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The Meb Faber Show - Better Investing

MEBISODE: Should CalPERS Fire Everyone And Just Buy Some ETFs? | #526

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7938 Ratings

🗓️ 22 March 2024

⏱️ 17 minutes

🧾️ Download transcript

Summary

In today’s episode, Meb reads his blog post, “Should CalPERS Fire Everyone And Just Buy Some ETFs?.” Resource: What Does Nevada’s $35 Billion Fund Manager Do All Day? Nothing ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list. ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only). Read their 2024 Advisor-Client Communication Survey Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- 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! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Welcome to the Med Faber Show, where the focus is on helping you grow and preserve your wealth.

0:09.0

Join us as we discuss the craft of investing and uncover new and profitable ideas all to help you grow

0:13.9

wealthier and wiser. Better investing starts here.

0:17.0

Matt Baber is the co-founder and chief investment officer at Cambury Investment Management

0:21.0

due to industry regulations he will not discuss any of

0:23.4

Cambry's funds on this podcast. All opinions expressed by podcast participants are solely their

0:27.4

own opinions and do not reflect the opinion of Cambria Investment Management or its affiliates.

0:31.2

For more information, visit Cambria Investments.com.

0:33.4

American Farmland is disappearing at an alarming rate. According to the USDA, the US has lost four acres of

0:44.7

farmland per minute since 2000. That's a landmass larger than the state of

0:48.9

Florida, lost a real estate development and soil burnout.

0:52.8

All the while the demand for food, especially healthy, organic food,

0:56.2

continues to rise as much as 13% annually in recent years.

1:00.8

Farmland LP is one of the largest investment funds in the US focused on the organic market,

1:06.2

is ideally suited to take advantage of the dwindling supply of farmland and the rapidly increasing demand for food.

1:13.0

Its strategy focuses on converting conventional farmland to USDA certified organic

1:18.0

regenerative farmland.

1:19.0

They have a portfolio of more than 16,000 organic and sustainably farmed acres and a 15 year track record of success.

1:26.6

Their goal is simple, to produce attractive returns for investors while benefiting the environment.

1:31.6

In today's world of high inflation, volatile markets, and uncertainty,

1:35.2

consider joining investors including large institutional investors like Bill Gates and

1:39.1

other family offices and add farmland to your investment portfolio.

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