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Episode #194: Doug McCormick, HCI Equity Partners, “I Generally Believe People Underestimate The Duration...

...hilosophical argument that if you’re young you should actually have one-and-a-half, two times leverage exposure to the stock market. But the big problem with that is on paper it makes sense, but most people can’t handle stocks at their regular volatility, forget one-and-a-half, two times leverage. It’s enough to drive someone crazy. But it’s fun because we talked about this on our old blog posts, listeners will link to it in the show notes, but it...

The Best Investment Writing Volume 3: Wes Gray – Academic Factor Portfolios are Extremely...

...m me, let’s let Wes take over this special episode. To Read the Original Piece: Visit Alpha Architect’s website, and Wes’s piece, Academic Factor Portfolios are Extremely Painful. Unless you are an Alien. by clicking here Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159 Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/weDmrPidPRY...

Episode #193: Chris Brightman, Research Affiliates, “Here We Are With Emerging Markets Again Trading...

...has been suffering of late. One book that I would recommend as just a pick-me-up to put a smile on your face, I recommend people read “Enlightenment Now” by Steven Pinker. It’s a reminder that despite all of these kind of divisive politics and seemingly intractable problems that we have from unfunded pensions to climate change, actually, in many, many, many ways, the world’s getting to be a much better place. Meb: Yeah. Two great books that you m...

The Best Investment Writing Volume 3: Ben Johnson – When Markets Are Tough, Don’t...

...investment researchers all over the world. Enough from me, let’s let Ben take over this special episode. To Read the Original Piece: Visit Morningstar and Ben’s piece, When Markets Are Tough, Don’t Look, by clicking here Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159 Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/R2cPQMgnk7w...

Episode #192: Tim Hayes, Ned Davis Research, “The Base Case Is We’re Still In...

...say the general mindset is one of let’s play it defensively, let’s not over-commit and lose money here. But as I mentioned earlier, I think the risk there is that if there’s an accident ahead of us in the bond market, it may cause a lot of damage before institutions are willing to adjust for it. I would say one other thing, though. I have heard more interest in gold as we were discussing earlier from institutions, you know, takes time for pension...

The Best Investment Writing Volume 3: Todd Tresidder – Bubbles, Bubbles Everywhere – How...

...orld. Enough from me, let’s let Todd take over this special episode. To Read the Original Piece: Visit the Financial Mentor website and Todd’s piece, Bubbles, Bubbles Everywhere – How to Protect Yourself, by clicking here Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159 Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/rU7VZF0mmFw...

Episode #191: Simon Hallett, Harding Loevner, “Wherever We Can, We’ve Added Something That’s Based...

...hink they know better. So I think that that, curtailing freedom, making pre-commitments, writing them down and holding people. Meb: But I feel like it helps too because it gives you some sort of framework and expectations. Otherwise, it’s kind of like a wild West of, it’s like a kid who has no boundaries. If you’re a parent and most children want to have some structure. Otherwise, they have so much uncertainty about what they should… They don’t kn...

Episode #190: Radio Show: Buying Stocks At All Time Highs…Fund Manager Sentiment…Year End Questions...

...ain World – Fund fees and what to consider   Transcript of Episode 190: Welcome Message: Welcome to “The Meb Faber Show” where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here. Disclaimer: Meb Faber is the co-founder and chief investment officer at Cambria Investment Management. Due to...

Episode #189: John Parise, Copper Beech Financial Group, “70% Of Wealth Is Lost In...

...s some of the major items people can consider to improve their planning outcomes. Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159 Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/DJex22MzDt8 Links from the Episode: 0:40 – Introduction to our guest, John Parise 1:14 – What does it mean to be a family CFO 9:54 – The process of starting to wo...

The Best Investment Writing Volume 3: Ray Micaletti – The Smart Money Indicator: A...

...Investment Group, Barclays Capital, and MacroSignal Partners (a firm he co-founded in 2011). Run-Time: 42:32 What is this Episode? Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it. This year, we’re bringing you the entire volume of The Best Investment Writing Volume 3 in podcast format....