{"podcast":{"title":"The Meb Faber Show - Better Investing","slug":"the-meb-faber-show-better-investing-743157","podcast_index_feed_id":743157,"rss_url":"https://feeds.megaphone.fm/TIFM6133783130","website_url":"https://www.themebfabershow.com/","image_url":"https://megaphone.imgix.net/podcasts/dfd9a908-428f-11ee-a9c5-6fac729c68a0/image/1400x1400.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"The Idea Farm","episode_count":708,"summary":"Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.","last_synced_at":"2026-07-24T16:19:52.677138+00:00","page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157"},"episode":{"title":"Build YOUR Perfect Portfolio (w/ Cullen Roche) | #612","slug":"build-your-perfect-portfolio-w-cullen-roche-612","published_at":"2026-01-02T09:30:00+00:00","page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157/build-your-perfect-portfolio-w-cullen-roche-612","show_page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157","url":"https://traffic.megaphone.fm/TIFM1360529447.mp3?updated=1775779962","audio_url":"https://traffic.megaphone.fm/TIFM1360529447.mp3?updated=1775779962","summary":"My guest today is Cullen Roche, Chief Investment Officer at Orcam Financial Group and Discipline Funds. His latest book is Your Perfect Portfolio: The ultimate guide to using the world’s most powerful investing strategies. In today’s episode, Cullen walks through the principles of portfolio construction. He emphasizes the importance of viewing investments as a means of savings rather than a quick path to wealth. Cullen explores the significance of time horizons in investment decisions, why real returns are what matter, and the origins of the 60/40 portfolio. (0:00) Starts (1:38) Principles of portfolio construction (6:12) Real vs nominal returns (11:01) Asset allocation and time horizon considerations (26:59) Evaluating the role of government bonds in portfolios (30:21) Origins of the 60/40 portfolio (37:44) The forward cap portfolio (46:49) The concept of duration in investing (56:23) Disciplined Funds (1:02:39) Asset liability matching (1:03:15) Factors influencing investor behavior ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsul…","meta_description":"My guest today is Cullen Roche, Chief Investment Officer at Orcam Financial Group and Discipline Funds. His latest book is Your Perfect Portfolio: The ult…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4163,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-meb-faber-show-better-investing-743157/episodes/build-your-perfect-portfolio-w-cullen-roche-612/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157/build-your-perfect-portfolio-w-cullen-roche-612.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}