#81: Radio Show: Notes from Meb's Office Hours - Listeners Are All Making the Same Mistakes

66 minutes

Episode 81 is a radio show format. Meb starts with a note of thanks to listeners. It involves a milestone Cambria just passed as a company.

Next, Meb walks us through the common themes he’s hearing from his office hours. In short, all listeners are generally making the same investing mistakes (though everyone seems to believe his/her situation is unique). Meb tells us what everyone is doing.

Then, it’s on to listener Q&A. Some of the questions and topics you’ll hear are:

  • What’s the latest on global CAPE values? Which countries are cheapest?
  • Buffett was on CNBC the other day opining that stocks were cheap because you have to view them in relation to competing investment opportunities, and interest rates are still quite low. Thoughts?
  • Is it possible to construct a CAPE index for other asset classes besides stocks?
  • How do you recommend getting exposure to commodities? Aside from the physical metals, it’s hard to get good exposure because most of the ETFs invest in futures which get hurt by contract rolls. What’s the answer?
  • In the typical asset allocation, would muni bonds produce more alpha than Treasuries? What different risk would it introduce, and is it worth it?
  • Trend following is primarily a binary thing: You are in if your signal has triggered, otherwise out. But is it better to be in a market that is trading, say, 10% above your trigger than a market that is 1% above?
  • Is low volatility a valid and sustainable outperforming factor?

As usual with the radio show formats, there are plenty of rabbit holes. Plus, Meb is about to do some travelling overseas. Where’s he headed? Find out in Episode 81.

More episodes from The Meb Faber Show

#333 – Startup Series – Rob Forster, Wonderbird Spirits - Making Gin Is Truly An Art

In episode 333, we welcome our guest, Rob Forster, co-founder of Wonderbird Spirits, Mississippi's first grain-to-glass gin distillery. 

 

 

In today’s episode, we hear how Rob stopped …

#332 – Mebisode – Journey to 100X

Episode 332 is a Mebisode. In this episode, you’ll hear Meb talk about his journey investing in over 250 private companies since 2014. He explains why he chose to do so and his framework …

#331 – Phil Nadel, Forefront Venture Partners - The Best Companies Are Founded By Folks Who Personally Feel The Pain Point

In episode 331, we welcome back our guest, Phil Nadel, co-founder of Forefront Venture Partners, one of the largest and most successful syndicates on …

#330 – Guillermo Cornejo, Riders Share - Riders Share Is Like An AirBnB, But For Renting Motorcycles

In episode 330, we welcome our guest, Guillermo Cornejo, founder and CEO of Riders Share, the first & largest motorcycle peer-to-peer rentals platform in the United States.

 

In today’s …

#329 – Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria

In episode 329, we welcome our guest, Samantha McLemore founder of Patient Capital Management and a Co-Portfolio Manager at Miller Value Partners.   

#328 – Startup Series – Katie Echevarria Rosen Kitchens, FabFitFun - Paying $50 And Getting Over $300 In Full-Size Products Is A Pretty Cool Thing

In episode 328, we welcome our guest, Katie Echevarria Rosen Kitchens, co-founder of FabFitFun, a lifestyle membership that provides a curated …

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