The Meb Faber Show - Better Investing
Business:Investing
Today’s guest is Thomas George, President of Grizzle and Portfolio Manager of the DARP ETF.
In today’s episode, Thomas talks about investing in disruption at a reasonable price. Key word: reasonable. He talks about the sector and thematic focus of the ETF and takeaways from the 2022 sell-off in the growthier parts of the market. As we wind down, he walks through the performance of Amazon since its IPO and why it makes for a perfect case study for disruption at a reasonable price.
-----
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
-----
Sponsor: This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb.
Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
-----
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!
John Bollinger - “People Have This Time-Frame Confusion That I Think Does A Huge Amount of Damage” | #37
Listener Q&A Episode | #36
Jerry Parker - “To Me it Just Boiled Down to One Question… Will the Big Winners Pay for the Small Losses?” | #35
"Things I Find Beautiful, Useful or Downright Magical" | #34
Listener Q&A Episode | #33
Brew Johnson & Brett Crosby - "We Have Long-Term Aspirations of Disrupting the Entire Mortgage Finance and Securitization Market" | #32
Mark Yusko - "Asset Allocation Matters Most" | #31
Listener Q&A Episode | #30
Tom McClellan - "Now Everybody Knows What the Outcome Is, They Can Get Back to Focusing on Real Things That Actually Matter” | #29
Larry Swedroe - "There is Literally No Logical Reason for Anyone to Have a Preference for Dividends" | #28
Porter Stansberry - "There's Going to Be a Big Bill of Bad Debt to Pay" | #27
Jeremy Schwartz - "You Should Be Hedged a Lot More Than You Are" | #26
Listener Q&A Episode | #25
Learning to Love Investment Bubbles | #24
Gregg Fisher - "Sometimes the Best Investment Strategy Isn't the Right Investment Strategy" | #23
Listener Q&A Episode | #22
Michael Covel - "We Can't Make a Prediction Worth a Damn" | #21
#20 - Listener Q&A Episode
Jonathan Clements - "If Money Can Buy Happiness, Then Why Doesn't It?" "Because People Don't Spend It Right." | #19
Rob Arnott - "People Need to Ratchet Down Their Return Expectations" | #18
Create your
podcast in
minutes
It is Free
Get Creative with Pace Morby
U.S Property Podcast
Aligned Money Show
The Ramsey Show
The Clark Howard Podcast