BROADCASTS.com

Today\u2019s guest is Drew Dickson, founder of Albert Bridge Capital and CIO of Alpha Europe funds.\xa0\nWe talk a lot about global investing on this show and wanted to talk about that with Drew given his focus on European markets. Between the end of 1979 and the end of 2009, both the U.S. and Europe were 26 baggers and roughly had the same returns. Since then? The U.S. has returned 15% per year while Europe has returned just 8% per year. We spend a lot of time on whether this will continue.\xa0\nWe also talk about the impact former guest and Nobel Laureate Richard Thaler had on his investment philosophy, the importance of shedding our biases to generate alpha, his valuation of Tesla, and much more.\n(1:32) - Welcome Drew the show\xa0\n(2:17) - Drew\u2019s time learning from Richard Thaler\n(8:50) - Handling behavioral biases\n(11:39) - Experiencing the tech bubble in Europe\n(15:46) - Drew\u2019s focus on investing in European firms\n(28:43) - Where Drew sees opportunity today\n(40:28) - Tesla\n(54:22) - Drew\u2019s most memorable investment\n-----\nFollow Meb on Twitter, LinkedIn and YouTube\nFor detailed show notes, click here\nTo learn more about our funds and follow us, subscribe to our\xa0mailing list\xa0or visit us at cambriainvestments.com\n-----\nSponsor: Today's episode is sponsored by\xa0YCharts.\xa0YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit\xa0YCharts\xa0to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only).\nSponsor: Today\u2019s episode is sponsored by\xa0The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\u2019s largest institutions, funds, and money managers. Subscribe for free\xa0here.\nFollow The Idea Farm:\xa0Twitter\xa0|\xa0LinkedIn\xa0|\xa0Instagram\xa0|\xa0Tik Tok\n-----\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\n-----\nPast guests include\xa0Ed Thorp,\xa0Richard Thaler,\xa0Jeremy Grantham,\xa0Joel Greenblatt,\xa0Campbell Harvey,\xa0Ivy Zelman,\xa0Kathryn Kaminski,\xa0Jason Calacanis,\xa0Whitney Baker,\xa0Aswath Damodaran,\xa0Howard Marks,\xa0Tom Barton, and many more.\xa0\n-----\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\xa0here!\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices