The Meb Faber Show - Better Investing
Business:Investing
Today’s guest is Jared Dillian, the editor of The Daily Dirtnap, a daily market newsletter for investment professionals.
Jared’s back on the podcast to talk about his book, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal finance, his “no worries” approach to investing, which he calls the awesome portfolio, and I bet you’ll be surprised by which asset has performed best since 2000.
We also get Jared’s take on the market today. He touches on inflation, private equity, the bond market and more.
(1:20) - Welcome Jared back to the show; Episode #344: Jared Dillian
(5:02) - Unpacking the concept “we get to choose how much money we have”
(6:56) - Applying the 80/20 rule to personal finance
(10:14) - Clarifying acronyms from 'No Worries: How To Live A Stress Free Financial Life'
(14:57) - Considering the implications of young people accruing debt
(18:11) - Different investment strategies & the Awesome Portfolio
(34:41) - Jared’s take on inflation and higher interest rates
(36:58) - Assessing the current state of the market
(43:26) - Concerns about Tony Robbins book
(45:53) - Integrating AI into the process of writing
Learn more about Jared: The Daily Dirtnap, Jared Dillian Money
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Sponsor: 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). Register for their webinar on January 25th with Charlie Bilello.
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.
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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
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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.
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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
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