Welcome to the Med Faber Show, where the focus is on helping you grow and preserve your wealth.

Join us as we discuss the craft of investing and uncover new and profitable ideas all to help you grow

wealthier and wiser. Better investing starts here.

Matt Baber is the co-founder and chief investment officer at Cambury Investment Management

due to industry regulations he will not discuss any of Cambry's funds on this podcast.

All opinions expressed by podcast participants are solely their own opinions and do not reflect

the opinion of Cambria Investment Management or its affiliates.

For more information, visit Cambria Investments.com.

Welcome everybody. We got a super fun episode today. Our returning guest is

Jonathan Trussard, who recently left research affiliates to launch his own registered investment advisor.

This time Jonathan brought along a friend Nick Johnson who ran the commodity desk at PIMCO until early last year overseeing about

$20 billion. In today's episode the three of us kick around a bunch of topics

we talk about asset allocation and investor interest in and commodities, and tips.

Why Nick hates when people say gold is an inflation hedge,

how financial incentives drive behavior,

and why that's an issue in areas like finance

and residential real estate. This episode is brought to you by 10 East.

Long time listeners know I've invested in private markets quite a bit myself,

but with access to these markets broadening it can be

hard to know where to find vetted high quality offerings. That's where 10 East

comes in. Ten East is a platform where qualified investors can co-invest on a

deal by deal basis across private equity, private credit, real estate, venture, and other one-off opportunities typically unavailable through traditional channels.

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