Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k) | #166

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8 • 978 Ratings

🗓️ 24 July 2019

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Episode 166 has a radio show format. We cover a variety of topics, even Meb’s investment portfolio: Bonds, stocks, and valuation A Tweet from Movement Capital showing the various phases on 10-Yr Treasury return. Annualized Real total return from 1-1926 to 9-1981 was flat. 9-1981 to 1-2013 annualized a real return of 6.67%. Those two periods aren’t captured in the total real return from 1-1926 to 9-1981 of 2.38%. Negative yielding bonds, and the case for investing in them. From strategies outlined in the Global Asset Allocation book: The average yearly spread between the best and worst performing strategies was 18%. From 1973-2018, the spread between the best and worst performers was 2%. Emerging and foreign developed stock markets remain inexpensive relative to US stocks. There’s this and plenty more in episode 166. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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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	Hey podcast listeners guess what we got a radio show for you today. It's full-on summer time here in Los Angeles
0:57.4	So I dragged my co-work adjustment into the studio. Hello? How do you meb? How goes it? How's your summer going?
1:04.0	Going great.
1:05.0	Enjoying the weather down here.
1:07.0	Well, you briefly came by our annual 4th of July barbecue getting settled in in the so-cal lifestyle? Yeah it's pretty easy to
1:14.8	get settled in down here I can't complain. We got to get you back out on a surfboard.
1:19.5	Well some quick logistics and housekeeping we got a new fun coming out so if you're
1:24.2	interested check out cambry funds.com we're launching a cannabis E.TF we've had
1:28.6	filed for a very long time as far as the radio shows go we're gonna start
1:32.0	doing these bi-weekly now.
1:34.0	You guys been asking for them a lot.
	...

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