Want to create an interactive transcript for this episode?
Podcast: The Meb Faber Show - Better Investing
Episode: Steve Romick, FPA Funds – Live at Future Proof! | #444
Description: Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the FPA Crescent Fund and one of my favorite portfolio managers to talk to.In today’s episode, Steve shares his view of the world and where he sees value today. He explains why he owns Google, Comcast, CarMax, and even some SPACs and convertible bonds. Then he updates us on investments we discussed on his first appearance on the podcast in 2019, including farmland and container ships.To listen to Steve's firs...