The Meb Faber Show - Better Investing12 Juli 2024

Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541

Today's returning guest is Aaron Edelheit, CEO and founder of Mindset Capital, a private investment firm. In today's episode, Aaron updates us on the state of the cannabis sector after a rough couple of years. He touches on possible Federal regulatory changes, the key characteristics he looks for in cannabis companies and why he refers to cannabis as the great replacement. As we wind down, Aaron talks about why he's so excited about the opportunity with low dose hemp beverages. (1:47) Overview of the cannabis industry (6:00) The possibility of Federal legalization (17:30) Valuation discussion (21:39) Operational challenges in cannabis (26:07) Factors with successful cannabis companies (31:10) Cannabis investment opportunities (34:18) The opportunity with low dose hemp beverages (41:32) Identifying risks in the cannabis space (44:51) Securities lending revenue in relation to ETFs ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only). Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

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Dave Iben: The World Is on Sale While America Trades at a Premium | #652

In today's episode, Dave draws on 45 years and over 100 countries to argue why scarcity still matters in a world obsessed with infinite money and AI. He makes the case that the world trades at a disco...

25 Sep 37min

Roger Ibbotson - Why Isn’t Everyone Rich? | #651

Today’s guest is Roger Ibbotson, a finance professor at Yale for four decades and founder of Ibbotson Associates. In today’s episode, Roger shares a century of stock and bond data and how one dollar ...

18 Sep 42min

FT’s Robin Wigglesworth: Why Bonds, Not Stocks, Rule Everything Around Us | #650

Today’s guest is Robin Wigglesworth, editor of FT Alphaville at the Financial Times and the author of A Fabulous Debt: The Epic Story of How Bonds Built the Modern World. In today’s episode, Robin ma...

11 Sep 51min

Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) | #649

Today’s guest is Inigo Fraser Jenkins, Chief Investment Strategist at AllianceBernstein. In today’s episode, Inigo argues that the golden era of easy diversification and high real returns is ending. ...

8 Sep 50min

Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once | #648

Today’s guest is Paul Kedrosky, a fellow at the MIT Institute for the Digital Economy, partner at SK Ventures and former sell-side analyst. In today’s episode, Paul Kedrosky explains why AI sits at t...

31 Aug 45min

Jerry Parker on Big Game Hunting in the Market | #647

Today’s guest is Jerry Parker, founder and CEO of Chesapeake Capital and one of the original Turtles trained by Richard Dennis. Together we run the Cambria Chesapeake Pure Trend ETF (MFUT). In today'...

25 Aug 47min

David Booth: 45 Years to $1 Trillion at Dimensional | #646

Today’s guest is David Booth, founder of Dimensional Fund Advisors, which now manages over $1 trillion. He studied under Eugene Fama at Chicago and helped build one of the first index funds at Wells F...

21 Aug 38min

Luke Gromen: The Bull Market That Loses You Money | #645

Today’s guest is Luke Gromen, founder of the macro research firm Forest for the Trees, or FFTT. In today's episode, Luke argues that free trade is dead, and the US is pivoting to Hamiltonian economi...

14 Aug 53min