Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.

Join us as we discuss the craft of investing and

uncover new and profitable ideas all to help you grow wealthier and wiser.

Better investing starts here.

Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.

Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.

All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of

Cambria Investment or its affiliates. For more information opinion of Cambria Investment Management or its affiliates.

For more information, visit Cambria Investments.com.

What's up everybody, another banger of a show for you today. Our guest is the founder of philosophy capital

management of value and distressed credit shop up on Sand Hill Road. Today's episode we start by discussing

our guest Windy Road to end up where he is today, including

a stint under Jerome Simon at Lone Star Capital Management.

Then we dive into his philosophy, which best can be described as old school value in a new school world. He shares how he uses

pattern recognition to his advantage, how credit equity investing help one another,

and walks us through case studies of some of his top holdings. As we wind down, our guest explains how he thinks about the short side of the portfolio

and tells the story of why watching a Tik-Toc video led him to immediately cover a short position.

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 Ten East comes in. Ten East is a platform where qualified investors can co-invest

on a deal by deal basis across private equity, private credit, real estate, venture, and other one-off opportunities typically unavailable through traditional channels.

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