Meb Faber’: Investing In Private Businesses

Meb Faber’: Investing In Private Businesses

Thoughts On Investing In Private Businesses by Meb Faber

Guest: Episode #10 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg.

Date: 8/1/16

Star hedge fund macro trader Colin Lancaster warns: Inflation is back

InvestorsTalk of inflation has been swirling for some time amid all the stimulus that's been pouring into the market and the soaring debt levels in the U.S. The Federal Reserve has said that any inflation that does occur will be temporary, but one hedge fund macro trader says there are plenty of reasons not to Read More

Run-Time: 45:58

Topics:  Episode #10 is our second “Listener Q&A” episode. This time, instead of spending the entire episode answering one question, Meb tackles many. Here’s a sample of a few of the topics you’ll hear him address:

  • How should young investors balance low expected returns (ZIRP, U.S. CAPE, etc) with the need to invest young/early?
  • How much should you allocate to your best idea or opportunity? You hear Charlie Munger talk about betting big on great opportunities. What is “big”?
  • I get the gist of your global asset allocation strategy, but I’m not an expert on it. Does my lack of knowledge make it dangerous for me to invest this way since I don’t fully understand it? (As opposed to Peter Lynch’s mindset of “buy what you know.”)
  • What does your (Meb’s) ideal portfolio look like right now?
  • I’ve stayed away from low volume/liquidity ETFs I would like to own because volume is basically non-existent. Is that fear unfounded?

There are many more questions and answers, which dovetail into different topics including Meb’s thoughts on investing in private businesses, as well as several new business ideas which Meb would love to see an entrepreneur tackle. What are they? Find out on Episode 10.

Episode Sponsor:

Comments or suggestions? Email us [email protected]

To listen to Episode #10 on iTunes, click here

To listen to Episode #10 on Stitcher, click here

To listen to Episode #10 on Pocket Casts, click here

To listen to Episode #10 on Google Play, click here

To stream Episode #10, click here

Links from the Episode:


Below is a list of conferences that are a good source of new ideas:

CrowdFund websites

Read the transcript here.

Meb Faber

No posts to display