Meb Faber is the co-founder and Chief Investment Officer of Cambria Investment Management, host of the Meb Faber Show podcast, and an accomplished author of numerous books and white papers on investing.
In this episode, Meb discusses the legacy of Jim Simons and the impact of Renaissance Technologies on quantitative investing. He dives into the value of trend following and global diversification in investment portfolios, and the importance of a scientific approach to the markets. Meb also shares insights on the current US industrial policy, the future of US vs. international investing, and highlights a lesser-known semiconductor stock that has outperformed Nvidia.
Please enjoy our conversation with Meb Faber.
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