Facts vs Feelings with Ryan Detrick & Sonu Varghese

Talking Asset Allocation with Meb Faber (Ep. 43)


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Navigating investment options can be overwhelming.

That is why the financial world requires careful decision-making, disciplined processes, and diversification.

Today we speak with someone who knows this perfectly.

In this episode, Ryan Detrick & Sonu Varghese chat with Meb Faber, the Founder and CEO of Cambria Investments. Meb talks about investment portfolios, ETFs, and the challenges of money management, highlighting the importance of focusing on the process rather than the glamor of investing. Additionally, Meb gives a valuable message to young people starting in their careers and investing and the importance of diversifying globally.

Meb discusses: 

  • The difference between managing money and the business of money management
  • The criteria for launching new funds and the importance of offering something different in the market
  • The significance of incorporating both dividends and net buybacks in evaluating shareholder yield
  • An analysis of the current market conditions with a significant spread between cheap and expensive stocks
  • His advice to youngsters who want to start in the investment world and have a successful career
  • Some of the top investment books, including "The Millionaire Next Door" and "Thinking, Fast and Slow"
  • The importance of diversifying asset allocation globally, rather than being concentrated in the US market
  • And more!

Resources:

  • The Idea Farm
  • Meb Faber - Website


Connect with Meb Faber: 

  • LinkedIn: Meb Faber
  • Twitter: Meb Faber
  • Cambria Investments


Connect with Ryan Detrick: 

  • LinkedIn: Ryan Detrick


Connect with Sonu Varghese: 

  • LinkedIn: Sonu Varghese
...more
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Facts vs Feelings with Ryan Detrick & Sonu VargheseBy Carson Investment Research

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