The Cannabis Investing Podcast Under The Hood Of The World's Cheapest Pot ETF With Cambria's Meb Faber (TOKE)
Oct 28, 2020
28:46
Today's guest is the co-founder, CEO and CIO of Cambria Investment Management, Meb Faber. He has authored numerous white papers and books on factor-based portfolio construction and favors value- and momentum-tilted strategies in Cambria's 12 ETFs, as well as in the firm's separately managed accounts. The Cambria Cannabis ETF (TOKE) is currently Cambria's only foray into thematic investing - which says a lot about Faber's strong belief in the Cannabis sector's long-term prospects. At 42 basis points, TOKE is the cheapest way to gain exposure to the growing Cannabis sector. Is it also the best?
Show Notes
1:45 - Covid-19 and Meb's work/life balance
5:45 - Why Meb decided to start his own ETF firm; General philosophy on launching ETFs
11:15 - Given how saturated the Cannabis fund space is, why make that Cambria's first thematic ETF?
18:30 - As a value guy, are Cannabis sector valuations currently reasonable?
24:00 - How important is U.S. federal legalization to the long case for cannabis stocks?
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Show Notes
1:45 - Covid-19 and Meb's work/life balance
5:45 - Why Meb decided to start his own ETF firm; General philosophy on launching ETFs
11:15 - Given how saturated the Cannabis fund space is, why make that Cambria's first thematic ETF?
18:30 - As a value guy, are Cannabis sector valuations currently reasonable?
24:00 - How important is U.S. federal legalization to the long case for cannabis stocks?
Learn more about your ad choices. Visit megaphone.fm/adchoices