EPISODE · Aug 20, 2024 · 57 MIN
Mag 7 vs. 493: Market Showdown
from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder
00:00 Introduction to Non-Consensus Investing00:33 Meet Meb Faber: A Decade of Tracking and Insights00:59 Exploring Alpha Cloning and Hedge Funds02:41 The Golden Age of Hedge Funds and Market Trends03:58 Buffett's Strategy and the Power of 13F Filings13:07 The Evolution of Shareholder Yield16:09 The Role of Buybacks and Stock-Based Compensation19:59 Market Neutral Strategies and Hedge Fund Insights25:33 The Impact of Passive Investing on Active Management30:02 Gold's Highs and Market Predictions30:44 Diversifying Investments for Mental Health32:36 Exploring Foreign Markets40:28 The Impact of Retail Investing and Social Media44:43 Lessons from Successful Long-Term Investments51:04 The Role of Trend Strategies in Portfolios56:09 Concluding Thoughts and Resources Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth
What this episode covers
In this episode of Non Consensus Investing, host Ram Ahluwalia of Lumida Wealth delves deep into alternative investment strategies with guest Meb Faber. They explore a range of topics including the merits of hedge funds, the effectiveness of alpha cloning, market trends, and the potential pitfalls of passive indexing. The conversation also highlights investment strategies such as shareholder yield and the role of ETFs, with Faber providing insights into value investing, the global diversification of portfolios, and the impact of retail investing. The episode wraps up with lessons from Faber's career and practical advice for investors.
NOW PLAYING
Mag 7 vs. 493: Market Showdown
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m