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My guest today is Meb Faber, the co-founder and CIO of Cambria Investments, an RIA that manages over $2B in assets. 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 to 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 of the market, how Cambria combines value investing with trends, and the impact of concentration. We close by talking about fixed income, public and private markets, and a few hot takes. Please enjoy this conversation with Meb Faber.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:00:27) Understanding the 351 Exchange
(00:01:26) Tax Efficiency and Investment Strategies
(00:02:23) Practical Applications and Examples
(00:04:07) Launching and Managing ETFs
(00:05:13) Investor Use Cases and Benefits
(00:09:25) Tax Implications and Compliance
(00:15:03) Future Innovations and Market Trends
(00:27:03) Value and Trend Investing Insights
(00:27:44) Valuation Warnings and Market Trends
(00:28:35) Historical Market Comparisons
(00:30:16) Trend Following Strategies
(00:34:18) Concentration in Major Stocks
(00:38:33) Product Development and Market Cycles
(00:40:33) Fixed Income Market Dynamics
(00:51:39) Private Equity and Public Markets
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My guest today is SEC commissioner Hester Peirce, also known as the Crypto mom for her strong support of the industry. Commissioner Peirce was recently appointed as the head of the SEC’s new Crypto Task Force, and here, she lays out her overall, vision, key goals, and her thoughts on the Howie test and the tension between free markets and protecting investors. This is a short but very important episode just as web3 is on the cusp of a new beginning in America. Please enjoy this conversation with Commissioner Peirce.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Introduction and Previous Interviews Recap
(00:01:06) The Creation of the Crypto Task Force
(00:01:28) Goals and Challenges of the Task Force
(00:03:30) Engagement and Regulatory Adjustments
(00:06:18) Interagency Coordination and Legislative Efforts
(00:07:57) Sandbox and Howie Test Discussion
(00:12:55) Investor Protection and Autonomy
(00:14:57) Future Vision
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