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!
Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market | #417
Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History | #416
Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments | #415
Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO | #414
Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
Radio Show – Meb's Got News!...YTD Stock & Bond Performance...$7 Gas in SoCal | #412
Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3 | #411
Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition | #410
Meb’s Corner – Ben Rollert, Composer – Democratizing Access To Quantitative Investment Strategies | #409
Neil Dahlstrom, John Deere – Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture | #408
Marc Chaikin, Chaikin Analytics – A Quantamental Approach To Investing | #407
Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration & Esoteric Investment Opportunities | #406
Gio Valiante – Prepare For The Masters With A Masterclass in Peak Performance in Athletics & Investing | #405
Mebisode – How I Invest 2022 | #404
Ivy Zelman, Zelman & Associates – Here's Why This Housing Expert Says The Market is "Euphoric" and Urges Caution | #403
Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure | #402
Clay Gardner, Titan – Investment Management Services for The Everyday Investor | #401
Patrick Geddes, Aperio – Lessons From A Customized Indexing Pioneer Who Sold His Firm To BlackRock | #400
Mary Childs, NPR’s Planet Money – Bond King Bill Gross | #399
Adam Nash, Daffy – Why This Prominent Silicon Valley Operator & Investor Wants To Make Charitable Giving A Habit | #398
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