Brian Livingston on Muscular Portfolios

The Meb Faber Show | 31 July 2019 | 1h 04m | Listen Later | iTunes
Interview with Brian Livingston about ideas in his book Muscular Portfolios: The Investing Revolution for Superior Returns with Lower Risk. Makes the case for investing with ultra-low-cost index funds, tilted for momentum, thereby reducing drawdowns, lifting returns and making it easier to stick with the approach.

Brandon Zick on the Business of Investing in Farmland

The Meb Faber Show | 19 June 2019 | 1h 28m | Listen Later | iTunes
Interview with Brandon Zick of Ceres Partners about investing in farmland. Nicely frames the build-up of returns from farmland. Intriguing insights on the influence of technology on farming.

Elroy Dimson on Triumph of the Optimists

The Meb Faber Show | 4 April 2018 | 0h 53m | Listen Later  | iTunes
Interview with Elroy Dimson describing his research that led to the book Triumph of the Optimists: 101 Years of Global Investment Returns, which assembled very long-term stocks and bonds indices for world markets. Discusses the lack of correlation between economic growth and stock market performance. Includes a lesson in finance: real yields today, the Gordon Model, the multiple people are willing to pay today (which is higher), and the takeaway that high valuations are a reflection of today’s low real interest rates.