Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof! | #493

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 5 August 2023

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s returning guests are Michael Batnick and Ben Carlson of Ritholtz Wealth Management and hosts of the awesome Animal Spirits podcast. In today’s episode, Michael & Ben give us a preview of Future Proof in September, which I attended last year and will be going once again. Then we talk about a bunch of topics, including asset allocation given the world today, the behavioral aspect of investing, the best diversifier to the average portfolio, and more. Register with our special link by August 15th to get your ticket for free, plus $750! ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- 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 Mepp Favor 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
0:13.4	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.4	Met Faber is the co-founder and Chief Investment Officer at Cambria Investment Management.
0:23.2	Due to industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.0	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:38.6	Welcome, welcome everybody.
0:40.6	We got a fun episode today.
0:42.1	Our returning guests are Michael Batnik and Ben Carlson, of Rittholz Wealth Management and hosts of the Awesome Animal Spirits Podcast.
0:49.0	Today's episode, Michael and Ben give us a preview of the Future Proof Festival in September,
0:54.8	which our team was at last year and will be attending once again.
0:58.3	Then we talk about a bunch of investing topics, including what is the single best diversifier to the average portfolio today.
1:05.6	American Farmland is disappearing at an alarming rate.
1:09.0	According to the USDA, the US has lost four acres of farmland per minute since 2000.
1:15.0	That's a landmass larger than the state of Florida, lost a real estate development and
1:19.2	soil burnout.
1:20.7	All the while the demand for food, especially healthy, organic food, continues to rise as much as 13% annually in recent years.
1:28.0	Farmland LP is one of the largest investment funds in the U.S. focused on the organic market,
1:34.0	is ideally suited to take advantage of the dwindling supply of farmland
	...

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