The first episode of this new show. Meb Faber, founder of L.A.-based Cambria Asset Management and Marc Dalpé, Portfolio Manager at Richardson Wealth chat with Raise Your Average co-hosts Pierre Daillie, Managing Editor, AdvisorAnalyst.com, and Mike Philbrick, President, of ReSolve Asset Management SEZC (Cayman), about the 60/40 portfolio puzzle.
With bond yields at 5,000 year lows and the S&P 500 at all time highs, Meb Faber and Marc Dalpé weigh in on where investors can consider re-allocating assets to raise their forward investment returns and investment income, while reducing their risk of loss and behavioural exposure.
Meb Faber, Cambria Asset Management – https://www.cambriainvestments.com/
The Meb Faber Show – https://mebfaber.com/podcast/
Meb Faber Research – https://mebfaber.com/
Marc Dalpé, Richardson Wealth – https://web.richardsonwealth.com//dalpe.milette/marc-dalpe?lang=en_US
Michael Philbrick, ReSolve Asset Management SEZC – https://www.investresolve.com
ReSolve Asset Management Podcast – https://investresolve.com/podcasts/
ReSolve Asset Management Blog – https://investresolve.com/blog/