Radio Show: U.S. Equities: At What Valuation is Meb Selling? | #66

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8 • 978 Ratings

🗓️ 10 August 2017

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Episode 66 is a radio show. We start with Meb referencing the just-published book, The Best Investment Writing, which he edited. It’s a great collection of essays from some of the smartest minds in investing. Check it out. Next, we jump into market commentary, using Meb’s recent “office hours” as our vehicle for discussion. What that means is Meb had some extra time over the last few weeks, so he opened his calendar to his followers, scheduling loads of 30-minute phone calls with various individual investors and RIAs looking to pick Meb’s brain on a variety of subjects. Meb tells us the topics which came up the most often, as well as his thoughts. There’s talk of U.S. equity valuation (and at what level Meb would start selling even before a crash), angel investing, portfolio allocation weightings, and far more. We end with several listener questions. The first involves how Meb views market breadth in light of the growth in index investing; the second solicits Meb’s thoughts on the dangers of ETF investments if the market heads south; the third is at what valuation level the buyback component of a shareholder yield strategy ends up being a headwind. What valuation level did Meb indicate? Find out in Episode 66. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Favor Show, where the focus is on helping you grow and preserve your wealth.
0:12.6	Join us as we discuss the craft of investing
0:15.5	and uncover new and profitable ideas,
0:18.3	all to help you grow wealthier and wiser.
0:20.7	Better investing starts here.
0:23.0	Meff-Babber 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 podcast.
0:36.8	All opinions expressed by podcast participants are solely their own opinions and do not reflect
0:41.3	the opinion of Cambria Investment Management or its affiliates.
0:44.8	For more information, visit Cambria Investments.com.
0:48.4	Hey podcast listeners, welcome to a summer edition radio show Jeff
0:56.4	welcome to the show what's happening you know I figured we've done so many
0:59.7	guest interviews and we were getting a lot of feedback where listeners were pining to get Jeff back on the show.
1:05.0	So, as they should have been.
1:07.0	So we thought we'd start to mix up a few Q&As.
1:09.0	We might even start doing two weeks, we'll see.
1:11.0	Got a little travel coming up going to Colorado and Wyoming to see the
1:15.7	eclipse do you know there's eclipse coming this was a or not was talking about that right
1:20.8	yeah so took his advice mainly got to go see the family in Colorado but we also have family up in
1:26.3	Wyoming so we're gonna pop up there and and get to see the unadulterated
1:31.5	a hundred percent eclipse you're going to get about half here. Maybe you should
1:35.6	come join. What time you ever been to Wyoming? I think it's midday. I have no idea though.
	...

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