Wes Gray & Jack Vogel, Alpha Architect - BOXX, HIDE, & Why Trend Following is Timeless. PLUS: Embarrassing Career Moments | #474

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 5 April 2023

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s returning guests are Alpha Architect’s Wes Gray & Jack Vogel. In today’s episode, we kick it off with an update on the ETF white-label business and some of their new funds, BOXX and HIDE. Then we talk about why you need to think more about taxes when investing, the state of value, why trend-following is timeless, and what the most embarrassing moment in each of our careers. I-was-speechless. Before we get to the episode, Wes’ brother was recently on Joe Rogan’s podcast and helped Joe get a bunch of reviews, so help Wes compete with his brother and go leave us a review on Apple, Spotify, or wherever you listen to the show! To learn more about their latest offering, visit farmlandlp.com or email them at [email protected]. Resources: Long-Only Value Investing: Does Size Matter? Published articles ----- 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 Farmland LP. Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. Since 2009, they have built a 15,000-acre portfolio representing over $200M in AUM. Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 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	Meeth Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Didn't industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:36.4	What's up y'all?
0:40.6	We got two of our favorites back today are
0:44.0	Alpha Architects West Gray and Jack Vogel.
0:47.5	In today's episode we kick it off with an update
0:50.2	on their E.T.F. White label business back in 2019 when they were just a baby
0:54.6	emergent E.T.F. company with only a few hundred million under management.
0:58.0	I predicted on Twitter they would eventually be a 10 billion dollar shop in the next five-10 years while we're only 3 years in only a third of the way there and they're over 3 billion dollars
1:08.1	Seriously, it couldn't happen to a better crew really proud of these guys and their team on On to the Investing in the Ideas, you know, it's pretty rare for someone who's been in the business as long as I have to learn about a totally new strategy that no one's ever described before,
1:22.0	but the Alpha Architect Squad surprised me with a new one today.
1:25.9	You'll hear all about it.
1:27.1	It's pretty fun and wonky of course.
1:29.0	We then talk about some of their new funds, Box and Hide, we talk about why you need to think more about boring things like taxes and investing, the state of value, why trend following is timeless, and what the most embarrassing moment in each of our careers is.
1:42.0	Before we get to the episode,
	...

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