Meb Faber: The Art of Diversifying in a High-Valuation Market скачать в хорошем качестве

Meb Faber: The Art of Diversifying in a High-Valuation Market

Join Ryan Nauman and special guest Meb Faber, co-founder and CIO at Cambria Investment Management, in this exciting episode of Zephyr’s Adjusted for Risk Podcast. They discuss the superb 15-year equity run, the notion of market inflection points, and strategies for future investments. Meb shares his journey from being a ski bum in Lake Tahoe to starting Cambria Investment Management in Los Angeles, which now holds over $3 billion in assets. They also dive deep into risks of lofty valuations, the importance of diversification, and practical strategies for reducing concentration risk. Furthermore, they explain the 351 exchange and how financial advisors can leverage it to help clients manage hefty capital gains taxes. Tune in for valuable insights on market cap weighted indices, equal weighted strategies, and an in-depth look at global investment opportunities. Zephyr can help financial advisors create modern diversified portfolios: https://informaconnect.com/zephyr/ass... Learn more about Cambria Investment Management: https://www.cambriainvestments.com/ 00:00 Welcome to Zephyr's Adjusted for Risk Podcast 01:19 Introducing Meb Faber: From Ski Bum to Investment Guru 03:00 The Evolution of Cambria Investment Management 05:19 Diversification Lessons from Tahoe 06:43 The Current Market Landscape and Valuation Concerns 11:13 Strategies for Navigating Potential Market Slowdowns 14:55 The Risks and Rewards of Cap-Weighted Investments 22:00 The Secret to Outperforming the S&P 500 23:34 Equal Weighting Strategies and Their Benefits 26:35 Capital Gains Tax Strategies 27:55 The 351 Exchange Explained 36:00 How Financial Advisors Can Utilize the 351 Exchange 39:37 Resources and Final Thoughts Connect with Ryan Nauman: LinkedIn: Ryan Nauman:   / ryannauman1   X: Ryan Nauman:   / lktahoebadger