Joel Greenblatt, Gotham Asset Management - Nine Out Of Ten Families In The Top Fifth Of The Income Chain Have Retirement Savings, Nine In Ten In The Bottom Fifth Have None | #260

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 28 October 2020

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 260, we welcome our guest, Joel Greenblatt, Co-Chief Investment Officer of Gotham Asset Management. In today’s episode we’re talking about real proposals for real problems. We dig into topics that touch everyone in our society. We get into long-term savings, (by the way, nearly half of all working age families have zero retirement savings beyond what they might expect from social security) and discuss a novel tweak to the model that might deliver critical retirement savings for people who may not be in a position to save enough for retirement. We touch on our education system, where the core issues stem from, and how education might be able to be improved for all. We talk about the advantages of being open to immigration, and how a movement of alternative certification might spur an ecosystem that can improve how the workforce prepares for jobs and offer more direct ways of demonstrating technical know-how. Make sure you listen all the way to the end, as Joel covers some high level thoughts about how he thinks about value investing and his perspective on markets right now. All this and more in episode 260 with Gotham Asset Management’s Joel Greenblatt. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Faver 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	Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:36.4	Welcome, friends. We got a magical show for you today. Our guest is an industry Titan running
0:45.3	Gotham Asset Management focused on a long short valuation-based investment
0:49.3	philosophy and since 1996 he's also been a professor on the adjunct faculty of Columbia Business School,
0:54.8	where he teaches value and special situation investing.
0:58.2	He's published some books along the way.
1:00.0	He may have read a few, including his most recent, Common Sense, The Investors Guide to
1:04.4	Equality, Opportunity, and Growth.
1:07.7	In today's episode, we're talking about real proposals for real problems.
1:11.6	We dig into topics that touch everyone in our society. We get into long-term savings, which by the way, nearly half of all working-age families in the U.S. have zero.
1:20.0	We discuss a novel tweak to the model that might deliver critical savings for people that don't have any.
1:25.0	We touch on the education system, where the core issues stem from, and how it might be able to be improved for all.
1:30.0	We talk about the advantage of being open to immigration immigration and then move on to how a movement of alternative
1:35.4	certification might spur an ecosystem that can improve how the workforce prepares for jobs and offer
	...

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