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!

This episode is sponsored by AdvisorShares! Visit https://www.advisorshares.com/etfs/dwus/ to learn more!

More from Meb:
https://www.x.com/MebFaber

►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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