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The Meb Faber Show - Better Investing

Top Podcasts 2019 - Replay: Bill Smead, Cam Harvey, Raoul Pal | #195

The Meb Faber Show - Better Investing

The Idea Farm

Investing, Management, Business

4.8978 Ratings

🗓️ 1 January 2020

⏱️ 237 minutes

🧾️ Download transcript

Summary

Episode 195 is a replay of The Meb Faber Show’s top podcasts of 2019. Guests include Bill Smead, Cam Harvey, and Raoul Pal Hear Bill Smead discuss his firm’s value investing process, his view of the investing landscape, and his thoughts about millennials being in position to drive the economy in the future. Next, dig into Cam Harvey’s 1986 dissertation, his research on inverted yield curves and what that means for economic growth and various asset classes, and some thoughts on cryptocurrency and blockchain technology. Finally, listen to Raoul Pal and his take on global growth, where he thinks investment opportunity lies, his discussion of “The Doom Loop,” and risks to the global economy. All this and more in our replay of the top podcasts of 2019. 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.

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.

0:35.6

Hey podcast listeners, today we're doing something a little different.

0:42.4

As the year winds down down it's always nice to reflect and so today we're gonna be publishing an amalgamation a group of some of our top rated and downloaded podcasts of the year.

0:54.0

This episode is brought to you by 10 East.

0:56.0

Long time listeners know I've invested in private markets quite a bit myself,

1:00.0

but with access to these markets broadening,

1:02.0

it can be hard to know where to find

1:04.0

vetted high quality offerings. That's where Ten East comes in. Ten East is a

1:08.4

platform where qualified investors can co-invest on a deal by deal basis across private equity, private credit, real estate, venture,

1:16.1

and other one-off opportunities typically unavailable through traditional channels.

1:20.8

They're founded and led by Michael Lefel, who spent his early career

1:24.3

building Davidson Kimpner and who invest material personal capital in every

1:28.2

offering they bring to the platform, aligning interests with Ten East members

1:31.9

who co-invest at their discretion.

...

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