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Meb Faber, co-founder of Cambria Investment Management, discusses global portfolio allocation, bitcoin ETFs, controversial investing strategies, common investment mistakes, global diversification, tax efficiency for founders, asset safety, ETFs vs mutual funds, angel investing learnings, role of optimism in investing, conspiracy theories, and unconventional wisdom in investing.
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- Global diversification is crucial to reduce risk and enhance returns in investment portfolios.
- Controversial beliefs challenge traditional investing strategies, advocating for unconventional approaches.
Deep dives
The Controversial Beliefs of Medfavor
Medfavor, CEO and Chief Investment Officer of Cambria Funds, discusses his list of controversial beliefs that the majority of his peers disagree with. He suggests that the Federal Reserve has done a good job, a statement that is highly debated. He also questions the need for the Fed and suggests that they could automate their processes. Medfavor emphasizes the importance of avoiding conventional wisdom and encourages investors to think globally and have a diversified asset allocation. He highlights the tendency for investors to be overly concentrated in their own country's stocks, such as U.S. investors being heavily weighted towards the S&P 500. He proposes a globally diversified portfolio as a safer option.
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