00:00 Introduction to Non-Consensus Investing

00:33 Meet Meb Faber: A Decade of Tracking and Insights

00:59 Exploring Alpha Cloning and Hedge Funds

02:41 The Golden Age of Hedge Funds and Market Trends

03:58 Buffett's Strategy and the Power of 13F Filings

13:07 The Evolution of Shareholder Yield

16:09 The Role of Buybacks and Stock-Based Compensation

19:59 Market Neutral Strategies and Hedge Fund Insights

25:33 The Impact of Passive Investing on Active Management

30:02 Gold's Highs and Market Predictions

30:44 Diversifying Investments for Mental Health

32:36 Exploring Foreign Markets

40:28 The Impact of Retail Investing and Social Media

44:43 Lessons from Successful Long-Term Investments

51:04 The Role of Trend Strategies in Portfolios

56:09 Concluding Thoughts and Resources

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