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The Meb Faber Show

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com. And to learn about Cambria’s suite of ETFs and other investment offerings, please visit CambriaFunds.com.
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Feb 28, 2018

Episode 95 is a radio show format. We start with a recap of Meb’s recent travels to Nicaragua and San Francisco, but then dive into a discussion about volatility. With the VIX spiking at the beginning of the month, some short-vol funds suffered massive losses. We discuss the short-vol trade, then the long-vol trade.

Next up, Meb gives us a quick (overdue) update on his trip to see Van Simmons, including which coins he purchased. But we quickly dive into a different topic – a recent offering from Wealthfront that’s raising some questions for Meb. The conversation touches upon a risk parity market approach, robo fees, and general transparency.

We then jump into listener Q&A. Some of the questions you’ll hear answered include:

  • I've heard Meb say it may be appropriate to allocate up to 20% of your portfolio in a hedging strategy. I've also heard him say you need an exit plan. What is his exit strategy regarding this play?
  • How/when should an investor use leverage?
  • What’s Meb’s take on a vanilla Vanguard Target Date fund vs Trinity over 15-20 years?
  • With fee compression and product commoditization, how do you see large, active-focused publicly traded asset managers faring in the next 5-10 years?
  • How would you think about asset allocation for a millennial (sub-30) with retirement accounts? The typical 60/40 doesn’t seem great.
  • With rising rates, I am in short-term notes to limit duration; with hints of higher inflation do TIPS make sense?

All this and more in Episode 95.

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