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Podcast: The Meb Faber Show - Better Investing
Episode: Phil DeMuth - “Nothing in My Global Outlook is Telling Me It's Time to Pull Up the Anchor and Set Sail" | #76
Description: In Episode 76, we welcome Phil DeMuth. We start with Phil’s background. It’s a fun recap, involving Phil’s clinical psychology roots, his move to LA to be a screenwriter, his experiences in the Dot Com boom with friend, Ben Stein, which led to the writing of his first investment book, which eventually resulted in his managing money.Meb dives into investing, asking for an overview of the framework Phil uses with clients.Phil seeks to construct a portfolio that matches each individual’s situation, so it’s largely bespoke. That said, in general, he starts...