Meb Faber, CIO and CEO of Cambira Investments returns to The Business Brew. Bill wanted to chat with Meb about the global diversified portfolio and Meb agreed to come on. The conversation also discusses drawdown emotions, the merits of ETS vs mutual funs, Meb's thoughts on marketing, and much more. Meb is a great thinker, entrepreneur, and podcast host. He's also one cool dude.

You can find Meb's writing here.

You can find his podcast on Apple here and on Spotify here.

Other links mentioned:

Ray Dalio Book: Principles for Dealing with a Changing World Order

Bridgewater All Weather Paper.

A Tweet of Meb's about Global stocks ex-US

Recent Jesse Livermore tweet RE: P/Es CAPE, etc

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Detailed Show Notes

Conversation starts with Berkshire weekend and Buffett discussion

4:55 – Meb’s take on global diversification

7:50 – The best compliment you can give someone

10:05 – Drawdowns are like a Ricther Scale

14:00 – The single biggest investing myth right now

39:30 – Meb’s thoughts on marketing

45:00 - Sell criteria

47:50 - What you need to launch an ETF

52:00 - Mutual Fund to ETF conversions

55:00 - Tax minimization

58:00 - More cases for foreign stocks

1:03:00 - The merits of private/angel investing

1:07:50 - Why Russia might not be "a zero"

Meb Faber Returns!

The Business Brew

Meb Faber Returns!