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Talking Asset Allocation with Meb Faber (Ep. 43)

Talking Asset Allocation with Meb Faber (Ep. 43)

FromFacts vs Feelings with Ryan Detrick & Sonu Varghese


Talking Asset Allocation with Meb Faber (Ep. 43)

FromFacts vs Feelings with Ryan Detrick & Sonu Varghese

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)

This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team.The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.