#1 - Global Asset Allocation - Investing 101
On this first-ever podcast, Meb provides listeners with a bit about himself and answers the question “What in the world am I doing starting a podcast?” (After all, he is a self-professed former “glorified ski bum.”) He then discusses a broad investing framework – a global asset allocation model – that serves as a helpful starting point for the shows to come. Next, Meb discusses the portfolio returns of a handful of the smartest, most respected fund managers in the world today. Which portfolio allocation has performed the best over the last several decades? The answer is going to surprise you. And while we’re asking questions, why did Charlie Munger (Warren Buffett’s business partner) say “the investment-management business in insane?” That answer, and far more, on Episode 1 of The Meb Faber Show.
More episodes from The Meb Faber Show
#192 - Tim Hayes - The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009
In episode 192 we welcome our guest, Tim Hayes. Tim and Meb kick off the conversation with an overview of the data driven Ned Davis research process and how the team gains an understanding …
The Best Investment Writing Volume 3: Todd Tresidder – Bubbles, Bubbles Everywhere – How To Protect Yourself
Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …
#191 - Simon Hallett - Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance
In episode 191, we welcome our guest, Simon Hallett. Simon and Meb start off the conversation with a run-down of Simon’s firm, Harding Loevner, cover its quality growth investment approach …
#190 - Radio Show: Buying Stocks At All Time Highs…Fund Manager Sentiment…Year End Questions for Advisors and Brokers
Episode 190 has a radio show format. We cover a variety of topics, including:
- Buying stocks at all-time highs
- 2010 Fund Manager of the Decade
- Jim …
#189 - John Parise - 70% Of Wealth Is Lost In The 3rd Generation
In Episode 189 we welcome our guest, John Parise. John and Meb kick off the conversation with the idea of the family CFO and wealth planning. As John gained experience in financial …
The Best Investment Writing Volume 3: Ray Micaletti – The Smart Money Indicator: A New Risk Management Tool
Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …
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