Transcript
Introduction
Eric
My guest today is Meb Faber, the co-founder and CEO of Cambria Investments, an RIA that manages over 2 billion in assets. I mean this in the nicest way: Meb is also one of the biggest investing nerds I know, and today we dive into a wide variety of topics, from taxation to portfolio construction of various asset classes. We start by diving into the 351 exchange, its mechanics and the problems it solves for investors.
Meb then shares his broad view on the market, how Cambria combines value investing with trend and the impact of concentration. We close by talking about fixed income, public and private markets, and a few of his hottest takes. Please enjoy this conversation with Meb Faber.
Meb, thank you for joining us. The topic that got my attention was this idea of 351 exchange and a comment you made is that this year 2024 was all about Bitcoin, ETF and how big something like that was.