

120: Meb Faber – A Crash Course in Long-Term Investing—For Short-Term Traders
Apr 13, 2017
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 3min
Meb Faber: A Biotech and Engineering Student at University
03:27 • 2min
Cambria: A Full Spectrum From Fundamental Technical to Multi Assets
05:09 • 3min
How to Categorize Your Style of Investing and Trading
08:38 • 3min
The Unsurprising Truth About Mutual Fund Fee Structure
11:54 • 2min
How to Be an Active Trader
13:44 • 3min
The Base Case Scenario for US Stocks
16:43 • 5min
The Problem With Home Country Bias in the Stock Market
21:33 • 3min
The Pros and Cons of Market Cap Investing
24:04 • 4min
The Importance of Access to Low Cost Portfolios
27:35 • 6min
The Role of Rules-Based Objective Portfolios
33:13 • 6min
How to Diversify Your Portfolio
39:06 • 2min
How to Write a Good Investment Plan
40:45 • 4min
How to Deal With Drawdowns as a Buy and Hold Investor
44:38 • 3min
The Caper Ratio of US Stocks
47:32 • 5min
How to Time Investing
52:19 • 5min
How to Rebalance Your Portfolio
57:01 • 2min
How to Do Things Tax Efficiently
59:13 • 2min
The Importance of Taxes in Asset Allocation Portfolios
01:01:35 • 4min
The Challenges of Investing in Real Estate
01:05:48 • 2min
The Disruption of Investing
01:07:40 • 3min
How to Find Out More About Your Business
01:10:58 • 2min