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The Meb Faber Show - Better Investing

Phil Huber, Savant Wealth Management - Expected Returns For That Classic 60/40 Stock Bond Mix Is Significantly Lower Today Than It Has Been In Recent Past | #374

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7938 Ratings

🗓️ 6 December 2021

⏱️ 71 minutes

🧾️ Download transcript

Summary

In episode 374, we welcome our guest, Phil Huber, Chief Investment Officer of Savant Wealth management, an independent, fee-only wealth management firm, and the author of The Allocator's Edge: A modern guide to alternative investments and the future of diversification. In today’s episode, we’re talking all things alternatives! With the traditional 60/40 portfolio facing some headwinds going forward, investors and advisors may be looking to add alternatives to their portfolios, so Phil wrote an overview of the different alternative asset classes. We walk through the different alternatives, what sleeve of the 60/40 they should replace, and then talk about the behavioral aspects of implementing some of these ideas. Be sure to stick around and hear what Phil thinks about the collectibles space as they’re becoming more accessible to investors, and what collectibles he has himself. ----- 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 Public.com. Public.com is an investing platform that helps people become better investors. On Public, ownership unlocks an experience of content and education, contextual to your portfolio, created by a million+ strong community of investors, creators and analysts. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Welcome to the Medfavor 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. Better

0:17.4

investing starts here.

0:19.2

Meep Faber is the co-founder and Chief Investment Officer at Cambria Investment Management.

0:23.4

Did it industry regulations, he will not discuss any of Cambry's funds

0:26.1

on this podcast.

0:27.1

All opinions expressed by podcast participants are solely their own opinions

0:30.1

and do not reflect the opinion of Cambria Investment Management

0:32.2

or its affiliates. For more information, of Cambria Investment Management or its affiliates.

0:33.4

For more information, visit Cambria Investments.com.

0:36.4

What's up y'all?

0:40.4

Great episode today.

0:41.4

Our guest is the chief investment officer at

0:43.4

Sevant wealth management, an independent fioli wealth management firm and the author of

0:47.8

the new book, The Allocators Edge, a modern guide to alternative investments in

0:52.2

the future of diversification.

0:54.5

Today's show we're talking all things alt's, with the traditional 60-40 portfolio facing headwinds.

1:00.9

Investors and advisors may be looking to add all their portfolios, so our guests

1:04.2

wrote an overview of the different asset classes therein.

1:08.3

We walk through the different alternatives, what sleeve the 60-40 they should replace, and then

1:12.1

talk about the behavioral aspects of implementing

...

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