#22 - Listener Q&A Episode

60 minutes

Episode #22 is another “Listener Q&A” episode. Meb has been traveling again, this time giving several speeches. So we start the episode with Meb giving us the highlights from his most recent talk in Vegas, in which he details four mistakes that investors are making right now. Next, we get into our listener Q&A. Meb tackles:

-          Is shareholder yield a smart beta factor in its own right, or is it a combination of factors?

-          Should a shareholder yield strategy outperform portfolios with size, value, and momentum tilts?

-          Is there a reason why Meb rarely talks about adding small caps to a portfolio?

-          What are the merits of investing in ETFs versus bonds directly?

-          Can sentiment indicators be used to add tangible long-term value to a portfolio?

-          How does Meb define risk, a term he uses quite often?

-          While certain global countries with low CAPEs appear attractive, if the U.S. entered a correction, wouldn’t those foreign countries follow, negating the decision to invest there?

There’s plenty more, including talk of gambling in Vegas (and counting cards), Meb’s high school reunion, and some of the worst investment losses Meb ever suffered (think “biotech” and “options”). Hear it all in Episode 22.

More episodes from The Meb Faber Show

Steve Romick, FPA Funds – Live at Future Proof! | #444

Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the …

Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443

Today’s guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities.

In …

David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing | #442

Today’s guest is David Rubenstein, co-founder and co-Chairman of The Carlyle Group, one of the largest private equity firms in the world, now managing $325 billion.

In today’s episode, …

Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)

Today’s episode features Whitney Baker reading her piece, Put Down. Whitney is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research …

Marlena Lee, DFA – Value, Fama & How To Weather Bear Markets | #441

Today’s guest is Marlena Lee, the Global Head of Investment Solutions for Dimensional Fund Advisors, which manages over $600 billion.

In today’s …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56