Radio Show: The Gates Are Going Up! PLUS: The Set Up For Value & Trend-Following in 2023 | #464

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 28 January 2023

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today's radio show is with Meb Faber & Colby Donovan. We cover: Global valuations update: where does the US rank? Is it too late to jump on the value and trend-following train? Private funds are gating their money Q&A: listening to experts and VC fees ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:18.8	Meep Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Didn't industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment or its affiliates. For more information opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:39.8	This episode is brought to you by 10 East.
0:42.4	Long time listeners know I've invested in private markets quite a bit myself,
0:46.0	but with access to these markets broadening,
0:48.0	it can be hard to know where to find vetted high quality offerings.
0:51.0	That's where 10 East comes in. 10 East is a platform where
0:54.8	qualified investors can co-invest on a deal by deal basis across private equity,
1:00.0	private credit, real estate, venture, and other one-off opportunities typically unavailable
1:04.8	through traditional channels.
1:06.7	They're founded and led by Michael Lefel, who spent his early career building Davidson Kimner,
1:11.7	and who invest material personal capital in every offering
1:14.2	they bring to the platform aligning interests with Ten East members who co-invest at
1:18.8	their discretion. Join numerous founders, executives and portfolio managers from leading investment firms who use 10 East to diversify their personal portfolios.
1:26.5	Inquire for membership at 10 East.co. That's the number 10, East. CO.
	...

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