TIP 070 : Global Value Investing and Clone Investing w/ Meb Faber (Money Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 24 January 2016

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: In which regions the international value investor should look in 2016. Why Meb Faber thinks the US is not in a bubble, but is still overvalued. What the Ivy Portfolio is, and how you can beat the market by investing with the greatest investors in the world. Why the best asset allocators in the world recommend the same asset classes for the optimal portfolio. If Japan is something Meb Faber is looking into after the recent crash in their stock market. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Meb Faber’s Research on the Stock Market: MebFaber.com. Get a Free Book from Meb, Click Here. Meb Faber’s book, The Ivy Portfolio – Read reviews of this book. Meb Faber’s book, Global Asset Allocation – Read reviews of this book. Meb Faber’s book, Global Value – Read reviews of this book. Meb Faber’s book, Invest with the House – Read reviews of this book. Meb Faber’s Fund: Cambria Funds. Elroy Dimson’s Book, Triumph of the Optimists – Read reviews of this book. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Transcript

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0:00.0	We study billionaires and this is episode 70 of the Investors Podcast.
0:06.0	Broadcasting from Bel Air, Maryland. This is the Investors Podcast.
0:14.0	They'll read the books and summarize the lessons. They'll test the waters.
0:18.0	Tell you what it's called. They'll give you actionable, investing strategies.
0:23.0	Your host Preston Pish and St. Broderson.
0:30.0	All right. How's everybody doing out there? This is Preston Pish and I'm your host for the Investors Podcast.
0:35.0	As usual, I'm accompanied by my co-host St. Broderson, Alton Denmark.
0:39.0	We have a guest on the show that a lot of people have been requesting by name on our forum and on Twitter.
0:45.0	They're saying you've got to get this guy on the show.
0:48.0	It is Mr. Meb Faber. Meb is the co-founder and chief investment officer of Cambry Investment Management.
0:56.0	Meb has written a couple different books. He also manages all the ETFs in separate accounts and private investment funds out at Cambria.
1:04.0	But Meb has written three different books. He's written Shareholders Yeild, the IV Portfolio, and Global Value.
1:11.0	I can tell you how I came in contact with Meb. Meb has been on Barons, New York Times, New Yorker,
1:17.0	all these different really high-profile, national news networks or media networks.
1:22.0	I came in contact with Meb the first time, not through Barons or anything, but I was actually watching YouTube.
1:28.0	He was giving the speech about value investing and more specifically, global value investing.
1:34.0	I'm listening to this speech and I said, this guy gets it. This guy really understands what he's talking about.
1:40.0	Ever since I've been falling, you've kind of closely Meb, and I've been watching some of your blog articles that you write,
1:45.0	and you're just, you're a wealth of information, and what I really like is you share that with your community.
1:50.0	You put it out there for a lot of people to comment on and you're just sharing your knowledge, and that's the thing that we really appreciate.
1:56.0	We're so excited to bring you on this show. So I just want to personally welcome you, and I know Stig wants to welcome you as well,
2:01.0	through the investors' podcast, and we're just thrilled to have you here.
	...

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