Meb Faber, CIO of Cambria Investment Management and a renowned figure in tactical asset allocation, shares insights on the recent disillusionment with diversification. He argues that traditional diversified strategies have underperformed compared to large-cap US stocks. The conversation explores the evolving landscape of ETF management, the growth of low-fee investment options, and the nuances of tax efficiency in portfolio strategies. Faber also highlights untapped opportunities in international markets, particularly in Latin America.

Meb Faber, Co-Founder and CIO of Cambria Investment Management, dives into the world of shareholder yield, highlighting its broader definition beyond just dividends. He explains how including share buybacks and debt paydowns can enhance returns. The discussion weaves through market analyses of large, mid, and small caps, revealing the performance differences with traditional strategies. Faber also touches on the landscape for shareholder yield ETFs and even connects personal growth through therapy, emphasizing holistic investor well-being.

Join experts like Michael Mauboussin, a strategy guru, and Rick Ferri, a seasoned advisor, as they unpack crucial investing lessons. Discover the power of base rates in decision-making and the advantages of simplicity in strategies. Bob Elliott warns against viewing diversification too narrowly, while Andy Constan reveals why most investors lack an edge. Meb Faber emphasizes the value of long-term investing, and the group stresses treating stocks as ownership in businesses. This is a treasure trove of wisdom for anyone looking to sharpen their financial acumen!

Meb Faber, founder and chief investment officer of Cambria Investments, shares his expertise on navigating the challenges of concentrated equity positions. He introduces a groundbreaking ETF designed to help investors diversify while deferring hefty capital gains taxes. The conversation covers innovative tax strategies, including the use of 351 transactions and the advantages of ETFs over mutual funds. Listeners will gain insights into maximizing tax efficiency and enhancing after-tax returns in their portfolios.

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

Meb Faber from Cambria Investment Management discusses hedging market risk, dividends vs buybacks, trend following, momentum stocks, international markets, and the ETF landscape with Michael Batnick and Downtown Josh Brown.

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.

Aaron, Porter, and Meb Faber discuss Porter's inside information in the real estate commercial market, how to position yourself for the bear run, Charlie Munger's three Ls, the number one election indicator, and more at the Porter & Co. annual conference.

Meb Faber, the Founder & CIO of Cambria Investment Management, discusses Cambria's journey to $2 billion in AUM, target audience for ETFs, Trinity portfolios, shareholder yield strategies, and ETF differentiation. They delve into global exposure, power law insights, content creation, efficient investing strategies, and investment opportunities like EYLD and T-YLD fund.

Meb Faber, a financial expert, discusses the potential of cannabis investments and unique strategies that counter crowd consensus on Twitter. Corey Hoffstein, a crypto advocate, proposes a complex trading strategy involving Bitcoin and Ethereum. Wes Gray shares insights on enhancing transparency in exchange funds and analyzes the energy sector's growth potential. The conversation is lively and packed with innovative investment ideas, perfect for anyone looking to navigate the ever-evolving financial landscape.