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!
Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money | #437
Kevin Van Trump – Here’s What's Going on With Ag Commodities | #436
Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)
Radio Show with Michael Batnick & Ben Carlson of RWM | #435
Lyn Alden – The Macro Landscape & Bull Case for Real Assets | #434
Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)
Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets | #433
Robert Keith, Beartooth Group – Investing for Financial & Environmental Returns Through Ranch Restoration in The American West | #432
Erin Miles, Bridgewater Associates – Who Will Prove Most Vulnerable to the Pullback in Liquidity? (The Best Investment Writing Volume 6)
Scott Reynolds Nelson – How Wheat Made The Modern World | #431
Richard Ennis – The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium (The Best Investment Writing Volume 6)
Frank Giustra & Ian Telfer - The Bull Case for Gold | #430
Kevin Kelly – How To Invest in Genetic Editing, Residential Real Estate, & The Hotel Industry | #429
Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6)
Eric Balchunas, Bloomberg – Bogle is One of the Investing GOATs | #428
Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both" | #427
The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426
Dan Ariely, Irrational Capital – Investing in Human Capital | #425
Robin Goldstein & Daniel Sumner – The Economics of Weed | #424
Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries? | #423
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast