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Episode #478: Sam Zell – The Grave Dancer on Private REITs, the Macro Landscape,...

...e fund’s full or summaries prospectus, which may be obtained by calling 855-383-4636, also ETF information, or visiting our website www.cambriafunds.com. Read the perspective carefully before investing or sending money. The Cambria ETFs are distributed by ALPS Distributors Inc, 1290 Broadway, Suite 1000, Denver, Colorado, 80203, which is not affiliated with Cambria Investment Management LP, the investment advisor for the fund. There’s no guarantee...

Episode #477: Richard Thaler & Cade Massey on the NFL Draft, Misbehaving GM’s, &...

...e #448: Annie Duke – Why Great Investors Are Great Quitters Transcript: 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 in...

Episode #476: Ramit Sethi on his Netflix Series ‘How to Get Rich’

...ll give you three. Meb: Yeah. Ramit: So just give me one. Meb: I got a five-year-old, and tonight, since we’re quarantining for COVID for who knows how long, we got a giant Lego, so we’re going to spend the next two or three days doing that. So giving good gifts for people, I think, and not worrying about, “Hey, this is going to be costly.” But I love thinking about, particularly with our family, like many families particularly in the US, that are...

Episode #475: Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here’s...

...st crisis. And interest rates did move quickly here. And the nature of held-to-maturity accounting is that you can kick the can. If this was a hedge fund and you had $10 billion of equity and you bought a $100 billion of 2% mortgages, you would’ve gotten a margin call probably last September or August. So it’s a confluence of things. Meb: One of the things that was crazy to me, you mentioned, okay, individual depositors, that’s one thing. Roku, Ci...

Episode #474: Wes Gray & Jack Vogel, Alpha Architect – BOXX, HIDE, & Why...

...s timeless, and what the most embarrassing moment in each of our careers. I-was-speechless. Sponsor: 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. Comments or suggestions? Int...

Episode #473: Jeroen Blokland, True Insights – Multi Asset Masterclass

...w, I was in a Twitter space recently and somebody mentioned this is a whack-a-mole again. And I think that is really true because you have regional banks coming in taking deposits from failing regional banks. Then you have national banks coming in taking part of deposits of these regional banks. But the whole, let’s say, dynamic of these unrealized losses and the deposit outflows because they face competition from money market funds and also some...

Episode #472: Morgan Stanley’s Mike Wilson Says the Earnings Recession is Worse Than You...

...ng at China as a rejuvenated investment target 31:46 – Quick takes on fixed-income, bonds, real estates, and commodities 35:13 – A belief he holds that the majority of his peers don’t 35:31 – Twitter thread for Meb’s non-consensus beliefs 41:00 – His most memorable investment 43:29 – Learn more about Mike and listen to the Morgan Stanley “Thoughts on the Market” podcast Transcript: Welcome Message: Welcome to The Meb Faber Show, where the focus is...

Episode #471: Gary Zimmerman, MaxMyInterest – SVB, FDIC, & Improving ROI on Cash

...here and Circle had 3 billion. All these companies that had payroll and day-to-day expenses, they’re running through this checking account that has no protection and things could have easily, in my mind, gone a slightly different way where they got back 80 cents on the dollar and it got stuck for six months. How much of the discussion now is this kind of coming from the business channel? And is there anything different that they should be thinking...

Episode #470: How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley

...$17 worth of enjoyment. So, I told my wife to go steal some from my mother-in-law, said, can you just get a couple tablespoons? Just don’t tell her, just grab some. So, inflation, it’s definitely picking up in places. Some expected, some unexpected, but it definitely feels very, very real. Okay, Mark, you’re allowed out of the penalty box. You’re allowed to talk now. Sorry, Carter and I could just do two hours’ worth of this, but talk to us, how’...

Episode #469: Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, &...

...s Week in Startups Podcast 36:33 – A quick overview of his syndicate direct-to-investor offering and his new fund 47:44 – launchangelsummit.com 57:40 – Playing the long game, power laws, and turtle traders 1:02:25 – Learn more about Jason; jason@calacanis.com ; Twitter ; Instagram 1:02:47 – What is the correct ballpark when thinking about buying and trading domains Transcript: Welcome Message: Welcome to the Meb Faber Show, where the focus is on h...