The Meb Faber Show - Better Investing Folgen

In episode 176, we welcome our guest, Adam Tkaczuk. Adam and Meb kick off the episode with an overview of opportunity zones. Meb then asks about the best way to source investments in OZs. Adam provides some background, resources, and some wisdom that it is important to look closely at fees and be careful about diligence into OZ investments. He notes that there are all types of projects available, not just real estate, and that location can have a huge impact. Meb asks Adam about location based sources of capital. Adam describes examples of what that is and some examples of how business can use this practice to find money to fund business projects. Adam then gets into the role he plays with small business owners in helping them navigate tax credits, find project funding, and maximize after-tax income. He talks about tax and investment strategies, and business sale tactics such as considering OZs and a structured sale.  Next, Adam talks about some case studies on helping clients find tax credits. As the conversation winds down, Meb asks Adam to get into the general flow of how he works with clients. All this and more in Episode 176, included some great resources and Adam’s most memorable investment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 175 is a Meb Short. In this episode, you’ll hear Meb discuss a key development to be aware of in global markets, the valuation spread between the most and least expensive markets around the world. Meb explains why it is important to study history before assuming the U.S. deserves a valuation premium to the rest of the world, what global equity valuations look like, and the reality of investor home-bias.  All this and more in episode 175. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 174, we welcome our guest, Amlan Roy. Amlan and Meb start the conversation off with a discussion on demographics, why we need to understand them, and the idea that monetary policy is relatively ineffective in the demographic environment the world faces today. Amlan then lays out some prescriptions for some of the issues he’s seeing today, including, the idea of doing away with traditional retirement ages, more fairness toward women, and updated immigration policies. Meb and Amlan then get into negative yielding interest rates, the impacts they have on investors, and how we should be thinking about economic and finance theory. He also hits on falling productivity growth, and a trying to solve that issue in China, India, and the rest of the world by bringing more young people and women into the workforce. Amlan then shifts to some additional thoughts on growth, and his idea of the “Demographic Dividend.” Don’t miss all of this and more in episode 174, including some of Amlan’s most memorable and important market calls. Learn more about your ad choices. Visit megaphone.fm/adchoices