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The Meb Faber Show - Better Investing

Radio Show: Investor Sentiment - What is it Telling Us About this Bull's Length? | #72

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8978 Ratings

🗓️ 20 September 2017

⏱️ 48 minutes

🧾️ Download transcript

Summary

Episode 72 is a radio show format before we start back with guests this fall. Some of the questions and topics you’ll hear: You've said that bonds can face significant drawdowns. But because of the way bonds work, is it the case that bond ETFs guarantee a positive return over time (assuming held to maturity and no default)?  I have heard that equal weight beats market cap because it sells the expensive stocks and buys the cheaper ones. I also have heard that most of the stock market gains over time are due to a small percentage of companies. So why does selling the winners down to equal weight and buying the lower performing stocks beat just letting winners run? Are markets, in fact, growing more correlated? Last week’s episode about a dividend strategy without the dividend… Why are so many investors against the idea of creating their own synthetic dividend despite its various advantages? Robert Shiller’s new piece in The New York Times about current investor sentiment and its potential implications for this bull market What are best practices for trading low volume ETFs? As usual with the radio show formats, there are plenty of additional rabbit holes including the potential direction of the U.S. dollar, the velocity of money, and the tug of war between inflation and deflation. What is Meb’s take on all this? Find out in Episode 72. 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

Hello podcast listeners it is officially fall time though it's still 70 degrees here in Los Angeles

0:56.5

so thought we would do a radio show catch up before we start ticking off all the

1:01.5

awesome guests we have scheduled for the next few months.

1:04.7

Jeff, welcome.

1:05.6

What's happening?

1:06.2

I'm a little weary.

1:07.9

I'm still on Icelandic time.

1:10.0

Yeah, we're gonna have to keep this podcast short

1:11.9

because frankly I've seen you look far better before.

1:14.2

I don't like the way this is going down right now.

1:16.5

I'm not a morning person.

...

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