Radio Show: Meb's Bullish on Emerging Markets... Strategies for Limited 401K Options... and Listener Q&A | #99

The Meb Faber Show - Better Investing

The Idea Farm

Investing, Management, Business

4.8 • 978 Ratings

🗓️ 28 March 2018

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode 99 is a radio show format. We start discussing some of Meb’s “Tweets of the Week.” The first involves a presentation from Rob Arnott at Research Affiliates, which Meb considered “required reading for financial advisors everywhere.” It involves the amount of extra alpha you’d need to generate in order to offset taxes given various market approaches. Next, we discuss another Tweet from Meb in which he asked readers to guess at the largest drawdown in US bonds in real terms between 1900 and 2010. Turns out, the majority of respondents were far off. Meb gives us the results and takeaways. Then there’s a discussion of taxes in light of crypto gains (and losses). It seems lots of people may not be factoring tax payments into the equation. Not sure the IRS is going to look favorably on that… We then jump into listener Q&A. Some of the questions you’ll hear answered include: Why should we listen to your podcast when you say the best ROI is to focus on skills directly benefiting our work performance? You've said you'd like to invest in a farm REIT. But you've written about dividend investing as a suboptimal strategy. Can you reconcile these two apparently contradictory ideas? Which asset class is going to shine 5 years from now? What’s the best strategy for folks with a limited selection of 401k funds? There’s plenty more, including why Meb is still very bullish on emerging markets, the realities of mutual fund investing with fees/taxes included, and Meb’s upcoming travel plans. Check it all out in Episode 99. 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.
0:49.4	Welcome podcast listeners. We have a radio show for you today. Welcome Jeff. What's happening?
0:56.0	Well it's kind of the Id's a march for you and I both. Yeah, it's been painful.
1:01.0	Our office consists of mostly we got a UVA grad here speaking, Jeff is
1:05.8	Carolina and we got a couple Michigan State people too. We've all gotten demolished.
1:13.0	The Virginia, it's funny, I have a group of guy friends from the South that we go and watch football
1:19.8	games every year.
1:20.8	It's kind of a guy trip and we used to always do it in Ritz-full Beach. And this year we have a guy trip and we used to do always do it in Ritzful Beach and this year we have a friend that now lives up in Brevard
1:26.6	Hey, Stu if you're listening. There's no way Stu is listening right now. No chance no chance and so, hey, I'd like to host this year. And so we said,
1:35.8	sure. And Brevard, for those who are listening who are familiar, is kind of outside
1:39.8	of Asheville, but it's also kind of blossomed into this big craft beer and food music scene.
1:46.4	It's really just awesome town.
	...

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