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Bonus Episode: Elroy Dimson – The Evolution of Equity Markets
...lso, know that your purchase would benefit charity, as all writer-proceeds go to the charity of the specific author’s choosing. So, enough from me, let’s let Elroy take over with this special bonus episode. 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 Jeff at jr@cambriainvestments.com...
Episode #118: Radio Show: Record-Setting US Valuations… Emerging Market Opportunities… VC Bad Behavior…...
...g like, “Are you still investing in dividends? Seriously?” But it was the S-R-S-L-Y. It’s like the acronym for millennials. One was, “Nobody Ever Got Fired for Investing with Vanguard. Maybe They Should Be.” And the last one, I forget what it was. Something about dividends. But the point of the article was, we’ve done a couple of white papers and long time listeners will have great degree of familiarity with this topic. We’ve talked about a number...
Bonus Episode: Ehren Stanhope – Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative
...lso, know that your purchase would benefit charity, as all writer-proceeds go to the charity of the specific author’s choosing. So, enough from me, let’s let Ehren take over with this special bonus episode. 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 Jeff at jr@cambriainvestments.com...
Episode #117: Steve Lockshin, AdvicePeriod, “We Think the Estate and Tax Planning Levers are...
...know you’ve had, kind of, a full tech stack of investing in a lot of early-stage companies, anything got you particularly excited these days? Anything that you guys are building over in the Lockshin labs? What’s going on in that world? Steve: Yep. The answer’s yes on all those fronts. My still probably favorite investment right now is Quovo, and not just for what they do on the data agg side but really how they’re thinking about what to do with d...
Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax
...Also, know that your purchase would benefit charity, as all writer-proceeds go to the charity of the specific author’s choosing. So, enough from me, let’s let Todd take over with this special bonus episode. 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 Jeff at jr@cambriainvestments.com...
Episode #116: Sarah Ketterer, Causeway Capital, “Without a Quant Risk Model, I’d Argue an...
...to sit through deep value cycles. They want returns now, not on a rolling 3-5-year basis. But a great value manager has to think in that time frame. Sarah notes how investors have to be patient with a value approach, yet human nature is not inherently patient. This bleeds into a discussion of cheap countries and career risk, and the gap between value and growth – Sarah tells us this gap has reached extreme levels. Meb asks about the opportunities...
“Nobody Ever Got Fired for Buying Vanguard…” Well, Maybe They Should Be?
...paper comparing the VIG ETF to the S&P 500 as well as a handful of other income-focused ETFs. SYLD 1-year performance as of 06/30/18 at NAV: 12.6%. SYLD since-inception performance as of 06/30/18 at NAV: 78.9%. SYLD 1-year performance at market: 12.7%. Since inception at market: 79.0%. Expense ratio: 0.59% The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principa...
Episode #115: Steve Glickman, Economic Innovation Group, “Ultimately, If You Hold for…10 Years or...
...ng the dynamism of economies all over the country in every state, like, non-compete agreements which I think you’re seeing a lot more focus on with that. In particular, larger companies use to prevent workers for being mobile and moving from business to business, and in a lot of cases, creating their own businesses. So, that’s a big issue. There are regulatory issues like occupational license thing where as hairdresser in one state to become a hai...
Episode #114: David Gladstone, Gladstone Capital, “Farmland Is One of the Most Stable Assets...
...are eating blueberries today, they’re one grown on a bush that’s about six-foot-tall and nice crop and a very great specialty crop because most people feel the benefits of things like blueberries and strawberries. We have lots of strawberry farms and we’re also into some of the tree crops and the tree crops are things like cherries, almonds, pistachios. These are crops that the trees could last for 20, 40, 50 years. And so you’re keeping alive a...
Episode #113: Stanley Altshuller, Novus Partners, “I’m Bullish On Active Management, But I Think...
...ht, they have the same Ph.D.s and the same data input. There’s about 250, 2-5-0 of these alternative data providers right now that are very popular. So the types of data that they sell you are already mentioned. The basic one is credit card spending data, satellite imagery to try and time earnings, to try and basically see if they beat or underperform with basically the size of the parking lots, and how many cars there are in these retail outlets....
