The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 29 June 2022

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today we’re looking back at some of our most popular episode in the first half of 2022 covering a range of topics with some amazing guests. I know it’s hard to listen to every episode, so we picked some clips from our most downloaded episodes for you. We already have a great lineup for 3Q22, so be sure to subscribe to the show or share with a friend who hasn't listened yet! (0:38) - Sponsor: Bonner Private Wine Partnership (1:50) - Intro (2:14) - John Arnold (8:59) - Whitney Baker (14:00) - Jeremy Grantham (20:12) - Ivy Zelman (24:28) - Gio Valiante (27:08) - Dylan Grice (30:49) - Antii Illmanen (36:20) - Chris Bloomstran (37:56) - Peter Zeihan (44:28) - Dan Ariely----- 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 Bonner Private Wine Partnership. Founded in 2019 by Will Bonner, the Bonner Private Wine Partnership is a group of wine lovers who come together to import great, small batch wines that might otherwise get overlooked by large importers. Click here to get 4 bottles of wine for almost half off plus free shipping. ----- 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 Faver 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.
0:19.4	The Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Didn't industry regulations, he will now discuss any of Cambra's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:39.7	Welcome listeners.
0:40.7	Today is a very special episode. We're looking back at some of our most popular
0:44.6	episodes in the first half of 2022, covering a range of topics with some
0:48.8	amazing guests. I know it's hard to listen to every episode so we pick some clips from our most downloaded episodes for you.
0:55.9	American Farmland is disappearing at an alarming rate. According to the USDA,
1:00.8	the US has lost four acres of farmland per minute since 2000.
1:05.0	That's a landmass larger than the state of Florida,
1:07.5	lost a real estate development and soil burnout.
1:10.5	All the while the demand for food, especially healthy, organic food, continues to rise as much as 13% annually in recent years.
1:18.0	Farmland LP is one of the largest investment funds in the US focused on the organic market,
1:24.4	is ideally suited to take advantage of the dwindling supply of farmland and the rapidly
1:29.2	increasing demand for food. Its strategy focuses on converting conventional
1:33.6	farmland to USDA certified organic regenerative farmland. They have a
	...

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