Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder | #380

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 29 December 2021

⏱️ 211 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Episode 380 is a replay of The Meb Faber Show’s top podcasts of 2021. Guests include Jeremy Grantham, Chris Cole, & Jeff Seder. (2:53) - Jeremy Grantham puts 2020 in historical context, shares where he sees value outside of the US stock market, and discusses why he's so bullish on venture capital. (1:21:53) - Chris Cole covers the optimal portfolio to help you grow and protect your wealth for the next 100 years. (2:42:31) - Jeff Seder shares the best moneyball story you've never heard. He tells us how he used a quantitative approach to discover 2015 Triple Crown winner, American Pharoah. Click here to listen to the top podcasts of 2020 Click here to listen to the top podcasts of 2019 ----- 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 GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show." 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	Matt Faber is the co-founder and Chief Investment Officer at Cambria Investment Management.
0:23.4	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
0:30.8	opinion of Cambria Investment Management for its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.4	Hey podcast listeners, today we're doing something a little different. 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 Podcasts of the Year.
0:53.3	Enjoy today's podcast mash-up.
0:55.4	Hey friends, extra special episode for you today.
0:58.8	No intro really needed.
1:00.1	Our guest is the co-founder of GMO. In today's episode, our guest begins by talking about the current
1:05.2	market, which he believes would be recorded as one of the great bubbles of financial history.
1:10.6	He puts his bubble into historical perspective by comparing it to the Japanese bubble and then the US technology and housing bubbles.
1:17.0	He then addresses the commonly cited argument that low interest rates justify high stock valuations.
1:22.0	Next we touch on why he's so bullish on
1:23.9	venture capital and has allocated most of his foundation to the asset class
1:27.6	making it as he says one of the most aggressive portfolios in the
1:31.3	philanthropic space.
1:33.2	As we wind down, our guest explains why he's so passionate about addressing climate change
	...

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