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October 16, 2023 39 mins

Guest: Meb Faber

The Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests.

In this episode, Aaron, Porter, and Meb Faber of Cambria Investment Management cover a variety of topics, live and on stage, from the Porter & Co. annual conference,

The highlights include: 

  • Porter’s inside information in the real estate commercial market.

  • How to position yourself for the bear run.

  • Meb discusses Charlie Munger’s three Ls. 

  • Did you make this trade in 2008 when Porter suggested it?

  • If you don’t follow this advice, it will follow you for the next 20 years.

  • The number one election indicator. 

  • RFK JR. 

  • Do you agree with Porter that this big moment is coming for America?

  • What Aaron has learned living in a foreign country. 

  • Why Meb wants to go back to Bogota.

  • And much more…

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