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The Meb Faber Show - Better Investing

The Case For Global Investing | #201

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8978 Ratings

🗓️ 12 February 2020

⏱️ 44 minutes

🧾️ Download transcript

Summary

Episode 201 is a Mebisode. In this episode, you’ll hear Meb discuss his favorite research pieces on international investing from 2019. He covers diversification through the lens of company revenue exposure, international stock dividend yields, and valuations. All of this and more in episode 201, including some of Meb’s favorite investment resources. 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.

0:17.2

Better investing starts here.

0:18.8

Met Faber is the co-founder and chief investment officer at Cambria Investment Management.

0:23.3

Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.

0:27.2

All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of

0:31.2

Cambria Investment Management or its affiliates.

0:33.4

For more information, visit Cambria Investments.com.

0:39.6

Hey podcast listeners, today we have a mebiscode, which means you can hear my beautiful monotone voice for the next 10 30 60 minutes

0:47.5

I don't know how long this is going to take but what I'm going to do is we're going to talk about a topic that I've been

0:51.9

droning on trying to just smash repeatedly into everyone's

0:56.4

brains over the past one three five years and that's the topic of investing beyond your shores.

1:03.8

Not just Americans investing outside the US,

1:06.2

but everyone who invests, usually in their own country.

1:09.6

We'll do this from the perspective of an American investor,

1:12.0

but it applies to everyone around the world,

1:14.4

because everyone tends to make the same mistakes. This is based off what I consider to be my top six

1:21.5

favorite institutional research pieces focused on this topic of

1:26.7

global investing that came out in 2019 from some of the top shops in the world and

1:32.3

what I did is by by the way, the all-time hack, if you want a productivity

1:37.4

hack, is to set something up that you want to get accomplished and then find something you want to do less.

...

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