Today’s guest today is Austin Root, Chief Investment Officer of Stansberry Asset Management. Previously, he co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management.
In today’s episode, Austin starts off by discussing the combination of financial planning & investment management. After giving a masterclass on private credit, he shares why he describes himself as a tweener when it comes to investing, the role of gold in portfolios, and much more.
-----
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
-----
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!
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Best Investment Writing Volume 3: Jack Vogel – Trust The Process
John Huber - Stock Prices Fluctuate Much More Than The Underlying Businesses | #160
Ashby Monk - The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation | #159
Tobias Carlisle - The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap | #158
Randy Swan - Always Invested, Always Hedged | #157
Steve Glickman - I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones | #156
Aswath Damodaran - They [Uber And The Ride Sharing Companies Collectively] Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think They’ve Figured Out A Business Model
Frank Curzio - You Have To Be Able To Adapt To Different Strategies In Different Markets Because They're Ever Changing | #154
Kim Shannon - I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value | #153
Kevin Smith and Tavi Costa - We Believe We’re In The Early Stages Of A Bear Market | #152
Divya Narendra - Valuation Is Probably The Most Critical Component of SumZero’s Thesis | #151
Bill Smead - The United States Economy is Highly Likely To Be The Strongest The Next 10 Years It's Been Since The Baby Boomers Went Through The 30-45 Year-Old Age Range | #150
Phil Haslett - Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That Kind Of P
Paul Lountzis - The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis | #148
The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account) | #147
Neil Littman - The More Risk You Kill, Inherently, The More Value You Create | #146
Cloning The Largest Hedge Fund In The World: Bridgewater's All Weather | #145
Marty Bergin - Adapt Or Die | #144
David Eifrig - Most People Run Losses Into The Ground | #143
Ryan Ansin - I Don't Believe That It's Easy To Back Into Revenue In This Industry, There Are Just A Thousand Things That Can Go Wrong | #142
Create your
podcast in
minutes
It is Free
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast