Show Us Your Portfolio: Meb Faber | How the Cambria Founder Manages His Own Money

[@rocking1313]

Great chat. "Every cycle has a guru pounding an asset class ". Please do a follow-on with Meb on start-up investing.

[@ExcessReturns]

We'll have to consider that for a future episode. Thank you.

[@blue-fj9ky]

Artha Shastra from the ancient Vedic literature of India mentions 1/2 invested for growth and 1/2 saved in reserve. My take: 1/2 stocks and 1/2 gold and/or T.bills.

[@CowboyHabibi]

His cycle prediction from May - Nov or so of 2022 was dead on. Nice one!

[@chrisf1600]

Just a quick comment that I really enjoyed this interview. I'm a big fan of Meb and he was on top form today. A very entertaining and knowledgeable guest -- good questions too :)

[@ExcessReturns]

Thanks Chris!

[@kevinsingh2815]

I really enjoy hearing such brilliant ways of thinking. Thank you guys

[@ExcessReturns]

Thanks so much Kevin. Very interesting to hear how various investors like Meb manage their personal investments. Appreciate your support.

[@danielscott1409]

Meb is so thoughtful

[@nikolakasherov1617]

Thanks!

[@vt96]

38:32 Great insight, but t echnically, Enron example is not leverage. It’s called concentrated risk and highly correlated. But we know what you mean.

[@conw_y]

It sounds like he invests in startups more for the mood effects than to get rich. 😄