Steve Romick, FPA Funds – Live at Future Proof! | #444

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 24 September 2022

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the FPA Crescent Fund and one of my favorite portfolio managers to talk to. In today’s episode, Steve shares his view of the world and where he sees value today. He explains why he owns Google, Comcast, CarMax, and even some SPACs and convertible bonds. Then he updates us on investments we discussed on his first appearance on the podcast in 2019, including farmland and container ships. To listen to Steve's first appearance on The Meb Faber Show back in 2019, click here ----- 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 Composer. Composer is the premier platform for investing in and building quantitative investment strategies. What used to take Python,Excel and expensive trading software is available for free in an easy to use no-code solution. Learn more at www.cmpsr.co/meb. ----- 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 Mebb Fabor 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
0:13.4	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:18.8	Meff Baber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did it 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 Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.7	What is that my friends?
0:40.7	We got a special episode for you today from last week's Future Proof Festival.
0:44.4	I recorded live with Steve Romic, portfolio manager for the FPA Crescent Fund.
0:48.9	Steve is also one of my favorite portfolio managers to read and talk to and he's also just all around
0:54.2	good dude. In today's episode Steve shares the view of the world where he sees value
0:58.8	today. He explains why he owns Google and Comcast and Carmax, even some Spacks and convertible bonds.
1:05.1	Then he updates us on investments we discussed on his first appearance on the
1:08.5	podcast way back in 2019, including one of my favorites, farmland, and even container ships.
1:15.0	This episode is brought to you by 10 East.
1:18.0	Long time listeners know I've invested in private markets quite a bit myself,
1:22.0	but with access to these markets
1:23.7	broadening it can be hard to know where to find vetted high-quality offerings.
1:27.2	That's where Ten East comes in. Ten East is a platform where qualified
	...

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