Are you making these critical mistakes in your portfolio? In this episode of In the Money with Amber Kanwar, renowned investor and author Meb Faber breaks down what most investors get wrong—and what to do instead.
Meb dives deep into the three investing pillars he believes will define the next era: global diversification, value investing, and trend following. He explains why most investors are overly concentrated in their home countries and why sticking to U.S. stocks may no longer be the smartest move—highlighting markets like Poland, Japan, and the UK.
He also unpacks the power of shareholder yield—a blend of dividends and buybacks—and reveals why investors overlook this metric at their own risk. Learn how Meb uses it to find underpriced companies flush with cash.
Plus, with news that Warren Buffett will step down from Berkshire Hathaway at the end of the year, Meb refers to the legendary investor as “the GOAT” and uses his example to underscore how portfolio strategies—even from the greats—can appear simple on the surface, but often require a deeper understanding to replicate responsibly.
In the Pro Picks segment, Meb tells us where he’s investing his own money right now, offering three of Cambria’s ETFs as top suggestions to end a fascinating interview: SYLD, GVAL and TRTY.
Whether you're rethinking your global exposure, questioning the 60/40 model, or simply trying to invest smarter in uncertain times—this episode is a must-watch.
Timestamps
00:00 Show Intro01:20 How to trade with BMO InvestorLine03:15 Meb Faber’s origin story08:00 Meb on AI, big ideas and what’s coming next09:40 Meb’s approach to value investing12:45 How to construct a portfolio for long-term gains: Why diversification is key
16:00 A big problem for investors is ‘home country bias’17:15 Why trend following is key to portfolio construction, why investors need to be asset class agnostic and why market timing is actually possible23:10 Meb on Warren Buffett and what he taught us about investing27:50 Meb on Buffett’s strategy30:00 What Meb thinks about tariffs and why they aren’t the reason for the change in global flows36:10 Meb’s view on U.S. innovation and the future39:40 Break: Amber speaks to Raymond James Canada CEO Jamie Coulter about navigating volatile U.S.-Canada ties42:00 ITM Mailbag: Meb elaborates on the concept of a shareholder yield approach44:30 Meb’s views on the benefits of share buybacks to individual shareholders as opposed to institutional shareholders46:50 How Meb thinks about when to sell an investment
50:15 Meb’s Pro Picks1:03:50 Goodbye & coming up
SponsorsThis episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information
Linkshttps://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews