
WirtschaftRatgeber
The Meb Faber Show - Better Investing Folgen
Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.
Folgen von The Meb Faber Show - Better Investing
-
Folge vom 24.07.2019The Cannabis Opportunity | #167Episode 167 is a Meb Short. In this episode, you’ll hear Meb discuss a fresh opportunity…The Cannabis Opportunity. Meb covers some of his thoughts on thematic investing and how we arrived at where we are today. He gets into the opportunity we have today, the large and loyal consumer base that exists for cannabis, and the parallels to alcohol and prohibition. He also gets into the makeup of the industry, what analysts are saying about growth, and some thoughts about portfolio implementation. Don’t miss this special episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
-
Folge vom 24.07.2019Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k) | #166Episode 166 has a radio show format. We cover a variety of topics, even Meb’s investment portfolio: Bonds, stocks, and valuation A Tweet from Movement Capital showing the various phases on 10-Yr Treasury return. Annualized Real total return from 1-1926 to 9-1981 was flat. 9-1981 to 1-2013 annualized a real return of 6.67%. Those two periods aren’t captured in the total real return from 1-1926 to 9-1981 of 2.38%. Negative yielding bonds, and the case for investing in them. From strategies outlined in the Global Asset Allocation book: The average yearly spread between the best and worst performing strategies was 18%. From 1973-2018, the spread between the best and worst performers was 2%. Emerging and foreign developed stock markets remain inexpensive relative to US stocks. There’s this and plenty more in episode 166. Learn more about your ad choices. Visit megaphone.fm/adchoices
-
Folge vom 15.07.2019The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend FollowingLast 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. You’ll hear from some of the most respected money managers and investment researchers all over the world. Enough from me, let’s let Mike take over this special episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
-
Folge vom 10.07.2019Jake Shapiro - It’s This Incredibly Engaging, Highly Effective Medium For Really Valuable Listening | #164In episode 164, we welcome our guest, Jake Shapiro. Jake begins by talking about his background, as well as his early days in public radio with NPR. Meb asks Jake to expand on major moments for podcasts. Jake discusses the three waves of podcast growth from the 2003-2005 era where podcasts were first introduced, to when Apple incorporated podcasts on its platform and the introduction of the iPhone, to 2014 when both a confluence of trends and Apple breaking out podcasts from iTunes as a standalone app created an important inflection point for growth. Meb asks Jake to get into the point when he started branching out into some new ideas. Jake explains the spinout of Matter Ventures which launched as an accelerator for early stage mission driven media companies. Next, Jake walks through the frustration with monetization and the solution that ultimately spurred RadioPublic. As it was spun out to run as a startup, Jake left with it. He discusses the backing it had, and RadioPublic’s current focus. As the conversation winds down, Jake talks about podcasts being under monetized. This was the inspiration for Podfund, a fund that set out to help podcasters with tools, expertise, as well as startup and growth capital. Hear all this and more in episode 164. Learn more about your ad choices. Visit megaphone.fm/adchoices