How to Convert an SMA to an ETF with Wes Gray & Robert Elwood | #522
The Meb Faber Show
by Meb Faber
1d ago
Today’s returning guest is Alpha Architect’s Wes Gray, and he’s joined by Bob Elwood, a business lawyer with a focus on investment funds.  Wes and Bob just helped complete a separately managed account to ETF conversion of $770 million, so we had to get them on the show to walk through the process! They walk through the process of doing an SMA to ETF conversion via Section 351 from start to finish. They share some of the more nuances involved in the process and answer some common questions they hear over time. While the most popular ETF story so far this year is the Bitcoin ETF, this is ar ..read more
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MEBISODE: A Better Approach to Dividend Investing
The Meb Faber Show
by Meb Faber
3d ago
In today’s episode, Meb reads a paper titled, “A Better Approach to Dividend Investing.”  Learn more about the Cambria Shareholder Yield ETF, SYLD. ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list.  To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. This and other information can be found in the Fund's full or summary prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or ..read more
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GMO's Tina Vandersteel on a "Once-in-a-Generation" Opportunity | #521
The Meb Faber Show
by Meb Faber
1w ago
Today’s guest is Tina Vandersteel, who is the head of GMO’s Emerging Country Debt team. She’s been with GMO for almost two decades. In today’s episode, we dive into Tina’s teams’ recent piece about what they call a possible “once-in-a-generation opportunity” in emerging market local currency debt. Tina gives a great overview of the emerging market debt asset class and then we dive into the reasons behind her team’s call. She shares why today is reminiscent of 2004 and how she thinks about things like liquidity panics and sanctions risk. And you won’t want to miss her hot take on China. It’s no ..read more
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Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla | #520
The Meb Faber Show
by Meb Faber
2w ago
Today’s guest is Drew Dickson, founder of Albert Bridge Capital and CIO of Alpha Europe funds.  We talk a lot about global investing on this show and wanted to talk about that with Drew given his focus on European markets. Between the end of 1979 and the end of 2009, both the U.S. and Europe were 26 baggers and roughly had the same returns. Since then? The U.S. has returned 15% per year while Europe has returned just 8% per year. We spend a lot of time on whether this will continue.  We also talk about the impact former guest and Nobel Laureate Richard Thaler had on his investment ph ..read more
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Ben Mackovak on The Secret Sauce of Investing in Banks | #519
The Meb Faber Show
by Meb Faber
3w ago
Today’s guest is Ben Mackovak, Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. Ben also sits on the board for several banks, giving him unique insight into what’s going on in this area. It's been a wild ride lately for the banks. 2023 was the biggest year ever for bank failures. There are concerns about commercial real estate risk in the banking system, the Federal Reserve has raised interest rates at an incredible pace, and valuations for the entire sector are at a steep discount to the market. So, we had Ben join us to talk about all of ..read more
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Jared Dillian on the Keys to Live a Stress-Free Financial Life | #518
The Meb Faber Show
by Meb Faber
1M ago
Today’s guest is Jared Dillian, the editor of The Daily Dirtnap, a daily market newsletter for investment professionals.  Jared’s back on the podcast to talk about his book, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal finance, his “no worries” approach to investing, which he calls the awesome portfolio, and I bet you’ll be surprised by which asset has performed best since 2000. We also get Jared’s take on the market today. He touches on inflation, private equity, the bond market and more.  ..read more
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John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501
The Meb Faber Show
by Meb Faber
1M ago
Today’s guest is John Davi, CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services.  In today’s episode, John walks through his macro plus quant approach to the markets. We touch on his entrance into the ETF space with two tickers I love: PPI & ROE. We also talk about global diversification, opportunities in Europe and Japan, and why he focuses on after-tax after-inflation returns.  ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our ..read more
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Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing | #500
The Meb Faber Show
by Meb Faber
1M ago
Today’s guest is Soo Chuen Tan, Founder & President of Discerene Group, which has a fundamental, contrarian, long-term value investing philosophy. Today’s episode starts off with lessons from working under the great Seth Klarman at Baupost. Then we spend a lot of time around what the ideal structure is for an investment firm and how to build a true partnership with LP’s - and that even includes giving money back when there aren’t opportunities in the market.  Then we get into his investing philosophy. He answers broad questions like: what businesses actually have network effects? Does ..read more
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Kevin Carter, EMQQ Global - India is Happening NOW | #499
The Meb Faber Show
by Meb Faber
1M ago
Today’s returning guest is Kevin Carter, Founder and CIO of EMQQ Global.  In today’s episode, Kevin pounds the table for India’s tech sector. He covers the demographic trends, The India Stack, the difference from China 15 years ago and the current valuations. He also explains why environmental risks are something to keep an eye on in India.  Listen to Kevin’s Kevin’s first appearance on the podcast.  ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit u ..read more
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Liz Ann Sonders on The State of the Markets | #498
The Meb Faber Show
by Meb Faber
1M ago
Today’s guest is Liz Ann Sonders, the Chief Investment Strategist of Charles Schwab. In today’s episode, Liz Ann starts off by sharing some timeless lessons from her mentor, the great Marty Zweig! Then she shares her view of the economy and markets. She touches on earnings estimates, expectations for the Fed, market breadth, and where she sees opportunity going forward. (1:08) - Welcome Liz Ann to the show (1:28) - How Marty Zweig's sentiment indicators had a lasting impact on Liz Ann Sonders' approach (5:26) - Marty Zweig’s Investing Rules (5:42) - Reminiscences of a Stock Operator (7:30) - R ..read more
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