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Podcast: Orion's The Weighing Machine
Episode: Meb Faber of Cambria - Importance of “Expectations” & Is it Time to Buy FANG Stocks?
Description: Guest: Meb Faber. [4:02] How much should we care about GDP, is now the time to buy FANG stocks, and the role of “expectations” in the markets. [16:41] CLS Portfolio Manager Kostya Etus discusses tariffs, two beautiful countries, and evaluating risk. [36:07] And a very special interview with Meb Faber, Co-Founder/Chief Investment Officer of Cambria...