Mario Gabelli, GAMCO Investors - We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time | #327

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 7 July 2021

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 327, we welcome our guest, Mario Gabelli, Chairman and Chief Executive Officer of GAMCO Investors, the firm he founded in 1977. In today’s episode, we hear the framework behind one of the best stock pickers over the last 50 years. Mario walks us through what he thinks about when analyzing both industries and companies. He touches on the impact of fiscal and monetary stimulus, labor costs, and supply chains. Then we walk through some different industries – media, autos, energy, and yes, I even got him to talk about my favorite – farmland and agriculture. As we wind down, we hear about Mario’s recent focus on PPP – people, profits, planet, and why he chose to launch an actively managed ETF. Please enjoy this episode with GAMCO Investor’s Mario Gabelli. ----- Follow Meb on Twitter at @MebFaber ----- 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 discounted 2-year plan plus a bonus gift. 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.
0:39.6	What's up friends?
0:40.5	Today we have a monster episode.
0:43.5	Our guest is Chairman, Chief Executive Officer of Gamco Investors, the firm he founded in
0:48.8	1977.
0:51.0	In today's show, we hear the framework behind one of the most renowned stock pickers of the last 50 years.
0:56.0	Our guest walks us through what he thinks about when analyzing both industries and companies.
1:01.0	He touches on the impact of fiscal and monetary stimulus, labor costs, and supply
1:05.2	chains. Then we walk through some different industries, media, autos, energy, and yep, I even got to talk about one of my favorites,
1:12.4	farmland and agriculture.
1:14.0	So we wind down we hear about our guest's recent focus on PPP not what you think.
1:19.1	It's people, profits and the planet and why he chose to launch an actively manage E.T.F.
1:25.4	American farmland is disappearing at an alarming rate.
1:28.7	According to the USDA, the US has lost four acres of farmland per minute since 2000.
	...

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