Meb's Take on Return Expectations, Portfolio Construction, and Practical Market Approaches | #129
The Meb Faber Show - Better Investing
The Idea Farm
4.8 • 978 Ratings
🗓️ 14 November 2018
⏱️ 65 minutes
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| 0:00.0 | Welcome to the Mebb Fabor Show, where the focus is on helping you grow and preserve your wealth. |
| 0:12.7 | Join us as we discuss the craft of investing |
| 0:15.6 | and uncover new and profitable ideas, |
| 0:18.4 | all to help you grow wealthier and wiser. |
| 0:20.8 | Better investing starts here. |
| 0:23.0 | Mepp Faber is the co-founder and chief investment officer at Cambria Investment Management. |
| 0:31.0 | Due to industry regulations, he will not discuss any of Cambria's funds on this |
| 0:35.5 | podcast. |
| 0:36.8 | All opinions expressed by podcast participants are solely their own opinions and do not |
| 0:41.0 | reflect the opinion of Cambria Investment Management or its |
| 0:43.6 | affiliates. For more information visit cambria Investments.com. |
| 0:48.6 | Hello podcast listeners it's mid-November. Man this year has flown by. It's almost |
| 0:55.7 | Thanksgiving, almost the holidays. No guest today. No Jeff. This is going to be a mebessode. You know I've been traveling in the country. A lot of fun |
| 1:05.2 | cities was in Providence, Rhode Island where I saw for the first time a bar that had a lobster |
| 1:11.2 | tank that used lacrosse sticks to take the lobsters out of the tank. |
| 1:15.5 | That was the most northeast thing I think I've ever seen. I had some really fun stops |
| 1:20.0 | in Nashville, San Antonio, Las Vegas, and was giving a talk and variants of a similar talk and I thought |
| 1:28.2 | since most of the people in the podcast didn't get to hear it, I'd like to summarize it here today and it's a little different in the different |
| 1:35.3 | places we gave and you'll recognize a lot of the elements because I tend to repeat some of the common themes |
| 1:41.1 | that we've had over the past few years. We've had a fairly similar |
| 1:44.7 | market regime that seems to be a little bit of volatility. Starting to jiggle recently. |
| 1:49.3 | A lot of individual stocks, we've seen GE really struggle. A lot of sectors, a lot of |
... |
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