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The Meb Faber Show - Better Investing

Mebisode – What If You Owned No US Stocks? | #504

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7938 Ratings

🗓️ 18 October 2023

⏱️ 8 minutes

🧾️ Download transcript

Summary

In this Mebisode, Meb reads his post titled, What If You Owned No US Stocks? ----- 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. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only) 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

0:14.0

wealthier and wiser. Better investing starts here.

0:17.0

This episode is brought to you by 10 East. Long time listeners know I've invested in private markets quite a bit myself

0:24.3

but with access to these markets broadening it can be hard to know where to find

0:28.1

vetted high-quality offerings that's where 10-East comes in. 10-East is a platform where qualified investors can co-invest on a deal-by-deal basis

0:37.3

across private equity, private credit, real estate, venture, and other one-off opportunities

0:42.0

typically unavailable through traditional channels.

0:45.2

They're founded and led by Michael Lefel, who spent his early career building Davidson Kimbner,

0:50.2

and who invest material personal capital in every offering they bring to the platform,

0:54.0

aligning interests with Ten East members who co-invest at their discretion.

0:58.6

Joint numerous founders, executives in portfolio managers from leading investment firms who use 10 East to diversify

1:03.7

their personal portfolios. Inquire for membership at 10 East.co that's the number 10 East.co.

1:11.1

Mep Faber is the co-founder and chief investment officer at Cambria Investment Management.

1:16.0

Did it industry regulations, he will now discuss any of Cambrais funds on this podcast.

1:20.0

All opinions

1:23.0

and do not reflect the opinion of Cambria Investment Management

1:25.0

for its affiliates.

1:26.0

For more information, visit Cambria Investments.com.

1:28.7

Today we're going to do a fun short mebissode. It's been a while. The title of today's talk is,

1:38.0

What if you own no U.S. stocks. Let's begin.

1:42.0

Stocks for the long run by Jeremy Siegel is one of my favorite books.

...

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