#344 – Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon
In episode 344, we welcome back our guest, Jared Dillian, author, DJ, and editor of The Daily Dirtnap.
Click here to listen to Jared's first episode on The Meb Faber Show.
In today’s episode, we’re talking all about the current market environment. Jared begins by explaining why he thinks we experienced a shift to an inflationary regime and what assets he expects to do well going forward. He shares his thoughts on gold, value vs. growth, and the low valuations in both Japan and Europe.
Be sure to stick around until the end to hear why Jared thinks investment professionals should not take the CFA anymore.
Please enjoy this episode with The Daily Dirtnap’s Jared Dillian.
-----
Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our products and follow us, subscribe to our mailing list or visit us at cambriainvestments.com.
-----
Today’s episode is sponsored by NordVPN. NordVPN strives to make the internet better than it is today. It can be free from online threats, censorship, and surveillance. What started with a single VPN server is now one of the most trusted internet security providers in the market, serving over 14 million users worldwide. Known for strong values and well-thought-out features, NordVPN is recognized by influential tech sites and IT security specialists. Visit www.nordvpn.com/meb for a 73% off 2-year plan plus 4 months free.
More episodes from The Meb Faber Show
#351 – Leigh Drogen, Starkiller Capital - If This Thing Isn’t Dead Yet, It’s Not Going To Die
In episode 351, we welcome our guest, Leigh Drogen, General Partner of Starkiller Capital, an institutional investment firm employing both quantitative and fundamental strategies to …
#350 – Startup Series – Saad Alam, Hone Health – 40% Of Men Over 35 Have Hormone Imbalance With Testosterone
In episode 350, we welcome our guest, Saad Alam, founder and CEO of Hone Health, a company that helps you fix hormonal imbalances and low testosterone by offering at-home blood tests, 30 …
The Best Investment Writing Volume 5: Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#349 – Anthony Zhang, Vinovest - You Should Separate Your Drinking Preferences From Your Investment Preferences
In episode 349, we welcome our guest, Anthony Zhang, founder and CEO of Vinovest, a platform for investing in a managed portfolio of fine wines.
In …
#348 – Zach Coelius, Coelius Capital - I Like To Play Where It’s Still Qualitative
In episode 348, we welcome our guest, Zach Coelius, the Managing Partner of Coelius Capital and angel investor in early-stage startups.
In today’s episode, we’re chatting angel investing …
#347 – Radio Show – Wes Gray & Patrick Cleary, Alpha Architect – All Things ETFs
Episode 347 has a radio show format with Alpha Architect’s Wes Gray and Patrick Cleary. We cover a variety of ETF-related topics, including:
- Current state of the ETF space
- The …
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.