Episode #81: Radio Show: Notes from Meb’s Office Hours – Listeners Are All Making the Same Mistakes

Episode #81: Radio Show: Notes from Meb’s Office Hours – Listeners Are All Making the Same Mistakes   Guest: Episode #81 has no guest, but is co-hosted by Jeff Remsburg. Date Recorded: 11/13/17 Run-Time: 1:06:04 To listen to Episode #81 on iTunes, click here To listen to Episode #81 on Stitcher, click here To listen to Episode #81 on Pocket Casts, click here To listen to...

Episode #80: Claude Erb, “It Is Possible That We’re in the Middle of a Period in Which Gold Becomes the New Frankincense”

Episode #80: “It Is Possible That We’re in the Middle of a Period in Which Gold Becomes the New Frankincense”     Guest: Claude Erb. Claude is a retired managing director, TCW Group Inc., Los Angeles, who coauthored “The Golden Dilemma,” which examined gold’s role in diversified portfolios and concluded among other findings there is “little evidence that gold has been an...

Cambria Passes $1 Billion in Assets Under Management

Just a quick note to say “thank you.” As most of you know, a common measuring stick in our industry for a company’s size and capability is “assets under management” (AUM). In the past few days, Cambria passed a significant AUM milestone – we crossed $1 billion in AUM. This means, while certainly not a big company, we’re no longer a...

Episode #79: Jason Goepfert, “I Would Not Be Surprised at All to See a Multi-Day 5%-15% Decline”

Episode #79: “I Would Not Be Surprised at All to See a Multi-Day 5%-15% Decline”     Guest: Jason Goepfert. After attending the University of Minnesota with a concentration in Finance and Economics, Jason helped build the online brokerage operations of a major U.S. bank from 5 people into over 300 and a top-10 ranking. His learning curve started to plateau, so...

Episode #78: Alex Rubalcava, “If You’re Going to Be an Angel Investor… You Have to Be Devoting Significant Time to It”

Episode #78: “If You’re Going to Be an Angel Investor… You Have to Be Devoting Significant Time to It”       Guest: Alex Rubalcava. Alex is a co-founder of Stage Venture Partners. Before Stage, he managed a small hedge fund, later turned family office, for high net worth investors, employing a long-biased value strategy. Prior to launching his own fund, Alex was...

Episode #77: Tobias Carlisle, “In Order to Find Something Genuinely Undervalued…There’s Always Something that You Don’t Like”

Episode #77: “In Order to Find Something Genuinely Undervalued…There’s Always Something that You Don’t Like”     Guest: Tobias Carlisle. Toby is the founder and portfolio manager of Carbon Beach Asset Management. Carbon Beach pursues a deep value, contrarian, Grahamite investment strategy. Toby has extensive experience in activist investment, company valuation, public company corporate governance, and mergers and acquisitions law. Prior to founding the forerunner to Carbon Beach, he was an analyst at...

Episode #76: Phil DeMuth, “Nothing in My Global Outlook is Telling Me It’s Time to Pull Up the Anchor and Set Sail”

Episode #76: “Nothing in My Global Outlook is Telling Me It’s Time to Pull Up the Anchor and Set Sail”     Guest: Phil DeMuth. Phil is Managing Director at Conservative Wealth Management. A psychologist and investment advisor, Phil has written for the Wall Street Journal, Barron’s, Forbes, the Journal of Financial Planning, Human Behavior and Psychology Today, and is the author of nine books on...

Episode #75: Michael McDaniel, “One of the Biggest Conditions that Will Lead to Success is Simply Being Invested” 

Episode #75: “One of the Biggest Conditions that Will Lead to Success is Simply Being Invested”      Guest: Michael McDaniel. Mike is the CIO and co-founder of Riskalyze. In 2005, he founded McDaniel Wealth Management, an investment advisory firm with a unique perspective on risk management. More recently, the firm has completed a transition from the brokerage/hybrid model to becoming...