Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso | #277

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 6 January 2021

⏱️ 201 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Episode 277 is a replay of The Meb Faber Show’s top podcasts of 2020. Guests include Rick Rule, Joe Davis, and Tom Basso Hear Rick Rule discuss the forces he sees influencing gold and precious metal prices, give his take on commodities and natural resources, and provide practical thoughts on portfolio implementation. Next, listen to Joe Davis talk about the Vanguard Capital Markets Model, Vanguard's outlook for U.S. and foreign equities, and a fresh way of thinking about the evolution of knowledge and innovation called the "Idea Multiplier." Finally, hear long time trader and trend follower Tom Bass talk about his career, power laws and outliers, and why position sizing is so critical. All this and more in our replay of the top podcasts of 2020. 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.
0:35.6	Hey podcast listeners, today we're doing something a little different.
0:42.4	As the year winds down. It's always nice to reflect and so today we're going to be publishing an amalgamation of group of some of our top rated and downloaded podcast of the year. Enjoy today's podcast mashup.
0:55.3	Hey podcast listeners we got another great show for you today. Our guest is a legend of the resource investing space where he
1:04.6	specializes in mining, energy, water utilities, forest products, and agriculture.
1:09.6	He has originated and participated in hundreds of debt and equity transactions with private and public companies with decades of investing experience.
1:19.0	He is the founder of Global Resource Investments, Presidents and CEO of Sprott U.S. Holdings, and a member of the Sprott Inc. Board of Directors.
1:27.0	In today's episode, we discuss natural resource investing and the outlook for precious metals.
1:32.0	We cover some of the macro factors that
1:34.8	influence prices historically and the case for why metals appear attractive in
1:39.2	today's environment. Make sure you stay tuned to hear some of the thoughts about the best practices in portfolio implementation and what to think about when getting involved in this asset class.
1:50.0	Do not miss, make sure you listen to the end where our guests makes the incredible offer to review your own personal natural resource portfolio
1:59.0	Make some comments and even rate your holdings all for free.
2:03.2	American Farmland is disappearing at an alarming rate.
	...

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