On episode 137 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Meb Faber, co-founder and Chief Investment Officer of Cambria Investment Management to discuss: hedging market risk, dividends vs buybacks, trend following, momentum stocks, international markets, the ETF landscape, and much more!

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►00:00 - Cold Open
►13:07 - Intro
►13:37 - A Quantitative Approach to Tactical Asset Allocation
►25:57 - State of the markets
►32:52 - Dividends and Buybacks
►40:19 - Trend Following
►52:27 - Calpers
►58:11 - Private Equity
►01:04:09 - The Business of ETFs
►01:14:11 - Beer Tasting and CAPE ratios

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

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