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The Meb Faber Show - Better Investing

Radio Show: The 13F Guru Meb Would Follow Today | #70

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8 • 978 Ratings

🗓️ 6 September 2017

⏱️ 50 minutes

🧾️ Download transcript

Summary

Episode 70 is a radio show format. We start with a quick catch-up, discussing the recent eclipse and Meb’s upcoming travel, including Iceland, Reno, Orlando, Amsterdam, among others. Before jumping into listener questions, we get Meb’s thoughts on Episode 69, which featured Jason Calacanis (Meb dabbles with some angel investments himself). Meb tells us a bit more about his own angel experiences and his reflections on interviewing Jason. This dovetails into a question about how Meb allocates his own money between private investments, public investments, debt, and so on (with a “capital allocation” comparison to Thorndike’s book, The Outsiders). You’ll hear Meb’s thoughts on his personal asset allocation. This segues into our first set of questions from listeners, focusing on where to put “safe” money right now. Meb gives us his thoughts, leading into a discussion of which asset could be right for listeners wanting to keep some money on the sidelines, yet without inflation taking too big a chunk of it. What follows is an assortment of questions and rabbit holes: If Meb had to short just one market right now what would it be and why… How an individual investor should look at leverage in a portfolio (includes a recap of risk parity)… Who is Meb’s favorite 13F guru… What hedge fund replication strategies Meb finds most interesting… And even a cryptocurrency challenge to listeners from Meb. What is it? Find out in Episode 70. 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.

0:48.7

Happy Labor Day podcast listeners. Hope you've had an awesome summer.

0:55.0

We're welcoming Jeff back.

0:57.0

Jeff, welcome.

0:58.0

How's it going? You look awfully tan, just got back from the beach.

1:00.0

Yeah, celebrated my parents' 50th what year anniversary, which was great except

1:05.3

for my brother and his three kids were there and they are a handful to say the least.

1:11.3

Yeah, I have seven nieces and nephews.

1:13.6

I can sympathize.

1:14.9

My brother just brought his out to California

1:16.9

and we did the whole.

1:18.2

I said, one day at the amusement park is enough for me.

...

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