Jeremy Grantham, John Arnold & Sam Zell Share Most Memorable Investments | #581

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 2 May 2025

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, YouTube Sam Zell: Apple, Spotify, YouTube ----- Follow Meb on X, 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 ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- 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! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). 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.
0:10.9	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser.
0:16.9	Better investing starts here.
0:19.5	Metfabor is the co-founder and chief investment officer at Cambria Investment Management.
0:22.5	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:25.8	All opinions expressed by podcast participants are solely their own opinions and do not reflect
0:28.9	the opinion of Cambria investment management or its affiliates.
0:31.2	For more information, visit cambrain investments.com.
0:34.5	This episode is sponsored by our friends at YCharts.
0:37.3	Rebouncing seems simple.
0:38.7	Sell high, buy low, stay on target.
0:41.2	But what if rebouncing too often actually hurts long-term performance?
0:44.6	And what if waiting too long let your clients' portfolios drift way off track?
0:49.2	That's why Nick Magooley teamed up with Y charts to put 29 years of market data to the test,
0:53.8	comparing four
0:54.5	different rebalancing strategies, quarterly, annual, drift base, and never rebouncing to see which
0:59.7	approach best balances risk, reward, and efficiency. If you're an advisor looking to optimize
1:04.9	rebouncing, reduce unnecessary costs, and improve portfolio performance, this research is a
1:09.6	must read. It's packed with research-backed insights that may change the way you think about portfolio
1:14.0	management.
1:14.9	Download your copy with the link in the show notes and make smarter, more strategic
1:18.2	rebouncing decisions for your clients.
	...

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