120: Meb Faber – A Crash Course in Long-Term Investing—For Short-Term Traders | Chat With Traders

This podcast episode features Meb Faber discussing his investment approach, which is rooted in value investing and trend following, emphasizing the importance of a rules-based, quantifiable strategy that mitigates emotional decision-making. Meb highlights the shift towards passive investment options and the impact of fees and taxes on long-term performance, while advocating for clear investment plans, understanding market conditions, managing drawdowns, and utilizing valuation metrics for better decision-making. Meb's insights serve as a guiding framework for investors seeking to enhance their strategies and ultimately succeed in the ever-evolving investment landscape.

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120: Meb Faber – A Crash Course in Long-Term Investing—For Short-Term Traders

Chat With Traders

Meb Faber: From Biotech Analyst to Investment Guru

Defining Meb Faber's Investment Style: Value and Trend

Bridging the Gap: Active Trading and Long-Term Investing

Market Cap Investing: The Good, the Bad, and the Ugly

The Power of Passive Investing: A Wonderful Time to Be an Investor

Beyond Passive: Enhancing Returns with Rules-Based Strategies

The Importance of a Written Investment Plan: Keeping Yourself Accountable

Navigating Drawdowns: Strategies for Buy-and-Hold Investors

Understanding Valuation: CAPE Ratio vs. PE Ratio

Timing the Market: Dollar-Cost Averaging and Valuation

Rebalancing: Maintaining Your Intended Portfolio Allocation

The Silent Killers: Taxes and Fees

The Power of Simplicity: Asset Allocation and Fee Management

Overcoming Emotional Biases: The Biggest Challenge for Investors

Avoiding Complexity: Mutual Fund Salad and High Fees

Meb Faber's Resources: Connecting with the Investment Guru

120: Meb Faber – A Crash Course in Long-Term Investing—For Short-Term Traders

Chat With Traders

00:05Meb Faber: From Biotech Analyst to Investment Guru

Meb Faber: From Biotech Analyst to Investment Guru

09:05Defining Meb Faber's Investment Style: Value and Trend

Defining Meb Faber's Investment Style: Value and Trend

14:11Bridging the Gap: Active Trading and Long-Term Investing

Bridging the Gap: Active Trading and Long-Term Investing

22:40Market Cap Investing: The Good, the Bad, and the Ugly

Market Cap Investing: The Good, the Bad, and the Ugly

27:40The Power of Passive Investing: A Wonderful Time to Be an Investor

The Power of Passive Investing: A Wonderful Time to Be an Investor

33:25Beyond Passive: Enhancing Returns with Rules-Based Strategies

Beyond Passive: Enhancing Returns with Rules-Based Strategies

40:03The Importance of a Written Investment Plan: Keeping Yourself Accountable

The Importance of a Written Investment Plan: Keeping Yourself Accountable

44:43Navigating Drawdowns: Strategies for Buy-and-Hold Investors

Navigating Drawdowns: Strategies for Buy-and-Hold Investors

52:24Understanding Valuation: CAPE Ratio vs. PE Ratio

Understanding Valuation: CAPE Ratio vs. PE Ratio

53:23Timing the Market: Dollar-Cost Averaging and Valuation

Timing the Market: Dollar-Cost Averaging and Valuation

57:07Rebalancing: Maintaining Your Intended Portfolio Allocation

Rebalancing: Maintaining Your Intended Portfolio Allocation

59:18The Silent Killers: Taxes and Fees

The Silent Killers: Taxes and Fees

1:03:45The Power of Simplicity: Asset Allocation and Fee Management

The Power of Simplicity: Asset Allocation and Fee Management

1:05:59Overcoming Emotional Biases: The Biggest Challenge for Investors

Overcoming Emotional Biases: The Biggest Challenge for Investors

1:07:56Avoiding Complexity: Mutual Fund Salad and High Fees

Avoiding Complexity: Mutual Fund Salad and High Fees

1:11:05Meb Faber's Resources: Connecting with the Investment Guru

Meb Faber's Resources: Connecting with the Investment Guru