The Meb Faber Show - Better Investing

Whitney Baker discusses the impact of money expansion on asset prices, the Fed's challenge balancing inflation concerns, and emerging market opportunities. She talks about attractive valuations, her view on launching a new fund, and the role of gold as an inflation hedge. Whitney shares controversial viewpoints and explores historical resources for investing.

Explore the process of converting SMAs to ETFs with insights from Alpha Architect's Wes Gray and business lawyer Bob Elwood. They discuss the advantages, tax implications, and future trends of this conversion. The conversation also covers examples of conversions, tax optimization strategies, and navigating complexities in the financial industry. Dive into growth predictions, past forecasts, and debates on investments in this informative podcast episode.

Explore a better approach to dividend investing with insights on shareholder yield ETF (SYLD) and the outperformance of Cambria SYLD. Learn about important factors and risks when investing in dividend funds, such as charges, expenses, and potential pitfalls like high commission costs and international investing risks.

Today’s guest is Drew Dickson, founder of Albert Bridge Capital and CIO of Alpha Europe funds. We talk a lot about global investing on this show and wanted to talk about that with Drew given his focus on European markets. Between the end of 1979 and the end of 2009, both the U.S. and Europe were 26 baggers and roughly had the same returns. Since then? The U.S. has returned 15% per year while Europe has returned just 8% per year. We spend a lot of time on whether this will continue. We also talk about the impact former guest and Nobel Laureate Richard Thaler had on his investment philosophy, the importance of shedding our biases to generate alpha, his valuation of Tesla, and much more.(1:32) - Welcome Drew the show (2:17) - Drew’s time learning from Richard Thaler(8:50) - Handling behavioral biases(11:39) - Experiencing the tech bubble in Europe(15:46) - Drew’s focus on investing in European firms(28:43) - Where Drew sees opportunity today(40:28) - Tesla(54:22) - Drew’s most memorable investment-----Follow Meb on Twitter, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com-----Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only).Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok-----Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com-----Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. -----Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben Mackovak, Co-Founder of Strategic Value Bank Partners and board member for several banks, joins the show to discuss the challenges and opportunities in the banking industry. Topics covered include bank failures, commercial real estate risk, fintech disruption, and the impact of interest rate hikes. Ben also shares his controversial viewpoint and most memorable investment.

Jared Dillian, Editor of The Daily Dirtnap, discusses his book on living a stress-free financial life. Topics covered include the 80/20 rule in personal finance, the 'awesome portfolio,' best-performing asset since 2000, inflation, private equity, and concerns about Tony Robbins' book.

Today’s guest is Bruno Caratori, co-founder & COO of Hashdex, a global crypto asset manager that launched the first crypto index ETF in the world. In today’s episode, we’re talking all about the SEC’s recent spot Bitcoin ETF approval with someone from one of the 11 companies in the Bitcoin ETF race. And in crypto fashion, the approval actually happened halfway through our episode! Bruno talks about what a wild week it was with the fake announcement by someone who hacked the SEC’s Twitter account. Then he shares the unique structure he created for their ETF (ticker DEFI) and what his prediction is for total assets in Bitcoin ETFs by the end of the year.(1:32) - Welcome Bruno to the show(3:06) – The Bitcoin ETF approval(7:22) - The enthusiasm surrounding a Bitcoin ETF(9:02) - Introducing Hashdex & DEFI(19:22) - The significance of crypto-native companies running the Bitcoin ETF(30:26) - Forecasting the crypto market in 2024(37:19) - Delving into Bruno's most controversial viewpoint(39:57) - Reflecting on Bruno’s most notable investmentLearn more about Bruno: Hashdex; Twitter; LinkedIn; Instagram-----Follow Meb on Twitter, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com-----Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok-----Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com-----Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. -----Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

Rick Rieder, BlackRock's CIO of Global Fixed Income, discusses the macroeconomic landscape, including stocks, bonds, cash flow, crypto, AI, Japan, the Fed, US debt, and ETFs. They explore investment opportunities beyond traditional assets such as equity exposure in Japan and mid-cap companies in India. Concerns about the US debt issue and potential impact on the economy. Delve into the features and benefits of high income and total return ETFs. Discussion on tech companies, healthcare changes, and exciting discoveries. Emphasize the importance of studying history for investment decisions and discuss the US consumer's strength and leverage in the system.

Macro-expert Felix Zulauf discusses the global investment landscape, predicts inflation to rise above 10%, highlights Taiwan's upcoming election, and shares non-consensus views on potential wars and conflicts in the Middle East. They also explore the potential for silver to outperform gold in the future.

Liz Simmie, co-founder Honeytree Investment Management, discusses the strategy of their ESG-focused ETF and provides insights on the process of launching an ETF. They explore stakeholder governance, integrating ESG data, challenges of implementing ESG approach in the Canadian market, evaluating companies based on board diversity and governance, aligning long-term goals and efficiency, future of ESG reporting and pay equity, ESG investing and exclusion of pharmaceutical companies, and efforts of oil sands companies in addressing diversity and reducing emissions.