Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon | #344

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 27 August 2021

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 344, we welcome back our guest, Jared Dillian, author, DJ, and editor of The Daily Dirtnap. Click here to listen to Jared's first episode on The Meb Faber Show. In today’s episode, we’re talking all about the current market environment. Jared begins by explaining why he thinks we experienced a shift to an inflationary regime and what assets he expects to do well going forward. He shares his thoughts on gold, value vs. growth, and the low valuations in both Japan and Europe. Be sure to stick around until the end to hear why Jared thinks investment professionals should not take the CFA anymore. Please enjoy this episode with The Daily Dirtnap’s Jared Dillian. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our products and follow us, subscribe to our mailing list or visit us at cambriainvestments.com. ----- Today’s episode is sponsored by NordVPN. NordVPN strives to make the internet better than it is today. It can be free from online threats, censorship, and surveillance. What started with a single VPN server is now one of the most trusted internet security providers in the market, serving over 14 million users worldwide. Known for strong values and well-thought-out features, NordVPN is recognized by influential tech sites and IT security specialists. Visit www.nordvpn.com/meb for a 73% off 2-year plan plus 4 months free. 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	Matt 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 Cambry's funds on this podcast.
0:27.0	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:38.6	Hello everybody. Today we have a great show our returning guest as an author
0:44.8	DJ an editor of one of my favorite research pieces the Daily Dirt Knapp and today's show
0:50.6	we're talking about the current market environment.
0:53.3	Our guest begins by explaining why he thinks we experienced a shift in an inflationary regime
0:58.2	and what assets he expects to do well going forward.
1:01.2	He shares his thoughts on gold, value versus growth, and the low
1:04.8	valuations in both Japan and Europe. Be sure to stick around to the end to hear
1:09.4	why he thinks investing professionals should not take the CFA anymore.
1:14.7	American Farmland is disappearing at an alarming rate.
1:18.0	According to the USDA, the US has lost four acres of farmland per minute since 2000. That's a landmass larger than the state of Florida,
1:26.1	lost a real estate development and soil burnout. All the while the demand for food,
1:30.9	especially healthy organic food, continues to rise as much as 13%
1:35.2	annually in recent years. Farmland LP is one of the largest investment funds in the U.S. focused
	...

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