The Meb Faber Show
Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601
Today’s guest is Eddy Elfenbein, one of the OG financial bloggers at Crossing Wall Street. Eddy also runs the CWS ETF, which is from his annual buy list of 25 stocks. In today’s episode, Eddy shares his insights on investing, stock selection, and the challenges of managing an ETF. He discusses the origins of his buy list, his investment philosophy focused on high-quality stocks, and the importance of understanding market cycles. Eddie also provides advice for aspiring ETF managers and reflects on the unique stock picks that have defined his career.
Key Points
- Investing in high-quality, lesser-known companies can yield substantial long-term returns, often outperforming more popular stocks.
- The stock market's performance is influenced not just by fundamentals, but also by psychological factors and market cycles, making it somewhat self-aware.
- Launching and managing an ETF requires substantial financial commitment and resilience, as success often hinges on long-term performance and navigating market cycles.
Chapters
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Transcript
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