#344 – Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon

52 minutes

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 TwitterLinkedIn 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

#383 – Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO

In episode 383, we welcome our guest, Mike Dudas, founder and General Partner of 6th Man Ventures, which focuses on investing in Web3 infrastructure and the metaverse.  His previous …

#382 – Dan Zwirn, Arena Investors - A Stoic Approach to Investing

In episode 382, we welcome our guest, Dan Zwirn, CEO and CIO of Arena Investors, a firm focused on global special situations and asset and credit investments.

In today’s episode, we’re …

The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors

This year, we’re bringing you the entire volume of The Best Investment Writing Volume 5 in podcast format. You’ll hear from some of the most …

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