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Talking Asset Allocation with Meb Faber (Ep. 43)
Talking Asset Allocation with Meb Faber (Ep. 43)
ratings:
Length:
39 minutes
Released:
Jul 19, 2023
Format:
Podcast episode
Description
Navigating investment options can be overwhelming. That is why the financial world requires careful decision-making, disciplined processes, and diversification.Today we speak with someone who knows this perfectly.In this episode, Ryan Detrick & Sonu Varghese chat with Meb Faber, the Founder and CEO of Cambria Investments. Meb talks about investment portfolios, ETFs, and the challenges of money management, highlighting the importance of focusing on the process rather than the glamor of investing. Additionally, Meb gives a valuable message to young people starting in their careers and investing and the importance of diversifying globally.Meb discusses: The difference between managing money and the business of money managementThe criteria for launching new funds and the importance of offering something different in the marketThe significance of incorporating both dividends and net buybacks in evaluating shareholder yieldAn analysis of the current market conditions with a significant spread between cheap and expensive stocksHis advice to youngsters who want to start in the investment world and have a successful careerSome of the top investment books, including "The Millionaire Next Door" and "Thinking, Fast and Slow"The importance of diversifying asset allocation globally, rather than being concentrated in the US marketAnd more!Resources:The Idea FarmMeb Faber - WebsiteConnect with Meb Faber: LinkedIn: Meb FaberTwitter: Meb FaberCambria InvestmentsConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu Varghese
Released:
Jul 19, 2023
Format:
Podcast episode
Titles in the series (83)
E3: The Economy and the UK Situation by Facts vs Feelings with Ryan Detrick & Sonu Varghese