Follow Meb on Twitter and LinkedIn. 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 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

Click on a timestamp to play from that location

0:00.0

Met Baber is the co-founder and Chief Investment Officer of Cambria Investment Management.

0:06.8

Didn't industry regulations, he will not discuss any of Cambry's funds on this podcast.

0:10.0

All opinions

0:12.8

and do not reflect the opinion of Cambria Investment Management

0:14.6

or its affiliates.

0:15.6

For more information, visit Cambria Investments.

0:17.8

Hey there everybody, it's Mebb here.

0:19.6

We got exciting news.

0:21.0

We just launched a new podcast. It's called the best investment writing.

0:25.1

For longtime followers, you know, this was a passion project of mine. First began as a book,

0:30.4

then as individual episodes on this feed, but listeners enjoyed it so much, we decided it needs its own show.

0:36.0

Where else can you hear? Hand selected investment research, voiced by some of the most respected

0:41.0

money managers and investment researchers in the world.

0:44.4

You can listen to a recent episode we published featuring prior podcast guest, Jason Buck,

0:49.2

reading a piece titled Herschel Walker Syndrome.

0:52.2

And if you want to hear more, click on the link in the show notes or search for the best investment writing to subscribe to the show on your favorite platform.

0:59.0

You'll see we're already published some timeless pieces by the likes of Michael Malbison,

1:04.3

Cam Harvey, Dan Russ Messin, and more. Now let's kick it over to Jason Buck.

1:09.2

Hi, this is Jason Buck. I'm the CIO and co-founder at Mutiny Fund.

1:16.3

At Mutiny, we approached the portfolio problem a little bit differently than most because

1:21.2

of our core belief that offense wins games but defense wins

1:24.8

investing championships. We believe that building a diversified portfolio combining

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