Guest: Episode #70 has no guest, but is co-hosted by Jeff Remsburg.
Date Recorded: 8/31/17
Run-Time: 52:22
To listen to Episode #70 on iTunes, click here
To listen to Episode #70 on Stitcher, click here
To listen to Episode #70 on Pocket Casts, click here
To listen to Episode #70 on Google Play, click here
To stream Episode #70, click here
[dalio variation=”parity”]Also read:
- Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More
- Hedge Fund of funds Business Keeps Dying Every Year
- Emerging Hedge Funds: Can They Outperform?
- Baupost Letter Points To Concern Over Risk Parity, Systematic Strategies During Crisis
- AI Hedge Fund Robots Beating Their Human Masters
Comments or suggestions? Email us [email protected] or call us to leave a voicemail at 323 834 9159
Interested in sponsoring an episode? Email Jeff at [email protected]
This dovetails into a question about how Meb allocates his own money between private investments, public investments, debt, and so on (with a “capital allocation” comparison to Thorndike’s book, The Outsiders). You’ll hear Meb’s thoughts on his personal asset allocation.
What is it? Find out in Episode 70.
Links from the Episode:
- 1:57 – Introduction, a look at vacation and what’s new
- 3:20 – Invest Like the Best Podcast
- 4:26 – Podcast episode #18 with Rob Arnott
- 4:50 – Meb’s travel schedule
- 6:32 – Jason Calacanis episode and what impact it might have on Meb’s angel investments
- 8:24 – Robinhood app
- 12:01 – Does Meb consider himself a capital allocator in his own investments and how does he allocate his own money into different investment categories
- 13:05 – Latest on Meb’s portfolio
- 13:56 – mebfaber.com
- 15:22 – “Take Lots of Risk, Or None at All? My Portfolio Allocation For 2016” – Faber
- 17:17 – Listener questions: Best way to invest in bonds and where would you put safe long-term capital right now
- 18:12 – “The Best Way to Add Yield To Your Portfolio” – Faber
- 19:30 – MaxMyInterest.com
- 20:00 – Best cash substitute that will match inflation while sitting on the sidelines
- 21:49 – “Sovereign High Yield Bond Strategy” – Faber
- 22:21 – Twitter question, if Meb had to short only one market what would it be
- 24:23 – cefconnect.com
- 27:59 – Meb’s feelings on bitcoin
- 28:41 – WhatIfBitCoin.com
- 30:15 – “Nervous About the Market? It Might Be Time for This Strategy” – Faber
- 35:05 – Memoirs of Extraordinary Popular Delusions and the Madness of Crowds – Mackay
- 35:12 – Sponsor: Roofstock
- 36:20 – How should an individual investor look at using a leveraged based approach to help maximize returns
- 42:50 – What does Meb find attractive about trend following
- 43:36 – If Meb could follow on money manager and their 13f strategy, who would it be?
- 44:32 – “Baupost, Tiger, Buffett Two Years Later July 18, 2012” – Faber
- 45:03 – Invest With The House: Hacking The Top Hedge Funds – Faber
- 46:45 – Can it add value to do a hedge fund replication strategy
- 48:48 – Andreas Clenow books
Article by Meb Faber
