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The Meb Faber Show - Better Investing

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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.

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  • Folge vom 05.06.2019
    Ashby Monk - The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation | #159
    In episode 159, we welcome our guest, Ashby Monk. The episode kicks off with a discussion about the concept of saving planet earth and the important role that asset owner investors, the largest institutions in the world such as sovereign wealth funds that total approximately $100 trillion, now have. Meb then asks Ashby to get into the models behind large institutional investors. Ashby discusses some history, and boils it down to what he thinks are the three functions that drive success: people, process, and information. The conversation then gets into Ashby’s thoughts about insourcing vs. outsourcing. Ashby explains that both paths are viable, and the importance of starting with a rigorous understanding of what it costs to run investments internally vs. externally. Ashby notes that he thinks the institutions pursuing the highest quality inputs in terms of people, process, and information should receive recognition, independent of the model they’re running. Meb asks about trends in the industry. On the good side, Ashby discusses the push on fees and costs, and the positive effect it has on institutional investors as a catalyst for innovation. Ashby then talks about how being green and good stewards of the environment has delivered outperformance. The conversation then shifts into Long Term Stock Exchange (LTSE) and its mission. As the chat winds down, Meb and Ashby discuss the app he co-founded, Long Game, and the mission to engage people in their financial decisions in an entirely different way. All this and more, including what Ashby is particularly excited about and his most memorable investment in episode 159. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Jetzt anhören
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    • Was ist das?
      Radio hören mit phonostar Help layer phonostarplayer Um Radio anzuhören, stehen dir bei phonostar zwei Möglichkeiten zur Verfügung: Entweder hörst du mit dem Online-Player direkt in deinem Browser, oder du nutzt den phonostar-Player. Der phonostar-Player ist eine kostenlose Software für PC und Mac, mit der du Radio unabhängig von deinem Browser finden, hören und sogar aufnehmen kannst. ›››› phonostar-Player gratis herunterladen X
  • Folge vom 29.05.2019
    Tobias Carlisle - The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap | #158
      In episode 158, we welcome back our gest from episode #77, founder of the Acquirers Funds, Tobias Carlisle. Toby begins by providing some detail about his new fund, The Acquirers Fund, a long/short deep value U.S. equity fund. He then spends some time talking about the short side of the portfolio, getting into the thoughtful approach he takes in considering positions including sizing, valuation, balance sheet factors, and stock price factors. He explains that the broad opportunity set looks good for short positions right now. Meb and Toby shift to talking about the long period of underperformance for value investing. Toby hits on the fact that French/Fama data shows value has had its worst 10 year period ever based on the price/book ratio, and notes value has underperformed for an extended period based on other valuation metrics as well. Meb then asks Toby about his process. Toby gets into some detail about his valuation process, and why he favors it vs. other valuation approaches. As the conversation winds down, Toby chats about his own podcast, The Acquirers Podcast, some interesting guests he’s hosted recently, and what’s on the horizon for him and Acquirers Funds. All this and more in episode 158. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    • Was ist das?
      Radio hören mit phonostar Help layer phonostarplayer Um Radio anzuhören, stehen dir bei phonostar zwei Möglichkeiten zur Verfügung: Entweder hörst du mit dem Online-Player direkt in deinem Browser, oder du nutzt den phonostar-Player. Der phonostar-Player ist eine kostenlose Software für PC und Mac, mit der du Radio unabhängig von deinem Browser finden, hören und sogar aufnehmen kannst. ›››› phonostar-Player gratis herunterladen X
  • Folge vom 22.05.2019
    Randy Swan - Always Invested, Always Hedged | #157
    In episode 157, we welcome back our guest from episode 83, Randy Swan. Randy and Meb kick off the conversation by getting into Randy’s new book, and what motivated him to write. Randy talks about having an opportunity to go back and write about how and why Swan operates the Defined Risk Strategy. In getting into the investing framework outlined in the book, Randy explains why he thinks investors face a “Dual dilemma,” forced to stick with conservative investments, or step out into riskier assets and sacrifice protection from their conservative investments. He goes on to state his thoughts on the evolution of democracy and the role debt has played in decision making in government and central banking. He then goes deeper into this dilemma by explaining the rationale behind his thinking about this problem, and his expectations for low returns in both equity and fixed income markets going forward. Meb asks Randy to discuss why it’s so important to focus on avoiding large losses and investor psychology. Randy follows up with thoughts on portfolio construction concepts he feels are important to add to the current thinking to seek return streams that are more in line with investor expectations. The conversation then shifts into the genesis behind Swan’s flagship, Defined Risk Strategy, the idea that correlation of returns is unreliable, especially in times of crisis, and the difficulty in defining risk in an investment portfolio. He then walks through the portfolio management process and covers some examples of the mechanics during bear markets. As the conversation begins to wind down, Meb asks in what periods this strategy is expected to shine vs. struggle. Randy walks through the desirable market conditions for Swan’s strategies. All this and more in episode 157. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Jetzt anhören
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    • Was ist das?
      Radio hören mit phonostar Help layer phonostarplayer Um Radio anzuhören, stehen dir bei phonostar zwei Möglichkeiten zur Verfügung: Entweder hörst du mit dem Online-Player direkt in deinem Browser, oder du nutzt den phonostar-Player. Der phonostar-Player ist eine kostenlose Software für PC und Mac, mit der du Radio unabhängig von deinem Browser finden, hören und sogar aufnehmen kannst. ›››› phonostar-Player gratis herunterladen X
  • Folge vom 15.05.2019
    Steve Glickman - I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones | #156
    In Episode 156 we welcome back our guest from episode #115, Steve Glickman. To get listeners up to speed, Steve starts with an overview of what Opportunity Zones are, some specifics about the design of the program, and some concepts behind how investors can actually put money to work in Opportunity Zones. Meb asks about additional insights since updated rules have been announced. Steve discusses clarity on items such as investing timelines on capital gains, and the length of time funds have to invest capital. When Meb asks about what kind of investments are available, Steve goes on to clarify that just about any asset class is available, but commercial real estate funds, energy, and infrastructure are areas he’s seeing utilized, among others. The conversation then gets deeper into what needs to happen with investments to qualify to meet the regulations, and what happens if companies no longer qualify under the rules. For real estate specifically, Steve describes the need for projects to fall under one of two categories, either 1) purchased for original use, or 2) must undergo substantial improvement. He then describes some of the rules surrounding other businesses, such as startups and existing businesses. Meb follows up with questions on qualifications of some specific examples from public stocks to REITs. On the back of details about investments, the pair get into the fund landscape, with Steve mentioning how much of the fund market will consist of professional money managers running funds in their respective industries. Steve then covers what he’s seen so far from the very early days of the program. He discusses much of what he’s seeing is in commercial real estate, but he’s seeing creative models of asset classes many people haven’t thought of yet. He then shares some thoughts about how some of the early rules may be revisited going forward, and some of the potential issues that could come up with the program. As the conversation winds down, Steve discusses his firm, and the things he’s working on. All this and more in episode 156. Learn more about your ad choices. Visit megaphone.fm/adchoices
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