i like to launch some of our strategies when the idea is out of favor, or at least try not to launch at the peak. And so travel has a way of introducing ideas and thoughts you don't get exposure to in your everyday life. We had some one-on-one time with an old dollylonga who was talking about a monter idea that i'm trying to get to this place where everyone else thinks it should be done. But his phrase was always, thank compassion for what you've got going on. I can't argue that statement, but i think it's a really accurate sort of concept.
Meb Faber is co-founder and the Chief Investment Officer of Cambria Investment Management, author of multiple books, and host of “The Meb Faber Show” podcast. You can follow Meb on Twitter at https://twitter.com/MebFaber and know more about him and his work at https://mebfaber.com/ Show Notes:
- Replicating the Yale endowment
- Why investors won’t follow advice
- Importance of writing down your investment plan
- The challenges of buy and hold
- Learning from your losses
- Out of favor strategies
- A dividend strategy without dividends
- The branding issue with buybacks
- Harsh book reviews
- Investing in international markets
- Are we in an expensive downtrend?
- Stated vs. Actual preference
- Not betting on merely sentiment
- Robinhood with an educational spin